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.
To access this screen:
- Click on the Vehicle Accounts button from Accounts > Vehicle Accounts.
Process vehicle
To process a vehicle:
- Select a vehicle account.
- Click the Process Vehicle button at the top.
- Check the account transactions:
Amount Paid By Owner: If the owner has already paid their balance, enter the amount here.
Note: When you process a vehicle the balance will be updated as any transactions attached to the vehicle account will be applied.
- Then click OK.
Note: You can also process every vehicle account at once by clicking on the 'Process All' button.
View account transactions
To view the transactions made on a vehicle account:
- Select a vehicle account.
- Then click the Details button at the top.
View account dockets
To view the dockets on a vehicle account:
- Select a vehicle account.
- Then click on the Dockets button.
This will then display the dockets for the selected driver account. Here you can perform the same actions provided on the Dockets Checks & Posting screen.
Additional Actions
The following actions can be used:
- 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.
- Draft Process Vehicle: 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.