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Logging into Journease Go

• How to log into your Journease

• How to change your Log In Password

General Navigation

Navigating Journease Go

• Menu

• Page Tree

• Quick Links in Header

• Quick-Links in Footer

• Bug reporter

• Session Details

Home

Initial page

• Add / Remove Dashboard Items

• Moving Dashboard Items

• Bespoke Dashboard Items

Quick Links

Browser

Journease go Search Engine

• Default Browser views

• Using the Filter

• Adjusting the grid

• Exporting the grid

New Job

Job Screen

• Section Control

• Creating a job - Minimum Requirement

• Creating a Job - Advanced

• Sending Jobs to Supplier

• Sending Jobs to CX / SDCN

• Updating Job Details

• Updating GOB/POD Information

• Job Reports

• Deleting a Job

Live Console

Controller Screen

• Using the filter

• Live Console Status Colours

• Status Hierarchy

• Job Detail View

• Adjusting the grid

• Exporting the grid

• Removing and Restoring Jobs to the grid

Trip Planning

Job Groupage

• Filtering Trips

• Creating New Trip

• Show Un-Tripped Addresses

• Adding Jobs To a Trip

• Opening a Trip

• Adjusting the grid

Finance

Sales Invoices

Create Invoices

• Using the filter

• Invoice Types

• Setting the Invoice Date

• Using the summary

• Process Selection

• Preview / Commit / Email

• Reprint Existing Invoice

• Adjusting the grid

• Exporting the grid

Record Invoice Payments

• Record Payment quick entry

• Record Payment detailed

• Using the filter

• Adjusting the grid

• Exporting the grid

Export Sales Invoices

• Setting up accounts for export

• Batch numbers

• Exporting the grid

• Initial Data Export via CSV

• Re- exporting previous CSVs

• QuickBooks Online

Supplier Invoices

Supplier Self Bill

• Supplier Setting

• Create Invoices

• Hold Amount

• Re-Print Invoices

Supplier Match Invoices

• Match Invoices

• Show previously matched Invoices

Create Invoice Batches

• Using the filter

• Adjusting the grid

• Exporting the grid

• Create Batches

Export Supplier Invoices

• Export Supplier Invoices

Action Screens

Jobs

Maintain Job Reminders

Jobs From Reminders

Warehouse

PID List

Pid List

Lists

Locations

Products

Returns

Admin

Warehouse Users

Reports

PDF reports

• Selecting a report from the Job Screen

• Selecting a report from the Reports Screen

• Selecting a report from the Trip Screen

• Custom / Bespoke Reports

Lookup

Contacts

Customers

• Using the filter

• Adjusting the grid

• Exporting the grid

• Add new / Open existing Customer record

• Entering a customer - Minimum requirement

• Entering a customer - Advanced

• Pricing Hierarchy

Suppliers

• Using the filter

• Adjusting the grid

• Exporting the grid

• Add new / Open existing Supplier record

• Entering a Supplier - Minimum requirement

• Entering a Supplier - Advanced

• Costing Hierarchy

Sales Reps

Vehicles/Services

Service Types

• Add new / open existing Service

• Using the filter

• Adjusting the grid

• Exporting the grid

• Costing Hierarchy

Vehicle Types

• Add new / edit existing Vehicle Type

• Adjusting the grid

• Exporting the grid

• Costing Hierarchy

Vehicles

• Add new vehicle

• Alerts

• Adjusting the grid

• Exporting the grid

• Vehicle Checks

• Vehicle Checks (via Mobile)

Settings

---GENERAL---

Depots

• Using the filter

• Adjusting the grid

• Exporting the grid

• Add New / Open existing Depot

• New Depot - Minimum requirement

• New Depot - Advanced

Statuses

• Adjusting the grid

• Exporting the grid

• Add New Status

Failure Codes

Message History

• Using the filter

• Adjusting the grid

• Exporting the grid

Products

---FINANCE---

Additional Price/Cost

• Add new Additional Price and Cost

• Adjusting the grid

• Exporting the grid

• Automatic Applied Additional charges (Waiting time / Clean Air Zone)

VAT Rates

• Adjusting the grid

• Exporting the grid

• Add New VAT Rate

• Non UK Specific rate

Matrices

• Using the filter

• Adjusting the grid

• Exporting the grid

• Matrix types

• Add New / Open Existing Matrix

Currencies

• Using the filter

• Setting Exchange Rates

---ROUTING---

Zonesets

• Create New / Open Existing Zoneset

• Zoneset Types

• Adding Area/District/Sector via Zone List

• Adding Area/District/Sector via Map

Administration

Users & Groups

Users

• Add / Amend User

• Edit User Access Group

Groups

• Create / Remove User Group

• Select Security Options

Mobile

Mobile Licences

• Allocate / Delete Mobile Licences

• Adjusting the grid

• Exporting the grid

Other

Rule Composer

• Create new Rule

• Make Active / Non Active

Templates

• Email Templates

• SMS Templates (requires Esendex Licence)

Invoice Admin

• Roll Back Invoices

• Un-Invoice

• Alter Next Sales Invoice Number

• Confirm

Global

Settings

• Company Defaults set-up

• Screen Defaults

• Third Party Vendor Set-up

CSV Import Function

(Coming Soon)

Import Templates

• Customers

• Suppliers

• Addresses For Jobs

• Products

• Stock