Filters
- Lists — search box, tabs and one Filters button. Choose filters, press Apply, use Reset to clear. Filters and sort order are remembered on main lists; search text is not.
- Finance reports — period presets (this month, quarter, year, last year, custom, all history), then Customize. Customize never changes a figure.
- VAT screens — FTA tax periods only.
Drill-down
- Statement account lines open the general ledger.
- Ledger and journal rows open the source document.
- Dashboard tiles and fleet bar segments open the matching list or calendar view.
Exports and printing
- Excel and PDF on every finance report.
- PDF and Print on invoices, credit notes, quotations, agreements and statements.
- PDFs are A4 portrait with your company header and footer on every page and “Page X of Y”.
- Full-history exports ask for confirmation first, and every export is recorded in the activity log.
Dashboards and charts
- Main dashboard — quick actions, Fleet right now, Today’s list, money this month, and rentals and customers.
- Finance Dashboard — ledger balances as of the period end, and income and expenses for the period.
- Charts — rentals (7 / 30 days, month, quarter, year, 12 months) and revenue (3 / 6 / 12 / 24 months and year). If there is no data, the chart says so.
Reading the figures correctly
- Reports marked Operational read documents directly. Official statements read the ledger. They can differ — for example because historical invoices were never posted, or because of the dates used.
- Point-in-time figures (cash, receivables, payables) are “as of” a date. Flow figures (revenue, expenses) are for a period.