Settings
Accounts Automator - 365 Accounts (Legacy)
The Accounts Automator screen allows you to automate different account processes and reduce the need for human interaction with account jobs. This is useful when there is a lot of manual work involved in checking, pricing and processing your account ...
Tax Rates Settings - 365 Accounts (Legacy)
The Tax Rates screen allows you to add custom tax rates that can then be applied to your drivers or account customers. To access this screen: Click on Tax Rates from the Settings dropdown menu. Add tax rate To add a new tax rate: Click on the Add ...
Driver & Vehicles: General - 365 Accounts (Legacy)
The General screen contains various settings for controlling how the driver and vehicle accounts work on your system. For example, here you can select whether jobs are automatically approved once the invoice is paid by the customer. To access this ...
Vehicle Transactions - 365 Accounts (Legacy)
The Vehicle Transactions screen allows you to assign transactions to a specific vehicle. This is useful if you lease a vehicle to drivers and need to charge them for the usage. To access this screen: Click on Vehicle Transactions from the Settings > ...
Driver Transactions - 365 Accounts (Legacy)
The Driver Transactions screen allows you to assign transactions to specific drivers. To access this screen: Click on Driver Transactions from the Settings > Drivers & Vehicles dropdown menu. Add driver transaction To add a new driver transaction: ...
Group Transactions - 365 Accounts (Legacy)
The Group Transactions screen allows you to set up charges that can be applied to groups of drivers and or vehicles. This is useful for charging multiple drivers/vehicles when being processed through accounts. To access this screen: Click on ...
Transaction Templates - 365 Accounts (Legacy)
The Transaction Templates screen allows you to set up different charges for your Drivers & Vehicles. This is useful for charging your drivers monthly or weekly rent, uniform hire, insurance or other charges. To access this screen: Click on ...
Customers: Cab Exchange - 365 Accounts (Legacy)
The Cab Exchange screen allows you to configure the settings for your Cab Exchange bookings that are paid for by either credit card or cash. These are useful for ensuring that the correct tariffs are used for any bookings made through the Cab ...
Customers: App - 365 Accounts (Legacy)
The App screen allows you to configure the settings for your Passenger App bookings that are paid for by either credit card or cash. These are useful for ensuring that the correct tariffs are used for any customer that books a job on the Passenger ...
Customers: Phone Credit Card - 365 Accounts (Legacy)
The Phone Credit Card screen allows you to configure the settings for your Phone Credit Card bookings. These are useful for ensuring that the correct tariffs are used for any customer that pays for their jobs over the phone by credit card. To access ...
Customers: Corporate - 365 Accounts (Legacy)
The Corporate screen contains all the necessary global settings to ensure your account work runs smoothly and is processed correctly. To access this screen: Click on Corporate from the Settings > Customers dropdown menu. The following settings can be ...
Settings: General Settings - 365 Accounts (Legacy)
The General Settings screen contains various settings for configuring the job processor, autopay, and adjustment reasons. To access this screen: Click on General from the Settings dropdown menu. The following settings can be configured: Jobs Docket ...