The latest features we've added to Prohire

New Quote Trigger: Item Quantity

We’ve added a new quote rule trigger: Item Quantity. This enhancement allows users to define rules based on a specific charge item’s minimum and maximum quantities. For instance, you can now set a trigger for scenarios where a customer selects at least 2 Additional Drivers and you wish to provide a discount. The trigger can also be configured with a range, offering even more flexibility in applying conditions based on item quantities.

New Client Export Process

Introduced a new Export process to Clients, allowing the data to be downloaded to CSV, Excel and JSON file types.

Role Privileges Alphabetised with Search Function

Role privileges are now ordered alphabetically and include a search field to make finding the privilege you want to amend easier.

Archived Rate Cards Now Show Scheduled Period

We have now exposed the Scheduled period against archived Rate Cards to make it easier to see which Rate Card version was active at a particular time.

Automatically Scroll to Top After Editing Template Code

When the user amends the source code of a Template document, they will now be taken to the top of the code by default.

View Audit History in Client Profiles to Track Changes

Users will now be able to view the Audit History within Client Profiles to see changes made.

View Audit History in Tax Configuration Screen for Change Tracking

Users can now view the Audit History within the Tax Configuration screen to see changes made.

New Email Icon in POL Light Distinguishes from Export

A new icon is being used within POL Light for the Email process to differentiate from the Export icon as these processes previously used the same icon.

Enter Total Gross and Litres for Accurate Cost Per Litre Calculation in Fuel Charges

When adding a Fuel charge to a booking, the user will now be able to enter the Total Gross amount and total Litres, and the system will calculate a precise Cost Per Litre (Gross).

New Option to Override Custom Rates in Bulk Quote Renewals

The user is now presented with a new option to Override Custom Rates when completing Quote Renewals in bulk.

Wider Invoice Details Panel to Prevent Label Wrapping

The Invoice Details side panel has been made wider to prevent labels from wrapping onto new lines unnecessarily.

Enhanced Visibility of Additional Options in Rate Card Quotes

We have made it more apparent that there are more options available to the user when they are running Quotes against Rate Cards (i.e. Inputs for Promo Codes, Mileage and Quantity Available)

Configuration Settings Moved to Top in Email/PDF Templates for Better Visibility

When setting up Email/ PDF Templates, some configuration settings were at the bottom of the modal, which users were missing. These have now been grouped together and moved to the top under ‘More Settings’.

Email Template Body Text Area Now Expands to Fill Space

The Body text area will now fill the space when editing Email Templates.

New 'Transfer to Booking' Process for Refunds and Reallocations

We have introduced a ‘Transfer to Booking’ process, allowing users to refund money previously allocated to an invoice and transfer it back to the booking so it can either be assigned to a different invoice or refunded.

Additional Invoice Template PDF customisation options

Improved Invoice Template PDF customisation by supporting the addition of the following:

• • The Component line item VAT Rate (%) can now be shown instead of the amount.
  • The Primary Driver field can now be displayed for each Component Invoice on a Consolidated Invoice.
  • The Invoice template can now be configured to show text on the invoice depending on what items are included. This text will be hidden in the PDF document if the declared invoice item is not on the invoice.

Redesigned Access Control Setup for Teams

We have redesigned the setup of Access Control for Teams.

Consolidated Invoices May Be Missing in Search Results with Numerous Component Invoices

If any component invoices were associated, consolidated invoices could be missing from the search results when using the search box within an invoice record.

Client Fund Payment Method Incorrectly Appearing with Held Deposit Type

The Client Fund payment method appeared when the user selected the Held Deposit payment type.

Vehicles Referenced as Resources in Role Privileges Setup

Vehicles were being referenced as Resources within the Role privileges set up.

Deleting Billing Criteria Blocked New Entries

Deleting the billing criteria against a Client Profile prevented the user from entering new criteria.

Label Field Truncated for Long Values in Template List

The label field was truncated when the user entered a value larger than the field width on the template list.

Archived Rate Cards Displayed Behind Modal Header

Records are behind the modal’s header when viewing archived rate cards.

Rate Card Bands Not Triggering for Proweb Bookings

Specific bands against the rate card were not fired if the booking occurred via Proweb.

Settlement Terms Days Displayed with Incorrect '{0}' Value

The Settlement Terms Days showed a value of ‘{0}’ alongside the number of days.

Account Number Updates Not Synced to Prohire Platform

Updating the Account No associated with a Client was not synced to the Prohire Platform.

Supplier Account Number Updates Not Synced to Prohire Platform

Updating the Account No associated with a Supplier was not synced to the Prohire Platform.

Next Invoice No Field Displaying Ellipses Instead of Value

The Next Invoice No field had stopped showing a value and displayed ellipses instead.

Refunds on System-Generated Credit Notes Not Allocated in Invoice Record

Refunding against a system-generated credit note did not allocate the rebate within the invoice record.

Delete Dialogue for Specific Band Lacked Warning and Text

When deleting a Specific Band within a Rate Card, the dialogue showed an icon with no wording or warning to the user.

No Days Field Mismatch on Interim Bills Screen

The No Days field within the Interim Bills screen showed a different value from the invoice line item and description.

Client Profile Updates Not Syncing to Active Bookings

An update of the client profile against a client record was not synced to the current and active bookings.

New Tabs Visible in POL Light Client Finance Settings

Additional tabs were exposed to the user when amending the Client finance settings within the POL Light browser.

Page Not Refreshing Automatically After Removing Specific Band from Rate Card

The page did not refresh automatically after removing a Specific Band within a Rate Card.

First Bill of On Hire Booking Now Appears Only After Checkout; Accept Early via Booking

The first bill of an On Hire Booking did not appear within the Interim Bills List when it was available for immediate acceptance. Bills will now only be available for acceptance once the booking has been checked out; if the user wishes to accept the first bill before checkout, it must be done from within the booking.

Credit Notes in Linked Tab Showing Proforma Reference Instead of Finalised Number

Credit Notes within the Linked tab of an invoice were showing the proforma reference rather than the finalised Credit Note number.

Date Range Text Hiding Process Action Menu for Secondary Quotes

The date range text caused the process action menu triggers to be hidden for secondary quotes.

Field Labels Cut Off After Entering Value in Quote Criteria

After entering a value within the additional criteria of a Quote, the field Labels were cut off.

Extra ‘Accept Bills’ Option Added to Interim Bills Actions Menu

On the Interim Bills screen, an additional ‘Accept Bills’ process appeared under the main ‘Actions’ menu.

Old Rates Displayed After Publishing and Overwriting Live Rate Card

The Rate Card showed old rates after publishing and selecting to overwrite the live Rate Card.

Bookings with Pickup/Return Site Rules Not Re-Evaluated After Site Change

Bookings generated with a rule relating to pickup/return site were not re-evaluated to see if there were still relevant following a site change within the booking.

Settlement Terms Text Not Updated on New Invoices After Amendment

The Settlement Terms text would not be reflected on new invoices if the user amended the wording.

Quote Rule Trigger Description Not Updated After Selecting Vehicle Registration Date

The Quote Rule trigger description was not updated after the user selected a Vehicle Registration Date trigger date.

