Tracking today's collections

The daily routine: find who is short, decide who to contact, and confirm the day is closed.

The daily routine

1. Open the dashboard on today's date

   Check Collected, Target, and Remaining gap first. These three tell you where the day stands.

2. Check unreconciled payments

   If the count is above zero, clear it before you chase anyone. Money may already have arrived from a driver you are about to call. See Reconciliation.

3. Filter to Needs attention

   This narrows the driver table to unpaid and under target drivers.

4. Sort by Gap

   The largest shortfalls come to the top. Work down the list.

5. Contact the drivers who are short

   Send a reminder from the driver profile, or record a note about what the driver told you. See Reminders.

6. Check yesterday before you finish

   Select Yesterday. Late payments and late reconciliation both change yesterday’s figure after the fact.

Reading a driver row

Each row shows the driver, their vehicle and plate number, repayment progress, and three figures for the selected day: collected, target, and gap.

What you see	What it means	What to do
Unpaid, full gap	Nothing received for the day	Contact the driver, then send a reminder
Under target	Part of the amount received	Ask for the balance the same day, before it compounds
Paid	The day’s amount is met	Nothing

A driver who is repeatedly under target by a small amount is a different problem from one who misses whole days. The first is usually an earnings problem, the second is usually an availability or vehicle problem. The driver profile shows which pattern you are dealing with.

When the numbers look wrong

Check these in order:

1. Unreconciled payments above zero, meaning collected is understated.
2. The date selected on the dashboard.
3. Drivers marked Pending setup, who have no daily amount and so distort the target.
4. The daily amount on the vehicle model assigned to the driver. See Vehicle models.