Advance processing rules
Navigation: Rate & Pay → Set Up Options → Advance Processing Rules
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. |