Interim Bills Excluded from View with 'Other Range' Filter if Due on Start Date

When the user applied a date range filter using the ‘Other Range’ option, interim bills were excluded from the view. This included bills that were due on the first day of the specified date range.

Clear' Button Not Removing Date Range Filter or Updating Results

After applying a date range filter using the ‘Other Range’ option, the ‘Clear’ button did not remove the filter and update the results correctly.

Primary Driver Name' Placeholder Not Displaying Correctly on Invoice Template

The ‘Primary Driver Name’ placeholder was not displaying correctly when added to an Invoice template.

Clients Created in Prohire Platform During Sundry Invoice Creation

Users were allowed to create a Client within the Prohire Platform when creating a Sundry Invoice.

Create a Purchase Credit Note' Missing from Actions Menu on Invoices Screen

The option to ‘Create a Purchase Credit Note’ did not appear in the Actions menu on the Invoices screen within the Prohire Platform.

Component Credit Notes Synced as Positive Values in Prohire Desktop Database

Component Credit Notes were synced to Prohire Desktop as positive values in the database.

Net’ and ‘Gross’ Values Not Centrally Aligned in Invoice Line Items

When adding a line item to an invoice, the ‘Net’ and ‘Gross’ values were not centrally aligned with the other fields.

VAT Amount Calculated Incorrectly for Non-Whole Number Percentages

When a user configured a VAT percentage that was not a whole number (i.e. 13.5%), the VAT amount was miscalculated.

Specific Band Placeholder Allowed Removal; Rate Card Should Always Display Default Band

The specific band placeholder allowed the user to remove the band. The rate card should always display a placeholder-specific band if no user-defined bands exist.

Message Displayed When Entering 'Per Item' Value Before Selecting Item on Invoice

When adding a line to an invoice, a message appears to the user when they input the ‘Per Item’ value before selecting the Item.

Vehicle Registration Missing on Linked Component Invoices in Consolidated Invoice

The Vehicle Registration was not shown against linked Component Invoices against a Consolidated Invoice despite being allocated to the Component Invoice.

Booking Cancellations Issue Post-Migration Due to Incorrect Available Balance

Users were experiencing issues cancelling bookings following migration due to the available balance being populated incorrectly.

Rate Card Name Missing Post-Migration, Blocking Switch and Item Addition

The Rate Card name was not shown on some bookings following migration, preventing the user from switching to a new rate card or adding items to the booking.

Old Client Profile Name Shown in POL Light After Renaming

When a user renames a Client Profile, the old profile name could be shown within POL Light when viewing the Finance Settings against a Client.

Publishing Rate Card Redirects to Non-Existent Edited Version

Publishing a Rate Card and then navigating back using the now live published rate card was attempting to go back to the edited rate card, which no longer exists.

Invoices Without Emailed Timestamp Not Marked as Emailed Post-Migration

Invoices that were previously emailed prior to migration and did not have an emailed timestamp were not being marked as emailed when the system was migrated.

Inactive Tariffs Not Migrated, Causing Quoting Failures for Live Bookings

Inactive tariffs were not being migrated across to the Prohire Platform which was causing quoting to fail for live bookings which utilised these tariffs.

Improved Invoice Template Creation and Management

Improvements have been made to the creation and handling of system templates used for invoice generation and emailing.

• • We have added ability for users to copy system templates (ie. Invoice templates). This will allow users to create their own variants of the global system templates.
  • Users can now define a site to have a different invoice PDF template when invoices are generated for emailing or invoicing.
  • During the creation of a sundry invoice template, users can now define custom email and PDF templates to be used invoices are created using the template. These templates will be used when emailing/downloading the invoice(s).

Invoices with Attachment Capability

Added the ability for users to include accompanying documentation when emailing invoices to clients. This is done by adding attachments to the invoice record, which will then be sent along with the invoice to the customer.

Monthly Fixed Payment Due Date

A new type of Settlement Term Date setting has been added allowing users to define a particular day of the month when payment will be due. Originally users had the option to define the number of days or months after the invoice date that payment would be due, with this new option users can define a particular day each month that the Payment Due date will be set to irrespective of the Invoice Date.

Bolded Active System Templates

The active system templates are now bolded to make it clearer to users which template is being used.

Templates Grouped by Output Type

System templates are now grouped by the Output Type (ie. PDF / Email) to make the screen easier to read.

Alphabetical Order for Invoice Templates

The Invoice Template dropdown is now ordered alphabetically when creating a sundry invoice for easier selection.

Schedule Bulk Quote Renewals

Users can now schedule bulk quote renewals to align with the generation of the next bill, catering for calendar monthly billing.

View Invoice Template in List

Users can now see which invoice template was used to create their invoice by adding the ‘Template’ field to their Invoice list view.

Direct Navigation to Mandatory Fields

If a mandatory field is not filled in, users will be taken directly to the field when clicking the Proceed/Next button.

Tooltip for Long Table Labels

Table column names with long labels will now show a tooltip if the user hovers their mouse over it when adding the field to a view.

Enhanced Default Chargeable Item View

The default Chargeable Item view now includes ‘Tax Code’ and ‘When to Bill’ columns to show the user more detailed and useful information without the need to click into each Chargeable Item.

Improved Booking Charge Line Order

Booking charge lines are now ordered by quote when there is multiple, making them easier to read

Default Recent Sent Date Filter

The “Sent Date Time” primary filter on Email Logs is now defaulted to Recent, restricting the number of records initially returned and improving the initial loading speed

Search Bookings by Current Rate Card

Users can now search for bookings based on the current rate card applied to the booking, improving search functionality.

Order Secondary Quotes by Date

Secondary quotes are now ordered by date within the booking charges screen

Added Minimum Age for Clients Own Insurance

Added a minimum age field for Clients Own Insurance when creating a group.

Alphabetical User List; Hide Disabled

The list of Users within a system are now ordered alphabetically and disabled users are now hidden by default.

Enhanced 'Linked' Tab in Consolidated Invoices

The ‘Linked’ tab within a Consolidated Invoice record will now display more information for the corresponding Component Invoices (ie. Component Invoice Date, Net, Gross and Booking Number).

Expanded 'To Email' Column in Email Logs

The width of the ‘To Email’ column within the Email Logs screen has been increased by default to accommodate long email addresses.

Configurable Minimum Age for Insurance

Added the ability to configure the Minimum Age for Clients Own Insurance as well as Hire Companies Insurance when creating a new group.

New Vehicle Registration Date Trigger

Added a new Quote Rule trigger allowing users to create a Quote Rule based on a Vehicle Registration Date. When setting up the trigger users will need to define a date range between 2 fixed dates.

Delete Draft Invoices in POL Light

New “Delete Invoice” action available on the Invoice List screen allowing users to delete draft invoices when they are in POL Light.

Improved Date Input Toggles

Date input toggles were closing too quickly and behaving unexpectedly.

Clarified 'Non-Web Booking' Trigger Description

The ‘Non-Web Booking’ quote trigger description did not make sense.

Clarified 'Minimum Age' Field for HOI/COI in Group Creation

The ‘Minimum age’ field was not clear if it was for HOI or COI when creating a new group.

Clarified Reference of Vehicles on Invoice List Screen

Vehicles were being referenced as Resources on the Invoice List screen.

Clarified Reference of Bookings as Orders in POL Light Audit History

Bookings were being referenced as Orders within the POL Light audit history.

