Finances, Assets & Liabilities: Employment

Driver financial information and bank accounts

Employment

Employment Details

Field	Description
Current Salary (Num)	Driver’s annual salary
Employer Address	Used for finance applications. If blank, uses Client employer address
Current Employer (Num)	Years with current employer
Occupation (List)	Configurable via `fmdriveremployment_types`
Employment Type (List)	Configurable via `fmdriveroccupation_codes`
Previous Employer (Text)	Name of previous employer
Previous Employer ABN (Text)	Previous employer ABN
Previous Phone Number	Contact number of previous employer
Previous With (Num)	Years with previous employer
Prev. Employer Type (List)	Corporate type of previous employer

Personal Details

Field	Description
Residential Status (List)	Ownership status of residence
Landlord Name (Text)	Required when Residential Status = Rent
Landlord Phone (Num)	Landlord contact number
Years at Address (Num)	Years at current address (syncs with Contact tab)
Start at Address (Date)	Date moved into current address
Previous Address (Checkbox)	Enables autocomplete for previous address
Previous Address (Autocomplete)	Address lookup field (edit mode only)
Previous Address 1	Address line 1
Previous Address 2	Address line 2
Suburb/Town	Suburb or town
State	State selection
Postcode (Num 4)	Postal code
Country	Country (from `gb_countries`)
Years at Previous Address	Duration at previous address
Marital Status (List)	Driver marital status
No. of Dependants (Num)	Number of dependants
Australian Resident (Checkbox)	Citizenship indicator
Residency Status (List)	Mandatory for external finance applications

Consent

Field	Description
Privacy Consent Authorised	Consent to collect and use personal data
Credit Check Authorised	Authorises financial credit checks
DVS Verified	Identity verification via Document Verification Service
KYC Verified	Know Your Customer verification flag

Income

Field	Description
Annual Gross Income	Annual gross income
Annual Spouse Gross Income	Spouse annual gross income
Monthly Net Income	Monthly net income
Monthly Spouse Net Income	Spouse monthly net income
Monthly Rental Income	Rental income
Monthly Government Benefits	Government assistance income
Monthly Superannuation Income	Superannuation income
Monthly Investment Income	Investment income
Monthly Other Income	Other income sources

Monthly Expenses

Field	Description
Mortgage	Monthly mortgage repayments
Rent	Monthly rent
Household	Household expenses
Credit Cards	Credit card repayments
Private Education / Childcare	Education or childcare costs
Vehicle	Vehicle-related expenses
Other	Other monthly expenses

Accountant

Field	Description
Firm	Accountant business name
Contact	Accountant contact name
Phone	Accountant phone number

Banking Details

Bank details are used for reimbursement payments via:

BECS / Reimbursements (ABA)

Field	Description
BSB Number	6-digit bank BSB (required with account number)
Bank Account Number	Account number (encrypted)
Banking Icon	Opens bank account management modal
Stop BECS Flag	Prevents inclusion in ABA reimbursement files

Important Banking Rules

BSB and Account Number must be entered together
BSB must be valid (6 digits)
Account number cannot exceed 9 digits
Changes are locked once bank record exists

Assets & Liabilities (Financial Data)

Used for finance applications and external integrations:

Angle Interface
Maclease Interface

Assets

Field	Description
Asset Type	Type of asset
Asset Value	Value of asset
Ownership	Debt Free or Debt Owed
Description	Optional asset notes
Total Assets	System calculated total
#	Asset sequence number
x	Remove line entry (edit mode)

Liabilities

Field	Description
Liability Type	Type of liability
Balance	Outstanding balance
Monthly Payment	Monthly repayment
Financier	Lending institution
Payout	Request payout (selected loan types only)
End Date	Payout due date
Limit	Credit limit (Overdraft/Credit Card only)
Total Liabilities	System calculated total
#	Liability sequence number
x	Remove line entry

Finance Tab

Used to capture finance application data for:

Novated lease applicants
External finance integrations

Key Notes

Used with Angle / Maclease interfaces
Assets & liabilities must be entered in correct tab depending on integration
Finance applications are created via Quotes → Finance

Driver Finance Details (View Only)

This screen is available in the Driver Portal (if enabled).

Field Descriptions

Field	Description
Financier	Assigned finance provider
Financier Contact Number	Contact number
Financier Reference	Reference ID
First Finance Payment Date	Start of repayments
Total Payments	Total contract payments
Payment Per Period	Payment amount incl. GST
Payments Made	Number of payments completed
Payments Made (incl. GST)	Payments completed incl. GST
Remaining Payments	Remaining payment count
Remaining Payments (incl. GST)	Remaining payments incl. GST
Residual Due Date	Residual payment due date
Residual Amount (incl. GST)	Residual value

Vehicle Selector

Button	Description
Select Vehicle	Switch between active/suspended vehicles

Assets & Liabilities (Employee View)

Used for employee package finance tracking.

Used primarily for Maclease Partner interface
Otherwise managed in Driver Finance tab

Bank Account Management

When viewing Driver Finance:

Click View Bank Accounts icon to open modal

Bank Setup Requirements

Provide:

Bank name (e.g. NAB, WBC)
Account name
BSB
Account number
Company (if multiple accounts used)

Action Buttons

Button	Description
View	Opens record
Edit	Enables editing
Save	Saves changes
Cancel	Discards changes

Validations & Alerts

Alert	Condition
BSB cannot be empty	If account number entered
Account number cannot be empty	If BSB entered
Account number > 9 digits	Validation error
Invalid BSB	Bank lookup failure