Setting up client accounts, contacts, groups, and contract defaults.

Clients

Managing cost centres and divisions for clients

Cost Centres & Divisions

Client Events

Managing client contacts, groups, and prospects

Client Contacts & Groups

Client Setup & Defaults

Client configuration, defaults, and financier settings

Client Setup & Defaults: Clients

Client Setup & Defaults: Quote Defaults

Client Setup & Defaults: Contract Defaults

Client Setup & Defaults: Contract Defaults Billing Type

Client Setup & Defaults: Financiers

Client Setup & Defaults: CopyClient

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Latest updates

Support Portal

API documentation

Logging in, navigating the interface, and setting up your environment.

Getting Started

Welcome

Good to Know

Browser & Device Setup

Navigation & Interface

Roles & Permissions

Environments & Authentication

How to Reset a Password

Troubleshooting

FAQs

Vehicle tracking, fuel cards, bookings, approvals, and maintenance.

Fleet Management

Approval Setup & Configuration

Approvals Module

Vehicle Screen

Contract Screen

Approval Email Placeholders

Bookings

Booking Setup

Booking & Scheduling Process

Availability

Booking Driver

Claims

Raising a Claim

Check and Post a Claim

Cards

Fuel Charging

Fuel Calculations & Reports

CALSF

Validate and post a card transactions batch

Transactions Batches

Import a card transactions file

Vehicle Details

Registration & CTP Renewals

Vehicle Standard Details

Vehicle information, transfers, and car details

Fleet Manager

Due Off & Vehicle Lifecycle

Configuring salary packaging items, pay runs, and FBT calculations.

Salary Packaging

Salary Packaging Setup

Setting up salary packaging for employers and employees

Salary Packaging Setup: Scheduler Jobs — Directly Packaged Novated Lease

Salary Packaging Setup: Scheduler Jobs — Pay Run Processing

Salary Packaging Setup: Processes

Managing employee contributions and pay run processing

Employee Contributions

Setting up novated leases and associate lease quotes

Novated & Associate Leases

Package item configuration, types, and defaults

Package Items

Substantiation events and claim processing

Substantiation & Claims

Adjustments & Pay Runs

Adjustment approvals, pay run management, and billing

Adjustments & Pay Runs: Payroll Advice

Adjustments & Pay Runs: Jobs for autoBuildClaims

Adjustments & Pay Runs: Adjustment approvals

Car Benefits

Creating car benefit items with novated lease links and auto-updates

Car Benefit Items: Packaged Car Profile

Car Benefit Items: Create a car benefit item with a novated lease link

Item Lifecycle

Creating, activating, accepting, suspending, and managing items

Item Lifecycle: Activate an item

Item Lifecycle: Adjustments

Item Lifecycle: Item Accepted

Managing driver records, contact details, and financial information.

Drivers & Employees

Drivers

Viewing and managing driver contracts and salary packaging items

Driver Contracts & Items

Driver Events

FBT operating and statutory reports for drivers

Driver FBT Reports

Vehicle details, claims, and maintenance for drivers

Driver Vehicles & Claims

Overview of driver/employee records and search

Managing Drivers & Employees

Contact & Employment Details

Driver contact information and employment details

Contact & Employment Details: Contact

Contact & Employment Details: Contact Field Descriptions

Finances, Assets & Liabilities

Driver financial information and bank accounts

Finances, Assets & Liabilities: Employment

Finances, Assets & Liabilities: Catch-e Set-up Steps

Creating, managing, and processing fleet and novated lease contracts.

Contracts

Contract Billing

Billing setup, schedules, templates, and troubleshooting

Contract Billing: Billing

Contract Billing: Setup

Contract Billing: Re-print

Contract Billing: Periodic Billing

Contract Details

Contract vehicle, and options information

Contract Details: Contract

Contract header, vehicle, and options information

Contract Details: Contract Contract Status

Contract Details: Vehicle

Contract Details: Claim

Contract Details: Claim Set Up

Contract Events

Event management, coded events, and email notifications

Contract Events: Events Setup

Contract Events: Contract Event Email Placeholders

Contract Events: Driver Events

Contract Finance

Finance details, principal & interest, and troubleshooting

Contract Finance: Finance

Contract Finance: Finance - Principal and Interest

Contract Finance: Payments Finance

Contract Budget & Funds

Deferred payments, budget management, and funds checks

Contract Budgets & Funds: Deferred Payments

Contract Budgets & Funds: Insert new contract budgets

Contract Insurance & FBT

Insurance, FBT calculations, and declarations

Contract Insurance & FBT: Insurance

Contract Insurance & FBT: Comprehensive Insurance Rates Update Process

Contract Insurance & FBT: Insurance type mapping

Contract Insurance & FBT: Statutory

Contract Insurance & FBT: Exemption for Electric Cars

Contract Lease

Lease management, finalisation, and schedules

Contract Lease: Lease — Entering a Lease

Contract Lease: Lease — Validations and Alerts

Contract Lease: Lease Finalise

Contract Lease: Unpost a lease period billing

Contract Maintenance

Maintenance profiles, service, and reporting

Contract Maintenance: Maintenance

Contract Maintenance: Maintenance Report

Contract Maintenance: Service Due Report

Contract Orders

Contract Orders: Order

Contract Orders: Dealer Quote Request

Contracts Overview & Search

Contracts Overview & Search: Search

Contracts Overview & Search: Approvals

Payment Processing & Settlement

ABA processing, periodic payments, and settlement

Payment Processing & Settlement: Payments ABA

Payment Processing & Settlement: Periodic Payments

Making & Scheduling Payments

Sundry payments, periodic payments, and payment schedules

Making & Scheduling Payments: Sundry Payment

Making & Scheduling Payments: Payments Workflow

Contract Payment Types

Payment type structures, posting classes, and setup

Contract Payment Types: Payments

Contract Payment Types: Payments Sundry Payment

Contract Payment Types: Payments Comprehensive Insurance

Contract Payment Types: Payments Management Fee

Contract Payment Types: Payments Validations and Alerts

Contract Payout & Termination

Ending contracts, payouts, and terminations

Contract Payout & Termination: Payout

Contract Payout & Termination: Terminate

Contract Payout & Termination: Sale Management Sale

Contract Types Reference

Contract Types Reference: Details

Contract Types Reference: Details Disclose Running Costs

Contract Types Reference: Group

Header

Contracts: Header

Building quotes, configuring costs, lease terms, and vehicle options.

Quotes

Quote Events

Quote event management and email notifications

Quote Costs & Billing

Vehicle costs, taxes, projected value, and pay cycle billing

Quote Costs & Billing: Gross Vehicle Cost

Quote Costs & Billing: Purchase Stamp Duty — Overview

Quote Costs & Billing: Purchase Stamp Duty — Effective from 1st July 2018

Quote Costs & Billing: Projected Value

Quote Costs & Billing: Pay Cycle Billing

Quote Finance & Fees

Finance calculations, rates, commissions, and fee configuration