Swiss Fuel Primary User's Manual
Contents
Introduction
Login
Verification Code
Home Page
Customers
Manage Customers
Add New Customer
Billing Settings
Grace days to calculate due date
Overseas Invoice
Skip Historical Transactions
Invoice Type
Billing Cycle
Customer Type
Hide Discount On Reports
Card Settings
Allow Chek Access
Allow Comdata Master Card Access
Allow Load Cash Access
Allow TChek Access
Cash Advance Limit
Chek Limit
DEF Limit
Diesel Limit
Enable Chek Issue Alert Admin
Load Cash Limit
Money Code Limit
One Time Chek Limit
One Time TChek Limit
Overall Limit (USD)
Purchase Limit
Reefer Limit
TChek Limit
Vehicle Non-Mandatory
Waive Off Money Code Fee
Allow Fuel Advisory app access
Waive off TChek fees
Allow TChek Access
Enable Chek Issue Alert Admin
Allow Money Code Access
Customer Prompts
Customer Properties
Account Manager
Customer Code
Default Email to send prices
Email
Email to send invoices
Secret Key
Send Invoices
Prompts Policy
Mobile Number
Deactivating a Customer
Fund Transfers
Routing Number
Sending Welcome Email
Setup Trial or Activate Customer
TMS Integration Details
Subscription Key
TMS API Login Email
TMS API Password
TMS Integration
Send Card Activation/Deactivation emails to client
Contact Information
Customer Documents
Allow Ultramar Card Access
Actions Bar
Search Filter
Out of Network Fee
Unit Type
Manage Rate Plans
Dynamic CI Policy
Comdata MasterCard Profiles
Comdata CustIds
Glossary
Services
Manage Comcheks
Generate Chek
Card Number
Fees
Manage EFS Cards
Activate/Block
Advanced Properties
Allow Auto-activation of Card
Allow Auto-activation of Cards
Generate TChek
Charge
View TCheks
View Transactions
Move Card
EFS Cards
How to link a card to TMS?
Issue Cards
Select Source
Select Card Type
Select Policy
Card No
Notify To
Load/Unload One Time Cash
Unload Cash on Card Block
Update Limits
Set To
Driver Name
Vehicle Number
Deprecation Notice
Manage Money Codes
How money codes are invoiced?
Issue Money Codes
Manage Tcheks
Default out of network fee
Currency and account code for out of network fee
Manage Comdata Proprietary Cards
Transactions
Cash Advance History
Action Column
List of Comchek Transactions
List of MoneyCode Transactions
List of Tchek Transactions
List of Transactions
Transaction Analysis
See Prices
Transaction Audit
Invoices
Credit Transactions
Send Invoice Flag
Charge Amount
In-process invoices only
Bad Debts
Snooze Customer
Reports
Margin Report
Tractor Margin
Overall Limit Analysis
How overall limit is calculated?
User Activity Report
Keyword
Price File Status
All Transactions (Grouped)
Filters
Discount
TMS Trip Details
Fuel Advisory Audit
Analytical Reports
Price Analysis
User Dropdown
Account Settings
Two Factor Authentication
Activity Logs
Change Password
Login as Customer
Manage Tax Rate
Manage Users
System Settings
Overall Contract Limit
Alert Limit
Deactivation Limit
Enable Overall Limit
Consider Paid Invoices
Parse Price Email Notification
Turn On
Email Address
Wallet Balance
Manage Rate Plans
Create New Plan
Inflate Cost by
Location Wise Pricing
Update Rate Plans
Plan cannot be modified
Show Inactive Rate Plans
Rate Plan Type
Def Margin Start Date
Troubleshooting
Pages freeze or unresponsive when opened
Notification
EFS Policies
Load New Policies in Customer Account
Policy Operations
Create New Policy on cloud
Sync policies from cloud
Policy Sync Status
View Contacts
Truck Stop Codes
What is Truck Stop Code?
What is No Truck Stop Code found alert?
How to add missing truck stop codes?
Important Note
FAQ
When can I get duplicated transactions?
Frequently asked questions (FAQs)
Miscellaneous
Prompts Policy
Release Notes
March 24 ,2025
March 11 ,2025
Jan 07, 2025
Dec 11, 2024
Dec 2, 2024
Nov 14, 2024
Oct 23, 2024
Jul 2024
Jun 2024
Feb 2024
Jan 2024
Live Transactions
Rejected Transactions
Rebate Indicator
Automated Invoice Payment with Authorize.net
Create New Policy on cloud
SF04 Primary User/EFS Policies
This creates new policy on EFS for the selected contract. Policy is created with default settings by EFS.
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