Table of Contents

Add Vehicle Payor

If your account has a separate financial source for a vehicle, you can include this information for each vehicle. In the form, you can indicate the owner(s) by percentage.

  1. Open the Vehicles module of the account you plan to edit.
  2. Find the vehicle within the list. Under the action menu, click Payors.
  3. Click Add Payor.
  4. Select the appropriate Account as Payor.
  5. Type the percentage of financial responsibility for the payor.
  6. If the payor will be active for a certain date range, enter the Start Date and End Date.
  7. Click the Save icon. 
  8. Return to the home page using the breadcrumb at the top.

 

Changes to payors can be viewed through Search History accessed from the module grid header, or click History under the action menu for each asset row.

 

 Click Active Payors Only to view current payors.