Overview of IFTA Reporting in Alvys
The IFTA (International Fuel Tax Agreement) reporting module in Alvys allows users to generate, manage, and troubleshoot fuel tax reports for their fleet. This guide provides step-by-step instructions for generating reports, resolving common issues, and managing truck assignments and fuel transactions.
Steps to Generate IFTA Reports
To generate an IFTA report in Alvys:
Access the IFTA Reporting Section: - Navigate to Reports in Alvys and select IFTA. This opens the IFTA dashboard where you can filter by quarter, year, status, and subsidiary.
Select the Desired Quarter and Truck: - Choose the quarter you want to view and select the specific truck.
Generate and Download the Report: - Scroll down, click on Generate Report, and download the report. Ensure all required data (fuel and miles) is available for the selected truck.
Troubleshooting Common Issues
1. Inactive Generate Button
Ensure all trucks in the selected fleet are marked as "Ready." Unselect any trucks that aren’t ready or update their status to "Ready" before generating the report.
Verify that a fuel source is selected and required data (fuel and miles) is displayed.
2. Missing Trucks in the Report
If a truck is missing, check if it has been assigned or activated for the specific report. Update the truck’s assignment or profile in the system, then sync the IFTA report.
3. No Fuel Transactions
If fuel transactions are missing, ensure they are assigned to the correct truck. Transactions assigned to a different truck will not appear in the intended truck’s records.
Confirm that the required fuel purchase data has been uploaded for the selected quarter and year.
4. Report Not Generating for a Quarter
If no report is generated, verify that fuel transactions exist for the selected quarter. For example, if loads or transactions start in April, they will fall under Q2 instead of Q1.
Managing Truck Assignments and Profiles
Adding a Truck to the IFTA Report
Open the truck’s profile in Alvys.
Go to Truck Details and add a Start Date for the truck.
Save or update the truck.
Sync the IFTA report to pull in the updated truck record.
Set the truck’s source to "Manual" and upload its miles in the IFTA report.
Syncing Truck Profiles
Open the truck’s profile and click the Sync button. After syncing, re-generate or view the IFTA report for the desired quarter.
Handling Fuel Transactions
Viewing Fuel Transactions by Truck
Fuel uploaded through the IFTA module appears only within the IFTA module. To view transactions by truck, open the IFTA report and click on the specific truck number.
Adding Fuel Transactions
Fuel transactions can only be added at the truck level. Ensure the truck is displayed for the quarter by adjusting its start date if necessary. Add the fuel to the truck, then revert the start date afterward if needed.
FAQs
Why can’t I generate an IFTA report for my fleet?
Ensure all trucks are marked as "Ready" and that required data (fuel and miles) is available.
Why is a truck missing from the IFTA report?
Check the truck’s assignment and activation status. Update and sync the truck’s profile if necessary.
What should I do if fuel transactions are missing?
Verify that transactions are assigned to the correct truck and that fuel purchase data has been uploaded.