Finance
Finance Module
Complete user guide for the TransportechAI Finance module.
The Finance module is a comprehensive financial management system built for fleet management companies. It centralizes all financial operations — from tracking vehicle asset investments and calculating depreciation, to running payroll, managing expenses, handling driver fines and loans, processing reimbursement claims, and monitoring cash deposits.
How to Access
Navigate to Finance in the sidebar menu. You must have a role with Finance permissions to access this module.
Available Sub-Modules
| Module | Description |
|---|---|
| Dashboard | Real-time financial overview with key metrics, charts, and top performers |
| Employee Compensation | Consolidated view of employee and driver compensation data |
| Vehicle Asset Management | Track vehicle purchases, depreciation, ROI, and profit/loss analysis |
| Expenses | Record and categorize operational expenses with approval workflows |
| Payroll | Run payroll cycles, configure salary schemas, and manage assignments |
| Reimbursement | Process reimbursement claims with balance tracking and approvals |
| Cash Deposit | Track cash deposits from drivers with OCR receipt scanning |
| Fines | Manage fines with approval workflows and loan conversion |
| Loans | Issue and track loans with repayment schedules for employees and drivers |
Who Uses This Module?
- Finance Team — Day-to-day operations: processing expenses, running payroll, managing claims
- Company Owners — Monitoring financial health via dashboard, reviewing approvals, tracking ROI
- Accounting Staff — Reconciling balances, reviewing payroll calculations, auditing transactions