Export Fleet Account with Balances List

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:

  1. In the Fleet Account menu, select Accounts.
  2. In Status, select Active.
  3. Select the Export button.
  4. Select either PDF or Excel.

The message "Downloading, please wait.  It make take a few minutes..." appears.

The File Download dialog box appears.

  1. Click Open to view the exported file.

The exported file name is FleetCustomerAccount.

 -or-

Click Save and from the Save As dialog box, select a destination to save the file.

 

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