The Driver Receipts page—accessible through the navigation menu via Accounting > Driver Checkout > Driver Receipts—enables dispatch admins to view, manage, and export finalized or in-progress driver receipts. This page offers intuitive filters, status indicators, downloadable reports, and quick access to receipt details.
A. Driver Receipts - Listing View:
Upon landing on the Driver Receipts page, you will see a list of all receipts with a status of In Progress or Completed, based on the selected date range.
A.1 Receipt Listing Columns: The table displays key receipt information, including: Receipt ID, Receipt Date, Driver Name, Driver Unit Number, Receipt Status (In Progress / Completed), Total Amount, Actions (via Kebab Menu).
A.2 Receipt Status Definitions:
- In Progress: The system is still generating or emailing the receipt to the driver.
- Completed: Receipt generation and emailing have been successfully completed.
B. Filtering Options:
B.1 Driver Filter: Dropdown with only drivers who have receipts (status: In Progress or Completed). Helps quickly narrow down to receipts per driver.
B.2 Date Filter:
- Allows selection of a custom From and To date range.
- No default date is applied—admin must select a range to view data.
B.3 Receipt Status Filter (Show All): Toggle between:
- Show All (Default): Displays both types of statuses.
- Completed: Displays finalized and emailed receipts.
- In Progress: Displays receipts still being generated.
B.4 Filter Behavior: All filters work in combination. For example, selecting a driver, setting a date range, and choosing a receipt status will return only matching records. If no results match the selected criteria, a "No records found" message will appear.
C. Filtering Options Actions via Kebab Menu (⋮) for Each Receipt: Each row in the receipt table includes a kebab menu with the following actions:
- Email – Resend the receipt to the driver via email.
- Download – Download the receipt as a PDF.
- Detail – Open the full receipt summary view (read-only).
D. Exporting from Driver Receipts page:
The Export button offers two report options from a dropdown menu: Completed Receipt Report and Summary Receipt.
D.1 Export Process: Once an export request is submitted, the report will be queued and made available for download under the Data Export page.
A confirmation message will indicate that the report is being processed.
Note: Both export respect the currently applied Driver, Date, and Receipt Status filters.
D.2 Completed Receipts: A detailed export of all completed receipts based on current filters.
Filename format: Completed_Receipts_Report_<Date>.xlsx
D.3 Summary Report (.xlsx): A summarized screen-level report of receipts.
Filename format: Summary_Report_<Date>.xlsx
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