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Company Vehicles

 Summary

The Vehicles page is the Company Money drill-down for a vehicles benefit. It lists vehicle members already assigned to the benefit. You can search, filter, and export the list. Add, edit, and delete vehicles under Admin → Benefits rather than on this Company Money page.

In this article

  • Before you begin
  • Opening Vehicles
  • Read the list
  • Exporting
  • Frequently Asked Questions (FAQ)

Before you begin

You must have an active Payroll add-on to access and use Payroll features.

You need Company Money access and View Company Benefit to open the Benefits tab and select the Vehicles card.

The page also checks the following Payroll permissions, but the Company Money Vehicles grid does not show Add, View, Edit, or Delete row actions:

  • Add User Benefit
  • View User Benefit
  • Edit/Update User Benefit
  • Delete User Benefit
  • Recurring Activity Logs

Create the vehicles benefit first under Admin → Benefits, with Category set to Vehicles and Type set to Recurring.

Assign vehicles from the Vehicles tab on the Admin benefit details page using Add Vehicle.

The Company Money page heading uses the benefit name.

Opening Vehicles

  1. Log in to Plumm.
  2. Open the 9-dot menu.
  3. Under Money, select Company Money.
  4. Select an Active location.
  5. Select the Benefits tab.
  6. Select a Vehicles card.

Read the list

Use Search to find a vehicle member. The placeholder is Search.

Header filters are available.

If there are no records, Plumm shows Nothing to show here yet.

The default page size is 10. The page size selector is not shown on this page.

The list contains the following information.

Member

Shows the person’s name and profile image.

Description

Shows the vehicle description.

Tax Year

Shows the tax year stored on the vehicle record.

Declaration Type

Shows the declaration type stored on the vehicle record.

Start Date

Shows the vehicle benefit start date.

End Date

Shows the vehicle benefit end date.

Make And Model

Shows the make and model of the vehicle.

Registration Number

Shows the vehicle registration number.

Cash Equivalent

Shows the cash equivalent using the payroll currency symbol and two decimal places.

There is no row three-dot menu (⋮) on the Company Money Vehicles page.

View, Edit, and Delete actions are available only under Admin → Benefits on the details page for a Vehicles benefit.

Activity Log can be available, but there is no Action menu on this screen.

Exporting

Use the grid export control to download the vehicle members list.

The downloaded file is:

VehicleMembers.xlsx

Frequently Asked Questions (FAQ)

  • Can I add a vehicle from Company Money?
    No. Go to Admin → Benefits, open the vehicles benefit, select the Vehicles tab, then select Add Vehicle.
  • Why is there no three-dot menu?
    The Company Money Vehicles page is a read-only member list. Add, edit, and delete vehicle records under Admin → Benefits.
  • Who can open this page?
    Users who can access Company Money Benefits and select the Vehicles card. You need Company Money access and View Company Benefit.
  • What currency does Cash Equivalent use?
    Cash Equivalent is formatted using the currency symbol from the vehicle record and is shown to two decimal places.