Drivers & Vehicles: Vehicle Transactions - 365 Management

Drivers & Vehicles: Vehicle Transactions - 365 Management

The Vehicle Transactions screen allows you to assign transactions to a specific vehicle.

This is useful if you lease a vehicle to drivers and need to charge them for the usage. 


To access this screen:

  1. Click on Vehicle Transactions from the Accounts > Account Settings > Drivers & Vehicles dropdown menu.

Add vehicle transaction

To add a new vehicle transaction:

  1. Click on the Add button on the right-hand side.
  2. Select a Vehicle in the top left-hand field.
  3. Click on the Add button again on the right-hand side.
  4. Select a Transaction Template.

    Note: The fields are automatically populated based on the template selected, however, you may change the Value field to another monetary value (E.g. £50, £100, etc).
  5. Then click Create.
Once you've added the new transaction, it will now apply to a vehicle's account when processed. 
NotesNote: You can add multiple transactions to a specific vehicle.