Vehicle Accounts - Accounts V2 (Beta)

Vehicle Accounts - Accounts V2 (Beta)

What is the Vehicle Accounts section?

The Vehicle Accounts section 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.


Filtering the Records

Upon opening the Vehicle Accounts section, you are prompted to enter information to filter the records.

You can filter the invoices with the following options:

  • Company: (Only available in multicompany systems) Use the dropdown menu to select a Company only show vehicle for that company. Leave this option empty to show vehicle records for all your companies.
  • Vehicle: Use the dropdown menu to select a Vehicle to only show that vehicle record. Leave this option empty to show all vehicle records in your system.

Select the Search button to filter your data and then the Invoices table is populated based on your filter criteria.

To change your filter at any point, select the 'F Filters' button located on the bottom shortcuts bar or press the 'F' key.

Processing a Vehicle

To process a vehicle:

  1. Navigate to the vehicle to process.
  2. Press CTRL + F5 or use the Process Selected button.
  3. In the Process Vehicle, configure the options for how you would like to process the account: 
    • Amount: If that vehicle has already had it's balance paid, enter the amount here.
    • Process Dockets Only: Enable to only process the dockets and not the transactions
    • Send As Email: You cannot send emails to vehicle and as such, this option is always disabled.
    • Issue Date: Specify an issue date to appear on the sheet.
  4. Once configured, press the Process button to proceed.
    • Note: When you process a vehicle its balance will be updated as any transactions attached to the vehicle account will be applied.
  5. In the popup, select Y (Yes) if you would like a copy of the sheet to download straight to your device or N (No).

You can also use the CTRL + F6 shortcut to process all vehicles in your table in one action. As well as, there are draft options which allow you to review the sheet(s) before processing.


Using Shortcuts

Shortcut KeyAction
CTRL + F5Opens a modal where you can configure the options to process the currently selected vehicle
CTRL + F6Opens a modal where you can configure the options to process all vehicle

D

View the driver dockets of the currently selected vehicle

Enter

View the transactions of the currently selected vehicle
FOpens the filter modal
F5Opens a modal where you can configure the options to create a draft process of the currently selected vehicle
F6

Opens a modal where you can configure the options to draft a process of all vehicle

YSee the totals of all the vehicles currently in the table
F1Opens a sub-menu where you can quickly switch between sections of Accounts V2
F2Opens the Downloads modal where you save your downloads to your file explorer
F3Opens a sub-menu where you can access Reports for different sections such as Driver Shifts, Booking Totals, Profit Analysis, etc.
F4Opens a sub-menu where you can access records for various sections such as customers, drivers, tax rates, etc.
CTRL + SOpens the Global Search modal where you can search across your system for bookings using several options to tailor your search criteria
CTRL + /Access the Settings menu where you can adjust the app configuration, notifications and reset elements of the system
ALT + ,View the driver details of the selected invoice
ALT + .View the vehicle details of the selected invoice