Introduction

If you received a fuel delivery during the day, you'll need to enter the details as part of your daily reconciliation in XSite.

Before you begin, make sure the supplier is already set up in your system and marked as a fuel delivery supplier.

Video Tutorial

Step-by-Step Instructions

1. Go to Fuel/Shift in the side menu and select Daily Reconciliation.
2. Choose the shift when the fuel was delivered.
3. Scroll down to the Deliveries section.
4. Use the dropdown to select the correct fuel delivery supplier.
5. Click Add.
6. A new section will appear where you can enter delivery details.
7. Fill in the following fields:
   1. B.O.L. Date
   2. B.O.L. #
   3. Delivery Date
   4. Invoice Amount
   5. Invoice Number
8. Do not enter tax information in this section—it will be added by grade below.
9. Find the fuel type that was delivered.
10. Enter the Gross Quantity and press Tab—this will fill in the Net Quantity automatically.
11. Enter the Cost Per Unit and press Tab—the Amount will fill in automatically.
12. Enter the Tax Rate and press Tab—the system will calculate the tax for you.
13. Repeat the steps above for each fuel type that was delivered.
14. Review all details to make sure everything is correct.
15. Click Save in the top right corner when finished.