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FitFleet Finance Optimisation (June 2022)
New finance features were released for the FitFleet Customer Portal Finance Dashboard in June 2022. Functionality added to the dashboard in this release both expanded on existing features as well as adding new options for use not previously available to customers.
A summary of this release is below:
| FEATURE | DESCRIPTION | FEATURE TYPE |
| View Invoices on FitFleet | See a quick view of invoices on FitFleet without needing to download them first | Enhancement |
| New Invoice List Fields | ‘Total Outstanding’ and ‘Total Due’ can now be seen on the Invoice List tile | Optimisation |
| Advanced Search | Search and filter invoices across a range of fields including the expanded fields above | Enhancement |
| Invoice CSV Download | Download complete invoice history or filtered search results into a single CSV file (includes new list fields) | Enhancement |
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New ‘Request Additional Credit’ Link Credit Limit Tile now links to an updated WesTrac credit formOptimisation FitFleet Alert BannerAlerts pop up to communicate short term messages to customersEnhancementInvoice Display Messaging Where an invoice viewed on a certain date is also within two days of the issue date it doesn’t display in FitFleet- this messaging addition relays this to the customer directly on the Invoice List tile Optimisation Account Notification RecordsWhen a customer account or additional customer account is removed from a user profile, the user will no longer receive notifications related to that account/sOptimisationUser Profile Details – Mobile PhoneRemoved mobile phone as a mandatory field when creating a new user profileOptimisationUser Permission ChangesWhen creating or updating a user profile the ‘Save Changes’ button is now disabled until all User Permission options have loaded to be able to add or remove relevant permission groups to that accountOptimisation We are excited to announce these features. Whilst we continue to deliver new updates to the customer portal, email us anytime at [email protected] with any feedback or enquiries.
NOTE: Enhancement = new feature or function Optimisation = improvement of an existing feature or function
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