Swiss Fuel Primary User's Manual

Contents

Verification Code

Manage Customers

Add New Customer

Billing Settings

Grace days to calculate due date

Overseas Invoice

Skip Historical Transactions

Hide Discount On Reports

Allow Chek Access

Allow Comdata Master Card Access

Allow Load Cash Access

Allow TChek Access

Cash Advance Limit

Enable Chek Issue Alert Admin

Load Cash Limit

Money Code Limit

One Time Chek Limit

One Time TChek Limit

Overall Limit (USD)

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

Default Email to send prices

Email to send invoices

Deactivating a Customer

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

Out of Network Fee

Manage Rate Plans

Dynamic CI Policy

Comdata MasterCard Profiles

Comdata CustIds

Manage Comcheks

Manage EFS Cards

Advanced Properties

Allow Auto-activation of Card

Allow Auto-activation of Cards

View Transactions

How to link a card to TMS?

Select Card Type

Load/Unload One Time Cash

Unload Cash on Card Block

Deprecation Notice

Manage Money Codes

How money codes are invoiced?

Issue Money Codes

Default out of network fee

Currency and account code for out of network fee

Manage Comdata Proprietary Cards

Cash Advance History

List of Comchek Transactions

List of MoneyCode Transactions

List of Tchek Transactions

List of Transactions

Transaction Analysis

Transaction Audit

Credit Transactions

Send Invoice Flag

In-process invoices only

Snooze Customer

Overall Limit Analysis

How overall limit is calculated?

User Activity Report

Price File Status

All Transactions (Grouped)

TMS Trip Details

Fuel Advisory Audit

Analytical Reports

Account Settings

Two Factor Authentication

Change Password

Login as Customer

Manage Tax Rate

System Settings

Overall Contract Limit

Deactivation Limit

Enable Overall Limit

Consider Paid Invoices

Parse Price Email Notification

Create New Plan

Inflate Cost by

Location Wise Pricing

Update Rate Plans

Plan cannot be modified

Show Inactive Rate Plans

Def Margin Start Date

Pages freeze or unresponsive when opened

Load New Policies in Customer Account

Policy Operations

Create New Policy on cloud

Sync policies from cloud

Policy Sync Status

What is Truck Stop Code?

What is No Truck Stop Code found alert?

How to add missing truck stop codes?

When can I get duplicated transactions?

Frequently asked questions (FAQs)

Rejected Transactions

Rebate Indicator

Sync policies from cloud

SF04 Primary User/EFS Policies

'Sync policies from cloud' button downloads policies from EFS portal that are not Swiss Fuel portal. To download policies from a specific account code select desired account codes in the list in page header.

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