Simplified 'Pickup Location Condition' & 'Return Location Condition' Trigger Descriptions

‘Pickup Location Condition’ & ‘Return Location Condition’ quote trigger descriptions were not user-friendly.

Simplified 'Customer Condition' Quote Trigger Description

The ‘Customer Condition’ quote trigger description was not user-friendly.

Expanded Options for 'Scheme Booking' Quote Rule Trigger

The ‘Scheme Booking’ quote rule trigger appeared with no options other than Standard Scheme.

Resolved Issue with Additional Driver Charge Removal

Removing an Additional Driver was not removing the charge against the booking.

Rate Card Rule Creation Audit Issue Fixed

New rules created against a rate card were not being stored within the audit history against the user.

Fixed Incorrect Population of Primary Filter When Empty

The Primary filter was being populated incorrectly when the choice was empty.

Resolved 'Day sheet' Main Filter Grey-out Issue for Invoice Entities

The ‘Day sheet’ main filter was greyed out for invoice entities when added to the view.

Fixed Error with 'Overlap Month' Trigger in Quote Rules

Quote rules containing the “Overlap Month” trigger failed with an error message when generating a quote.

Improved Tooltip Wording for Removing Attachments from Notes

Tooltip wording was not user-friendly when removing an attachment against a note.

Resolved Visibility Issue with Previously Selected Chargeable Items in Quote Rule Actions

Previously selected chargeable items were not visible when editing a Quote Rule action.

Improved Clarity in Audit History for Unpinning Notes

The audit history for unpinning a note was not clear that the note had been unpinned.

Fixed Quote Renewal Process Availability Without Selected Bookings

The Quote Renewal process was available via the actions menu without any bookings selected.

Resolved Timeout Issue in Export Batch Process for Large Data Sets from Invoice List

The export batch process was timing out when selecting a large data set to export from the invoice list screen.

Fixed Errors Adding Item to Individual Bill Due to Charge Period

Errors appeared when adding an item to an individual bill due to the Charge Period.

Fixed Defaulting Issue When Adding Item to Bill Period

Adding an item to a bill was not defaulting to the full bill period.

Updated Links to Invoices on Billing Screen for Components and Proforma Invoices

Links to invoices on the billing screen referenced the old invoice number for components and proforma invoices.

Enabled Creation of Standalone Sundry Credit Notes

Users had the option to create a standalone Sundry Credit Note which did not relate to an invoice.

Enabled Editing of Ad-Hoc Item Descriptions on Individual Bills

Adding an ad-hoc item to individual bills did not allow the item description to be edited.

Resolved Filter Issue in 'View Users' from Team Tile

Selecting ‘View Users’ from the Team tile was not applying filters to the User list, so all users were showing rather than those that are relevant to the Team.

Fixed User Count Inclusion of Disabled Users on Teams Page

Disabled users were being included in the user count on the Teams page.

Corrected Reference of Vehicles as Resources on Linked Invoices Tab

Vehicles were being referenced as Resources on the Linked Invoices tab of a Consolidated Invoice.

Clarified 'Minimum Age' Field for Insurance in Group Creation

The ‘Minimum Age’ field was not clear if it was for Clients Own Insurance or Hire Companies Insurance when creating a group.

Resolved Error in Export Batch Process for Invoice Lists Exceeding 200 Invoices

When a user selects an invoice list containing more than 200 invoices the export batch process is not generating the resultant file due to an error.

Items now have a "Protected Rate" to prevent unauthorized changes. New privileges added for ACCOUNT and RETAIL profiles.

Chargeable items now include a “Protected Rate” property, preventing rate changes on bookings without additional privileges. Two new privileges have been added: “Charge Line Protected Rate – Account” for ACCOUNT client profiles, and “Charge Line Protected Rate – Retail” for RETAIL. Users without the necessary privilege can still change the quantity of the item without affecting the protected rate.

Users can now renew multiple bookings at once.

Added the ability for users to bulk renew quotes for multiple bookings. This can be done using the existing rate card (effective on the renewal date), resetting to the default rate card, or selecting any other available rate card.

When a user selects a rate card, the new quote rule will default to use that rate card.

When the user selects a rate card and subsequently sets up a new quote rule from it, it will default to use that rate card for the rule.

The property "Invoice No. Offset" has been renamed to "Starting Invoice No."

The “Invoice No. Offset” property has been renamed to “Starting Invoice No.” to make the setting clearer as to what it controls.

If creating a Quote Rule, the Chargeable Item fields will show the Item Reference and Description.

When setting up a Quote Rule, the Chargeable Item fields will now display the Item Reference as well as the Item Description.

Search for Chargeable Item when adding Non-Rate Card Item.

Users are now able to type to search for a Chargeable Item when using the ‘Add Non-Rate Card Item’ action during the Quote Rule setup as well as using the dropdown menu.

Users can now select Rate Card items without rates and set up the rate for a booking.

Users are now able to select Rate Card items that have no rates on the Rate Card, and then subsequently set up the rate against a booking.

Nominal Codes screen now shows Item Reference and Description, ordered by Item Reference.

On the Nominal Codes screen, the Item Reference is now displayed on the screen as well as the Item Description. The list is also now ordered by the Item Reference.

Certain users can now decide if something is 'posted' or 'unposted'.

The ‘Mark as Posted’ and ‘Mark as Unposted’ processes can now be restricted to User Role privileges if desired.

The Accounting tab has been split into Invoicing and Posting for more accurate settings.

The Accounting tab within the Organisation and Site screens have now been split into two sub-categories of Invoicing and Posting to group the settings more accurately.

Users can now see which Day sheet a Transaction is allocated to.

Users will now be able to see which Day sheet a Transaction is allocated to, either within the details of an individual transaction or when looking at the full Transactions list.

The Quantity column header now shows as 'Quantity' with a tooltip for small screens.

On the Charges screen of a booking, the Quantity column now has the full column header showing as ‘Quantity’ to the user rather than the header always being truncated. If the user is using a small resolution screen a tooltip will be available for them to hover over the column header.

Results in Prohire limited to 2000 records. Prompt to use filtering for more rows.

When searching through tables within the Prohire Platform, the results will now be limited to 2000 records and a message will appear to alert the user that more rows are available, but filtering should be used.

Rate Card searching performance has been improved for new rate cards or newly migrated systems.

Improved performance of Rate Card searching by adding additional indexes and enhancements made to the search patterns used. This will only affect newly created rate cards or newly migrated systems.

Improved system for efficient synchronisation, reducing start-up time and ensuring better performance.

Improved the system to synchronise changes more efficiently, reducing the start-up time for the Prohire Platform web application and ensuring better performance and reliability.

Drill-down function didn't open specified tab when saving view.

The Drill-down functionality when saving a View was not taking the user to the specified tab when opening the record.

Update to terminology for Order Status in POL light screens

The wrong terminology was being used for the Order Status labels within the POL Light screens.

+ Add line - item button appearance

The ‘+ Add’ line-item button was still appearing to the user after the invoice had been accepted.

'Booking condition' quote rule trigger fix

The ‘Booking Condition’ quote rule trigger was showing no results on the Property dropdown.

The line-item details on the combined invoice referred to the rate information from the first individual invoice.

