Financial Overview
Formbird FLEET captures financial data from across the application (fuel costs, work order labour and materials, tolls, registration, insurance, leasing, and other expenses) and makes it available through a set of financial reporting tools. The goal is to build a complete picture of the total cost of owning and operating each asset, so fleet managers can make well-informed decisions about maintenance spend, replacement timing, and cost allocation.
Financial Data Sources
Cost data flows into financial reports from several places in the application:
| Source | What it captures |
|---|---|
| Fuel Receipts | Fuel costs from fuel card imports or bulk fuel transactions. |
| Work Orders | Labour and materials costs recorded during maintenance. |
| Registration and Insurance Requests | Renewal costs and expiry dates. See Managing Insurance and Registration Renewals. |
| Toll Records | Individual toll transactions. See Recording and Importing Tolls. |
| Additional Expenses | Miscellaneous costs imported in bulk, for example, tyre replacements, lease payments, or external repair invoices. |
| Additional Income | Income data from external systems, imported to offset costs in reporting. |
Key Reporting Tools
| Report | What it provides |
|---|---|
| Asset Operating Cost Summary | Total cost of ownership per asset across a period, aggregating all cost sources. See Overview of Asset Reports. |
| Asset Invoice Report | An itemised cost breakdown per asset, selected by calendar month range. See Overview of Asset Reports. |
| Asset Record — Expenses Panel | A per-asset summary of costs visible directly on the asset's record. |
Recording and Importing Expenses
Individual expense records can be created manually for one-off costs. For large volumes of expense data, for example, monthly toll statements or insurance renewals, bulk importing via CSV is available.
- Recording Expenses and Income — creating individual expense and income records
- Importing Expenses and Income — bulk importing via CSV using a mapping document, or via an automated integration with your finance system
Journals
Journals provide a structured export of financial data from Formbird FLEET in a format suitable for importing into an external accounting system.
See Journals.
Updated: July 2026 · Formbird FLEET 4.2.8