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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.
Toll Records Individual toll transactions.
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.

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.

Published: May 2026 · Formbird FLEET 4.2.8