Help Center

How to use drive open items balance

Permanently deleted user
Permanently deleted user
  • Updated

Driver can have open items balance in the accounting section and it is one of 10 balances used to track:

 

screenshot of drivers accounting page from our website

Usually, open items consist of charges or billable items that needs to be deducted from the driver.

 

Open items can come from a) Fleet Charges b) Bills Management c) Safety Charges or d) Manual entry

For example, if the fleet department makes charges in work order and compensation is to billed to the driver, it needs to be approved:

screenshot of work order of update truck page from our website

It is then approved for charging:

 

screenshot of approvement tab from our website

Then the profile of the driver will have 200$ billed open items in driver balances:

 

screenshot of driver balances page from our website

With that transaction and note:

 

screenshot of transactions tab from our website

After that, when accounting team calculates the salary, they will see outstanding balance of the driver for that amount:

 

screenshot of salary batches page from our website

This amount can be charged in the deduction section:

 

screenshot of updsted driver balances page from our website

After that this charge will be seen in the statement as follows:

 

screenshot of driver pay settlement document

This transaction will be recorded in the balance of the driver as well and outstanding balance will show zero:

Outstanding balance level in the statement:

screenshot of updated salary batches page from our website

Driver balance level:

screenshot of updated driver balances page from our website

Transactional level:

screenshot of updated transactions tab from our website

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.