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

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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

Cards

Fuel Charging

Fuel Calculations & Reports

CALSF

Validate and post a card transactions batch

Transactions Batches

Import a card transactions file

The MAINT interface is based on a .csv file that is populated to upload multiple maintenance transactions.
Attached is sample Maintenance Import File showing format and content required.

Once the file is succesfully imported and the data uploaded, Approvals and Maintenance records will be created based on the following logic.

MAINT

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

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

Activate an item

Add a BPAY Payment Ref to an item

Adjustments

Item Accepted

Add a bank account to an item

Pay Run Invoice Date Review

Package Item Summary Figures

Create invoices, unpost or adjust lease period billings, and correct billing entries when needed

Accounting

Adjust a lease period billing

Unpost an invoice

Create a post billing batch

Create an email billing batch

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

Vehicle details, claims, and maintenance for drivers

Driver Vehicles & Claims

Overview of driver/employee records and search

Managing Drivers & Employees

FBT Statutory Report Calculation — Employee Contribution (ECM)

Contact & Employment Details

Contact

Contact Field Descriptions

Finances, Assets & Liabilities

Employment

Catch-e Setup Steps

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

Contract Types Reference

Details

Details Disclose Running Costs

Group

Header

Building quotes, configuring costs, lease terms, and vehicle options.

Quotes

Quote Events

Quote event management and email notifications

Quote Costs & Billing

Gross Vehicle Cost

Purchase Stamp Duty

Projected Value

Pay Cycle Billing

Luxury Car Charge

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