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)

• The report Customer Card History has been created to track fuel card history: setup dates, reassignment counts, associated drivers/units, and audit trail. 

• The report Customer Weekly Trend has been created to analyze customers’ weekly business growth compared to the previous week. Fuel volumes are converted to gallons to ensure consistent comparison.

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.