FitFleet Finance Optimisation (June 2022)
Learn about the latest FitFleet finance features and new functionality.
With our huge inventory of new, used and rental equipment, WesTrac has the right machine for the job.
New finance features were released for the FitFleet Customer Portal Finance Dashboard in June 2022. Functionality added to the dashboard in this release both expanded on existing features as well as adding new options for use not previously available to customers.
A summary of this release is below:
| FEATURE | DESCRIPTION | FEATURE TYPE |
| View Invoices on FitFleet | See a quick view of invoices on FitFleet without needing to download them first | Enhancement |
| New Invoice List Fields | 'Total Outstanding' and 'Total Due' can now be seen on the Invoice List tile | Optimisation |
| Advanced Search | Search and filter invoices across a range of fields including the expanded fields above | Enhancement |
| Invoice CSV Download | Download complete invoice history or filtered search results into a single CSV file (includes new list fields) | Enhancement |
|
New 'Request Additional Credit' Link |
Credit Limit Tile now links to an updated WesTrac credit form | Optimisation |
| FitFleet Alert Banner | Alerts pop up to communicate short term messages to customers | Enhancement |
| Invoice Display Messaging |
Where an invoice viewed on a certain date is also within two days of the issue date it doesn't display in FitFleet- this messaging addition relays this to the customer directly on the Invoice List tile |
Optimisation |
| Account Notification Records | When a customer account or additional customer account is removed from a user profile, the user will no longer receive notifications related to that account/s | Optimisation |
| User Profile Details - Mobile Phone | Removed mobile phone as a mandatory field when creating a new user profile | Optimisation |
| User Permission Changes | When creating or updating a user profile the 'Save Changes' button is now disabled until all User Permission options have loaded to be able to add or remove relevant permission groups to that account | Optimisation |
We are excited to announce these features.
Whilst we continue to deliver new updates to the customer portal, email us anytime at fitfleet@westrac.com.au with any feedback or enquiries.
NOTE:
Enhancement = new feature or function
Optimisation = improvement of an existing feature or function