Release Notes Newsletter 2009-2013

Release Notes Newsletter 2009

  • Small Damage profile created

  • Originator Fee field

  • Video Content enabled in Help and Client wiki

  • Use docx templates in Catch-e

  • Online Maps enabled

October 2009 distributed on 11/11/2009

  • St George Interface

  • Driver reports updated to show N/A where the Statutory Percentage is 26%

  • MYOB Field “Customer PO” can be populated

  • IMEI call on the fly in the Maintenance screen

  • AccPac Supplier Code Alias

  • Driver Reports do not include Suspended Contracts

  • Scheduled file via XML

  • Preferred Dealer can be mandatory when accepting a quote

September 2009 distributed on 12/10/2009

  • International Mobile Equipment Identity fields "IMEI"

  • Separate Quote Notes for Clients and for Staff

  • Tailor your Billing Type

  • Carbon Emissions Offset calculation (quote budget)

  • Client and Driver Events now have a “Value” field

  • Summit Leasing Interface

  • Contract Events now has unlimited text

  • Catch-e “Payments” has been released!

July 2009 distributed on 07/08/2009

  • Revision of Billing Type "Client Reimbursement"

  • Global Control updates ‘Start Period’

  • Bookings Module – Recharge Invoice

  • Division now available in CSV Export

June 2009 distributed on 03/07/2009

  • PAYG Tax Rates update for 1st July, 2009

  • SA Contract Stamp Duty now 0 as of 1st July, 2009

  • Negative Budgets in Quotes/Lease screen

  • Bookings – new “Operations” role

  • “Procurement” role can now access the Supplier/Financier tab

  • Add Interface field to Supplier record

May 2009 distributed on 01/06/2009

  • New Bookings module introduced

  • Multiple Driver email addresses

  • New Insurance Billing Type "Client Reimbursement"

  • Inventory Report – new CSV fields

  • BP Card Services Interface - Use Invoice Date as Invoice Number

April 2009 distributed on 04/05/2009

  • External Users can now access Catch-e using Firefox, Safari or Chrome!

  • New finance calculation for Quotations

  • Luxury Car Fuel Efficient Limit

  • Post Card Transactions by Contract

  • FBT Operating Report – Expense Classification

  • Contract FBT Y/E and Month End Default

Stress Free FBT distributed on 23/03/2009

  • Detailed description about the set-up and use of Catch-e's report to generate a one-time URL link email to drivers. This enables drivers to access a 'Declaration' page in Catch-e and submit an odometer reading online without the need for a login and password.

February 2009 distributed on 11/03/2009

  • New screen added to list contracts in the Driver area as Drivers/Contracts screen

  • Aftermarket Options enabled

  • ACT Stamp Duty calculations updated

  • Unlimited text for Driver events

  • Last Edit column displays on Quotes/Search

January 2009 distributed on 06/02/2009

  • Booking and Repair Flags added to Contracts/Contract

  • Accounts role can raise approvals on suspended contracts

  • Client Order Number field now displays on Inventory CSV file

Release Notes Newsletter 2010

November and December 2010 distributed on 07/02/2011

  • Start Period - the Client’s Start Period default (which defaults in that client’s contracts) can now be set as a standard in Global Controls).

  • Division - the field “Division” has been added into the quote record. Like “Cost Centre”, if a quote is accepted, the division must be linked to the Client’s list of divisions, or be blanked out.

  • Reimbursement Notification - a generic email name and address can now be used for the Reimbursement Notification feature instead of the Users if preferred.

  • Receivables - the Receivables module is now operational and allows you to perform your cash receipting in Catch-e. This gives you the extra flexibility to use Catch-e for your Debtor management.

  • Import - if you have a large volume of receipt data, you can use our Receivables “Import” feature to upload a bulk file of receipts. These are allocated on an oldest first basis and if an overpayment occurs, an “On Account” entry is created for the contract.

  • Insurance - a new role has been created called “Insurance”. This is like "user" but has Read-Only access to the Finance screen.