Consolidated Invoice line-item details were referencing rate information relating to the first component invoice.

Active status fix

Suppliers were not being given an Active status following migration from Prohire Desktop.

Account number change not updating bookings and invoices.

Changing the Account Number associated with a Client Account was not updating the associated Bookings and Invoices.

Transferring Pre-Authorised Deposits fix

Transferring Pre-Authorised Deposits from a Booking to the Client’s Funds was not capturing the payment and the user did not have the ability to capture this manually.

The system didn't link the credit notes to the vehicle registration when the bill was accepted.

System generated Credit Notes were not linked to the Vehicle Registration when the bill was accepted

Invoice 'Details' sidebar not showing.

The ‘Details’ sidebar of an invoice was not showing any information upon opening it initially.

Reduced sidebar header due to content overflow requiring scrollbar fix

The height of the ‘Details’ sidebar header was reduced when the content on the sidebar overflowed and required a scrollbar.

'Select All' checkboxes fix

The ‘Select All’ checkboxes were different sizes and misaligned on the Interim Bills screen.

Users not prompted to batch Accept bills.

When selecting multiple clients on the Interim Bills screen, the user was not being presented with the batch process to Accept bills.

Frog diagram fix

The user was unable to upload a custom frog diagram as they were presented with an error message after uploading the image.

Ad-hoc charge option fix

Adding an Ad-hoc charge at the end of the hire against the final bill was causing the value to be split across two items when using the Sum of Bills criteria.

Abort quote rule option fix

Setting up an abort quote rule based off the Customer Age was not firing when the conditions were met.

Chargeable items selection issue without initial rate card.

Users were not able to select Chargeable Items that depend on a rate card when the rate card was not selected at the initial rule creation setup.

Using 'back' button on rate card causes navigation issue.

If a user used the browser ‘back’ button when viewing a rate card, it could cause the Prohire Platform navigation tree to display in a way that was not user-friendly.

Sender email address missing causing failed invoice submission message.

The user was not made aware that the Sender Email Address against the Organisation/Department had not been filled in when attempting to send an invoice. This would cause the email to fail to send, but the user was being presented with a ‘Email Submitted’ message.

Bills created from non-existent quotes issue fix

Fix for bills that were created using a quote that no longer exists, which prevented users from being able to credit them.

Fixed issue with day sheets not recording transactions.

Fixed an issue where automatically generated day sheets were not being recorded against transactions and transaction allocations, causing payments to not appear in the available list for posting to accounts.

Migrated bookings fix

Fixed an issue where migrated bookings with RENTCINS invoices resulted in both RENT and RENTCINS charge lines. Now, RENTCINS items are generated from previous invoices and RENT items from future bills, preventing incorrect charges on the final bill.

'Outside of Operating Hours' quote rule trigger fix

The ‘Outside of Operating Hours’ quote rule triggers were not functioning correctly and causing the rule not to take effect.

Final bill fix

The final bill was being incorrectly calculated when the user amended the ‘Advance Acceptance Days’ setting within the billing criteria.

Refresh Quote added to Charges screen for recalculating based on rate card.

A new Refresh Quote process has been added to the Charges screen within a booking. This will allow users to recalculate the quote based on the existing rate card.

Sort columns added to linked entity tables in the Prohire Platform.

We have added the ability to sort columns within linked entity tables throughout the Prohire Platform (ie. when viewing all invoices against a client).

Booking Totals moved up for better visibility on small screens.

When using a low resolution or smaller screen, the Booking Totals group will now appear above the Charges and can be expanded by the user. This will help to improve visibility of both the Charges and Booking Totals for the user.

Yes/No options on Primary Filters show as blank when selected.

If a user selected the available Yes/No options on Primary Filters, it was showing blank on the filter itself rather than showing the value selected.

Rate field issue fixed

When the user selected the Rate field when amending a charge item, the totals were recalculating and rounding up/down even if the user did not make a change.

Hyperlinks from Details tab on invoice not displaying correctly until screen is refreshed.

When accessing the available hyperlinks from the Details tab on an invoice, the page was dimmed and would not show correctly until the user refreshed their screen.

Day sheet screen confusing terms: "Transactions", "Transactions Allocations."

The Day sheet screen was still making user of the terms “Transactions” and “Transactions Allocations” which was causing confusion for users.

The Charges screen did not require the 'Adjustment Value' field when making a rental adjustment.

Applying a rental adjustment on the Charges screen was not enforcing the ‘Adjustment Value’ field as a mandatory field.

Automatic adjustments to available balance

Previously, when a pre-authorised transaction was cancelled (ie. due to a rejected Proweb booking), the Available balance would not be adjusted, this will now automatically adjust to £0.00 for cancelled payments.

Contract Hire Billing now available for all bookings

The Contract Hire billing schedule has now been made available for all bookings. Historically this was only available if the booking starts in the future.

Update to date fields

Users are now able to enter date fields in two-character format (DD/MM/YY) as well as the four-character format (DD/MM/YYYY).

System retrieval error message now more user-friendly.

The message displayed to users when the system fails to retrieve records has been made to be more user friendly.

Main sidebar brought to top layer to avoid lack of visibility

Previously the main sidebar could be hidden behind pop-out fields, this has now been brought up to the top layer to prevent this from happening.

Auto-apply account to non-posted invoices.

When an Account has been assigned to a client, all non-posted invoices will have the Account Number applied automatically.

Sorting now available in Booking Name.

You now can sort the Name column within Booking screen on the Prohire Platform.

Improved search for Chargeable Items.

Chargeable Item lists are now preloaded to improve searchability. The Chargeable Items are now also ordered by their Description as opposed to the Item Reference.

Automatic reload for instant invoice visibility.

When a user credits an invoice in POL Light a manual refresh was required before the user could see it. Now when the user credits in invoice in POL Light the screen will reload to enable the user to see it instantly.

Manually label invoices as posted/ not posted

Users now can mark invoices as Posted/Not Posted manually. This can be completed on individual invoices, or multiple invoices at once.

Prohire Platform now has improved table grids.

The table grids on the Prohire Platform now allow the user to increase or condense the row height, as well as apply grid lines to make it easier to work with large datasets.

Contrast increase on table grid rows

The contrast between the rows on the table grids has been increased to help differentiate between rows on the Prohire Platform.

Users can now change the invoice date of an un-posted invoice within the invoice period start date and a month from now.

We have now added the ability for the user to adjust the invoice date of an un-posted invoice, providing it is no earlier than the invoice period start date and no later than a month in the future from now.

'Select All' option for quicker invoice export.

When completing the invoice export process, the user historically would need to scroll to the bottom to load all records before they can post all items. Now the ‘Select All’ option will allow them to post without the need to scroll to the bottom of the grid.

Assigning an Account to a client with live bookings updates them to account bookings.

When a client who has live bookings is assigned an Account, the live bookings will be updated and considered account bookings.

Email addresses can now be saved without pressing Enter/Return. Multiple recipients can be added using commas, semicolons, spacebar or enter keys.

Users are no longer required to press Enter/Return after entering an email address for it to save when emailing. Users are also able to use commas, semicolons, spacebar or enter keys to separate email addresses when the document needs to be sent to more than one recipient.

Sidebar menu updated with curved edges.

The main sidebar menu has been updated to use curved edges.

