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Cab Exchange Checks & Postings

Connor
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The Cab Exchange Checks & Postings screen is where you can check all your exchanged 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.

cab_exchange_checks_and_postings_screen.png

To access this screen:

  1. Click on Cab Exchange Checks & Postings from Accounts > Cab Exchange Accounts.

    cab_exchange_checks_and_postings_button.png

Filtering

To filter the dockets table:

  1. Configure your search fields on the left-hand side.

    market_place_history_filters.png
  2. Then click Search.

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.

  2. Then click the Approve or Un-approve button at the top.

    (Tick): An approved docket.
    (Cross) Unapproved: An unapproved docket.

    dcp_approve_unapprove_buttons.png

Post a docket

To post an approved docket to invoicing:

  1. Select an approved docket.

  2. Then click the Post button at the top.

    dcp_post_button.png

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

dcp_post_all_button.png

Additional actions

The following actions can also be used:

  • Insert (Edit Price): Select a docket and then click the 'Edit Price' button to change the cost or price of a docket.
  • Ctrl +F10 (Approve Fixed Prices): Select a docket and then click the 'Approve Fixed Prices' button to automatically approve all dockets that have fixed prices.