Understanding fleet configuration

Use the Fleet Configuration page to personalize the vehicle ticketing, maintenance, and billing process for pool, loaner, and/or assignment fleets of vehicles. First, create billing parameters to configure the point at which vehicle tickets are billed. Next, set up billing schedules to determine the billing end dates for the period billing process, and create exceptions to include in bills when needed. Next, grant authorizations to specific user groups for specific vehicle types. Finally, identify fuel, maintenance, and billing categories.

You must also define cost codes, employees, and assets for use in the fleet management module. The cost codes, employees, and assets are not a part of the fleet management module.