Driver Advances

 

The Driver Advances system not only allows a user to create an advance to a driver quickly and easily from within dispatch, but allows for accounting transactions to be generated and uploaded to Microsoft Dynamics GP and, optionally, to a banking service provider.

 

A robust and simple to use setup allows an administrator complete control over user ability to generate and process advances, as well as set limits on the amount advanced to each driver.  

 

From within MoversSuite, two separate screens allow users to either manage or process an advance:  Advance Management and Advance Processing.

 

The Advance Management screen gives a dispatcher a quick view of all advances generated and the ability to identify pending and voided advances.

 

The Advance Processing screen allows a user to generate accounting transactions for advances and include them in file uploaded to a banking service provider, such as T-Chek, for further processing.

 

Features of the Advances system:

    Security features control user access to view, generate, and process advances

    Separate screens and security separating the tasks of generating advances from processing

    An advance can be placed by trip or by order through Long Distance Dispatch or by order through Local Dispatch

    A hold can be optionally placed on an advance that is immediately reflected within Microsoft Dynamics GP

    Caps, or limits, can be placed by Trip or by Order for each driver

    Maximum advance amount is dynamically computed and displayed

    Error reporting removes all the guess work from determining the reasons why an advance cannot be generated or processed

    Historical records of advance transactions, their status, and the details of their removal from on hold status are all stored in MoversSuite indefinitely

    Managers can grant advances beyond the cap computed for a driver

 

All these features and more help streamline the process of entering, processing, and tracking driver advances.

 

See Advance Transactions for an overview of transaction processing.