October 2010 distributed on 23/10/2010

  • XLS outputs of reports and scheduler

  • Scheduler can “Run Now”

  • Second sessions for users

  • Global Control to set default Client Periods Deferred

  • New standard Report – Fuel Service

  • New standard Report – Leased Vehicle

  • New standard Report – Operating Cost

  • New standard Report – Delivery Advice

September 2010 distributed on 19/10/2010

  • New Trade in fields on Quotes / Finance screen

  • Reimbursement Email available

  • REVS values updated

August 2010 distributed on 06/09/2010

  • “Residual Due Date” populates automatically

  • “Organisation” populates automatically

  • New Placeholders for settlement form

July 2010 distributed on 10/08/2010

  • New Order # displays in Contract Header

  • Certificate of Currency Event

  • New Placeholders for dealer quote request form and dealer order form

June 2010 distributed on 8/7/2010

  • Maintenance screen – Insurance Pmts

  • LCT updated and Fuel Efficient Vehicles added

  • Delivery Confirmation

  • New “insurance” role created

  • Client Name field extended

May 2010 distributed on 17/6/2010

  • Driver Report – Insurance Actuals

  • Validate Driver Email

  • Income Tax Rates updated for 2010-11

  • Swann – Extended Warranty

March 2010

  • Insurance Policy Owner

  • Billing Auto Search Flag

  • ECM Flag?

  • Luxury Car Charge

January 2010 distributed on 4/2/2010

  • Pay Cycle Billing Periods and Rounding

  • MYOB Interface - create export batches and files

  • Red book Interface - scheduled services for upload

  • Swann Interface - scheduled services and events for managing Tyre and Rim Policies

  • Exclude Posting Classes from Driver Reports

  • ANCAP Rating

  • VIN field warning

Release Notes Newsletter 2011

November 2011 emailed on 08/12/2011

  • Pricing lock checkboxes have been added to Quotes/Vehicle to lock down dealer quoted pricing

  • A "Cost Price" field has been added to Quotes/Options

  • A "Due Off Quote Manager" field has been added to Contracts/Terminate to facilitate termination management

  • A vehicle's "Fuel Capacity" can now be stored in Contracts/Vehicle

  • Finance Application fields in Quotes/Finance can now be edited outside of web-services

  • The field “Location” has been added to the Fuel Performance xls and CSV output files.

  • An "e-Tag" status field has been added to Contracts/Order

  • Contract ID's can now be looked-up in Contracts/Order and Contracts/Terminate

Create Driver - November 2011 emailed on 18/11/2011

  • Drivers can now be created on the fly whilst creating a quote using a pop-up window.

Pay Cycle Billing - September 2011 emailed on 09/09/2011

  • Pay Cycle Billing created an ability to structure a contract's billing by pay cycle (e.g. Weekly, Fortnightly) on the Billing screen.

July 2011 distributed on 01/09/2011

  • Define Contracts / Maintenance exclusions using a Global Control

  • A new insurance product called Walkaway has been created

  • Client Managers to be selected instead of defaulting in the Clients / Contact screen

  • Quotes can be locked when finished with the "Lock Quotes" flag on Quotes / Contract screen

  • Toll charges can now be consolidated on the Combined Invoice

  • Receipts Import Validation has been extended to verify the Contract ID and Reg No match

June 2011 PAYG update emailed on 30/06/2011

  • System controls have been updated to include updated PAYG as of 1st July 2011 – these incorporate the Flood Levy that is being applied in the 2012 financial year. Refer to http://www.treasury.gov.au/floodrebuild/content/keyfacts.asp for more details on this.

  • Quotes created with an “Effective Date” of 1st July 2011 and beyond will use the new rates.

May 2011 distributed on 21/06/2011

  • Refine your quote registration calculations by using business or private values

  • Send financial transactions to multiple instances of MYOB for separate companies

  • Store banking details by channel so they can be used on channel driven invoices

  • See your vehicles Division in the Contract/Header area

  • Send invoices to more than one person with multiple email addresses

May 2011 FBT Reforms distributed on 20/05/2011

  • New field "Statutory Rate Date" changes how the rate is calculated following Federal Budget changes.

