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Overview of Driver Accounts - 365 Accounts

Connor
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The Driver Accounts screen allows you to control the money that is owed by or owed to drivers.

driver_accounts_screen.png

To access this screen:

  1. Click on the Job Processor dropdown menu.

    job_processor_menu_item.png

Filtering

To filter the driver accounts table:

  1. Configure your filter panel options on the right-hand side.

    driver_accounts_filter.png
  2. Then click Search.

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

driver_accounts_table_populated.png

Process driver

To process a driver:

  1. Select a driver account.

    driver_accounts_selected.png
  2. Click the Process button in the bottom right.

    driver_accounts_process_button.png
  3. Check the account transactions:

    Amount Paid By Driver: If the driver has already paid their balance, enter the amount here.
    Send As Email: Enable to send a copy of the driver sheet by email to the driver.
    Process Dockets Only: Enable to only process the dockets and not the transactions. 

    Note: When you process a driver their balance will be updated as any transactions attached to the driver account will be applied.

    driver_accounts_process_popup.png
  4. Then click Process.

Note: You can also process every driver account at once by clicking on the 'Process All' button.

driver_accounts_process_all_button.png

View account transactions

To view the transactions made on a driver account:

  1. Select a driver account.

    driver_accounts_selected.png
  2. Then double-click on the account.

    driver_accounts_account_transactions.png

View account dockets

To view the dockets on a driver account:

  1. Select a driver account.

    driver_accounts_selected.png
  2. Then click on the Dockets button.

    driver_accounts_dockets_button.png

This will then display the dockets for the selected driver account. Here you can perform the same actions provided on the Dockets Checks & Posting screen.

driver_accounts_dockets_popup.png

Additional Actions

driver_accounts_additional_actions.png

The following actions can be used:

  • All Totals: Click to view the totals for all the driver accounts combined. 
  • Pay In / Out: Click to pay a monetary value into or out of a driver account. 
  • Adjustments: Click to make adjustments to the amount owed by a driver.
  • Notes: Click to add a note to the driver account. 
  • Transactions: Click to view all the transactions for a driver account. 
  • Dockets: Click to view all the dockets for a driver account. 
  • Draft Process: Select an account and then click the 'Draft Process' button to create a draft process.
  • Draft Process All: Click to create a draft process for all the driver accounts. 

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