Vehicle Transactions - 365 Accounts (Legacy)

Vehicle Transactions - 365 Accounts (Legacy)

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 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. 

Note: You can add multiple transactions to a specific vehicle.