FBT Operating Report

Overview

This report calculates FBT based on the operating method (also known as the ‘logbook method’ whereby each vehicle is tracked for 12 months to determine the business use percentage).

This report can be emailed to the clients in a scheduler job. More details are available on the System Reports page.

Contracts will only be selected and shown on this report if Contract / FBT "Benefit Type" is 'Operating'
To calculate the private usage for the contract Contract / FBT "Business Usage" must be entered.

The report calculates the private portion of client incurred costs (including lease costs and any recharges) and the resulting FBT.

This information is also used in calculating Operating FBT on the relevant Driver Reports

The report uses transaction data to calculate actual costs for the report.

Lease Cost $ Transactions in Contracts / Lease tab are included here based on the following rules:

The "Period" date is on or within the report date range.
The "Period" is posted.

Other Cost $ Transactions in Contracts / Maintenance are included here based on the following rules:

The transactions "Odometer Date" is on or within the report date range.

The transactions Posting Class field "FBT Operating Method?" is checked ON and "Group" field is not set as blank or 'Exclude'.

The transactions have a Recharge setting of 'Y'

The transactions are at any status except 'deleted'. I.e. History-only transactions are included.

Report Filters

Filter	Type	Description
Left Column
Year ending	Date	This field will default with the next FBT year end. Update this to show the date you want to use.
Manager	List	Select a manager to limit the report selection to the selected Clients / Contact A/C Manager. An Account Manager can use this field run reports for all the clients they manage.
Group	List	Select a group to limit the report selection to the selected "Client Group".
Client	List Box	Leave as '--All--' or select the Client or Clients you want to report on. You can select multiple records by holding down the “Ctrl” key and use your mouse to select the items. To select a range of clients, hold down “Ctrl” and “Shift” keys and use either your mouse or arrow keys to select the range.
Contract Type	List Box	Leave as '--All--' or select the Contract Type or Types you want to report on. You can select multiple records by holding down the “Ctrl” key and use your mouse to select the items you want.
Report Queue	Checkbox	Unchecked by default. The report will be generated for you on this screen for downloading when complete. Select this checkbox if you want to send the report to the Report Queue screen to be downloaded later. If configured, you will receive an email when the report has been processed and is ready to be downloaded. If the report take takes a long time to run and exceeds the allowable time, then the report will be sent to the Report Queue. You will be alerted if this is going to happen.
Right Column
Cost Centre	List	The default selection is '--All--' (returns all records). You can also blank '--Blank--' (records have no cost centre), or you can select a specific cost centre. When a "Group" or "Client" is selected, only the cost centres that belong to them are shown.