Availability
Availibility Header
Vehicle Type (List) — Displays the possible vehicle body types
State (List) — Choose the desired State for the booking
Location (List) — Choose the desired Location of the booking
Start Date (Date) — Choose the desired start date of the booking
Start Time (List) — Choose the hour and the minutes of the desired booking start time.
End Date (Date) — Choose the desired end date of the booking
End Time (Date) — Choose the hour and the minutes of the desired booking end time.
No overlap (Tick Box) — If ticked ON (default), only vehicles that can be used within the Date and Time defined in the Header will be shown. If ticked OFF, all vehicle bookings will be shown.
Availability Detail
Booking (Num) — Displays the Booking ID of the contract and hyperlinks to the booking. This will only be evident if 'No overlap' is ticked off and bookings are displayed.
Reg No (Text) — Displays the Registration Number of the contract and hyperlinks to the vehicle contract. A hover-over contains vehicle detail.
Description (Text)
State (Text)
Location (Text) — Displays the vehicles last recorded location.
Due In (Date) — Displays the 'Due In' date of the preceding booking.
Opening Gap (Num) — Displays the number of Days between the 'Due In' date of the preceding booking and the current desired booking 'Due Out' date.
Due Out (Date) — Displays the 'Due Out' date of the next booking.
Contract End (Date)
Closing Gap (Num) — Displays the number of Days between the 'Due In' date of the current desired booking and the 'Due Out' date of the next booking, or the Contract End date of the vehicle if no further bookings are recorded.
Condition
Start Details
Start Date (Date) — Displays the Start Date of the booking. When the first 'Edit' occurs, this is defaulted to the 'Rqsted Date' of the booking.
Time Out (List) — Displays the hour and the minutes of the booking start time. This defaults to 9am.
Odometer (Num) — The opening odometer reading should be entered from the condition report if known. If an internal vehicle is being used, the odometer reading is stored in the vehicles' maintenance records.
Fuel Status (List) — Fuel can be recorded as Empty, 1/4 Full, 1/2 Full, 3/4 Full or Full. If there is a negative difference between the Opening and Closing Fuel Status, then a Fuel charge is calculated. Refer to XXX for more details.
Current Location (Text) — The current location of the vehicle is displayed and can be updated here. Entering a new location will trigger a 'Location Change Booking' event to be created and the vehicle's Contracts / Contract "Location" field will also be updated to match your entry.
Inspected By (Text) — Record the person who checked out the vehicle.
Vehicle Condition (List) — Any opening defects on the vehicle can be recorded. Use the mouse to hover over the vehicle drawing and double-click on the affected area. Type in the description of the defect. Click on the ** to delete the line entry.
Comments (Text) — Enter comments about the Opening condition of the vehicle.
Return Details
End Date (Date) — Displays the End Date of the booking. No End Date is displayed until it is typed in, or selected using the **.
Time In (List) — Displays the hour and the minutes of the booking end time. This does not default and must be selected.
Odometer (Num) — The opening odometer reading should be entered from the condition report if known. If an internal vehicle is being used, the odometer reading is stored in the vehicles' maintenance records.
Fuel Status (List) — Fuel can be recorded as Empty, 1/4 Full, 1/2 Full, 3/4 Full or Full. If there is a negative difference between the Opening and Closing Fuel Status, then a Fuel charge is calculated. Refer to XXX for more details.
Return Location (Text) — The current location of internal fleet vehicles can be updated here when the vehicle is returned. Entering a new location will trigger a 'Location Change Booking' event to be created and the vehicle's Contracts / Contract "Location" field will also be updated to match your entry.
Inspected By (Text) — Record the person who checked in the vehicle.
Vehicle Condition (List) — Any closing defects on the vehicle can be recorded. Use the mouse to hover over the vehicle drawing and double-click on the affected area. Type in the description of the defect. If a cost is to be charged, enter the charge in Charge NET (for a GST exclusive value) or Charge Incl GST. The other field will calculate from what has been entered. Click on the ** to delete the line entry.
Comments (Text) — Enter comments about the Closing condition of the vehicle.
Invoice
Invoice Header
Booking Billing ID (Num) — Displays the record number for this set of transactions
Attention (Text) — Displays the name of the client A/C Payable contact
Purchase Order (Text) — Enter a Purchase Order number for this transaction
Invoice Date (Date) — If a 'Single' invoice is being created (i.e. generated immediately) then the Invoice Date will default to today's date. This can be edited. If a 'Billing' charge is being created, then the Invoice Date remains blank until an invoice is generated in Fleet/Billings.
Invoice No (Num)
Posted (Text) — Displays the date that the charge was created.
Billing Type (List) — Chose from 'Billing' or 'Single'. When you choose 'Billing', the charges will be collated onto the client's next Recharge invoice or Combined invoice. Clients / Contract Defaults "Billing Type" determines which is used. When you choose 'Single', an invoice will be created when this transaction is posted. Clients / Contract Defaults "Booking Billing Type" sets your default choice for each client.
