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Overview of Dockets Checks & Posting

Connor
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The Dockets Checks & Postings screen is where you can check all your bookings to ensure they have the correct pricing/costs, as well as, the right information attached and are now ready for invoicing the customers and paying your drivers.

Dockets_checks_and_posting_screen.png

To access this screen:

  1. Click on the Job Processor dropdown menu.

    job_processor_menu_item.png

Filtering

To filter the dockets table:

  1. Select which job type to filter by from the dropdown menu.

    dcp_job_type_filter.png
  2. Configure your filter panel options on the right-hand side.

    dcp_filters.png
  3. Then click Search.

The dockets table will then be populated based on your filter criteria. 

dcp_dockets_table_populated.png

Note: You can change your filters at any time by clicking on the Active Filters button. 

dcp_active_filters_button.png

Approve or unapprove

To approve or unapproved a docket:

  1. Select a docket.

    Note: Multiple dockets can be selected using the Ctrl or Shift keys.

    dcp_docket_selected.png
  2. Then click the (Tick) or (Cross) icon.

    (Tick) Icon: Already approved, click to unapproved the docket.
    (Cross) Icon: Unapproved, click to approve the docket.

    dcp_docket_icons.png

Note: You can also click the Unapprove or Approve buttons in the bottom right. 

dcp_unapprove_approve_buttons.png

Post a docket

To post an approved docket to invoicing:

  1. Select an approved docket.

    dcp_approved_docket_selected.png
  2. Then click the Post button in the bottom right.

    dcp_post_button.png

The docket will then be sent to the Invoicing screen of the Job Processor.

Note: You can also post all the dockets rather than posting them individually. 

dcp_post_all_button.png

Additional actions

dcp_additional_button.png

The following actions can also be used:

  • Archive: Select a docket and then click the 'Archive' button to send a docket to the Jobs Archive.
  • Edit Price: Select a docket and then click the 'Edit Price' button to change the cost or price of a docket.
  • Approve Fixed Prices: Select a docket and then click the 'Approve Fixed Prices' button to automatically approve all dockets that have fixed prices.
  • Auto Reprice: Select a docket and then click the 'Auto Reprice' button to automatically reprice the docket if you have changed any details. 
  • Edit Docket: You can double-click on a docket to edit the docket details. 

Note: You can also edit dockets in the Invoicing and Driver Accounts screens, so don’t worry if you post a docket you then realise is incorrect.

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