April 2011 distributed on 17/05/2011

  • Use a Driver Report template "Novated Budgeted Report with Funds" that shows the Drivers cash position

  • Use "To" and "From" filters in Fuel Performance and Mainenance Reports

  • Report Actual Finance payments in your Driver Reports

  • Specify your own screen resolution

  • Send emails from a default emaill address when it is not stored

March 2011 distributed on 12/04/2011

  • Driver Reports - configure to show Reg No in subject area of email

  • Allocate Brands by Channel ID

  • Create second shortcut using multiple domains

  • Create email when a Fuelcard is sent

  • Create an ABA file for a Receipts batch

  • Use UPSERT to update/insert values into database fields

  • Create event records when scheduled emails are sent

  • Add timestamp to Odo records in the Maintenance tab

  • Pre-populate the "From" field in the Events/Contract screen

  • Show the vehicles target reading in the Declaration page if flagged ON in gb_controls

Release Notes Newsletter 2012

December 2012 emailed on 22/03/2013

  • Fleet / Administration / Quotes → Vehicle → Plate Year

  • Fleet / Controls / Accounts / Contract Types → Details → Finance Payments at COF

  • Fleet / Controls / Accounts / Contract Types → Details → Depreciable Amount

November 2012 emailed on 15/01/2012

  • Fleet / Administration / Quotes → Options → Supplier

  • Fleet / Administration / Contracts → Header → Driver Name hover over

  • Fleet / Administration / Contracts → Vehicle → CO2 Emissions

  • Fleet / Administration / Contracts → Events → Infringement and Toll emails

  • Fleet / Administration / Clients → Contact → Parent Code

  • Fleet / Administration / Clients → Cost Centre → State

  • Fleet / Administration / Sale Management → Search → Reg No tool tip

  • Fleet / Administration / Reports → Division

  • Fleet / Controls / Accounts / Contract Types → Details → Budgets Financed

  • Reporting / Standard Reports → Depreciation

  • System / Roles → Details → Channel Manager → Create/Edit/View Clients

  • Global Controls → File size)

  • Global Controls → GST Checks)

December 2012 - Lease Insert emailed on 23/12/2012

  • Fleet / Administration / Contracts / Lease → Insert)

August 2012 emailed on 08/11/2012

  • Fleet / Administration / Clients / Quote Defaults → "Cost Centres Mandatory" check box

  • System / Scheduler → Job → Parent Job

  • Web Services → getQuote → Additional fields)

June and July 2012 emailed on 23/08/2012

  • Home / Kpis → Quotations Accepted per Driver

  • Fleet / Administration / Quotes → Luxury Car Tax and GST Claimable

  • Fleet / Administration / Quotes / Contract → "Delivery State" changed

  • Fleet / Administration / Quotes / Finance → do not recalculate Brokerage items

  • Fleet / Administration / Quotes / Vehicle → "Purchase Stamp Duty"

  • Fleet / Administration / Contracts / Vehicles → "Compliance Date"

  • Fleet / Administration / Contracts / Approvals / GST Checks → GST Checks

  • Fleet / Administration / Clients / Cost Centres → print report

  • Fleet / Billing / Periodic → Pay Cycle

  • System / Roles → Channel Manager

May 2012 emailed on 14/06/2012

  • Global Controls → PAYG updates for 2012

  • Fleet / Administration / Quotes / Lease → Fuel Profile → choose fuel usage

  • Fleet / Administration / Quotes / Finance → validate "Amount Financed"

  • Fleet / Administration / Contracts / Insurance → "Insurance Category"

  • Fleet / Administration / Clients / Cost Centre

  • Fleet / Administration / Events / Drivers → Driver field is now a hyperlink

  • Fleet / Administration / Reports / Driver Reports → available for Exempt vehicles

  • Fleet / Administration / Reports / Driver Reports → Novated Driver Budgeted Operating with funds

  • Fleet / Billing → Credit and Inertia billings

  • Reporting / Standard Reports / FBT Declaration Email → exclude Exempt vehicles

April 2012 emailed on 17/05/2012

  • Fleet / Administration / Quotes / Contract → Quote Status → Sample

  • Fleet / Administration / Contracts / FBT → "FBT Liability End Date"

  • Fleet / Administration / Clients / Contact → "Client Type" system default

  • Fleet / Administration / Clients / Quote Defaults → "Allow Quoting" check box

  • Fleet / Administration / Reports → "Client Filter" multiple selection

March 2012 emailed on 23/04/2012

  • Fleet / Administration / Quotes → Accept or Settle → Update Contract Insurance

  • Fleet / Administration / Quotes / Contract → Previous Lease Start

  • Fleet / Administration / Quotes / Lease → Insurance Lock

  • Fleet / Administration / Quotes / Lease → Tyre and Rim Insurance

  • Fleet / Administration / Contracts / Contract → Program

  • Fleet / Administration / Contracts / Vehicle → Roadside Supplier

  • Fleet / Administration / Contracts / Events → Create Odo on Driver Change

  • Fleet / Administration / Clients / Prospect → Target Strike Rate

  • Fleet / Administration / Suppliers → Supplier Code

  • Fleet / Administration / Sale Management / Payout → Auction Form

  • Fleet / Controls / Accounts / Posting Classes → Event Create Flag?

