Navigating the Job Processor - 365 Accounts (Legacy)

Use this article as a cheat sheet for navigating round the Job Processor in 365 Accounts.

To access the Job Processor:

1. In the Dashboard, open up Accounts.

2. Click the Job Processor in the left-hand menu.

Key:

Number	Description
1	Dockets, Checks & Postings screen – For checking your bookings to ensure all the details are correct before posting the docket(s) to Invoicing.
2	Invoicing screen – Perform final checks on your dockets and create invoices to forward to your customers.
3	Master Invoicing – Search and manage sub-account invoices for a master account. Only available if you have access to a master account.
4	Invoices Retrieve screen – Contains all your previous invoices that have been forwarded to customers.
5	Customer Transactions screen – Pay off your invoices and issue any credit notes.
6	Driver Accounts screen – Inspect the money that is owed by or owed to drivers.
7	Driver Sheets History screen – Contains all the driver sheets from driver creation and processing.
8	Vehicle Accounts screen – Process transactions and dockets for your vehicles.
9	Vehicle Sheets History screen – Contains all vehicle sheets from vehicle creation and processing.
10	Jobs Archive screen – Stores all non-account booking records that do not require further action.
11	Filter panel button – Available on all screens throughout the Job Processor. Opens and closes the filter panel on the right-side of the screen, configures the data present in the table.
12	Refresh button – Available on all screens throughout the Job Processor. Updates the current table on screen.

For in-depth documentation of the different buttons and features on each screen, use the links within the table above to open up the specific articles.