Release Date: March 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
Master Account Enhancements
In the Corporate Accounts section, a new setting has been added that lets you enable the 'Master Account' feature for a corporate account. This setting designates the account as the master account, which resolves the previous issue of having no straightforward or efficient way to set an account as the master account.
For existing systems that have previously configured master accounts, these are automatically merged into the correct set up in this new format upon receiving this new release.
To enable this setting:
- In 365 Accounts, go to Accounts > Corporate > Add/Edit an Account > Job Processing.
- Locate the option Master Account and select to enable the setting.
- You can select accounts from the list under Sub-Accounts to specify which accounts are Sub-Accounts to this master account.
- Select a template for the master account using Master Account Invoice Template field.
Dockets Checks & Postings: Date/Time (Passenger) Field for Local Export
When locally exporting a table within the Job Processor (Right-clicking on the table header and selecting Export Table), there is a new field of 'Date/Time (Passenger)' which contains the pickup time in the passenger's local time zone. This field is used in conjunction with the existing 'Pickup Due Time' field which has been renamed to 'Pickup Due Time (Local)' to display the pick up in the local (system) time zone. This feature is beneficial as previously, the times for trips taken in a different time zone did not exist in the table and could not be locally exported.
To use this feature:
- This feature is for systems that use the Time Zone setting, which allows for the use of multiple time zones. If you already have this setting enabled, skip to step 2. Otherwise to enable this setting:
- In 365 Management go to General Settings > User Interface and select Use Time Zone to enable the feature. Without this setting enabled, your system cannot use multiple time zones and the 'Date/Time (Passenger)' field has no purpose.
- In 365 Accounts, go to the Job Processor.
- Populate the Filter Bar and select Search.
- Right-click on the table header and select Export Table from the dropdown menu.
- If you have not added 'Date/Time (Passenger)' to the table, toggle on the Include Hidden Columns option. Otherwise, export the table as normally.
Accounts Automator: Distance Condition
When creating an auto-approving recipe in the Accounts Automator, there is a new condition for Distance which allows you to specify rules for long and short jobs.
To use this new setting:
- Navigate to the Accounts Automator under Settings.
- Select the Auto-approving Recipes button and either create a new recipe or double-click on an existing recipe to edit.
- Under Auto-approve job, select Add Condition, filter the conditions by selecting the Map tag and select Add Me next to the Distance condition.
- Here you can specify if the job's distance is 'more/less than a certain distance'. Use the recipe builder to select whether the distance should be more and less, then enter a numerical value within the 'distance' section.
Docket Recipes: Updated UI
For improved clarity of recipes that contain many AND clauses, we have updated the UI of accounts automator recipes. Previously, it was difficult to see which part of the recipe caused the booking to fail as they would appear as a long list of recipe conditions without a name or description.
Now when viewing a customer docket, each AND clause displays on a separate line, making it easier to read and highlight any clause in red that has caused the booking to fail the check.
Bug Fixes
- Fixed: Issue in Driver Accounts, when selecting a driver and using the 'Pay in / Pay out' button and specifying the amount, if confirm is double-clicked the payment is made twice.
- Fixed: Issue in Dockets Checks and Posting where sorting dockets by pickup date and then approving and unapproving a docket results in a broken spinner.
- Fixed: Issue where previously, the Accounts Automator had to be enabled to view signatures on dockets. Now signatures will display whether or not the Accounts Automator is enabled or disabled.
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