Records

Add and Manage Records

1. Go to Records.

2. Click on Add Record.

3. Enter the required details:

   • Record #

   • Status

   • Date

   • Unit

   • Odometer

   • Amount

4. Select a Vendor (you can add a new vendor using the + button).

5. Choose the Type for the record.

6. Add a Description if needed.

7. Click Save or Save & Open.

   

Other Actions

• Use the Search bar to find specific records.

• Use the Filters button to narrow down results by date or other criteria.

• Click Columns to show or hide specific table columns.

• The total expenses will be visible at the bottom of the records list.

• To edit a record, open it, make changes, and save.

• To delete or manage multiple records, use the checkboxes and bulk action menu if available.

View Total Expenses

1. Go to Totals.

2. View aggregated expenses grouped by unit

3. You’ll see a summary table showing:

   • Unit #

   • Type

   • Total Amount spent per unit

   

   This view helps you track which units have the highest maintenance costs.

Add and Manage Types

1. Go to Types.

2. To add a new type, click + Add Type in the top-right corner.

3. Enter the Type name (e.g., “Oil Change”, “Inspection”, etc.) and save.

   

Add and Manage Vendors

1. Go to Vendors.

2. To add a vendor, click + Add Vendor in the top-right corner.

3. Enter the details.

4. Click Save to add the vendor.