Edit vehicles and drivers

Overview

Vehicles and drivers can be edited or deleted, either individually or in bulk. Vehicles that have had a driver assigned in any FBT period will not be able to be deleted. To delete these, first remove the driver, however this will affect previous FBT periods and is not recommended.

Edit an individual vehicle  

1. From the FBT calculation, in the navigation bar select Workpapers > Vehicles.
2. From the Vehicles screen, select the relevant Quarter tab.
3. Choose one of the following options:
   • Select the row of the vehicle to edit.
   • Select the checkbox of the vehicle to edit > select Edit.
4. Edit the vehicle as required.
5. Select Save.

Edit multiple vehicles in bulk

1. From the Vehicles screen, select the relevant Quarter tab.
2. Select the checkboxes of the vehicles to edit.
3. Select Edit.
4. Edit the vehicles as required.
5. Select Save changes to [x] vehicles.

Delete individual vehicles

1. From the Vehicles screen, select the relevant Quarter tab.
2. Choose one of these options:
   • Select the row of the vehicle you want to delete > select Delete.
   • Select the checkbox of the vehicle you want to edit > select Delete.

Delete multiple vehicles in bulk

1. From the Vehicles screen, select the relevant Quarter tab.
2. Select the checkboxes of the vehicles to delete.
3. Select Delete.

Edit an individual driver

1. From the FBT calculation, in the navigation bar select Workpapers > Drivers.
2. From the Drivers screen, select the relevant Quarter tab.
3. Select one of the following options:
   • Select the row of the driver to edit.
   • Select the checkbox of the driver to edit > select Edit.
4. Edit the driver as required.
5. Select Save.

Edit multiple drivers in bulk

1. From the Drivers screen, select the relevant Quarter tab.
2. Select the checkboxes of the drivers to edit.
3. Select Edit.
4. Edit the drivers as required.
5. Select the Save changes to [x] drivers button.

Delete individual drivers

1. From the Drivers screen, select the relevant Quarter tab.
2. Select one of the following options:
   • Select the row of the driver to delete > select Delete.
   • Select the checkbox of the driver to delete > select Delete.

Delete multiple drivers in bulk

1. From the Drivers screen, select the relevant Quarter tab.
2. Select the checkboxes of the drivers to delete.
3. Select Delete.

Troubleshooting

Why can't I delete a vehicle?

When a driver is assigned to a vehicle in any FBT period, the vehicle cannot be deleted, as deletion would affect FBT calculations for those periods.

• To delete a vehicle, any assigned drivers must first be removed or reassigned. This will impact FBT calculations in the relevant periods—therefore, deletion is not recommended unless correcting FBT calculations.

Related articles

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FBT import template