Setting up the system for driver advances involves defining Advance Setup variables for the user, the branch, and the driver. Outlined below is a summary of the setup necessary along with the options involved to define how the Advances system will work:
1. Grant users necessary access to the Advance Processing and Advance Management modules for particular branches through the Security Profile setting. Dispatchers must have the appropriate security access to issue advances to the driver’s Default Branch
2. Verify that drivers have the correct Default Branch set within their Personnel record. Drivers can only receive advances from trips assigned to their Default Branch
3. Allow a driver to receive advances by setting the Vendor and Advance Setup variables within the driver’s Personnel record
4. Define General Ledger and Banking Service Provider information in Advance Setup to direct the behavior of advance accounting transactions
5. Define Advance Setup setting in Branch Setup to enable uploading of transaction data to a banking service provider
User Roles for administrators to view and update Advance system settings may need to be updated as well.
Additionally, the topic of Placing Holds on Advances details the placement of a hold on an advance and describes the administrative settings needed.
Driver Advances Transactions Setup