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Overview of Vehicle Accounts

Connor
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The Vehicle Accounts screen allows you to process transactions and dockets for your vehicles.

This is useful if you want to generate payment sheets for your vehicles rather than your drivers if you have shared vehicles in your fleet.

vehicle_accounts_screen.png

To access this screen:

  1. Click on the Job Processor dropdown menu.

    job_processor_menu_item.png

Filtering

To filter the vehicle accounts table:

  1. Configure your filter panel options on the right-hand side.

    vehicle_accounts_filter_panel.png
  2. Then click Search.

The vehicle accounts table will then be populated based on your filter criteria. 

vehicle_accounts_table_populated.png

Process vehicle

To process a vehicle:

  1. Select a vehicle account.

    vehicle_accounts_selected.png
  2. Click the Process button in the bottom right.

    driver_accounts_process_button.png
  3. Check the account transactions:

    Amount Paid By Owner: If the owner has already paid their balance, enter the amount here.
    Send As Email: Enable to send a copy of the vehicle sheet by email to the vehicle owner.

    Note: When you process a vehicle the balance will be updated as any transactions attached to the vehicle account will be applied.

    vehicle_accounts_process_popup.png
  4. Then click Process.

Note: You can also process every vehicle account at once by clicking on the 'Process All' button.

driver_accounts_process_all_button.png

View account transactions

To view the transactions made on a vehicle account:

  1. Select a vehicle account.

    vehicle_accounts_selected.png
  2. Then double-click on the account.

    vehicle_accounts_transactions_popup.png

View account dockets

To view the dockets on a vehicle account:

  1. Select a vehicle account.

    vehicle_accounts_selected.png
  2. Then click on the Dockets button.

    driver_accounts_dockets_button.png

This will then display the dockets for the selected vehicle account. Here you can perform the same actions provided on the Dockets Checks & Posting screen.

vehicle_accounts_dockets_popup.png

Additional Actions

vehicle_accounts_additional_actions.png

The following actions can be used:

  • All Totals: Click to view the totals for all the vehicle accounts combined. 
  • Pay In / Out: Click to pay a monetary value into or out of a vehicle account. 
  • Notes: Click to add a note to the vehicle account. 
  • Transactions: Click to view all the transactions for a vehicle account. 
  • Dockets: Click to view all the dockets for a vehicle account. 
  • Draft Process: Select an account and then click the 'Draft Process' button to create a draft process.
  • Draft Process All: Click to create a draft process for all the vehicle accounts. 

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