The Driver Accounts screen allows you to control the money that is owed by or owed to drivers.

To access this screen:

1. Click on the Job Processor dropdown menu.
   

Filtering

To filter the driver accounts table:

1. Configure your filter panel options on the right-hand side.
   
2. Then click Search.

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

Process driver

To process a driver:

1. Select a driver account.
   
2. Click the Process button in the bottom right.
   
3. Check the account transactions:
   
   Amount Paid By Driver: If the driver has already paid their balance, enter the amount here.
   Send As Email: Enable to send a copy of the driver sheet by email to the driver.
   Process Dockets Only: Enable to only process the dockets and not the transactions. 
   
   Note: When you process a driver their balance will be updated as any transactions attached to the driver account will be applied.
   
   
4. Then click Process.

Note: You can also process every driver account at once by clicking on the 'Process All' button.

View account transactions

To view the transactions made on a driver account:

1. Select a driver account.
   
2. Then double-click on the account.
   

View account dockets

To view the dockets on a driver account:

1. Select a driver account.
   
2. Then click on the Dockets button.
   

This will then display the dockets for the selected driver account. Here you can perform the same actions provided on the Dockets Checks & Posting screen.

Additional Actions

The following actions can be used:

• All Totals: Click to view the totals for all the driver accounts combined. 
• Pay In / Out: Click to pay a monetary value into or out of a driver account. 
• Adjustments: Click to make adjustments to the amount owed by a driver.
• Notes: Click to add a note to the driver account. 
• Transactions: Click to view all the transactions for a driver account. 
• Dockets: Click to view all the dockets for a driver account. 
• Draft Process: Select an account and then click the 'Draft Process' button to create a draft process.
• Draft Process All: Click to create a draft process for all the driver accounts.