Near the top of the screen, you will see two tabs: New Payment and Payment History.
Under the New Payment tab, you can run a ticket query with a number of different search parameters to produce filtered groups of tickets and assign them to a custom batch. Typically, this would be done on a weekly, biweekly, or monthly basis to correspond with your organization’s hauler pay cycle.
Query: First, define a query (based on your company’s payment cycle) to view the haulers and tickets to be added to one or more new Hauler Pay Statements.
Once your query has returned the desired tickets, you may click the small black arrow to the left of each row to view detailed ticket and hauler pay rate information. If hauler pay rates are incorrect, click the Edit button to update hauler rates as necessary. Be advised that any changes made to hauler rates here will also be updated on the corresponding Order.
Before moving on, you should verify all data and make any more changes needed.
Batch #: Once tickets have been verified, assign them a batch number via the field at the top right of the table. Generally, this batch number will be in a date or Region + date format. For example: A batch created for a region named “West” on 10/15/2016 could be batched as W-101516. This field is limited to 10 characters.
Once a batch has been created, the tickets will be removed from the New Payment tab and placed inside a batch file in the Payment History section. From here, you can clear batches or individual statements if you need to go back and make any last-minute changes.
Based on your settings, you can transmit tickets to your third-party accounting system as follows:
Export/Transmit: This method allows you to export a .CSV file of statements that can be customized and imported directly to your accounting system.
Clear: Use this if you need to clear the batch so you can re-batch tickets under the New Payment tab.
Print: Allows you to print a PDF copy of a selected Batch or single Statement.