The General Settings screen contains various settings for configuring the job processor, autopay, and adjustment reasons. 

To access this screen:

1. Click on General from the Settings dropdown menu.
   

The following settings can be configured:

Jobs

• Docket Mode: Select which mode to use for creating dockets.
• Job Process Mode Includes Street Bookings: Enable to include street bookings in the job processor. 
• Require Cancellation Reason: Enable to require a reason to be provided when cancelling a booking. 
• Job Insert Mode:
  • Completed: Enable to ensure completed jobs show in the job professor. 
  • No Fare: Enable to ensure no fare jobs show in the job professor. 
  • Cancelled: Enable to ensure cancelled jobs show in the job professor. 
• Job Processing Mode:
  • Invoicing: Enable if you require all jobs in the invoicing section of the job professors to be manually processed. 
  • Drivers: Enable if you require all jobs in the drivers' section of the job professors to be manually processed. 
  • Vehicles: Enable if you require all jobs in the vehicles section of the job professors to be manually processed. 
  • Job Number Mode: Set to 'Automatic' to ensure docket numbers are automatically generated by the system. 
  • Maximum Jobs Number: Set the maximum value job numbers can go to (E.g. 999999).
  • Payment Fee Mode: Select if an account booking payment fee is applied to the cost, price or neither. 
• Manual Approval Required:
  • Invoicing: Enable if you require all jobs in the invoicing section of the job professors to be manually approved. 
  • Drivers: Enable if you require all jobs in the drivers' section of the job professors to be manually approved. 
  • Vehicles: Enable if you require all jobs in the vehicles section of the job professors to be manually approved. 
• Auto Export:
  • Credit Card Jobs: Enable to automatically export credit card jobs into a file.
  • All Jobs: Enable to automatically export all jobs into a file.
  • Post Job With Cost/Price <= Zero: Enable to automatically export posted jobs with a cost/price less than zero into a file.

Autopay

• Customer Account Work: This is for adding the Customer Account Work details of a 3rd party account.
  • Account Reference: The customer's individual account reference number.
  • Payout Code: The code for recording money paid out of the account.
  • Payin Code: The code for recording money paid into the account.
  • Journal Code: The journal code for a record of the business transactions.
  • Currency: The currency the customer should be billed in.
• Driver Account Work: This is for adding the Driver Account Work details of a 3rd party account.
  • Account Reference: The driver's individual account reference number.
  • Payout Code: The code for recording money paid out of the account.
  • Payin Code: The code for recording money paid into the account.
  • Journal Code: The journal code for a record of the business transactions.
  • Currency: The currency the driver should be billed in.

Adjustment Reasons

To add a new adjustment reason:

1. Click on the Add button on the right-hand side. 
   
2. Select the Adjustment Type and give it a Reason.
   
3. Then click Save.

The adjustment reason can then be selected when making adjustments to a job in the Job Processor.