Link To FAQ Page

File

Logout

Used to logout current user but keeps the Journease software open

Exit

Used to exit the Journease software

Mapping
Show Map	Toggles the map on/off
Show additional map	opens a second map in a separate window with added Trip list view
Show Journease community Key	populates the map showing addresses of companies signed up to Journease Community
Show PDA Locator	Displays the PDA locator window used with Journease Mobile GPS Tracker
Switch Mapping	Allows you to switch between Bing and MapPoint as the map provider. (N.B. requires a MapPoint Licence)

Easy Start Feature discontinued as of Update 6.6.708	Whilst this section presents simplified wizards for easy setup, we at Journease would recommend using the Lookup, Vehicles & Services and Action Screens tabs to do these tasks as greater detail can be added this way.
First time Setup	Only used in the initial set up of Journease, this will usually be done by Journease staff before the App is released to your company
Add Vehicle Type	Create a new vehicle Type for use in Journease
Add Customer	Create a new Customer in Journease
Add Supplier / driver	Create a new transport supplier or employed driver
Book Quote / Job	Book a quote or create a new job

Lookup
Customers	Customer Details	Used to view, add new customers and amend stored customers (preferred method)
	Customer Rates	This is now incorporated within the Customer Details section
	Customer Groups	Used to create new Customer groupings and amend saved Groups
	Customer Reports	Used to manage regular reports sent to your customers. These can also be run from the reports Tab
Suppliers & Drivers		Used to create new Suppliers/Drivers and to amend stored Suppliers/Drivers (preferred method)
Depots		Used to set Main depot Address and additional depots
Additional Prices And Costs		Used to create additional costs that can be applied to jobs e.g. waiting time, Bridge Tolls
Finance -	Matrices	Used to manage pricing matrices for jobs e.g. price per mile, price per vehicle that will change depending on the job i.e. where no fixed price has been agreed
	Pricing Zone Sets	Used to set Zones for pricing e.g. London central congestion charge, can also be used to set capture zones for Trips.
	VAT Rates	Used to set VAT rates and codes for invoicing
	Currencies	Used to set various currency and exchange rates
Sales Reps		Used to manage payment instructions for Sales Representatives
Statuses		Used to set up Status Codes that are used in Jobs and Trips
Products		Used to add new and amend stored products that are commonly used for jobs
Default Settings		This is used to manage the default settings for how Journease looks, what emails are sent, and details for your accounts package
Image Manager		This is where your company logo image is uploaded and stored
Sent Emails		This opens a search box where you can search for all previous sent emails and resend if required
Administration	Users	Used to add and delete users for your copy of Journease (N.B. this is Log on users not Journease accounts)
	User Access	Used to manage what privileges registered users have
	Next Numbers	Used to set the next available number for invoices/Jobs/Trips etc. (This will be set by the Journease staff when you go live and should not be changed after)
	Third Party Vendors	This is used to manage logon information for third parties such as Courier Exchange and Postcode Lookup
	Mobile App Users	Used to manage users of *Journease Mobile*
	Tracking and SMS	Used to set up and manage SMS messages sent out for tracking purposes on Jobs and Trips
	Utilities	Used for managing Journease Back – end databases and customisations. (this will be set by Journease staff and should only be accessed by qualified members)

Vehicles & Services
Vehicle Types and Services	Used to add and manage Vehicle Types and services available (preferred method)
Service Types	Used to manage Types of service e.g. same day, Parcel and also manage vehicles used for the specific service type
Vehicles	Used to add and monitor individual vehicles, this is where you can view information about vehicle checks and upcoming events like MOT and Service
Vehicle Checks	Here you can print a form for manual vehicle checks, input data from vehicle checks and print reports for all outstanding defects
Vehicle Defects	Here you can view all defects past and present by vehicle and print a defect report per vehicle
Vehicle Checks (via Mobile App)	Users of *Journease mobile* can see their vehicle checks in real time here as they are produced by the mobile device, once saved these will also be visible in the Vehicle checks form.

Action Screens
Browser		Probably the most useful page in Journease, it opens a search window where you can search for just about anything within your Journease software
Jobs and Quotations		This is an in depth screen where you can set up new jobs, manage existing Jobs with all details. Also Quotes and Templates can be done here (preferred method)
Trips		Use this to set up and manage your trip data for each vehicle/Supplier/Driver
Live Console		All Jobs and Trips that are currently live can be viewed from this console, with additional information about drivers hours, additional costs etc.
Recorded Drivers' Hours		This screen provides a service to track employee drivers hours (N.B. this is for information only and cannot be used as legally binding information).
POD Recorder		Use this to view and change proof of delivery details for given Jobs/Trips
Job Reminders	Maintain Job Reminders	Use this to change current reminders on Templates
	View Current Reminds	Use this to view current reminders and create jobs from templates
External	Clean Uploaded Jobs	Here you can view a list of Jobs that have non valid postcodes, they can be checked and adjusted here
	Import External Files	Use this to import external CSV files for bulk input of Addresses, Stock, Customers, Jobs and Suppliers
Journease Community		Use this to locate Journease Community people that could be used to help with a job
Send SMS Messages		Allows you to send SMS messages on the fly e.g. Texting a customer to update on delivery time.

Finance
Sales Invoices	Used to View, update, send and print invoices and invoice batches
Record Invoice Payments	Used to record part or full payment against raised invoices
Create Accounts File	Used to create a file for importing into your accounts package based on processed invoice batches
Supplier Self Billing	Used to create an invoice for self-billing i.e. raising and invoice to yourself on behalf of a supplier in regard to Jobs done (N.B. read notes on self-billing and VAT at https://www.gov.uk/guidance/vat-self-billing-arrangements).
Supplier Match Invoices	Used to match up invoices to suppliers for Jobs and Trips

Warehouse (only available to *Journease Warehouse* subscribers)
Stock items and PIDs	This is where you can control, locate and monitor your held stock also where you will find the function to print stock PID Labels
Picking Lists	Used to create a picking list for Jobs and Trips also where you will find the print label function for given Picks
Depot Trunking	Used to set up stock transfer between Depots
Stock Locations	Used to create stock locations in depots that will be used by the stock items console and picking lists
Reject Codes	Used to set up reject codes used in the stock items window

Reports

The go to place for printing your Journease reports on anything from Trip details to unpaid invoices, also customise how your report will look

Journease Community
Journease Community	Another link to the Community Console

Window

Show all Windows

Will show all open windows in a cascade

this will Expand to show each window that you have open

Clicking on the specific window will take you to that window

Help
Help & FAQs	Clicking this will bring you to our customer knowledge base
News, Updates and purchases
Register	Use this screen to register your company with Journease to gain extra benefits
Request Remote Support	Click here to allow Journease staff to log on and help you with any issues that you may be experiencing
Authentication & Security	This is where you will find all the details relating to your Journease subscription
About	Here you will find information about the version of Journease that you are currently using

File

Mapping

Utilities

Finance

Warehouse (only available to Journease Warehouse subscribers)

Depot Trunking

Reports

Journease Community

Window

Help