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 ...
Mon, 5 Feb, 2024 at 10:10 PM
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...
Wed, 17 Jan, 2024 at 1:44 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, 6 Feb, 2024 at 11:37 PM
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...
Sun, 4 Feb, 2024 at 10:16 PM
How To View Fuel Surcharge Diesel Prices
Every week, EIA.Gov publishes new diesel prices in the United States (https://www.eia.gov/petroleum/gasdiesel/). To view these diesel prices within Transpor...
Sat, 27 Jan, 2024 at 6:55 PM
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...
Tue, 30 Jan, 2024 at 11:27 PM
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...
Mon, 29 Jan, 2024 at 9:49 PM
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/...
Sun, 28 Jan, 2024 at 7:55 PM
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 ...
Sat, 27 Jan, 2024 at 7:30 PM