Users, Roles & Permissions

Unlock a user's login

Create a new user

Creating and managing user accounts, passwords, and API access

User Management

Provide a high-level overview of system access for each user role.

Role Menus

Create a user to access APIs

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Latest Updates

API Documentation

Catch-e Status

Trust Center

Logging in, navigating the interface, and setting up your environment.

Getting Started

Welcome

Good to Know

Browser & Device Setup

Navigation & Interface

Roles & Permissions

Environments & Authentication

Compliance & Security

How to Reset a Password

Troubleshooting

FAQs

How to get help

Vehicle tracking, fuel cards, bookings, approvals, and maintenance.

Fleet Management

Approval Setup & Configuration

Approvals Module

Vehicle Screen

Contract Screen

Approval Email Placeholders

Bookings

Booking Setup

Booking & Scheduling Process

Availability

Booking Driver

Claims

Raising a Claim

Check and Post a Claim

Bulk Card Import

Card Import - Overview

Card Import - Step by Step

Card Import - File Field Reference

Card Import - Validation Messages & Troubleshooting

Cards

Fuel Charging

Fuel Calculations & Reports

CALSF

Validate and post a card transactions batch

Transactions Batches

Import a card transactions file

Vehicle Details

Registration & CTP Renewals

Vehicle Standard Details

Vehicle information, transfers, and car details

Fleet Manager

Due Off & Vehicle Lifecycle

Setup

Configuring salary packaging items, pay runs, and FBT calculations.

Salary Packaging

Salary Packaging Setup

Setting up salary packaging for employers and employees

Scheduler Jobs — Directly Packaged Novated Lease

Scheduler Jobs — Pay Run Processing

Processes

Managing employee contributions and pay run processing

Employee Contributions

Setting up novated leases and associate lease quotes

Novated & Associate Leases

Package item configuration, types, and defaults

Package Items

Substantiation events and claim processing

Substantiation & Claims

Employer setup, payroll configuration, and pay cycles

Employers & Payroll

Adjustments & Pay Runs

Payroll Advice

Automating Pay Run Invoicing and Emailing

Jobs for autoBuildClaims

You have an existing pay run for this client and pay cycle

Change the run date of an existing payroll

Adjustment approvals, pay run management, and billing

Adjustment approvals

Car Benefits

Packaged Car Profile

Create a car benefit item with a novated lease link

Item Lifecycle

Add a bank account to an item

Add a BPAY Payment Ref to an item

Change the bank account on an item

Item Accepted

Activate an item

Adjustments

Double the first billing for Associate or Novated Leases

Suspend an item that has not started

Suspend an item

Pay Run Invoice Date Review

Package Item Summary Figures

Managing driver records, contact details, and financial information.

Drivers & Employees

Drivers

Viewing and managing driver contracts and salary packaging items

Driver Contracts & Items

Driver Events

FBT operating and statutory reports for drivers

Driver FBT Reports

Overview of driver/employee records and search

Managing Drivers & Employees

FBT Statutory Report Calculation — Employee Contribution (ECM)

Drivers Transactions

Vehicle details, claims, and maintenance for drivers

Legacy: Driver Vehicles & Claims

Contact & Employment Details

Contact

Contact Field Descriptions

Finances, Assets & Liabilities

Catch-e Setup Steps

Employment

Delete a Bank Account

Drivers: Assets Liabilities

Employees: Assets Liabilities

Setting up client accounts, contacts, groups, and contract defaults.

Clients

Client Setup & Defaults

Quote Defaults

Contract Defaults

Contract Defaults Billing Type

Financiers

CopyClient

Managing client contacts, groups, and prospects

Client Contacts & Groups

Client Events

Managing cost centres and divisions for clients

Cost Centres & Divisions

Creating, managing, and processing fleet and novated lease contracts.

Contracts

Contract Billing

Billing

Re-print

Periodic Billing

Contract Details

Add a New Fuel Card or e-Tag Directly from a Contract

Contract

Contract Status

Vehicle

Claim

Claim Set Up

Activate a contract

Change a contract type

Contract Events

Events Setup

Contract Event Email Placeholders

Reimbursement Notification

Contract Finance

Finance

Finance - Principal and Interest

Payments Finance

Contract Budget & Funds

Deferred Payments

Insert new contract budgets

Contract Insurance & FBT

Insurance

Comprehensive Insurance Rates Update Process

Insurance type mapping

Statutory

Exemption for Electric Cars

Insurance Declaration

Contract Lease

Lease — Entering a Lease

Lease — Validations and Alerts

Lease Finalise

Unpost a lease period billing

Contract Maintenance

Maintenance

Maintenance Report

Service Due Report

Contract Orders

Order

Dealer Quote Request

Contracts Overview & Search

Search

Approvals

Payment Processing & Settlement

Payments ABA

Periodic Payments

Making & Scheduling Payments

Sundry Payment

Payments Workflow

Contract Payment Types

Payments

Payments Sundry Payment

Payments Comprehensive Insurance

Payments Management Fee

Payments Validations and Alerts

Contract Payout & Termination

Payout

Terminate

Sale Management Sale

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