  • System / Roles → rm_user

  • View Edit History → External record indicator

Whole of Life - March 2012 emailed on 06/03/2012

  • Contract/FBT "Whole of Life" Driver Report variation made available.

REVS - January 2012 emailed on 28/01/2012

  • Quotes/Finance "REVS" amount updated in gb_controls, effective 30/01/2012 due to introduction of PPSR .

Release Notes Newsletter 2013

December 2013 emailed on 07/01/2014

  • Fleet / Controls /Accounts / Contract Types → Details → GST on Interest

  • Fleet / Administration / Quotes → Finance → GST on interest

  • Fleet / Administration / Contracts → Finance → GST on Interest

November 2013 emailed on 05/12/2013

  • Catche-e Contacts

  • Fleet / Administration / Quotes → Vehicles → Plate Year

  • Fleet / Administration / Contracts → Insurance → Insurance Declaration Placeholders

  • Help wiki

October 2013 emailed on 04/11/2013

  • Custom field names

  • Fleet / Administration / Suppliers → Events

September 2013 emailed on 31/10/2013

  • Fleet / Administration / Quotes → Luxury Car Charge

  • Fleet / Administration / Contracts → Vehicle → Cap Price Servicing

  • Fleet / Administration / Contracts → Claim

  • Fleet / Administration / Contracts → Maintenance → App# hyperlinks to Claim tab

  • System/Roles → User

August 2013 emailed on 23/10/2013

  • Did you know? ….. SUPPORT environment

  • Fleet / Administration / Quotes → Comprehensive Insurance Stamp Duty

  • Fleet / Administration / Contracts / Events → Email Event placeholders

  • Fleet / Administration / Reports → Driver Reports → Management Fees

July 2013 emailed on 26/09/2013

  • Fleet / Administration / Quotes / Contract → New fields

  • Fleet / Administration / Quotes / Contract → "Competitor" sort order

  • Fleet / Administration / Contracts / Events → Emails → Customise Existing

  • Fleet / Administration / Contracts / Finance → Payroll → Channel

  • Fleet/Administration/Order Management → New Filter --ALL--

  • System / Roles → "Treasury"

  • Global Controls → Luxury Car Threshold

June 2013 emailed on 29/07/2013

  • Fleet / Administration / Quotes → Contract → URL

  • Fleet / Controls / Interfaces / Card Services → SHELLBDD

  • Reporting/Standard Reports → Maintenance

  • System/Users → "User Login"

May 2013 emailed on 29/06/2013

  • Fleet / Administration / Quotes → Contract → “Open” status email

  • Fleet / Administration / Quotes → Lease → Redundancy Insurance

  • Fleet / Administration / Contracts / Events → Contract Event Emails

  • Fleet / Administration / Contracts / Maintenance → Attachments

  • Fleet / Administration / Drivers → Contact → Position

  • Fleet / Administration / Reports / Novated Driver…with Funds → Funds Section

  • Fleet / Controls / Interfaces / Card Services → MPASS

  • System / Roles → Details → Channel Manager

April 2013 emailed on 13/05/2013

  • Fleet/Administration/Clients → MLA → Channel → Default Fields

  • Fleet/Administration/Clients → Financiers → Credit Management

  • System → Scheduler → Job_Types → Interface Query

  • Web Services → Quick Quotes → getQuote)

  • Web Services → Quotes → getQuote)

March 2013 emailed on 19/04/2013

  • Fleet/Administration/Contracts → Vehicle → Various fields

  • Fleet/Administration/Clients → MLA → Preferred Repairer

  • Fleet/Administration/Drivers → Contact → Licence Class

  • Reporting/Standard Reports → Roadside Assistance

  • Channel Branding on login

February 2013 emailed on 17/04/2013

  • Fleet/Administration/Contracts → Contract → Funding Source

  • Fleet/Administration/Contracts → FBT → Third Party Lease ID

  • Fleet/Administration/Supplier/Groups

  • System/Users → Passwords

January 2013 emailed on 26/03/2013

  • Fleet / Administration / Supplier → Account → RCTI

January 2013 - Contract Events emailed on 25/01/2013

  • Fleet / Administration / Contracts → Events