Day sheet screen sorting updated to show latest day sheet at the top.

We have updated the sorting of the day sheet screen so that the most recent day sheet is at the top.

Updates to ‘Pro-Rota Daily Rate’ toggle

The ‘Pro-Rota Daily Rate’ toggle is now ticked by default when entering a monthly/weekly rate against a booking.

Deposit Due Balance issue fix

The Deposit Due Balance was not updating in the booking if the users cleared the Required Deposit field entirely within the Details tab.

Invoice balance issue fix

Upon acceptance, the bill was recalculating the gross figure incorrectly causing the invoice balance to be set to -£0.01.

Issues with insurance excess changes with active bookings

When a booking was active/on hire, the user was able to amend the insurance excess.

Decimal places fixed in '‘No. of Litres’ field'

The ‘No. of Litres’ field was not allowing users to enter decimal places when adding Fuel to a quote.

Duplicate item references caused issues assigning nominal codes during posting setup.

Users were able to create charge items with an item reference that already exists on the system which was causing issues when assigning different nominal codes during the posting setup.

The process title referenced creating a Credit Note, but that was not possible.

The create invoice process had a title referencing the creation of a Credit Note, but this was not possible via the process.

'No Records' message shown during table loading, even if data was available is now fixed.

The ‘No Records’ message was being shown while a table was loading the information which was misleading if the table had data that was not yet loaded.

Users with POL- Light green having issues viewing 'Refunds' tab

The ‘Refunds’ tab was not visible to users within the POL-Light screen for Credit Notes.

Site migration error

Site migration would error if there was an instance of a rate card with a blank string.

Migrated bookings failed due to wrong code usage.

Some migrated bookings were failing to produce the full billing schedule due to the wrong ID being used.

Vehicle creation failed due to invalid fuel type format for hybrid vehicle.

Attempting to create a new vehicle failed due to invalid fuel type format when adding a hybrid vehicle.

Option to email component invoices on the Consolidated Invoice fix

Users were provided with the option to email component invoices, but this should only be provided as an option on the Consolidated Invoice.

Deleted credit note issue fix

If a user deleted a credit note for an invoice and they needed to recreate it, that process was no longer available to the user for that invoice.

Invoices can now only be posted if they are on a completed day sheet, not a draft day sheet.

Invoices on a draft day sheet were able to be posted, this has now been changed to invoices that are on a completed day sheet.

The audit record showed incomplete data when a user made a credit note against an invoice.

When a user created a credit note against an invoice, the audit record showed incomplete data.

Item Reference field.

During the Group creation process, the user was able to use special characters within the Item Reference field.

Migrator merged similar items, fixed with underscore.

When there were multiple charge items in Desktop with an Item Reference that only difference by a space (ie. Call Out and Callout), the migrator was stripping out the space causing the two items to be merged into one. The space will now be replaced with an underscore.

Updates to chargeable items

Users were able to create chargeable items with an item reference that already existed on their system.

Duplicates in bookings caused a process error when users tried to remove them.

Bookings that contained a duplicate charge item were presenting the user with a process error when they tried to remove the duplicate.

Updates to Views page

The Views page was not allowing the user to scroll down through the created views unless they first refresh the page.

Filters not applied to billing or invoices tabs for "Due Bills" and "Component Invoices" live lookups of consolidation clients.

Clicking on the “Due Bills” and “Component Invoices” live lookups against consolidation clients was not applying the filters to the billing or invoices tabs.

Issues with filters updating fixed

In some instances when the user swapped between Views either via the menu bar or the view dropdown list within a table, the filters were not being updated to reflect the saved filters.

Scroll position issues

The scroll position was not maintained on the grid causing the table rows to bounce up and down when scrolled.

Improved invoice creation for bookings without vehicle association.

An invoice could be created on a booking without a vehicle being associated against it. A change has been added to check for an overlapping allocation/charge period and assign the registration as required.

Hire Company name issues

The Hire Company name was extending beyond the boundary, causing it to overlap the header.

Selected bills count not being reset after accepting interim bills.

After accepting multiple interim bills, the number/count of selected bills was not being reset and was including bills that had previously been selected.

Rebuilding day sheets error

When attempting to rebuild a day sheet, new transactions are not being added to it.

Batch accept process not presented if interim bill list not expanded.

Batch accept process was not being presented to the user if the clients interim bill list was not expanded on the page.

Users can 'BCC' an email to receive all invoices sent.

Against the Organisation, users can now define a ‘BCC’ recipient which can be used when you send emails from Prohire. By entering an email against the ‘Invoice BCC Email Addresses’ setting, this email will receive a copy of all invoices that are emailed from Prohire.

The 'Group' tab now uses a 3-column layout to display all main information.

The ‘Group’ tab has been redesigned to use a 3-column layout which displays all main information, rather than the information being spread across multiple tabs.

Traffic light component added to highlight an emails status

A new traffic light component has been added to the Email log screen to indicate the send status of the email. Green will indicate that the email has been delivered successfully to all recipients, Amber suggests that there has been an issue sending to one or more recipients, Red will indicate that an email has failed to be sent to the recipient(s).

New filter added to search Traffic Light Component on Email Log for post-release emails.

A new filter option has been included allowing users to search by the new Traffic Light Component on the Email Log. Only emails sent after this release will have the information required to filter emails by this option.

Email Log will now show Sendgrid error message and status for failed emails. Find it on the History tab.

Within the Email Log, we will now display the error message and error status that is received from Sendgrid for any failures. This can be found on the History tab when viewing an email that has failed to send.

Users will be notified when an email has failed to send

When an email has failed to send, an email containing the error messages from Sendgrid will be issued to the sender email address to make them aware of any issues with recipients receiving emails.

Users can search for new values in drop-down lists without having to remove the existing selection first.

Drop-down lists previously required the user to remove the existing selection before they can search for new values. Now the user can select the drop-down list and begin searching for the new value without the need to remove the existing value first.

New Organisation Tile added to create edits

The ellipsis option has been removed against the Organisation as users were clicking this to edit the Organisation details, but the option was not there. Now the user can click the Organisation tile and make edits from there.

Billing tabs now load with "Upcoming" filter, up to 1 month in advance.

The billing tabs will now load with a default filter called “Upcoming”, which only includes bills up to 1 month in advance, to avoid large datasets being loaded.

Billing tab now allows selecting any past date in 'Apply Criteria' field.

The ‘Apply Criteria’ date within the Billing tab previously restricted the user selecting a date more than one day in the past, this has now been removed and the date can be set as far back in the past as required.

Zero rated bills excluded from check-in limit.

The ‘Maximum No of Bills Accepted on Check In’ setting will now only apply when bills have a positive value, zero rated bills will now be excluded from this setting.

To improve email delivery, batch size limited to 100 attachments per email.

To improve email delivery, email attachment batch size has been limited to 100 attachments in a single email, if there are more than 100 attachments selected then multiple emails will be sent to the client in the relevant batches automatically.

"Custom Billing” label has now been relabelled to “Client Billing”

The “Custom Billing” label has now been relabelled to “Client Billing” to make it clearer to the user that a client billing schedule has been set up.

Users can now add up to 999 items to a quote, instead of the previous limit of 99.

