Advance processing rules

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Advance processing rules automatically adjust advance amounts upon importing based on preset rules.

Advance processing rules

Advance Processing Rules list

Field	Description
Sequence	Displays the order in which rules will be applied to imported advances.
Advance type	Displays the advance type that will be adjusted by this rule.
Condition	Displays a checkmark if a condition is required for this rule to apply.
Quantity	Displays the quantity setting from the rule.
Apply	Displays how the rule is set to apply to the advance.
Rate	Displays the rate set for this rule.
To deduct	Checked if the adjusted amount is to be deducted from the driver or carrier settlement.
To export	Checked if the adjusted amount is to be exported to your accounting software.
Description	Displays the rule's description.

Rule Set Up

Rule setup screen

Field	Description
Advance type	Select the advance type this rule should apply to.
Condition	Select the conditions that must be met for this rule to apply.
Quantity	Select the quantity type: Default, Fixed, or Percentage.
Apply	Select how the rule should be applied. Choose Adjust Existing Line to modify the existing advance line, or Add New Line to add a new advance line.
Rate	If quantity is set to Default or Fixed, enter the rate amount to adjust by.
Description	Enter a description for this rule.
Deduct	Check this box if the adjusted amount should be deducted from the driver or carrier settlement.
Export	Check this box if the adjusted amount should be exported to your accounting software.