Job Processor
Job Processor: Master Invoicing - 365 Accounts (Legacy)
The Master Invoicing screen is where you can search and manage sub-account invoices for a master account. This is useful for creating a single invoice for billing a customer with multiple sub-accounts linked to their main account. To access this ...
Job Processor: Jobs Archive - 365 Accounts (Legacy)
The Jobs Archive screen contains all the non-account booking records that do not require further action, such as invoicing since they have already been paid for either through the App, Cab Exchange, Market Place or by Card. To access this screen: ...
Job Processor: Vehicle Sheets History - 365 Accounts (Legacy)
The Vehicle Sheets History screen contains all of your previous vehicle sheets that are created when vehicles are processed. This screen is useful if you ever need to check the details of a vehicle sheet or resend one out to an owner if it wasn’t ...
Job Processor: Vehicle Accounts - 365 Accounts (Legacy)
The Vehicle Accounts screen allows you to process transactions and dockets for your vehicles. This is useful if you want to generate payment sheets for your vehicles rather than your drivers if you have shared vehicles in your fleet. To access this ...
Job Processor: Driver Sheets History - 365 Accounts (Legacy)
The Driver Sheets History screen contains all of your previous driver sheets that are created when drivers are processed. This screen is useful if you ever need to check the details of a driver sheet or resend one out to a driver if it wasn’t ...
Job Processor: Driver Accounts - 365 Accounts (Legacy)
The Driver Accounts screen allows you to control the money that is owed by or owed to drivers. To access this screen: Click on the Job Processor dropdown menu. Filtering To filter the driver accounts table: Configure your filter panel options on the ...
Job Processor: Customer Transactions - 365 Accounts (Legacy)
The Customer Transactions screen allows you to pay off your invoices and issue any credit notes that need to be issued to your account customers. To access this screen: Click on the Job Processor dropdown menu. Filtering To filter the transactions ...
Job Processor: Invoices Retrieve - 365 Accounts (Legacy)
The Invoices Retrieve screen contains all your previous invoices that have been sent to account customers. To access this screen: Click on the Job Processor dropdown menu. Filtering To filter the invoices table: Configure your filter panel options on ...
Job Processor: Invoicing - 365 Accounts (Legacy)
The Invoicing screen is where you can perform final checks on your dockets and then create invoices to send to your customers. This is useful when you need to generate invoices for your customer accounts in order for you to be paid for bookings ...
Job Processor: Dockets Checks & Posting - 365 Accounts (Legacy)
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. To access ...
Navigating the Job Processor - 365 Accounts (Legacy)
Use this article as a cheat sheet for navigating round the Job Processor in 365 Accounts. To access the Job Processor: 1. In the Dashboard, open up Accounts. 2. Click the Job Processor in the left-hand menu. Key: Number Description 1 Dockets, Checks ...