When adding an ad-hoc item to a quote the user was restricted to entering a maximum no. of items of 99 for the chosen item. This has now been extended to allow up to 999 maximum no. of items.

Consolidated Invoice fix

When exporting the Consolidated Invoices export to CSV credit notes were being shown as positive values.

Email Log screen updated

Users were unable to search by the ‘Email To’ address within the Email Log screen. This will only affect newly emailed invoices sent after this release.

Client billing tab fix

The Client billing tab was showing both the ‘Set Criteria’ and ‘Change Criteria’ buttons at the same time.

User creating sundry invoices fix

When creating Sundry invoices, the user was not able to specify the department as part of the creation process. It could only be done once the invoice had been created.

Traffic light within Email Log screen fix

Incorrect traffic light value was appearing for emails that had bounced within the Email Log screen

Users using capital letters in an email address, not being able to add it or send invoices by email.

Email addresses containing uppercase characters fail validation when adding as a contact method or when attempting to email invoices

The value of refund transactions fixed

Refund transactions were appearing as positive values within the export file as opposed to negative values.

Due Bills and Component Invoice fix

Within the Consolidated Invoice view, the Due Bills and Component Invoice counts were showing as ‘0’ when there were some available.

Rate Card error fix

When a user copied a rate card, it also created copies of client specific quotes that were not linked to a rate card (grace day rules).

Sundry invoices in Sage fix

When posting to Sage Intacct, Sundry invoices were showing the incorrect label.

Allocation of a Department fix

The user was not able to remove the Department when it had been assigned against an operating site.

Vehicle Registration link fix from invoice list

When clicking on the Vehicle Registration link in the invoice list, it does not navigate to the correct vehicle.

Invoice with zero rated items fix

When crediting an invoice with zero rated items, a zero-value invoice was created.

Ad hoc invoicing updates

Users now have the ability to specify the department against which they want to raise an ad-hoc invoice, along with the invoice site. This department information will be used to determine the sender email address that will be used when the invoice is emailed to the customer. The sender email address for the department can be set up at two levels – at the organisational level, under Admin -> Company Structure -> Department, or at the site level, for individual departments assigned to specific sites.

Invoicing department updates

Against the organisation you can define a default invoicing department that all invoices will automatically be allocated against. This invoicing department will not override or change the site the invoice was raised against. This invoicing department will just allow you to specify a sender name and email address so any replies will automatically be directed to the relevant department.

Updates to Invoice and Transactions table

A new batch process has been added to the Invoices & Transactions tables that will allow users to export the selected invoices into CSV/ XSLX or JSON formats.

Documents downloaded in the restricted web browser view will be saved to your download folder and a link to the file will appear at the bottom of the screen for easy access.

When you download a document such as an invoice or payment receipt in the restricted web browser view, it will be automatically saved to your download folder. Additionally, a link to the file will appear in the status bar at the bottom of the screen. You can then click on this link to open the document in your default PDF viewer.

Updates to billing strategy

A new feature has been included in the “Sum Of Bills” billing strategy, called “Early Return Correction”. This feature will only be applicable if a booking is closed earlier than expected, and it may result in additional charges being added to the final bill. These charges will be used to display the difference between what has already been invoiced and what would have been invoiced if the current rate was used for all previous invoices. The adjustment charges are calculated on a per-item basis.

New fields added to Interim Bill Screen

On the list Interim Bills screen several new fields have been added, these new fields are:

• • Against an individual bill a separate rental total amount is now shown
  • The booking charge group is replacing the previously shown status column of the bill.
  • A new net total amount is now shown against the client to indicate the total value of the unaccepted bills.

Updates to Invoice Data field

The Invoice Date field on the Interim Bills screen now has a clickable link that displays a detailed breakdown of the bill items. You can’t edit anything from this window, so you’ll still need to go to the booking screen to make any changes.

Email Log now shows newest emails first.

All emails on the Email Log screen will now be displayed in descending order based on the dispatched date. This date indicates when the email was sent to the server for delivery to the recipient.

Email Log screen now shows all attachments included in an email.

Viewing the history of an email via the Email Log screen will now provide users with a list of all the attachments that were included in the email.

Updated email process

Clicking “Select All” on the Invoice list allows a new Email process. You can batch email all invoices, even those not on the list. Initially, only a few results show, but as you scroll down, more load. The new email process lets you email invoices not currently shown.

Updates to Vehicle Reference Field

The reference field on the Vehicle -> Category screen will open the edit screen now when clicked.

When cancelling a booking, click the "Finalise Cancellation" button in the top right corner.

When a booking is being cancelled, you will see a new “Finalise Cancellation” button in the top right corner. This makes it easy for you to cancel the booking once you have made any necessary adjustments to the charges or taken any payments, without having to leave the screen and come back.

Users can now find and choose items for quotes faster and easier with a drop-down list or search box.

Users can now search and select ad hoc items for quotes using a drop-down list or a search box. This makes the process faster and more user-friendly.

The label 'Resource' has been replaced with 'Vehicle'.

The use of the label ‘Resource’ has now been replaced with ‘Vehicle’ instead.

Added Category column

In the Classifications table, a new Category column has been added to indicate the category it belongs to.

You can move triggers on the screen by dragging and dropping them. It's easy to do, and it works for quote rules.

Triggers in quote rules can now be easily dragged and dropped within the screen.

New Reset button available for bookings with specific billing schedules to revert back to client's schedule or profile.

If a booking has a specific billing schedule configured, a Reset button is now available. This will allow users to revert the booking to either the client’s specific schedule or the client profile.

Shift- select functionality added to tables

Shift-select functionality has been added to all tables. Users can select a batch of records by holding down the “Shift” key.

End datetime auto-populated based on selected duration.

When specifying a date range, the end datetime is automatically populated based on the number of days, weeks or months selected.

When users change a Tax Rate, the period field is empty in edit mode.

When editing a Tax Rate within the Tax Configuration screen, the period field is empty in edit mode.

Automation of email address when emailing invoices to account customers

Emailing an invoice for an account customer will always include the contact email address as the recipient.

Payments through Companion Payment Job fix

Paying off an invoice using the Companion Payment Job does not allocate the payment to the invoice after recording it against the booking.

Vehicle Registration missing when completing vehicle changeover fix

Completing a vehicle changeover via the changeover Companion job does not display the registration number of the vehicle in Prohire Platform.

Negative delay offsets in migrated billing schedules cause billing to fail, preventing users from accepting bills.

Where migrated billing schedules have been set to have a negative delay offset, this causes billing to fail, preventing users from being able to accept the bills.

Multiple vehicles may cause invoices to not show the latest vehicle used.

When multiple vehicles have been used in a billing period any component invoices generated are not showing the most recent vehicle.

Migrated Sundry Invoices can be approved, but they do not receive an invoice number

Migrated Sundry Invoices allow users to approve them, but no invoice number is being allocated to it.

The list of 'Closed' locations is still visible in the UI, even though they are not available.

Locations that have been marked as ‘Closed’, still showing up as an option within the UI.

Chargeable items maximum number increased

Maximum number of chargeable items has been increased to 9999.

Error occurring when applying to monthly tariffs

If a booking is made for less than a month and no daily rate is specified in the rate card, an error occurs when trying to apply monthly tariffs. In this case, users will be prompted with a “Change Band” dialog box, which will allow them to enter monthly and extra day rates.

