Your business - Vehicles
Vehicles
Add a new vehicle
The initial screen shows all vehicles added to the system. Use the toggle buttons to select whether you want to see all vehicles (all toggles on) or a particular group, do this by clicking the coloured toggle buttons off so they go grey.
The Search field and include deleted flag are all available.
To edit or view an existing vehicle click on the arrow next to the registration.
The Assigned to column shows whether that vehicle has been linked to a person. This will only be populated for staff vehicles as company and managed ones are not linked to specific individuals.
To add a new vehicle, select the blue Add a new vehicle button on the righthand side.
Enter the registration of the vehicle and select 'Get details'. These will be populated by the DVLA.
Select a vehicle type, fuel type and the unit in which you wish to report distance from the drop downs and enter the engine capacity, then press save.
Vehicle Use and Ownership
Select the blue cross on the righthand side to expand this section.
Select edit then click on whom the vehicle belongs to.
A company vehicle is a vehicle the company own outright, a managed vehicle is a vehicle that is typically leased by the company and used for business purposes. If it is a company or managed vehicle you do not need to add any more details.
If the vehicle belongs to staff, select edit on the righthand side. A drop down will appear add the person using the blue circle.
Carbon Categories
To add a carbon category press the blue plus on the righthand side to expand the section. Based on the details entered for the vehicle the appropriate vehicle categories will be displayed, use the arrow next to the category to select it.
Dates
Dates are used for company or managed vehicles to determine when you acquired and disposed of the vehicle
Odometer reading
If you have a company or managed vehicle, rather than entering the number of miles travelled or litres of fuel used you may be required to enter the end odometer reading on a weekly / monthly basis. For this to be available in the collect screens you need to enter an opening odometer reading for that vehicle. See the Collect —> Travel —> Company vehicle section for more information.