The deductibles screen is mostly used for managing drivers' expenses. Deductibles will be subtracted from the driver's pay during the settlement generation at the end of the pay period.
Accessing deductibles screen
To access deductibles screen press on Billing and select Deductibles:
Upon pressing the button, deductibles information will be presented:
Filtering the deductibles
Deductibles can be filtered out by:
Account;
Owner;
Driver;
Truck;
The filtering can be done by pressing on the filter-icon. The drop down list will be presented from which the filters can be chosen:
After choosing the filter press on check-mark icon. The filter will be added and the deductibles will be shown accordingly.
Editing the deductibles
Deductibles cannot be applied retroactively if there was a delay in entering them. They can only be added from the present day onwards.
Deductibles can be edited if needed. Press on the pen-icon and edit details:
Deductibles can be active or disabled - the disabled deductible will not be charged until it is reactivated. Once it is reactivated, it will start charging with the upcoming settlement;
A single driver can have multiple deductibles added to their account. Each deductible is managed separately and can be customized according to specific needs, such as different types of expenses or varying deduction periods;
Deductible type can be choses from the dropdown list:
License;
Permits;
Plates;
Insurance;
Auto advance;
Health Insurance;
Misc;
Select the period of the deductible:
Weekly;
Monthly;
Pay type:
Flat;
Percentage of earnings;
Amount of the deductible
Optionally add the reference of the deductible;
After the information is entered, press Save.