Release Date: January 2024
Here you will find the latest features, improvements, and bug fixes for 365 Accounts.
To ensure you have the best experience using our product, we recommend updating to the latest version available.
Note: The features available to you will depend on the configuration and the current version of 365 Accounts you're using.
What's New
Accounts Automator: Permission
To ensure only authorised users can access the Accounts Automator or modify any existing content, there is a new permission in Management called Settings > Accounts Automator. This has Access and Edit properties, so users can permit or restrict the ability to view and/or edit the settings and recipes.
To configure:
- In Management, go to General Settings > Users > Roles > Add/Edit a Role > Accounts (365) > Accounts Automator.
- Double-click on the Tick (
) or Cross (
) icons in the Access and Edit cells to change a cell to remove or add permissions.
- Ensure to Save to apply any changes.
Vehicle & Driver Accounts: Commission Fields
For Vehicle and Driver accounts, there are two new fields, 'Non Commissionable' and 'Commissionable'. These fields help clarify the commission taken by the taxi firm, displaying the values that are and are not commissionable and highlighting the breakdown of the 'All Jobs Total' value.
To add these fields to your table:
- In Accounts, navigate to Job Processor > Vehicle Accounts or Driver Accounts.
- Right-click anywhere on the top column of the table.
- In the dropdown list select Customise Table.
- Scroll down the list to find 'Comissionable' and 'Non Comissionable'. Add these fields by clicking on the Plus ( + ) icon located on the right-hand side of the menu.
Master Invoice: Adding Sub-Invoices
You can now download the master invoice with its sub-invoices in Accounts. When pressing the Download button (or F10) in the Job Processor, there is a new option to Download Invoice (with sub-invoices).
Transaction Statement: Auto-Populating Email Address
When emailing a customer transaction statement, the email address field auto-populates with the one in the account profile.
Dockets: Area Charges
In all Dockets, there are now three new fields, 'Area Charges Price', 'Area Charges Cost' and 'Area Charges Non Commission Cost'. When customising a table in the applicable areas of the Jobs Processor, you can add these fields using the Customise Table option.
These values are also visible when editing customer dockets under Additional Fields.
Improvements
Autocab 365 URL
To avoid potential issues with using an outdated URL for 365, we recommend logging out of the system and using https://portal.autocab365.com/#/ after a new update.
Bug Fixes
- Fixed: Issue where the Booking ID is not displaying on the Driver Shifts Report modal nor Docket.
- Fixed: Issue when the address search source is set to Streets Database, upon creating a manual docket and doing an address search, the table of suggested addresses has no focus.
- Fixed: Issue where the 'Completed At Time' column in Driver Shifts reports is not exporting data.
- Fixed: Issue where the Job Processor filter bar is not correctly filtering for Company specific accounts.
- Fixed: Issue where restricted users are able to view Driver Shifts from other companies.
- Fixed: Issue where the 'Created By' field on multiple pages is blank.
- Fixed: Issue where in Driver/Vehicle Accounts, the All Totals button fails to pass the required Company ID.
Minimum Requirements
To ensure Autocab 365 operates and performs as designed, please make sure that your device meets the requirements listed below:
- Operating System: Windows 10 or newer
- Processor: AMD 3600 or better, Intel i5 10th gen or better
- Storage: Solid State Drive (SSD) or Non-volatile Memory express
- RAM: 8GB RAM (16GB recommended)
- Google Chrome Web Browser
- Internet Connection