Swiss Fuel Primary User's Manual


Contents
SF04 Primary User/Release Notes
(Sprint 65.1)

Reports

Enhancements

  • 6435: Update all transactions grouped report on admin and client side

    • Added Card Type and Account Code as new columns.

    • Introduced a new report with better manageability and additional filters.

    • Included a grouping option by "Account Code".

  • 10828: Modify grouped transaction report filters

    • Moved Card#, Employee#, Unit#, Truckstop Code, City, State, etc. to a separate group.

    • Filters applicable only to fuel transactions.

    • Fuel Transaction type pre-selected if any of these filters are used.

    • Driver filter changed to a dropdown (populated when a customer is selected).

    • Now, selecting a driver returns both fuel and Comchek transactions.

Customer Account Management

New Features

  • 8488: Create a page for customer's account adjustments

    • Developed a form for adjustments, including fields for Customer, Currency, Payment Type, Invoice #, Amount, and Reason.

    • Payment types:

      • Add to Customer’s Account → Positive receipt.

      • Deduct from Customer’s Account → Negative receipt (Invoice # required).

      • Add to Customer’s Wallet → Only for prepaid customers.

    • Created sfAdjustments table to store adjustment records.

Invoices

Bug Fixes

  • 10618: Slow Performance - Viewing & Downloading Invoices

    • Optimized invoice viewing for faster load times.

    • Improved download functionality to reduce wait times.

 

Money Code Transactions

Bug Fixes

  • 10800: Issue in Posting of Money Code Transactions

    • EFS Check transactions were missing from the Driver Invoice Report.

    • Modified GenerateReportQuery to include driver details for Comchek transactions.

    • Revised report filters:

      • Separated fuel-specific filters.

      • Applied Fuel Transaction type by default if certain filters have values.

      • Updated Driver filter to a dropdown, which loads only if a customer is selected.

      • Ensured both fuel and Comchek transactions are returned when a driver is selected.

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