Help centre · Accounts
What is the Fleet page for?
Open this screen in Saral/fleet
MOT, road tax, insurance, servicing, inspections, drivers and incidents for every vehicle across every company in the group, on one page with three tabs. Vehicles opens on what is due, vehicle by vehicle; Drivers holds the driver file and the licences to check; Others holds checks, bookings, incidents, complaints, penalties, costs, fuel, scanned documents and the evidence pack. It is the fleet clerk's and fleet manager's screen; a reader with the Fleet view key sees the board and may record a defect or check an MOT, and the money and driver views open only to the keys that hold them. You enter: A vehicle's record (registration, make, model, who drives it, funding) on its own page, and the papers you upload or scan for it; What was done: an MOT, a tax payment, a service, an inspection or a tacho download, recorded against the vehicle from the due board or the Record button; bookings with a garage; incidents, defects and who was driving; Drivers' licence pictures and DVLA summaries, and the outcome of each licence check; The intervals and reminders Fleet works to, behind the gear (Fleet settings). Saral fills: What is due, overdue, due soon or not recorded for each vehicle — derived from the records, not typed; an official record (DVSA MOT history, DVLA, a Xero bill, a scanned document) beats a typed date; The headline: the next thing to do with a link to it, how many active vehicles have every document on file and which lane is missing, papers waiting to be connected, and a nudge when no inspection interval is set; The counts on the tiles and the tab badges — overdue items, late licence checks, open incidents and penalties — each drawn only when its source answered; The vehicle's status from the books (owned, leased, disposed), penalty notices matched to vehicles and drivers, and each vehicle's cost month by month from the ledger. It produces: The Outstanding board and its History reading, the calendar, the spare-key and MID lists, and the driver table with licence, points and next-check dates; Bookings, reminders and defect notices to the people Fleet settings name; penalty recharges to drivers where the settings say so; The evidence pack (Excel and PDF with proof links) for an insurer, an operator-licence check or an accreditation. Where the settings live: Behind the gear on this page (Fleet settings, gated by the Fleet settings key): service and inspection intervals, the daily walkaround and who is told about a defect, reminders, DVLA and DVSA sources, garage booking, driver licence checks and DVLA driver data, penalties and recharges, the driver paperwork mailbox, document reading, statement emails and the operator licence. The vehicle's status and funding are Accounts' facts, edited on Accounts → Asset register → Vehicles; the Xero organisations the costs are read from are on Settings → Xero sync and coverage.
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