If you are a Jonas Premier customer it is possible to export FleetHire invoices & import into Jonas Premier. |
Step One - Client Numbers |
Ensure that your Client Number in FleetHire & the Customer Code in Jonas Premier match. The Client # is autogenerated in FleetHire and they are unable to change. The Customer Code in Jonas Premier can be changed to match. |
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Step Two - Check Permissions |
Ensure you have the correct access in both FleetHire & Jonas Premier to enable invoice downloads. |
The Fleet Office - You must have FleetHire Finance access ticked.
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Jonas Premier - You will require the Role Security Access Right for the Add-ins / Excel Add-in/ Interface, AR Invoices. |
Step Three - Set up Jobs |
Ensure that the Job in Premier is setup correctly on the Equipment Job Sub-ledger, with the Job Number matching the Asset ID in the Fleet Office. Export Asset List in FleetAdmin:
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Step Four - Invoices |
Invoices must be ticked as Approved to be downloaded |
Step Five - Map the Data to Jonas Premier from FleetHire |
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Step Six - Download Data |
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Step Seven - Upload the Data |
Open the downloaded csv in Excel, then via the Jonas Premier Addin, Login using your regular Premier credentials. Select the Upload Data button and choose the Accounts Receivable / AR Invoices option. Ensure the Company selection is correct, then choose OK. |
Open the downloaded csv in Excel, then via the Jonas Premier Addin, Login using your regular Premier credentials. Select the Upload Data button and choose the Accounts Receivable / AR Invoices option. Ensure the Company selection is correct, then choose OK |
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