Before creating your daily reconciliations in the Fuel & Financial module, please watch the following video for a quick overview:
Before getting started, make sure you’ve spoken with an XSite support team member to confirm your fuel configuration is set up correctly.
When completing your first reconciliation, have the following details ready:
- Tank capacities
- Tank opening and closing levels for the day you’re reconciling
- Cash on hand at the end of the day
These details are essential to ensure accurate reporting and a smooth setup process.