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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...

Rebates as a new Customer Screen

We've added another Customer Maintenance screen to list the rebates the customer is tied to.  At present, we show only the rebate number, the price table and the discount.  We expect to expand this later to a display of rebate activity.  Access it via "REB"...

Credit Card Fees as a Reversed Discount

We're seeing more surcharge activity related to the acceptance of credit cards.  This is built into our online payments, and we see some of our clients looking to manage it manually from Cash Receipts.  For now, we're running it through the existing mechanism to track...

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,...