What is This Section?

The General Settings screen contains various settings for configuring the job processor, autopay, and adjustment reasons.

Jobs

• Docket Mode: Select which mode to use for posting dockets: 
  • None: No mode is utilised and all dockets must be manually posted.
  • Account Only: Only dockets for jobs paid for by an account are posted.
  • Automatic: Automatically posts dockets for Account and Card jobs, and Cash dockets only for commission drivers.
  • All: Dockets are posted for all types of job.
• Job Process Mode Includes Street Bookings: Enable to include street pickup bookings in the Job Processor.
• Require Cancellation Reason: Enable to require a reason when cancelling a job. The reason for cancellation determines whether the driver is paid and whether the account customer is invoiced. 

• Job Insert Mode: Use the toggles below to filter which job types can be inserted into the job processor. 
  • Completed: Jobs that are completed. We recommend to keep this option always enabled as you need completed jobs to appear in your job processor to pay your drivers and invoice account customers.
  • No Fare: Jobs that are no-fared. You should only enable this option if you need to process your non-fare jobs so they appear on the driver sheets and invoicing, and if you also pay your drivers for no-fare jobs.
  • Cancelled: Jobs that are cancelled. You should only enable this option if you need cancellations to appear on invoices and in your driver accounts.

• Job Processing Mode: Configure the settings in this section to control what happens to a job when processing is complete in the Job Processor. 
  • Invoicing: Enable to unapprove all jobs in the Invoicing section of the Job Processor if you need to manually approve all jobs in the Invoicing section of the Job Processor.
  • Drivers: Enable if you need to manually approve all dockets in the Drivers Accounts section of the Job Processor. Disable to have these jobs automatically approve.
  • Vehicles: Enable if you need to manually approve all dockets in the Vehicles section of the Job Processor. Disable to have these jobs automatically approve.
  • Docket Number Mode: Configure whether the system automatically generates a docket number for each account job created or if a driver/operator has to manually add the docket number.
    • Automatic: Set to 'Automatic' to ensure docket numbers are automatically generated.
    • From Driver/Operator: Set to 'From Driver/Operator' to have drivers and operators manually add docket numbers to jobs.
  • Maximum Jobs Number: Set the maximum value job numbers can go to (e.g. 999999).
  • Payment Fee Mode: Use the dropdown menu to select if an account booking payment is applied to the cost, price, both or neither.

• Manual Approved Required: Settings in this section control whether jobs in these areas require manually approval.
  • Invoicing: Enable if you require all jobs in the Invoices section of Accounts V2 to be manually approved. 
  • Vehicles: Enable if you require all jobs in the Vehicle Accounts section of Accounts V2 to be manually approved.
  • Drivers: Enable if you require all jobs in the Drivers Accounts section of Accounts V2 to be manually approved.

• Auto Export: Control whether specific jobs automatically export into a file.
  • Credit Card Jobs: Toggle on to enable automatic exports of credit card jobs into a file.
  • Post Job With Cost/Price <= Zero: 
  • All Jobs: .

Autopay

• Customer Account Work: Add your EBP Account Work details here:  
  
  • Account Reference: Enter your company account reference number.
  • Payout Code: Enter the code for recording money paid out of the account.
  • Payin Code: Enter the code for recording money paid into the account.
  • Journal Code: Input the journal code for a record of the business transactions.
  • Currency: Select the currency for the payments.
• Driver Account Work: Add your EBP Account Work details here:
  • Account Reference: Enter your company account reference number.
  • Payout Code: Enter the code for recording money paid out of the account.
  • Payin Code: Enter the code for recording money paid into the account.
  • Journal Code: Input the journal code for a record of the business transactions.
  • Currency: Select the currency for the payments.

Adjustment Reasons

Here you can create Adjustment Reasons, which you can apply when action is taken in the Job Processor, for example if a customer requires a credit note or a driver is charged twice for rent and needs their balance adjusting.

To create an adjustment reason:

1. Click the +Add button.
2. In the pop-up, use the dropdown menu to select an Adjustment Type from the list.
3. Type a reason into the specified textbox, which will be selectable from a list of reasons when making an adjustment in the Job Processor.
4. Press Save to add.

Your new adjustment reason will then appear in the list. You can then modify or delete existing reasons by double-clicking on the reason in the list, or continue to add new ones.