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This page outlines the purpose of and elements that comprise the Travel and Transport settings page.

These are the topics on this page

Introduction

Travel and Transport Settings are accessed from the Administration> Travel & Transport Settings sub menu. The interface enables you to (1) Update completed un-invoiced client services with revised travel and transport rates from a specified date, (2) Set the revised travel and transport rates as a the new default for all new client services and (3) Set maximum travel and transport values that you could charge to the client for invoicing based upon the service type.

Navigating the Travel and Transport Settings page

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Expand
titleClick to expand and preview the fields and objects that comprise the Travel and Transport Settings page.

The following is an outline of the fields and objects that comprise the Travel and Transport Setting page.

  1. Set as Default for new Shifts: This option enables the travel and transport rates retained within the interface to be utilised for all new shifts that are created in Brevity.

  2. Update Uninvoiced Shift: This option enables you to update the travel and transport rates for any client services that have not yet been invoiced.

  3. From Date: This field is used to specify the start date that the revised travel and transport rate(s) will be applied against scheduled, new or Uninvoiced service. The start date can be input in free text or set through the calendar picker.

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  4. Default Travel Rate: This field is used to set the default travel distance rate.

  5. Default Travel time: This field is will set the default travel time for all the shifts.

  6. Default Transport Rate: This field is used to set the default transport distance rate.

  7. Max Travel Kms: This field is used to set the Maximum Travel Kilometers for the service type(s) selected from the service type datagrid. Click on APPLY button to set the max travel of the service type followed by the SAVE button to update the service type.

  8. Max Travel Time: This field is used to set the Maximum Travel Time for the service type(s) selected from the service type datagrid. Click on APPLY button to set the max travel of the service type followed by the SAVE button to update the service type.

  9. Max Transport Kms: This field is used to set the Maximum Transport Kilometers for the service type(s) selected from the service type datagrid. Click on APPLY button to set the max travel of the service type followed by the SAVE button to update the service type.

  10. Save button: This object is used to save the maximum travel and transport kilometers and maximum travel time to the service type.

  11. Service type: This datagrid lists the active service types that are maintained within Brevity. The Service types listed can be filtered by specifying the particulars of the service type or the applicable service type category. To edit one or more service lines click the tick box to enable the line(s) for editing.

  12. Search Box: This field is used to search for and filter the service types that are listed within the datagrid.

Setting the Default Travel and Transport Rate

To set revised default travel and transport rates on completed but Uninvoiced services input a date into the from field either in free text input or via the calendar picker. Select the Update Uninvoiced Shifts check box followed by inputting the relevant updates into the Default Travel Rate, Default Travel Time and Default Transport Rate and click the UPDATE button to apply your changes to the client services.

Unless the Set as Default for new shifts checkbox has been deselected, the changes that you make to the values listed within the Default Travel Rate, Default Travel Time and Default Transport Rate fields will apply to all new client services that are raised for your clients,

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Setting the Maximum value for Client Invoicing

To set the maximum travel and transport kilometers and maximum travel time on one or more service types, you can either search for the applicable service types and then select them from the datagrid to open the service line for editing or alternatively you can scroll through the service listing and select the applicable service types that are to be edited.

Input the relevant updates into either the maximum travel and transport kilometers or maximum travel time fields and click the APPLY button corresponding to the field listing the revision to update the selected service types. Click the SAVE button to confirm the change apply the changes.

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Assigning Transport costs against Service types

When establishing new service types within Brevity, please ensure that you revisit the Transport and Travel settings page to apply any changes to the Max Travel and Max Transport (Km). Please note that if the Transport (km) is left at the default of 0.00, you will need able to register transport costs against the clients service.

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