Contracts Overview & Search

Contracts Overview & Search: Search

Contracts Overview & Search: Approvals

Welcome to our new and improved Help Centre, now with friendlier articles, clearer step-by-step guidance and faster ways to get you the answers you need.

Leave us Feedback

Latest updates

Support Portal

API documentation

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

How to Reset a Password

Troubleshooting

FAQs

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

Vehicle Details

Registration & CTP Renewals

Vehicle Standard Details

Vehicle information, transfers, and car details

Fleet Manager

Due Off & Vehicle Lifecycle

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

Salary Packaging

Salary Packaging Setup

Setting up salary packaging for employers and employees

Salary Packaging Setup: Scheduler Jobs — Directly Packaged Novated Lease

Salary Packaging Setup: Scheduler Jobs — Pay Run Processing

Salary Packaging Setup: 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

Adjustment approvals, pay run management, and billing

Adjustments & Pay Runs: Payroll Advice

Adjustments & Pay Runs: Jobs for autoBuildClaims

Adjustments & Pay Runs: Adjustment approvals

Car Benefits

Creating car benefit items with novated lease links and auto-updates

Car Benefit Items: Packaged Car Profile

Car Benefit Items: Create a car benefit item with a novated lease link

Item Lifecycle

Creating, activating, accepting, suspending, and managing items

Item Lifecycle: Activate an item

Item Lifecycle: Adjustments

Item Lifecycle: Item Accepted

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

Contact & Employment Details

Driver contact information and employment details

Contact & Employment Details: Contact

Contact & Employment Details: Contact Field Descriptions

Finances, Assets & Liabilities

Driver financial information and bank accounts

Finances, Assets & Liabilities: Employment

Finances, Assets & Liabilities: Catch-e Set-up Steps

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

Clients

Managing cost centres and divisions for clients

Cost Centres & Divisions

Client Events

Managing client contacts, groups, and prospects

Client Contacts & Groups

Client Setup & Defaults

Client configuration, defaults, and financier settings

Client Setup & Defaults: Clients

Client Setup & Defaults: Quote Defaults

Client Setup & Defaults: Contract Defaults

Client Setup & Defaults: Contract Defaults Billing Type

Client Setup & Defaults: Financiers

Client Setup & Defaults: CopyClient

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

Contracts

Contract Billing

Billing setup, schedules, templates, and troubleshooting

Contract Billing: Billing

Contract Billing: Setup

Contract Billing: Re-print

Contract Billing: Periodic Billing

Contract Details

Contract vehicle, and options information

Contract Details: Contract

Contract header, vehicle, and options information

Contract Details: Contract Contract Status

Contract Details: Vehicle

Contract Details: Claim

Contract Details: Claim Set Up

Contract Events

Event management, coded events, and email notifications

Contract Events: Events Setup

Contract Events: Contract Event Email Placeholders

Contract Events: Driver Events

Contract Finance

Finance details, principal & interest, and troubleshooting

Contract Finance: Finance

Contract Finance: Finance - Principal and Interest

Contract Finance: Payments Finance

Contract Budget & Funds

Deferred payments, budget management, and funds checks

Contract Budgets & Funds: Deferred Payments

Contract Budgets & Funds: Insert new contract budgets

Contract Insurance & FBT

Insurance, FBT calculations, and declarations

Contract Insurance & FBT: Insurance

Contract Insurance & FBT: Comprehensive Insurance Rates Update Process

Contract Insurance & FBT: Insurance type mapping

Contract Insurance & FBT: Statutory

Contract Insurance & FBT: Exemption for Electric Cars

Contract Lease

Lease management, finalisation, and schedules

Contract Lease: Lease — Entering a Lease

Contract Lease: Lease — Validations and Alerts

Contract Lease: Lease Finalise

Contract Lease: Unpost a lease period billing

Contract Maintenance

Maintenance profiles, service, and reporting

Contract Maintenance: Maintenance

Contract Maintenance: Maintenance Report

Contract Maintenance: Service Due Report

Contract Orders

Contract Orders: Order

Contract Orders: Dealer Quote Request

Payment Processing & Settlement

ABA processing, periodic payments, and settlement

Payment Processing & Settlement: Payments ABA

Payment Processing & Settlement: Periodic Payments

Making & Scheduling Payments

Sundry payments, periodic payments, and payment schedules

Making & Scheduling Payments: Sundry Payment

Making & Scheduling Payments: Payments Workflow

Contract Payment Types

Payment type structures, posting classes, and setup

Contract Payment Types: Payments

Contract Payment Types: Payments Sundry Payment

Contract Payment Types: Payments Comprehensive Insurance

Contract Payment Types: Payments Management Fee

Contract Payment Types: Payments Validations and Alerts

Contract Payout & Termination

Ending contracts, payouts, and terminations

Contract Payout & Termination: Payout

Contract Payout & Termination: Terminate

Contract Payout & Termination: Sale Management Sale

Contract Types Reference

Contract Types Reference: Details

Contract Types Reference: Details Disclose Running Costs

Contract Types Reference: Group

Header

Contracts: Header

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

Quotes

Quote Events

Quote event management and email notifications

Quote Costs & Billing

Vehicle costs, taxes, projected value, and pay cycle billing

Quote Costs & Billing: Gross Vehicle Cost

Quote Costs & Billing: Purchase Stamp Duty — Overview

Quote Costs & Billing: Purchase Stamp Duty — Effective from 1st July 2018

Quote Costs & Billing: Projected Value

Quote Costs & Billing: Pay Cycle Billing

Quote Finance & Fees

Finance calculations, rates, commissions, and fee configuration