Compliance documents and insurance

Steps

1. On the vehicle's page, Add a document: kind, reference, issue and expiry dates, cost (and the account it was paid from - posted through Expenses), the file, and whether it is mandatory.
2. Add an insurance policy: insurer, number, cover, dates, premium and excess.
3. Under Compliance & insurance, an approver clicks Pay premium (Dr prepaid insurance / Cr the money account), and each month Recognise moves one month to insurance expense on each vehicle.

Good to know

• An expired mandatory document or an expired policy blocks allocation (Settings → Fleet management → Controls) unless an approver records an exception.
• Expiries within your warning days appear on the dashboard and under Exceptions.