Deleting and recreating a user with the same username fix

Deleting and then recreating the user with the same username is not recreating the user in the Prohire Online user list.

The rule for Partial Payment calculates an amount before any percentage discounts are applied to the charge items.

Partial Payment rule is calculating an amount before any percentage discounts are applied to the charge items.

Booking Migrator fix

Booking migrator is not setting the previous Resource value for booking’s that have had vehicle changeovers. This causes problems when excess mileage, fuel etc is applied at the end of a hire, it appears as a Secondary Quote

SendGrid fix

Prevent duplicate recipient email addresses from being submitted to SendGrid, which is not permitted.

Wrong currency shown in 'Balance Due' field

‘Balance Due’ field is showing Dollar currency rather than Pound symbol for migrated bookings with no payments.

Export Button removed from audit history

Removed Export button from users’ audit history which wasn’t connected to anything.

Creating a new view, scrolling fix

When saving a new View, if a user clicks on “+Filter” under search widget option, a list of fields is shown that’s not scrollable, and it disappears off the bottom of the screen.

Large data causing lagging fix

Tables populated by linked entity data are very slow to load if they consist of large amounts of data. For example, the billing tab within the client screen shows bills from all bookings created for this client which causes slow response issues.

Headers on Interim Bill screen fix

Headers not fixed when a user scrolls down the sub items on the Interim Bill list screen.

Emailed Date Filter Header changed

Setting invoice Emailed Date filter to “is empty/ is not empty” did not work first time, so replaced with new value “Not Emailed”.

Overlapping fields fix

Long customer order reference values overlap the other fields within to users in a table.

Users have ability to tab between fields

Data range components did not allow users to tab between fields.

'Import Client' feature

The ‘Import Client’ feature within the client list screen will now allow users to import clients directly into Prohire Platform.

'Import Vehicle' feature

The ‘Import Vehicle’ feature found on the vehicle list screen will now import vehicles directly into Prohire Platform. This feature will allow users to download the csv template that can be used to import vehicles.

Filter added to Allocation Chart

A new filter has been added to the Allocation Chart to allow users to filter vehicles based on “Cross Hire” status. The filter will allow users to select either Include, Exclude or Only, by default it will always include Cross Hire vehicles on the Allocation Chart.

Update to viewing Allocation Chart

Viewing vehicle attributes via the Allocation Chart is now scrollable for users who have many attributes setup.

Locking of a booking shown

When a booking has been locked, the booking list will now show the reason it has been locked.

Specific reports will be generated for weekly or monthly rates with extra day rates included

When a booking is made using a weekly or monthly rate and includes an extra day rate, these rates will now be sent separately to Firebird. This will enable specific reports to be generated, utilising this information.

Change in the visibility of draft day sheets

Day Sheets older than 14 days incomplete will no longer disappear from the list. Now, the draft Day Sheets will always be visible to users.

Registration numbers recorded when 'Add vehicle' is enabled

When a new vehicle is added to the system and auditing is enabled for the “Add Vehicle” button, the registration number will be recorded as part of the audit information.

Update to Daily Diary screen to highlight the reason a booking has been locked

The Daily Diary screen will now display a “Lock Reason” column indicating why the booking was locked.

When using POL-Light to download a PDF, the file will be saved automatically in"Downloads" folder

When you download a PDF in POL-Light, the file will be saved automatically in the “Downloads” folder. Once the download is complete, a link to the file will appear in the status bar. You can open the file by clicking on this link, which will open it in your default PDF reader.

Updating a vehicle group using the Vehicle Updater feature will not affect any associated bookings

When using the Vehicle Updater feature, you can update the vehicle group without affecting any bookings associated with the vehicle group. As a result, the group will still be associated with the old group.

Allocation Chart terminology fix

Label on Allocation Chart is referring to “Categories”, but should be “Classification” to reflect change in terminology caused by Prohire Platform.

Invoice redirection fix

View Invoice button on Vehicle Details => Transactions screen was not directing users to the correct invoice in Prohire Platform.

Mileage not updating on vehicle changeover

Pre-Rental mileage not updating Prohire Platform when users undertake a vehicle changeover.

Spaces removed in Invoices causing failure

Invoices assigned to vehicle registration numbers are being sent down to Firebird with spaces removed resulting in report links between vehicle and invoice fails.

Assigning clients once marked 'Exclude from Utilisation'

Clients that are marked as “Exclude from Utilisation” fail to initially assign the client due to the booking note’s prompt appearing. Once the booking has been confirmed, the client is being assigned in Prohire Platform.

Task Daily Diary not visible when clicked

Task Daily Diary not appearing when button is pressed by user.

Allocation of payments

Prevent payment assignment records being synchronised down to Firebird with an empty string for unallocated payments.

Booking synchronisation issue

Intermittently unconfirming a booking is not sync’ing up the client with Prohire Platform

Vehicle changeover fix

Error message appears when user searches for a postcode on the vehicle changeover screen.

Importing clients from Sage

Attempting to import clients from Sage fails during the import process, this was due to a missing field within the client details.

Cancellation of Rental Agreements on Allocation Chart

When bookings with rental agreement numbers are cancelled, the chargeable period of the booking is not being reset to a zero length so they are still appearing on the allocation chart.

Automatically mark zero- value invoices in Sage Posting setup

A new setting was added to the Sage Posting setup to automatically mark zero-value invoices as posted without posting invoices to Sage.

Time and date stamps added to 'Day sheet'

Additional datetime fields have been added to the ‘Day Sheet’ to show the last time it was rebuilt and when it was ‘Completed’. This screen will now indicate the date when the day sheet was initially created, when it was last rebuilt and then finally when it was completed.

Expanding Client Account records with contact information

Ability to populate the client account record in Prohire Platform with the contact phone and fax numbers.

Ability to upload vehicle documents to Vehicle Maintenance

Users can now upload documents to a vehicle while on the Vehicle Maintenance screen.

When adding a new vehicle, the group field displays both the group code and description.

When a user is looking to add a new vehicle, the group field will show the user both the group code and group description.

Added a "Cross Hire" field on the vehicle screen for users to specify when adding vehicles

The new vehicle screen now includes a “Cross Hire” field, this allows users to specify this parameter when the vehicle is added to fleet.

Booking date and time fields reset to original values when tabbed through quickly

When users quickly tab through and change booking date/ time fields the system is not remembering these changes and they were being reset back to their original values.

Removing buttons

User can remove buttons by selecting “Customise” option after right-clicking main menu.

If a payment or deposit exists in desktop due to a printed rental agreement, it will not be included on the newly generated day sheet report.

If a payment or deposit already exists in desktop, because a rental agreement was printed then when a day sheet was generated that payment/ deposit did not get included on the newly generated day sheet report.

Client account updates

When a new account is created on the Prohire Platform, the client contact address is not being sent to the client account.

Access violation message fix

Bookings created when a user’s time zone is not UK, was creating an access violation error message.

Client details fix

Users with the no consolidated invoice view would occur an error when viewing details of a client.

Day sheet and refunds fix

Previously, when payments were day sheeted and then refunded, the original payment was being overwritten by the refund payment’s day sheet number when a new day sheet was generated.

