Viewing fleet bill transactions for fleet customers

View individual transaction information for specific billing categories. For example, select Usage as the Category, and then click View Transactions. The system displays the specific usage transactions that make up the usage subtotal for the selected line. This includes usages charges and usage markup charges.

To view fleet bill transactions for fleet customers:

  1. Select Work > Fleet > Fleet Customers.
  2. Select the fleet customer for which to view fleet bill transactions, and then click the Billing History tab.
  3. Specify this information:
    Period End Date
    Specify the period end date for which to view fleet bill transactions for a specific fleet customer, and then select the bill line for which to view bill transactions for fleet customers. Bill No. is automatically populated.

    Select the fleet bill line for which to view fleet bill transaction for fleet customers.

    Note: You must enter a Period End Date and select a bill line to view fleet bill transactions. You cannot view fleet bill transactions for current charges.
  4. Choose one of the following options for Category:
    Option Description
    Usage Select to show usage charges only.
    Mileage Select to show mileage charges only.
    Maintenance Labor Select to show maintenance labor charges only.
    Maintenance Parts Select to show maintenance parts charges only.
    Non-maintenance Labor Select to show non-maintenance labor charges only.
    Non-maintenance Parts Select to show non-maintenance parts charges only.
    Fuel Select to show fuel charges only.
    Insurance Select to show insurance charges only.
    Exceptions Select to show exception charges only.
  5. Click View Transactions.
  6. View the charges for the specific transaction category.