Book and run a trip

Steps

1. Go to Fleet management → Trips and fill in Book a trip: vehicle, driver, kind, department, customer, from, to, dates, purpose, route, passengers and cargo.
2. Unless it is within an approved allocation (or trip approval is off in Settings), someone else approves it.
3. At departure click Dispatch with the reading. On return click Complete trip with the closing reading - the distance comes from the two readings and updates the vehicle's meter.
4. A supervisor (not the driver) clicks Confirm trip.
5. Parking, tolls and allowances: on the trip, choose the cost, amount and money account and click Record & post - it is posted through Expenses, on the vehicle and the trip's department.

Good to know

• A reading lower than the last one is a correction: give the reason; it waits for someone else's approval before the meter changes.