Drivers & Vehicles: Group Transactions - 365 Management

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:

  1. Click on Transaction Templates from the Accounts > Account Settings > Drivers & Vehicles dropdown menu.

Add group transaction

To add a new group transaction:

  1. Click on the Add button on the right-hand side. 
  2. Enter the required group transaction details (marked with an asterisk *):

    Description: Enter a unique description for the group transaction.
    Commission Tax Mode: Select if the tax should be included in the commission or charged on top of the commission. 
    Commission Tax Rate: Enable to add a tax rate to charge to the driver/vehicle commission.
    Driver Commission Fees: Select additional fees to be added to the driver commission.
    Commission Charges Are Incremental: Enable this to increase the commission charges incrementally. 
    Commission Charges On: Select if commission charges should be added From & To Earnings or From & To Job Count.

  3. Click to Add your commission charges.
  4. Next, click on the Transactions tab.
  5. Click on the Add button on the right-hand side.
  6. Select a Transaction Template.

    NotesNote: The fields are automatically populated based on the template selected, however, you may change the Value field to another monetary value (E.g. £50, £100, etc).
  7. Then click Add and Create.
Once you've created a new Group Transaction, you can then add it to a Driver or Vehicle account.

NotesNote: If you don’t charge a commission to your drivers, you can leave the Commission Charges settings blank and just use the Transactions tab.