Fleet Finance Setup and Reporting
Purpose
The Fleet Finance area allows you to record and report on the financial costs of your vehicle including information on:
- Purchase
- Finance
- Insurance
- Disposal
Setting Up for Fleet Finance Reporting
Before you can enter the Fleet Finance Information against the Vehicle, there are a few setup tasks to complete.
Dealer
Dealers are setup via Vehicle Maintenance >> Dealers. Once you have created the dealers, they are available for selection in drop down lists when entering finance information against your vehicles.
Finance Company
Finance Companies are setup via Vehicle Maintenance >> Finance Company. Once created, the Finance Companies are available for selection in drop down lists when entering finance information against your vehicles.
Finance Type
Finance Types are setup via Vehicle Maintenance >> Finance Types. Once created, the Finance Types are available for selection in drop down lists when entering finance information against your vehicles.
Entering the Finance Information against your Vehicles
You can enter the Finance Information by accessing Vehicle Maintenance >> Vehicle Update and selecting 'Access Details'.
The form below will then be displayed.
Click on each of the blue buttons indicated to enter the information in the relevant area.
Once entered, the information will display on the Vehicle Summary page in the relevant section.
The Fleet Finance Report
Once all information has been entered you can run the Fleet Finance Report to display it. This report can be found under Vehicle Maintenance >> Fleet Finance Report.
This report has the following parameters and filters:
Location | This report can be run for All Locations or a specific location. Only vehicles with this as their Owning Location will be displayed in the report. |
Category Type | This report can be run for All Category Types or a specific category type. Only vehicle of this category type will be displayed in the report. |
Category | This report can be run for All Categories or a specific category. Only vehicles of this category will be displayed in the report. |
Status | This report can be run to display vehicles whose status is:
|
| Availability Status | This report can be run to display:
|
Finance Expiry Date | This feature allows you to apply an Expiry Date, such that the only vehicles that will be displayed are those with a Finance End Date after the selected date. |
Printing/Exporting:
Click here for details on how to print or export a report from RCM
Important Articles
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