TRIPS Web - How to Complete Verification 

How to Verify within the TRIPS Web Application:

Recommended Verification Process

Step 1 - Select “Bookings > Verify Bookings” from the Main Menu.

Step 2 - Select the date in which there are runs requiring verification.

Step 3 - Enter/check the start and end odometer readings for the run.

Step 4 - Click on the “Populate time” button to populate the times against each booking within the vehicle run ==if== times are missing.

PLEASE NOTE: The invoice total column will not populate until times have been entered. If clicking the ‘‘populate time’’, once action is complete you will need to refresh the browser window to have invoice totals populate.

Step 5 - Check/enter kilometres. Tip: by hovering over the icon beside the client’s name you will be able to view the estimated distance.

Step 6 - Editable fields- Check all data for each booking. Tip: the fields outlined in red are editable fields. By hovering over the information and clicking, you will be able to update the required information.

Invoice Total and View Transaction are the fields that you will use to update costs. Please see below for more information.

Invoice total- This column will be used to update an incorrect amount for a trip whether it be Account or Payment to Driver (If the amount is correct, leave the amount, do not change it). PLEASE NOTE: The invoice total will be split across all legs e.g. A 3-stop trip with a total trip cost of $15, will display each stop as $5. This can be left as is, as long as the total amount collected by the driver on stop 1 equals the amount for all stops. E.g. Trips will show $5, $5 and $5 in the invoice total column but payment amount from the driver (under view transactions) will show as $15. To do this click on the amount to be updated > enter the correct amount > click on the to save the update. View transactions- This “View Transactions” link can be clicked on to open the “transactions linked to booking” window. Within this window you can update the amount that was entered as collected by a driver (this amount needs to match the invoice total for all stops of you trip is the payment method was ‘‘payment to driver’’) or add a transaction if needed. PLEASE NOTE: If a driver has accidently added multiple transactions, you can also unlink these from this page by hovering over where it says ‘’linked to booking’’. It will change to ‘’unlink’’, click on it to unlink the transaction (you will need to refresh the browser to see the amount collected update).

Helpful Info about the Verification Page

Search field - The search field, provides the ability to search by a clients name. Using the search function will allow you to filter only that client’s bookings and if within multiple vehicles, provide visibility of that split. Unable to verify-”Unable to Verify” is the point of reference for the reason the run can not be verified.

Populate Time- In the event the driver has not used the drivers app or the app has been offline you have the ability to use the populate time button.

Client was suppose to pay and did not -

If the client did not pay and the expected collection method needs to be changed, the following steps could be followed to rectify this.

- Click on the icon beside the client’s name to open the booking.

- Hover over where it states the fare collection method and then change from ‘‘Payment to Driver’’ to ‘‘Account’’

- Close the tab that had opened for you and then refresh your verification window to see the updated collection method pulled through.

Step 7 - Once all data has been checked and updated/corrected if needed, you can now verify your run