Swiss Fuel Primary User's Manual

This sprint focused on improving card limit management, transaction reporting, client portal security, and email/report content.
We delivered major enhancements to Auto Roll Map handling on EFS cards, Live Transactions reports, Dynamic Reports, and customer activity tracking.
A critical issue affecting the Transaction List column headings and missing transactions was also fixed.

Enhancements

1. Auto Roll Map & Card Limits Improvements (WI 11995, 12373, 12407, 12414)

• Updated Assign Driver logic to use getCardv2 and setCardv2 methods for proper Auto Roll Map application.

• Added management of Auto Roll Map via softset “EnableAutoRollMap” and customer-specific settings.

• Auto Roll Map rules now handle per-transaction limits, default values, and custom customer configurations.

• ViewCards page updated to display Auto Roll Map values set on EFS cards.

2. Live Transactions Reporting (WI 12408, 12431, 10160)

• Standardized column names between Live Transactions pages and reports.

• Fixed mismatched column headings in the Fuel Transaction Report (Transaction No. and Customer columns).

• Reset functionality now clears Employee No and Transaction Type filters on the Form View.

3. Client Portal Enhancements (WI 11751, 12081)

• Account selection in Update Limits form now defaults to single account or displays a dropdown for multiple accounts.

4. Dynamic Reports & Customer Activity (WI 12034, 12448)

• New report created to track fuel card history: setup dates, reassignment counts, associated drivers/units, and audit trail. 

5. Payment & Email Improvements (WI 12263, 11603)

• Payment Status report now includes the user who initiated the payment.

• Welcome login email content clarified.

6. Release Management (WI 10958, 11044)

• Release notes now display automatically on deployment of a new version.

• Transaction Posted Date column renamed to “Transaction POS Date” and POS time zone shown for clarity.

Bug Fixes

1. Transaction List & Dynamic Reports (WI 11165, 12281)

• Fixed error in userSettings in Dynamic Reports.

• Corrected issue where transactions were missing when selling price fields were null and fuel gallons = 0.

• All valid transactions now display correctly in the Transaction List.