This section brings together a set of useful behaviours and system features that don’t always sit in one module, but show up across Catch-e. Think of it as the “how things work under the hood” reference that helps you avoid surprises and use the system more efficiently.

Attachments

Across many areas of Catch-e you will see an Attach File option.

This opens a pop-up window that allows you to upload and manage files against a record. Typical use cases include supporting documents, invoices, contracts, or other reference material linked to a client, contract, or transaction.

The attachment window behaves consistently wherever it appears, giving you a central way to store and retrieve supporting documentation within the system.

Import

The Import function is used to bring external data into Catch-e.

In general terms, it allows structured files to be uploaded and processed so that data can be created or updated in bulk. This is commonly used for high-volume or system-generated data such as fuel transactions, card files, or other integration outputs.

The Import button may appear in different modules depending on the type of data being managed, but the underlying purpose remains the same: efficient bulk data entry into Catch-e.

Download

The Download function allows users to retrieve files generated by the system.

This is commonly used for exported reports, data extracts, or system-generated documents. When a download is triggered, the file is prepared in the background and then made available for the user to open or save locally.

Lookup

The Lookup window is used to search and select values from within the system.

It is typically launched by clicking a magnifying glass icon next to a field. This opens a searchable list of valid values that can be selected and applied back to the original screen.

Lookups are used throughout Catch-e wherever controlled or standardised data selection is required.

Lookup with Supplier Type

This is a variation of the standard Lookup window.

In addition to the normal search and selection behaviour, results are filtered by Supplier Type. This helps narrow down large datasets to only relevant supplier categories, making selection more accurate and efficient in procurement-related workflows.

System locks

System locks occur when a record is being edited or accessed in a way that prevents conflicting changes.

This mechanism ensures data integrity by preventing multiple users from editing the same record at the same time in a way that could cause inconsistencies.

If a system lock message appears, it generally means the record is currently in use or has not been released properly from a previous session.

Tooltips

Tooltips provide additional context for fields, buttons, and icons throughout the system.

When you hover over an element, a small text box appears explaining its purpose or behaviour. This helps users understand functionality without needing to leave the screen or refer to external documentation.

View Edit History

The View Edit History function provides a record of changes made to data within Catch-e.

When selected, it opens a window showing historical updates to a record, allowing users to see what was changed, when it was changed, and (in many cases) who made the change.

This feature supports transparency and auditing across key system data.

Email

Catch-e can generate and send system emails that include structured text, reports (PDF), and attachments.

Emails are commonly used for operational communication such as sending quotes, notifications, and driver-related updates. For example, a quote can be emailed directly to a driver, or a reimbursement notification can be sent as part of a contract workflow.

In production environments, emailing is typically enabled. In test and support environments, it is often disabled or restricted.

When an email is sent, a Send Email window is displayed showing sender details. If a registered domain is available, the system uses that domain for the sender address. Otherwise, a default fallback address such as noreply@catch-e.com.au may be displayed, along with a reply-to address if configured.

Multiple email addresses

Catch-e supports sending emails to multiple recipients in a single field.

To do this, email addresses are separated using a semicolon. For example:

name1@company.com;name2@gmail.com

This feature is available in several contact-related fields, including clients, drivers, suppliers, and system users.

Modal windows

A modal window is a pop-up window that requires interaction before you can return to the main screen.

While a modal window is open, the underlying screen is temporarily locked to prevent conflicting actions. This ensures users complete or cancel the modal task before continuing.

Modal windows are used in areas such as:

• selecting or viewing bank accounts

• creating drivers from quotes or bookings

• confirming finance or claim details

• viewing or selecting related records

Selecting multiple records

In reporting and list views, Catch-e supports multi-selection of records.

To select multiple individual items, hold down the Ctrl key and click each item. To select a range of items, hold Ctrl + Shift and use the mouse or arrow keys.

This allows users to build flexible filters and report selections without having to select items one by one.

Search

Search functionality is available throughout Catch-e to locate records quickly.

Users can search directly by known values such as registration numbers, contract IDs, or approval numbers by entering them into the relevant field and pressing Enter.

Alternatively, the search icon opens a dedicated search window with additional filters and options. This includes the ability to change the search type, perform partial text searches, and refine results using “contains text” options.

Search results are displayed in a selectable list, and users can navigate through pages of results where required. Selecting a record typically opens it directly, and in many cases the search window will close automatically unless configured otherwise.