πŸ’΅Expense Logs (Enterprise feature)

Information about how to use the fleet expense logs feature

Admins can assign expenses to any of the existing Supplier Organisations, or create a new supplier during the log.

Access expense logs from the "Fleet Expense Logs" icon on the left hand toolbar of the fleet page.

1

Select "Add Content" to create a new expense log

  • Enter the amount and assign a tag to the expense (if available)

  • Tag one or more fleet assets to assign the expense to.

  • Select Split amount evenly to distribute the amount equally between multiple assets

  • Add Reference number, details, payment method and check the box to confirm the supplier has been paid or not (you can update this later

  • Upload a photo if required (useful for receipts etc).

  • Confirm the date of the expense

  • Assign a supplier from your list of fleet supplier organisations, or add a new one ,the hit "Save Expense"

2

Click on an expense to view the details

  • then click "Edit Expense" to update the log as required.

3

Select the "Filter" options to refine the list of expense logs

Select "Manage Tags" to manage the avaialbe expense tags

! To create a report or export to CSV see Creating and Exporting Custom Reports

Last updated