Introduction
The Travel and Transport Settings interface within Brevity is accessed through are accessed from the Administration> Travel & Transport Settings sub menu. The interface enables you to
Update scheduled and (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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The following is an outline of the fields and objects that comprise the Travel and Transport Setting page. Set as Default for new Shifts:
You could use this option if you wanted to set This option enables the travel
/ transport rate and transport rates retained within the interface to be utilised for all
the new shifts that
will be are created in
you Brevity. Update Uninvoiced Shift
- You could use this option : This option enables you to update the travel
/ and transport
rate for all the shift that hasn’t rates for any client services that have not yet been invoiced
yet. From Date
- This will be : This field is used to specify the start date
when Brevity will be updating 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.  Image AddedDefault Travel Rate
- Using this option will : This field is used to set the default travel distance rate
of the service schedule. Default Travel time
- Using this option : This field is will set the default travel time for all the shifts
. Please take note that All Shift from the from date will have a travel time. Default Transport Rate
- Using this option will have the default Transport Rate for all service schedule: This field is used to set the default transport distance rate. Max Travel Kms
- You could use this field : This field is used to set the Maximum Travel
KMS Kilometers for the service type(s) selected from the
listservice type datagrid. Click on
apply APPLY button to set the max travel of the service type followed by the SAVE button to update the service type. Max Travel Time
- This will set the maximum travel time that you could charge to the client. Click on the Apply : 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
maximum max travel
time of of the service type followed by the SAVE button to update the service type. Max Transport Kms
- You could use this field to set the maximum transport Km that you could bill to the client. Click on apply button to apply the max transport for : 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. Save button
- You need to click on the save button : This object is used to save the
changes for the max values for the travel Km, travel time and transport Kmmaximum travel and transport kilometers and maximum travel time to the service type. 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. Search Box: This field is used to search for and filter the service types that are listed within the datagrid.
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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
Max Value for Client InvoicingMaximum 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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