Accounts
Account Settings: Tax Rates - 365 Management
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 Accounts > Account Settings dropdown menu. Add tax rate To add a new tax rate: ...
Drivers & Vehicles: General - 365 Accounts
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 ...
Drivers & Vehicles: Vehicle Transactions - 365 Management
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 Accounts > ...
Drivers & Vehicles: Driver Transactions - 365 Management
The Driver Transactions screen allows you to assign transactions to specific drivers. To access this screen: Click on Driver Transactions from the Accounts > Account Settings > Drivers & Vehicles dropdown menu. Add driver transaction To add a new ...
Drivers & Vehicles: Group Transactions - 365 Management
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 ...
Drivers & Vehicles: Transaction Templates - 365 Management
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 Management
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 Management
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 Management
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 Accounts - 365 Management
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 Accounts > Account Settings> Customers dropdown menu. Here you ...
Advanced Invoice Templates: Accounts - 365 Management
Advanced Invoice Templates You can utilise Advanced Invoice templates to send your customs an invoice with more detail. Set Advanced Invoice templates at a local or a global setting in Accounts. In Accounts > Customers - Corporate > Job Processing, ...
Account Settings: General - 365 Management
What is This Section? The General Settings screen contains various settings for configuring the job processor, autopay, and adjustment reasons. How Does It Work? In this area, there are three sections you can configure: jobs, autopay, and adjustment ...
Customer Accounts - 365 Management
What is This Section? The Customer Accounts screen is where you can add and manage your corporate and kickback customer accounts. These accounts are an important part of your business as they generate regular income for your company from customers ...
Accounts Settings: Accounts Assistant - 365 Management
What is the Accounts Assistant? The Accounts Assistant 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 ...