Kathleen McDevitt
Sep 28, 20214 min
Updated: Sep 30, 2021
September was a big month for optimising key functionality on Traffio. The focus has been to give users more tools, reporting capabilities and a smoother user experience. Below are the changes that have been made to Traffio in the last month.
Invoice Improvements
Fleet management improvements
Person Can Drive & Can Tow
We've been working hard to improve our Invoice functionality to give you better visibility and control over your billing and invoicing. There has been a significant focus on invoicing capabilities, providing more sophisticated reporting capabilities and functionality to improve useability.
Billable bookings will now show a warning if more than one invoice has been generated for that booking, preventing you from creating multiple invoices for the same job. You can also now order a table of billable bookings by the number of invoices generated, making it even easier to keep on top of those double-ups.
The new invoice report makes it easier to summarise and break down your invoice payment. In the invoicing section of Traffio, you will find the invoice report above the invoice table, but it will not become active unless a client or parent organisation is selected.
The invoice report provides details on Invoice dates, references and statuses, and the total quantities and dollar amounts. We've also added columns to the invoice export for the date and time an invoice status last changed, including finalised and voided statuses, so that you can keep up to date with your last actions.
Our new Invoice number prefix feature allows you to generate and customise your invoice with a three-letter code relevant to your billing. Example: 'INV123' instead of '123'. You can individualise your prefix per invoice cost centre.
Fleet management is equally essential when it comes to running a successful operation. That's why we have focused on improving your fleet management so that you can centralise your data, creating one source of truth.
We've introduced two new dedicated interfaces called 'Cards' and 'Card Providers' to help you track your fuel cards and other vehicle-based accounts. The card interface can be found in the 'Vehicles' area of Traffio. You can filter your fuel cards and accounts by depot and territory to help better manage your list of accounts.
You can create as many card providers as you like and name them according to your business requirements. Cards can have specified 'Expiry Warning Period' for each provider, which will dictate when you will see warning statuses about the upcoming card or account expirations.
Cards
The cards interface shows all cards that are assigned to vehicles. However, these don't have to be just fuel cards. It can be any vehicle-based account, such as toll roads or fleet tracking.
When entering a person driver license, depending on what type of license they have, the rules can impact what they can and can't do on a booking. You can set up rules to prevent a person from being added to a booking with a vehicle that does not have the correct license to do that job.
We've added two new attributes to people profiles to help improve license compliance. People who have 'Can Drive' turned off on their profile will be flagged as 'Currently unable to drive' when assigned as the vehicle's driver for a booking.
By default, 'Can Drive' and 'Can Tow' is turned on for all people. Managers are now able to choose whether 'Can Drive' or 'Can Tow' is enabled or disabled by default when creating new people. These new config settings can be found in Admin > Traffio Config.
Learn how to create fuel cards and accounts.set driver license qualifications
We Added the ability to assign a person responsible for a permit and filter by that person on the 'Permits' screen.
We added the ability to filter the equipment utilisation report by multiple pieces of equipment and suppliers.
Improvements were made to prevent user changes from inadvertently being overwritten when multiple people are simultaneously editing the same resource.
Added rego status to equipment utilisation report and booking addresses to the exported data.
Vehicle odometers only get updated from form submissions if the submitted value is more than the current odometer reading and less than 1M KMs to minimise unintentional erroneous updates.
We added a payroll allowance for wet weather work. The 'Rain Allowance' option must be checked in the payroll cost centre's 'Earnings Items' area. The 'Rain' checkbox must be selected on a person's docket (office use only, not Traffio app) for automatically applying the allowance to a pay run.
Employee reference added to person skill table view and export.
Territory name added to person export.
The COVID-19 Authorised Worker Permits now display the address that is visible on the booking, not the full address Google has auto-completed to.
Skills can now have notes to allow for record-keeping around the renewal instruction or description of the skill.
Company files can now have expiry dates with an expiry warning period of 30days. Useful if you have documents attached to your company that need renewing each year. Expired files are still visible.
Assets can now expire, with a warning period of 30 days. Useful if you have assets that expire or need an annual check-up. Expired assets are still visible.
Fixed: File exports with values including '('characters were generating an error.
Fixed: Changes made to permits via the 'Req Permits' tab within a booking were not immediately displayed in the table. This has now been fixed.
Fixed: Crew billing would not properly consider vehicles and equipment when dropping to a smaller crew since yesterday's update.
Fixed: Billing would not charge excess hours to a smaller custom crew item classification if it only contained one person.
Fixed: Some toggles would not be copied onto a new rate schedule revision.
Fixed: Verizon Connect integration which prevented imported vehicles with leading or tailing space characters in the Vehicle Number from syncing.
Fixed: issue where a booking's changes would not save if one of the dropdowns was also changed.
Fixed: issue where an invoice could not be reverted back to draft if it was opened as finalised.
Fixed: Issue where capital letters were being stripped from the filename of exports
Fixed: authorisation error that would occur when MYOB AccountRight company files were used across multiple Traffio portals.