Table of Contents
Automobile mileage is filtered according to date range and vehicle. The auto mileage register can be sorted by date, trip type, automobile, destination or purpose. Filter the list by selecting a date range and/or an automobile.
A summary of all the trips in a calendar year appears on the screen. The date range shown can be changed using the input boxes in the upper left corner of this trip summary. The summary will be filtered to a specific automobile when the trip list is filtered to that automobile. The grid can also be sorted based on column heading by clicking the column title.
At the bottom of the page, a summary shows the total for each type of trip with total miles and a trip cost calculated using the standard IRS allowable mileage rate for that year. If some miles are unaccounted for based on the beginning and ending odometer readings, then the difference is shown as UNALLOCATED.
Add automobiles through the Lists tab.
Follow the steps listed below to add a trip to the auto mileage register.
To review calendar events entered in the Transaction Tracker, select Calendar from the navigation menu.
The calendar shown in the upper left section of the page controls movement between months. The monthly view takes up the bulk of the page, and is used to select a day of the month. If the day is in the week that is being viewed, then the weekly view at the top of the page will also allow for selection of a specific day. Both the monthly view and the weekly view can be advanced by one month/week by using the arrows found near the top of each section. The specific day selected on the calendar appears in an hourly layout on the left side of the page.
To make an entry in the calendar, double click on the day for which the entry is to be made. Double clicking will work in any of the three views (monthly, weekly or hourly). The calendar entry is made in a dialogue box that appears, allowing for selection of:
Recurrence allows for setting events as daily, weekly, monthly or yearly. To enter a new event on the calendar, select Save and Close.
Use these options to manage calendar reminders in the Transaction Tracker:
To generate a report of data entered into the Transaction Tracker, select Reports from the navigation menu. The following report types are available:
Generating a Report
Select a report from the drop down list and then specify a timeframe for the report. The timeframe can be either a preset timeframe for the drop down list or a custom timeframe created by entering a beginning date and an ending date.
If the report chosen is Transactions for a Contract / Account, the system will prompt the user to select the specific contact or account being reported.
The report will initially appear in HTML format, with a button available to generate a PDF format for printing or saving to a file. Select Requery to generate a new report.