The Dockets Checks & Postings screen is where you can check all your bookings to ensure they have the correct pricing/costs, as well as, the right information attached and are now ready for invoicing the customers and paying your drivers.

To access this screen:

1. Click on the Job Processor dropdown menu.
   
   

Filtering

To filter the dockets table:

1. Select which job type to filter by from the dropdown menu.
   
2. Configure your filter panel options on the right-hand side.
   
3. Then click Search.

The dockets table will then be populated based on your filter criteria. 

Note: You can change your filters at any time by clicking on the Active Filters button. 

Approve or unapprove

To approve or unapproved a docket:

1. Select a docket.
   
   Note: Multiple dockets can be selected using the Ctrl or Shift keys.
   
   
2. Then click the (Tick) or (Cross) icon.
   
   (Tick) Icon: Already approved, click to unapproved the docket.
   (Cross) Icon: Unapproved, click to approve the docket.
   

Note: You can also click the Unapprove or Approve buttons in the bottom right. 

Post a docket

To post an approved docket to invoicing:

1. Select an approved docket.
   
2. Then click the Post button in the bottom right.
   

The docket will then be sent to the Invoicing screen of the Job Processor.

Note: You can also post all the dockets rather than posting them individually. 

Additional actions

The following actions can also be used:

• Archive: Select a docket and then click the 'Archive' button to send a docket to the Jobs Archive.
• Edit Price: Select a docket and then click the 'Edit Price' button to change the cost or price of a docket.
• Approve Fixed Prices: Select a docket and then click the 'Approve Fixed Prices' button to automatically approve all dockets that have fixed prices.
• Auto Reprice: Select a docket and then click the 'Auto Reprice' button to automatically reprice the docket if you have changed any details. 
• Edit Docket: You can double-click on a docket to edit the docket details. 

Note: You can also edit dockets in the Invoicing and Driver Accounts screens, so don’t worry if you post a docket you then realise is incorrect.