Drivers & Vehicles: Driver Transactions - 365 Management

Drivers & Vehicles: Driver Transactions - 365 Management

The Driver Transactions screen allows you to assign transactions to specific drivers.


To access this screen:

  1. Click on Driver Transactions from the Accounts > Account Settings > Drivers & Vehicles dropdown menu.

Add driver transaction

To add a new driver transaction:

  1. Click on the Add button on the right-hand side.
  2. Select a Driver in the top left-hand field.
  3. Click on the Add button again on the right-hand side.
  4. Select a Transaction Template.

    Note: 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).
  5. Then click Create.
Once you've added the new transaction, it will now apply to a driver's account when processed.

NotesNote: You can add multiple transactions to a specific driver.