Sales Ledger (SL)

The following global controls are available for the Sales Ledger Module.

Setup / Reference Data > gb_controls

Module	Name	Comment	Default Value
sl	receipts_search_remember_filters_flag	The default setting is 'no' and in this case, navigating back to the Receipts / Search tab from a particular Receipt-Item will retain the "Receipt ID" as the filter. Set this flag to 'yes' if you want to retain the Receipts / Search filters that are in use when you return to this tab from looking at a particular Receipt-Item. In either case, if you navigate elsewhere (outside of the Receipts module or you re-enter the Receipts / Search screen via the top menu), the filters will be lost and the defaults apply again	no

Salary Packaging (SP)

The following global controls are available for the Salary Packaging Module.

Setup / Reference Data > gb_controls

Module	Name	Comment	Default Value
sp	login_access_role	Used in Salary Packaging	package_employee
sp	sp_client_packaging_defaults_bank_account_enabled_flag_default	Clients / Packaging Defaults "Client Bank Account" setting. Set a default entry for this field	no
sp	sp_client_packaging_defaults_taxable_sales_default	Clients / Packaging Defaults "Taxable Sales" tab setting. Set a default entry for this field. Choose from 'only-fees' or 'all-items'	only-fees
sp	sp_employee_package_items_edit_flag	SP employee package items edit flag	1
sp	superannuation_guarantee_rate	This rate is used to calculate the default Employees / Contact "Employer Super" amount. Go to the Tax Rates page for the history of this control	0.115

BECS System Note

BECS (Bulk Electronic Clearing System): The BECS system is used to generate banking payments files. The field "user_credits_only" relates to the type of BECS account the client has. 'No' indicates that a total transaction debit should be exported (in the case of full BECS users). 'Yes' indicates that only credit transactions should be exported (in the case of credit only BECS users). Most commonly set to 'no', contact your financial institution to identify your BECS account status. Refer to General Ledger Export To BECS / Reimbursements (ABA) for more information.

Create a Global Control

Qualifiers

You need to create a new record for an existing control where a new Effective From date is required
In most cases, updating a global control is recommended
You have read the relevant set up documentation
Catch-e recommends first testing your changes in your Staging or Support environment

Process

Go to Setup / Reference Data
Table: select 'gb_controls'
Name: enter the name, or part of the name of the control you want to change
Click on Search
Name: click on the hyperlink of the target record
You will be navigated to the Reference Data / Detail tab
Click on New
Effective From: enter the date the new control should take effect
Value: enter the required value
Click on Save

Fleet Controls

Main Page > Fleet / Controls

Fleet controls are user definable defaults and codes. These include VMRS type codes, work codes, contract types and posting classes.

Maintenance

Refer to the sub pages below for details on each Maintenance control:

VMRS Codes
Work Codes
Cause Codes

Accounts

Refer to the sub pages below for details on each Accounts control:

Contract Types:
- Details Screen
- Accruals Screen
- Billing Screen
- Initial Fees Screen
- Expenses Approvals Screen
- Expenses Other Screen
- Payments Screen
Posting Classes

Interfaces

Card Interfaces

Set Up:

Variants: Add a Profile, Vehicle Type, Update a Profile, Vehicle Type, Profiles
Review service costs: periodically review the stored costs used in the maintenance profile
Review tyre costs: periodically review the stored costs used in the tyre profile
Review fuel costs: periodically review the stored costs used in the fuel profile

Finance

Financier: set up a new financier
Create Financier interest rate records
Create default quote fees for a Financier by Contract Type
Deferred Payments

Card Interface Mapping

Link a supplier to a card interface
Create mappings for a card interface

Reimbursement

Create a reimbursement supplier
Create a reimbursement interface
Create reimbursement interface mappings

Payments

Configure a Sundry Payment

System Configuration

Geo-blocking

IP Addresses from all countries except for AUS, NZ, UK and USA are geo-blocked by the system as a standard security precaution.

If you travel to countries other than AUS, NZ, UK and USA, you will not be able to access the Catch-e system. If you need access to the Catch-e system, the Driver Portal or APIs while travelling, set up a VPN service and run it from an Australian or New Zealand IP address.

Visit Telstra VPN for a sample VPN service. The link above is an example only, it is your responsibility to choose an appropriate VPN provider and to consider their quality and security when doing so.

If you have staff who are working permanently from a geo-blocked country, Catch-e recommends using a business VPN to enable Catch-e system access.

If you want to access Catch-e without a VPN, you will need an IP address whitelisted to allow access. Only static IP addresses can be whitelisted.

Please allow about 2 weeks lead time to whitelist an IP address, as this must go through the standard development and deployment processes.

Annual audit: You will need to confirm the IP Addresses whitelisted on your behalf each year back to Catch-e.

General

System Menu: The System Menus available at the top of the screen can be customised by Role
Global Controls: a variety of settings can be adjusted for your business. Review these settings with your Account Manager
Field Names: some screen field names can be customised
Bespoke Fields: custom screens and fields can be created in the Clients, Quotes and Contracts modules
New Zealand: details particular settings to check if you are a New Zealand customer

Access

2 Factor Authentication: can be set up as required to improve login security
External Users: When external users (Drivers and Fleet Managers) log into the system, they see the UserGuide.pdf when they click on the Help wiki. You can create or edit your guide and upload it in the Setup / Import/Export Files screen
Driver Portal: Drivers can be directed to use the Driver Portal instead of restricted system screens. This portal has been developed with driver claims and reports as its focus

Email

Email Configuration resources:

Mail Failed Scheduler Jobs (SES)
SMTP
Email Setup

Quotes

The pages below provide system set up details and context to help you during a system implementation:

Quote Template: how to set up a quote template
Dealer Quote Request: configuration for dealer quote requests
Quote Event Email: set up Quote Event Emails for an email to be created with a Quote Event
Registration: how registration costs are calculated
Quote Profiles: how quote profiles are set up and sample templates to get you started
Roadside Assistance: Roadside assistance plans can be stored in the system using the table qt_roadside_assistance_plans. This allows the supplier and premium to be selected with the system then calculating the monthly budget. The contract type must have a budget class code of "RSA" for the Roadside Assistance profile to be available. The Global Control qt_roadside_assistance_plan_code can be used to set a default plan
REVS: how REVS are set up to calculate in a Quote

Contracts

Forms: how to create various templates for printing spreadsheets or documents for your records
Screen Reports: how to create custom reports for your records
Certificate of Currency: a Contract Event can be configured to issue your driver with a Certificate of Currency or Insurance information document
Claims Setup: how to set up the Claims screen

Billing

Billing Setup resources:

Invoice Templates
Invoice Placeholders
Invoice Header
Invoice Footer
Invoice System Placeholders
Credit Notes

Channel

Channel: configure Channels

APIs

APIs: use the listed APIs for your integrations
Third Party Developers: notes on setting up access for third party developers
Salesforce: use the apex method to configure an integration