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 must Export on the last day of the month at the end of that day.
Follow these instructions to view all the Fleet Account balances in the system:
- In the Fleet Account menu, select Accounts.
- In the Status box, 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.