1. Petrol: Enter all Fuel via the Petty Cash Fuel option which also includes business\personal KM's.
This is under Petty Cash > Fuel Entry. You can use the Petty Cash Fuel Excel Template and paste it in. The template is located here: Eclipse Excel Templates (Australia Only)
2. Calculating FBT: After fuel has been entered you can then run the FBT worksheet.
Run the FBT Worksheet from General Ledger > Ledger Inquiry > Reports.
Tick the FBT Option. Ensure that Excel/CSV is unticked.
Add in an Account Range to run the report over your FBT accounts only. This will speed up the report generation as it will not look through Balance Sheet accounts.
#Please make sure not include the pc accounted and pc advanced chart codes in the report as they will not be displayed correctly. Except for extraordinary circumstances this will mean that the balance sheet chart codesshould be excluded.
Enter in the Period Range you want to run the report over, and check all filters are correct in the Selection Tab.
After setting your filters, go back to the Report Details tab and click the floppy disk save icon to save your report settings to your selected Report Default. Then press OK to run the report.
If you want to setup a separate report default just for FBT reports, visit this guide for an outline on how to create a new report default: Creating a Separate Report Default
The excel worksheet that is generated links the fuel and kilometerage with the Car Rental based on the Emp Code/Rego.
Note: Save this excel document to your computer as an Excel Workbook xlsx file. An xls file will not be able to display the data correctly.
Only transactions posted to GL will appear in the FBT report.
3. You can then edit this FBT Worksheet and paste it back into Eclipse to fix any data not entered correctly. See the instructions on how to do this here: Import FBT Changes into Eclipse