Fuel and toll expenses can be directly added to a driver's statement in just a few steps. You can also choose whether to make them billable to the driver or not. Here's how to do it:

Step-by-Step: Add Fuel & Toll Transactions

1. Open the Driver Statement

Navigate to the driver's settlement and click Review next to Fuel and Toll Expenses. A sidebar will open with separate options for fuel and toll transactions.





Adding Fuel Transactions

1. Select “Fuel Transactions” from the sidebar.
2. Choose the Date Range to filter transactions from that specific period.
3. Click Add to Calculate Fuel Transactions to apply them.
4. Checkmark "Show Fuel Transactions" to display available records.
5. In the Pending Transactions section, checkmark the fuel transactions you want to include in the statement.
6. Hit Save after choosing the deduction options.
    

Fuel Deduction Options:

From the dropdown under Fuel Deduction & Show Options, choose how the fuel should be calculated:

• Invoice Amount- Show Invoice
• Invoice amount - Show Invoice + Retail
• Retail Amount + Fees
• Retail Amount - Show Retail
   

Making Fuel Transactions Billable to the Driver:

1. Go to the Fuel section.
2. To make selected transactions non-billable, checkmark the transactions, click on Bulk Action, and click on Billable, then choose No. 
3. Return to the driver settlement.
4. Use the dropdown to change the deduction method to Retail Amount + Fees or Retail Amount - Show Retail.
5. Checkmark "Make Transactions Billable" & hit Save

Adding Toll Transactions

1. In the sidebar, select Toll Transactions.
2. Choose either Post Date or Exit Date, then define the Date Range.
3. Checkmark "Show Toll Transactions" to display records for that time period.
4. Click Add to Calculate Toll Transactions.
5. In Pending Transactions, checkmark the tolls you want to add.
6. Hit Save.
    

Making Toll Transactions Billable:

To make toll expenses billable to the driver, follow the same steps used for fuel:

• Select transactions
• Change their status to not billable from Toll transactions using bulk actions
• Checkmark Make Transactions Billable from within the statement.

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.