How to re-categorize ‘Misc’ transactions using a CSV upload

    Audience Fleet Admins
    Applies To Fleet Dashboard

     

    Introduction

    Motive enables Fleet Managers to efficiently re-categorize transactions marked as Misc into precise fuel categories such as diesel or gasoline. This feature improves the accuracy of IFTA reporting for the clients.

     

    Steps: Re-categorizing miscellaneous transactions

    Generate the report through the Fleet Dashboard

    1. Log in to the Fleet Dashboard.

    2. Navigate to the Reports section.

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    3. Click Cards.

    4. Select Potential Fuel Transaction Details.

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    5. Click the three dots at the top right-hand corner. 

    6. Click Export as CSV.

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    7. Once done, review and update the CSV.

    Note: These transactions are flagged based on Motive’s analysis and may not reflect every potential fuel transaction.

     

    Review and update the CSV

    1. Follow the steps mentioned above and open the downloaded CSV file.

    2. The spreadsheet contains transaction details in the first few columns and Motive's suggested updates in the last few columns. These suggestions include the updated transaction category, purchase unit, price, and quantity.

    • Review and update: Verify or modify the recommendations as needed.
    • Optional adjustments: Leave rows unchanged if you don’t wish to update them.
    Note: Review and update the below-mentioned columns only, and leave all other columns unchanged:

     

    Columns name
    (for review and update)
    Details
    Suggested Product Category This column has Motive’s best estimate of the fuel category of the transaction. You can change this to any of the following categories
    • Gasoline
    • Diesel
    • DEF
    • Reefer fuel
    • Misc Fuel
    • Car Washes
    • Cash
    • Food
    • Maintenance
    • Parking & tolls
    • Tires
    • Towing
    • Travel
    Unit of Purchase Should be Gallons for Gasoline, Diesel, Diesel Exhaust Fuel (DEF), Reefer fuel, and Misc. Fuel;  else should be left blank
    Suggested Unit price Verify/update the unit price of the purchase
    Suggested quantity Verify/update the purchase quantity
    Amount Recategorised ($) Should be equal to the Suggested Unit price times the  Suggested Quantity; If the Amount Recategorised is less than the Amount Paid, the difference is categorized as “Misc” 

    3. Once done, submit the Updated File.

     

    Submit the Updated File

    1. Email the updated CSV file to cardsupport@gomotive.com 

    2. Wait for a confirmation email if the update has been successful. The expected turnaround time is 2 working days.

     

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