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Account > Vehicles
(Used in Expenses and Invoices modules only)
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Modify | Delete
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Note: For this link to appear, and for "Vehicle" to appear as a choice in the "Create..." drop-down menu, you must (a) check the "Enable the Vehicle feature" box under "Optional Features" near the top of the My Account > Company > Settings dialog, and (b) create one or more vehicles.
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To create a new Vehicle:
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1. Click on the Account tab.
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2. Select "Vehicle" from the "Create..." drop-down menu.
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3. In the "New vehicle" dialog, enter the vehicle name (mandatory), its fuel type, ownership information, and engine size.
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4. Click on the "Save" (or "Save & create another vehicle") button.
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Once you have created one or more vehicles, you can select a vehicle in the "Vehicle" drop-down menu in any (Expenses) Mileage receipts or (Invoices) Mileage expense timebills you create.
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To modify an existing Vehicle:
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1. Click on the Account tab.
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2. Click on the "Vehicles" link.
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3. Select the name of the vehicle you want to modify.
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4. Make your changes to the "Edit - [Name of vehicle]" dialog.
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5. Click on "Save."
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To delete a Vehicle:
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1. Click on the Account tab.
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2. Click on the "Vehicles" link.
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3. Select the name of the vehicle you want to delete.
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4. Click on the "Delete" button in the "Edit - [Name of vehicle]" dialog.
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Note: The "Delete" button will not appear if the vehicle has mileage expenses assigned to it. To delete a vehicle, you must go back to the mileage timebill or Mileage receipt and reassign its mileage (or select no vehicle at all).
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