💵Expense Logs (Enterprise feature)

Information about how to use the fleet expense logs feature

Expense logs are a Fleet feature for enterpirse customers only, and can only be completed from the Fleet Dashboard.

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

The total cost highlight RED if the account is marked as unpaid.

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