Settings
Payloader can be tailored to your requirements. Use the settings menu to change global and user settings and manage billing periods.
Choose the cog icon 
at the bottom of the left hand menu to access the settings register.
On mobile, first click the hamburger menu icon 
in the top left of your screen then follow the instructions above.
Global settings
Global settings affect all users.
General
| Setting | Action |
|---|---|
| Report footer | Text appears at the footer of all reports |
| Stop on compliance error | Compliance warnings for Contractors, Drivers and Vehicles will stop allocation |
| Use inductions | Allow induction data to be stored for contractors, drivers and vehicles. Note: This will limit allocation by inducted staff only |
| Limit destinations by project | Limit project allocation to approved delivery locations |
| Limit items by destination | Limit delivery locations to an approved list of items |
Invoicing (Bills / RCTIs)
| Setting | Action |
|---|---|
| Create bill by | Bills can be linked to Projects, Destinations or Sources |
| Allow approved billing | Import approved bills from contract customers |
| Enable docket confirmations for invoicing | Enables extra approval for creating customer and supplier invoices |
| Use billing period for invoicing | Billing period must be selected to enable customer and supplier invoicing |
Geo-fence settings
These settings only affect Payloader driver's app.
| Setting | Action |
|---|---|
| Enable geofences | Enables automated timesheets based on geo-location |
| Check all destinations | Active allocations will monitor for any triggered geo-fences and add the destination to the current allocation. If this setting is disabled, geo-fences will only trigger for pre-allocated destinations |
| Default geofence radius (m) | Default geofence radius in meters for new destinations |
Accounting settings
| Setting | Action |
|---|---|
| Sales account ID | General ledger sales account ID for accounting software (Xero or Quickbook) |
| Purchases account ID | General ledger purchases account ID for accounting software (Xero or Quickbook) |
User settings
These settings only affect the user logged in. Changes to these setting will be stored in the users profile.
| Setting | Action |
|---|---|
| Default source | The users default source (site or warehouse) for allocation and docket data entry |
| Dark mode | Enable dark mode for the user |
Billing periods
See Billing periods
Policy agreements
Xero connection
Click the CONNECT button to display the Xero authentication page. The connection to your Xero server will need to be authorised before sending transactions.
Authorisation should remain persistent and therefore you should not need to reconnect unless there are long periods of inactivity between connection sessions.
Quickbooks connection
Click the CONNECT button to display the Quickbooks authentication page. The connection to your Quickbooks server will need to be authorised before sending transactions.
Authorisation should remain persistent and therefore you should not need to reconnect unless there are long periods of inactivity between connection sessions.