Help Desk

helpdesk.petroleumrx.com

Call Us

(480) 464-6053

Email

info@petroleumrx.com

PetroleumRx > PDS Enhancements

Octane is Here

Over the past several months our team has been hard at work building Octane ERP Version 1, our goal is to provide users with a better application experience and great new features.  Today, Octane V1 has been officially launched. ​Octane is the web-based version of the...

Overlay Document Features

We have enhanced the document (invoice, statements, etc.) creation program so that the PDF file created by the PRX system can now support additional features. Previously, an invoice or statement document consisted of a background image with merged text on top of it. There is...

Detail R/S Journal

We've added a new feature to the Receipts to Stock Journal which will allow you to match the bills of lading to your invoices before even entering into A/P. This new feature provides a complete tax break out which makes it easier to compare entries. New BOL...

Document Distribution Recap

We have added a utility at 5, 62, 15 called the Document Distribution Recap, whose purpose is to count the outbound documents – Invoices, Statements, and Cardlock Invoices – and categorize them by how they were sent out and estimate what that cost your company....

Statement addendum to C/L Invoice

We have added another Cardlock Invoice totals type called Statement - Open A/R.  It was written for a client with a lot of accounts with minimal open A/R.  Sending Statements to these accounts seemed wasteful, as they would often contain little else but the latest...

Fleet Analytics Report

Note a major new report and .csv export, designed to become the key means of contact with your cardlock accounts, outside of the invoices.  It combines several themes already present, just better organized and controlled: Like the Excel email of cardlock transactions, this is something that...

HTML Email Body

The PRX system now supports HTML email bodies for documents that are emailed out of the PRX system such as invoices, statements, EFT's, and so on.  HTML emails provide a “professional” looking email body and offer advantages of HTML properties such as “links” to web pages, etc. Go from...

Year Option on Vendor History Screen

In Vendor Maintenance, off the A screen, there is an H option that leads to a 24 month history screen.  This is fine for showing current and prior year history by month, but vendor activity typically goes back for many years.  Sometimes, that's worth reviewing. So,...

Changes to A/P Open Invoice List

We've made three changes to the A/P Open Invoice List: First, we've changed the style of the setup.  The old method was typical of how reports in PDS were all once written, where we ask one question, then another, then another, and so on until we...