How to Issue Comcheck from Helix?
From now one every Dispatch in the company can request Comcheck for their needs but only authorized users will be able to issue Comchecks.
Go to P.Expenses Tab
2. Click Create button
3. Fill out all mandatory fields (Unit price is the price of the comcheck you will receive from Comdata )
4. After Clicked Save, Process button will appear. Click on it. (If you not authorized to issue Comchecks you will need to notify person who can do it)
5. After Clicked Issue, comcheck will appear here.
Please Note that ALL COMCHECKS SHOULD BE CLOSED WITH INVOICE
6. Search Comchecks
To locate one of the ComChecks you have to open P.Expenses Module and in Search field that is on the top enter one of the search criterias. For example we are going to search by Comcheck number, we enter that number in Search field and choose E-Code # for:
as a result we get required Comcheck
Also we can seach by Driver name:
and by Truck/Asset number:
As a result it will be filtered according to your needs.