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Mover’s Suite’s 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 a user’s ability to generate and process advances, as well as set limits on the amount advanced to each driver.
From within Mover’s Suite, two separate interfaces allow users to either manage or process an advance. The Advance Management interface gives a dispatcher a quick view of all advances they have generated and the ability to readily identify which advances are pending or voided.
The Advance Processing interface allows a user to create accounting transactions and the option to build an upload file to be sent off for further processing by a banking service provider, such as T-Chek (T-Chek is a third-party application that is considered outside of Mover’s Suite). Built-in logic can be instructed to automatically upload this file into the provider’s mainframe.
Features of the Advances system:
• Security features control a user’s access to view, generate, and process advances
• Two interfaces logically separate the tasks of generating advances from processing them
• 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 Mover’s Suite indefinitely
All these features and more help stream line the process of entering, processing, and tracking driver advances.
Figure 1: Advances flow of operations
The image above illustrates the flow of an advance. An advance is generated (or voided) within Advance Management and all other functions are performed within Advance Processing or externally.
Advance Management