Audit Dockets
Whilst pallet controllers should identify uninvoiced transactions to follow up from Reconcile Reports or Uninvoiced Transaction Reports there is another area where dockets can be checked. This can be found in Actions\Audit Dockets.
You can audit uninvoiced dockets by doing the following:
- Select the hire company from the dropdown box.
- This will show the number of dockets to be checked.
- Click on Edit.
Status
The Status field has three options:
- OK - You can select this manually if you believe the docket is OK, e.g. it has recently been exported and should appear on the next invoice.
- Fixed - This should automatically change if you have updated the docket, e.g. cancelled, reconciled, etc.
- Need fix - You can select this manually if you believe the docket needs attention.
You can add notes in the Notes field or any notes made in Data\Dockets will appear. You may want to check the docket in other screens such as Data\Dockets and\or Reconcile.
Some of the more common actions you may want to take when auditing dockets are:
Cancel a transfer off docket
Cancel a rejection, correction or reinstatement
Please note that before you close the Audit screen you need to scroll to the bottom and click the Save button. If you do not do this you will lose any docket audits which you have not saved,
At the bottom of the form you will see a dropdown box which defaults to "Auditing". When all dockets have been fixed you can change this to "Finished".
If you want to download the results of the audit this can be done by clicking on the Excel button which is adjacent to the Edit button for that Audit.