QT Fleet: Fleet Reports

This report is a list of all fleet accounts with basic account details. It can be sorted alphabetically by name, or numerically by account number. Report details include:

• Account number

• Account name

• Telephone number

• Contact name

• Pricing category

• Number of vehicles assigned to the account

• If charges are allowed (If NO, payment is due at time of service)

This report complements the account listing report, providing more detailed information of the fleet account and it’s assigned vehicles. It can be run for a single fleet or all accounts. Report details include:

• Account number

• Account name, address, telephone number

• Pricing category

• License plate numbers of all vehicles assigned to the account

• Vehicle information (year, make, model) of all vehicles assigned to the account

• If charges are allowed (If NO, payment is due at time of service)

This report provides a list of all transactions for a single fleet or range of fleet accounts within a specified date range. Report details include:

• Account number

• Account name

• Transaction type

• Posting date (when the transaction occurred)

• Amount

• Description

• Invoice number

• Invoice license number (license plate number of the vehicle serviced)

• MOP (method of payment)

This report lists a summary of outstanding balance, days past due, service revenue and payment details for a single fleet or all accounts. This report makes it easy to distinguish between slightly overdue and long overdue accounts. Report details include:

• Account number

• Fleet name

• Last statement date

• Unpaid transaction totals within 0-30/31-60/61-90/91-120 date ranges

• Credit limit

• Service activity totals

• Previous balance

• New charges

• Payments/Credits

• Current balance

• Total current receivables

• Percent of current receivables to total credit limit