You can view and export a list of all fleet accounts and their current balances as of today's date. This is mostly used for prepaid fleet accounts to view outstanding liabilities.
TIP: If you need an end-of-month Fleet Balances report, you can Export on the last day of the month at the end of that day.
Follow these instructions to view current fleet balances:
- In the Fleet Account menu, select Accounts.
- In Status, select Active.
- Select the Export button.
- Select either PDF or Excel.
The message "Downloading, please wait. It make take a few minutes..." appears.
The File Download dialog box appears.
- Click Open to view the exported file.
The exported file name is FleetCustomerAccount.
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Click Save and from the Save As dialog box, select a destination to save the file.