Budgeting > Transactions

In most cases you won't use the Fleet Management as a standalone module. Normally the Fleet Management module will receive the necessary information via the interfaces provided with the module. That means: ZeeBORN applications will take care automatically for providing budget relevant information automatically. But 3rd party applications may require the manual import of budget relevant data (see related documentation).

Main Window

The main window shows all single budget records by default grouped by sites (ships, offices, agencies etc.). You may use the configuration features of the data grid for defining other presentations of the data (you might know this feature from other applications like Microsoft Outlook). A click with the right mouse button on the column headers of the grid will show you the options available for changing the way how the data are shown.

Depending on your needs you may in addition provide extra data to the Fleet Management. Beside the data already received from other applications you can add additional booking records to the database.

Bookings can be exported to excel. A search function is available.

Manual Booking

If you want to add a budget record or you want to modify an existing record you will have to choose the Transactions tab sheet in the main window. Click the button New if you want to add a new record or click the button Edit for modifying an existing, manually record. The availability of these functions depends on the access rights assigned to your user account.

In the details view you will have to choose the site, a booking date and a account first. Enter a title to be shown in the budget overviews and the relevant cost values. Entering a description is optional. All entries will be entered in your main currency of your company. Foreign currency values received from external applications will be automatically converted to your main currency.