Portal - Finance

How to Edit A Ticket's Invoice or Payroll Values
Once a ticket has been rated, users have the ability to override the invoice or payroll values.  To accomplish this please follow the guide below. Go ...
Tue, 28 Sep, 2021 at 12:18 AM
How To Recalculate Tickets For Invoice or Payroll
Users may need to recalculate invoice and payroll ticket values after a ticket has been completed on the tablet.  The two main reasons for this are either t...
Tue, 28 Sep, 2021 at 12:18 AM
How to Edit A Payroll Settlement, Add To or Remove Tickets From A Settlement
Once a settlement has been created a user has the ability to edit the high level information associated to the settlement or remove/add tickets to an existi...
Tue, 28 Sep, 2021 at 12:19 AM
How to Create A Payroll Settlement
Transportation enables users to create driver payroll settlements.  Once a rate sheet is applied to a scenario, pickup and/or drop off, the system will AUTO...
Sat, 24 Sep, 2022 at 11:26 AM
How To Update Fuel Surcharge Diesel Prices
Every week, EIA.Gov publishes new diesel prices in the united states ( https://www.eia.gov/petroleum/gasdiesel/). To publish these diesel prices within Tran...
Sat, 24 Sep, 2022 at 11:27 AM
How To Setup A Profile on Review, Invoice and Payroll Screens (Used To Create Custom Reports)
A profile is a custom filter or view that a user can set up on the review > review, finance > invoice and/or finance > payroll screen.  Profiles al...
Sat, 24 Sep, 2022 at 11:28 AM
How to Edit an Invoice, Add To or Remove Tickets From Existing Invoice
Once an invoice has been created a user has the ability to edit the high level information associated to the invoice or remove/add tickets to an existing in...
Tue, 28 Sep, 2021 at 12:21 AM
Creating an Invoice
Transportation enables a user to create an invoice for multiple tickets(batch) or a single ticket.  Once a rate sheet is applied to a scenario, pickup and/o...
Sat, 24 Sep, 2022 at 11:29 AM
Apply A Rate Sheet to Account, Driver, Scenario, Pickup and/or Drop Off
Once a user has built their rate sheet fields and templates under the setup > definitions > forms and fields section, they will now need to apply thes...
Tue, 28 Sep, 2021 at 12:23 AM
Creating a Rate Sheet Template/Price Book
The first step in getting invoice and/or payroll setup is to create rates sheet fields and templates.  Rate sheet fields are the fields or charges that you ...
Tue, 28 Sep, 2021 at 12:23 AM