Fuel Statement Exporting

The following steps must be followed to successfully export a fuel statement from the Fleet/Logistics Manager Add-on. NOTE: This requires an existing Accounting integration with Fleet/Logistics Manager and installation of the Fleet/Logistics Manager Add-on application.

    1) A fuel statement must be created in Fleet/Logistics Manager either via the fuel import process, or manually.

    2) Fuel Statements to be exported must be marked as ‘Statement Audited’ using this checkbox within a Fuel Statement Invoice. Un-audited invoices will not be included in an Accounts Payable batch.

    3) Login to the Add-on application, click on the Accounting menu > Account Transfers option.

    4) Click on the Accounts Payable tab at the bottom of the Account Transfers window

    5) Click the Create button at the top of the Account Transfer window and you’ll be presented with a window like the one below. Fuel Statements can be included with an AP batch by clicking the ‘Process Fuel Statements’ option when creating an AP batch in the Add-on.

    6) Export the A/P batch from the Add-on using the usual process. Fuel Statement Invoices within the export window can be selected/de-selected as required.

Please Note: If the Add-on isn’t currently configured for exporting fuel statements, you’ll get a message like ‘missing account’ during the export. This message means that your accounting integration requires additional configuration to be able to export fuel statements. This is a billable configuration. Please contact Trans Plus support for further assistance.