Invoice Type (Radio Button) — An invoice can be 'Interim' or 'Final'. 'Interim' contains a line item for only a rental charge. 'Final' includes rental payments and all other fees and charges for this booking. See Invoice Type for an illustration.
Date From (Date) — Displays the Invoice 'From' Date that this transaction is covering. This will either be the "Start Date" of the Booking or the first day of the month (if the booking for longer than a month). See Invoice Type for an illustration.
Date To (Date) — Displays the Invoice 'To' Date that this transaction is covering. This will either be the "End Date" of the Booking or the last day of the month (if the booking for longer than a month). See Invoice Type for an illustration.
Rate Net Hourly (Num) — This displays the hourly rate that will be charged to the client for the selected vehicle (if the 'Period Type' is Hourly). Note ~ it does not include an uplift percentage that is being applied. The 'Actual Cost $' field in the header displays the full calculated cost of the booking.
Rate Net Daily (Num) — This displays the daily rate that will be charged to the client for the selected vehicle (if the 'Period Type' is Daily). Note ~ it does not include an uplift percentage that is being applied. The 'Actual Cost $' field in the header displays the full calculated cost of the booking.
Uplift Rate (%) — If an uplift rate is used, a percentage margin will be applied to the value invoiced to the Client.
Period Type (Text) — Displays the Period Type (Daily or Hourly) as chosen on the Booking tab.
Billing Period (Num) — Displays the number of Days or Hours to be paid. This can be edited.
By (Text) — Name of the last user who edited the Invoice tab
Last Edit (Timestamp) — Date and Time of the last edit on the Invoice tab
Notes (Text) — Text field for entering Rental notes
Billing Processed
ID (Num) — Displays the Booking Billing ID.
Date (Date) — Invoice Date
Invoice No (Num) — Invoice Number
Amount $ (Num) — Invoice Amount, GST inclusive.
Invoice Detail
Class (Text) — Displays the relevant Posting Class for the invoice line. Use the ? key and tab off to use the ** Search feature on this field. Refer to Contract Types / Booking for set-up details.
VMRS (Text) — Displays the relevant VMRS code for the invoice line. Use the ? key and tab off to use the ** Search feature on this field.
Description (Text) — Line item description. Standard descriptions have been set-up in Catch-e for each type of charge.
Net (Num)
GST (Num) — The value can be over-written by user. It goes through GST Row Checks if over-written by user. If it fails the Row Check then an warning message pops-up.
Items checked on 'Save'
Date From
Date To
Billing Period
Items checked on 'Check'
Validates GST. Refer to GST Checks page for complete details.
Invoice Description
Rental
Rental Header
Booking Payable ID (Num) — Displays the record number for this set of transactions
Supplier (Text) — Displays the name of the supplier that is being paid in this transaction
Address (Text) — Displays the address of the supplier
Invoice Number (Text) — Record the suppliers invoice number
Invoice Date (Date) — Record the suppliers invoice date
Rental From Date (Date) — Displays the Rental From Date that this transaction is covering. This may be part of the full rental period.
Rental To Date (Date) — Displays the Rental To Date that this transaction is covering. This may be part of the full rental period.
Supplier Ref (Text) — The Booking Reference entered on the Booking tab will be populated into this field. This may be edited.
Status (Text)
Payment No (Text)
Posted (Text)
Payment Type (Radio Button) — A rental payment can be 'Interim' or 'Final'. 'Interim' contains a line item for only a rental charge. 'Final' includes rental payments and all other fees and charges for this booking.
Period Type (Text) — Displays the Period Type (Daily or Hourly) as chosen on the Booking tab.
Payment Period (Num) — Displays the number of Days or Hours to be paid. This can be edited.
By (Text) — Name of the last user who edited the Rental tab
Last Edit (Timestamp) — Date and Time of the last edit on the Rental tab
By (Text) — Text field for entering Rental notes
Last Edit (Timestamp) — Invoice Date
Notes (Text) — Invoice Number
Rentals Processed
Date (Date) — Invoice Amount, GST inclusive.
Invoice No (Num) — Invoice Number
Amount $ (Num) — Invoice Amount, GST inclusive.
Rentals Detail
Class (Text) — Class code of the invoice line. This is BKRNT for default lines. Refer to Contract Types / Rental for set-up details.
VMRS (Text) — VMRS code of the invoice line. This is BKRNT for default lines.
Description (Text) — Line item description.
Net (Num)
GST (Num) — The value can be over-written by user. It goes through GST Row Checks if over-written by user. If it fails the Row Check then an warning message pops-up.
Total (Num)
Items checked on 'Save'
Invoice Number
Invoice Date
Rental To Date
Rental From Date
Supplier Ref
Payment Period
Items checked on 'Check'
A Supplier entry in the Bookings screen.
Validates GST. Refer to GST Checks page for complete details.