The Global Account Settings screen contains all the necessary global settings to ensure your account work runs smoothly and is processed correctly.
To access this screen:
- Click on the Global Account Settings button from Accounts > Customer Accounts.
The following settings can be configured:
Details
- Display Name: Enter the name of the company, department, or organisation you are adding.
- Account Code: Enter a unique code for identifying this account.
- Taxi Company: Select which system taxi company this account is active on.
- Suspended: Toggle On to suspend this account.
Contact Details
- Website: Enter the client company's website URL.
Invoices and Statements
- Discount: Enter the value of the discount.
- Discount - Type: If you wish to apply a discount to this account, select the discount type here.
- Email Invoice: Select if the system should automatically send an email to the customer when an invoice is generated.
- Extra Cost Tax Rate: If additional tax rates are required, you can apply them here.
- Include Export In Email: Select if invoice reports should be attached to the customer's invoice email.
- Invoice per Docket: If required, enable this to create an invoice per docket rather than in bulk.
- Invoice Summary Sort By: Select which element the system should sort the invoice summaries by.
- Invoice Template: Select which template should be used for account invoices.
- Master Account: If this is a sub-account, select the main account it is linked to.
- Print Invoice: Select if invoices for this account should also be printed automatically.
- Reference: Enter a unique reference as an identifier for invoices of this account.
- Service Charge: Enter the service charge value.
- Service Charge - Type: Select if the service charge should be in percentage or a fixed amount.
- Split up multi pickup dockets: Enable to split up jobs with multiple pickups for the customer account.
- Tax Rate: If a standard tax rate is required, you can apply it here.
- Upload Invoice: Enable to upload a copy of your invoices to the file system.
- Use Signatures: If enabled a customer booking with this account will be required to provide a signature on the driver's device.
- Sale Tax Mode: Select the sale tax mode.
Ringback
- Disable Ringback: Enable to disable ringback for bookings on this account.
- Interactive Cancel Booking Prompt: Enable to prompt the customer to press 2 when a ringback happens to cancel the booking.
- Interactive Confirm Booking Prompt: Enable to prompt the customer to press 1 when a ringback happens to confirm the booking.
Tariffs
- Display price/cost on booking screen mode: Select if the price or cost should be on the bookings screen for bookings on this account.
- Automatic price/cost recalculation on shout mode: Bookings for this account will be recalculated automatically when in shout mode.
- Variable Price Fixed (excluding as directed): Enable to fix the variable price for any bookings that aren't 'as directed'.
- Override Force Shout For Fixed Tariff: Enable to clear jobs without a driver shout if the fixed price matches.
- Waiting time minutes free: Set how much waiting time a customer on this account can have for free.
Options
- Passcode failure mode: Select what the system should do if a customer fails to enter the correct booking passcode.
Dockets
- Auto Export Docket Information when Posted: Enable to automatically export docket info when a job is processed.
Booking Screen
- Gratuity setting type: Select the gratuity type.
- Gratuity setting value: Enter the gratuity value.
Surcharge (Price)
- Surcharge Type: Select the surcharge value type.
- Surcharge Value: Enter the value of the surcharge.
- Round-Up To Nearest: Set the nearest decimal place to round the surcharge up to (E.g. 0.01).
- Variable Tariffs Only: Enable to only apply the surcharge to variable tariffs.
Surcharge (Cost)
- Surcharge Type: Select the surcharge value type.
- Surcharge Value: Enter the value of the surcharge.
- Round-Up To Nearest: Set the nearest decimal place to round the surcharge up to (E.g. 0.01).
- Variable Tariffs Only: Enable to only apply the surcharge to variable tariffs.
Comments:
- Comment for Driver: Enter custom messages to be displayed for drivers.
EBP (Account Work)
- EBP Account Work: This is for adding the EBP Account Work details of a 3rd party account.
- Account Reference: Your individual account reference number.
- Payout Code: The code for recording money paid out of the account.
- Payin Code: The code for recording money paid into the account.
- Currency: The currency customers should be billed in.
- Journal Code: The journal code for a record of the business transactions.
EBP - Bank Details
- EBP Bank Details: This is for adding the Electronic Bank Payment (EBP) bank details of a 3rd party bank.
- Journal Code: The journal code for a record of the business transactions.
- Bank Code: The bank code.
Invoice Format
- Invoice Blank Rows: Set how many rows should be blank when sending an invoice
- Invoice Email Body: Enter custom text to be shown in the email body when sending an invoice.
- Invoice Footer: Enter custom text to be shown in the email footer when sending an invoice.
- Invoice Format: Changing this will change the style of the invoices instead of using the default template.
- Invoice Header: Enter a custom text to be shown in the email header when sending an invoice.
Price Limits
- Enabled: Enable to configure price limits for this account.
iGo
- Pricing Mode (for iGo): Select if account bookings from iGo should use your system pricing or vendor pricing.
- Pricing Surcharge (for iGo): Enable to add a separate surcharge for iGo bookings.