Consolidated invoicing toolbar fix

Clicking the Consolidated Invoicing toolbar button does not redirect users to the created Consolidated Invoice view on the Prohire Platform.

Custom rate card not updating booking screen promptly.

Rate name field is not immediately updating booking screen when a client with a custom rate card is assigned to a booking.

Default email template fix

Users not able to set a default email template for booking confirmation within System Setup

Filtering issue fix

Site filter on Day sheet screen is not filtering table view according to site selected from filter.

Report buttons on Day sheets renamed

Updated and Renamed Day Sheet report buttons with retitle corresponding reports to match.

Sage: Posting issue fix

Non-Zero invoices are being marked as posted but system is not actually posting the invoices across to Sage.

Amending time and date issue when returning a booking

When a booking is returned and a user changes the Return Date or Time, the system is reverting these dates to the original values.

Changing a file name fix

Changing the file name when downloading a file causes file extension to be lost.

POL- Light redirection issue

The shortcuts within desktop are not directing the users to the intended screen in POL-Light.

Field issue within booking screen

‘Miles’ to ‘Date’ field is showing up behind the ‘Expected Mileage’ field within booking screen.

Component invoices and credit notes fix

After consolidating, the component invoices and credit notes are not being synchronised down to the desktop, resulting in incorrect desktop reporting.

Report error

‘Total Days’ field on Booking Confirmation email is showing up as zero on emailed report.

Ability to specify starting a rental agreement number

When creating a new site in Prohire Platform, users are not provided with the option to specify a starting rental agreement number.

Screen refresh effecting time stamps

When the screen refreshes, the pickup and return time automatically reverts to the original charge from/to time.

Rate card naming fix

When using a rate card with a long name, the name gets cut off in the rate display.

Booking list search fix

Required Rate no longer works within the Booking List search.

Alert of error during vehicle transfer booking

Error appears when user attempts to open a Vehicle Transfer booking

Wording error found in Vehicle Details Transaction tab

The text on Vehicle Details ‘ Transactions tab appears to describe Day Sheet transactions instead of invoices.

Redirection fix

When creating a purchase invoice or credit note from the Vehicle Details screen, users are not directed to the Line Items tab in POL-Light.

Rival Insurance tab fix

The tab for ‘Rival Insurance’ shows up on the ‘Vehicle Details’ screen even when the feature is turned off.

Prohire Platform displays the wrong Pickup and Return sites when booking for a different site.

When creating a booking for a different site, the Pickup and Return sites in Prohire Platform display the user’s logged-in site instead of the specified sites.

The Prohire Platform will be integrated with the desktop to carry out all financial activities.

The Prohire Platform will be integrated with the desktop to carry out all financial activities such as payments, billing, invoicing, and editing of charges against bookings. The Prohire Platform will also be used to manage rate cards and quote rules.

New refresh icons and tabs added to help navigate main menu

Refresh Icons and tabs used across the main menu of the application.

Create day sheets as drafts to review payments and invoices before finalising

Now you can create day sheets as drafts, which will allow you to review payments and invoices before finalising the day sheet. You can add more payments and invoices by generating a new day sheet. Until the day sheet is completed, the payments and invoices will not be available for posting into the account’s package.

The sidebar has been rearranged in alphabetical order to make navigation easier.

Re-organisation of sidebar within System Setup so it appears in alphabetical order.

Company specific password requirements

Rental companies now have the ability to specify a stricter password policy that users must adhere to when creating passwords. The administrator role can also be configured to contain a different password policy to regular users. This feature is only available for customers using Prohire Desktop version 4.14.2.10.

Live booking updates (Tariff Changes)

With this new feature enabled, the tariff details screen will display a new tick box called ‘Update Active Bookings’. When enabled,  any changes made to the tariff will be pushed down to bookings using this tariff when a user saves their changes. This tariff update will apply to any bookings with a status of Booking or On Hire. The system will update the rate of the booking in the charge details screen and regenerate any unaccepted bills using the new booking rate. If any rate has been overridden within the booking, they will still apply.

Date formatting improvements

Previously, the vehicle importer required dates in the csv file to be in the format yyyy-mm-ddThh:mm:ss. Now, date fields being updated can either be in the previous format or in the format yyyy-mm-dd hh:mm.

Amend due date on tasks

Allow users to amend the Due Date of a task after it has been created.

New email servers

Client applications will make use of the new email server that’s been created.

Increased timeout time on dialog box for reports

Configurable setting to increase the timeout of the dialog box when running reports. The dialog boxes that are currently shown have a 1-minute timeout; this can be increased by a member of support if required.

New timing for authentication

Once a user has logged into Prohire, it will not ask that user again for their password (if a audit has been setup) for a maximum of 30 minutes. Any existing audit points that have been setup will automatically record the details of the logged in user. Prior to update the system would request re-authentication every time a user goes into a new booking, with this update this will not happen until 30 minutes has elapsed.

New mileage conversion

When system setting “Allow conversion” is disabled and vehicle takes in readings in kilometres the distance to date field will be calculated incorrectly as it will still attempt to convert odometer reading from miles.

Consolidated Invoice merge "0" value fix

When similar nominal codes are merged as part of posting a Consolidated Invoice, the net value of this merge item is 0, however the item’s VAT amount is correct. This issue occurs when the Merge Item setting is enabled and posting to Sage v28.

Consolidated Invoice containing invoice and credit notes fix

Consolidated Invoice containing invoice and credit note posts the credit note portion incorrectly into Sage v28. The net value of the credit note appears as a negative value.

Invoice posting sequence fix

Starting invoice number range is being updated when invoices are being posted into Sage v28. Due to a change in this new version of Sage posting invoices is setting this number to be the next in the sequence after posting.

Updating imported clients from Sage fix

When importing account clients from Sage any matches it finds within Prohire would be updated with the information that exists in Sage. This update will now only create accounts not currently in Prohire unless you are also updating the credit limit & balances. This ability can be disabled if required.

New special charge items created for Delivery & Collection per mile charging

Two new charge items have been created, Delivery & Collection per Mile. These are special items that allow customers to be charged based on mileage to delivery & collect vehicle. On the Charge Details screen the “No. of Units” field is used to record mileage travelled.

Additional driver specified at the Client level can also be configured as Booking Contacts

Additional drivers that have been specified at the client level can also be specified as Booking Contacts. If the additional driver has not been specified as a Booking Contact, the booking screen will provide users with the ability via the Additional Drivers tab.

Additional Information tab on Invoice screen has button allowing user to go straight to Email log for that invoice

Additional Information tab on Invoice screen has button allowing user to go straight to Email log for that invoice

Last hired From date recorded against client so it can be used for client search when creating a booking

The Last Hired From Date will be recorded when a client’s booking is checked out. This information is visible on the main client search screen and when users search for a client as part of creating a booking. This information is also used as part of the sort order when it brings up the list of clients matching the name entered.

Admin users have ability to edit the Invoice Date of a finalised Invoice

This admin function, once enabled on system, will allow authorised users to amend the invoice date of a finalised invoice. If the invoice has been printed, emailed or posted the Edit Invoice button will be disabled but at any other point the invoice date can be changed.
Setting will need to be enabled by Prohire helpdesk

A supplier can create a public note that will be sync back to the Broker for bookings that they have created

For bookings that have been supplied by a Broker, users will now have the ability to create a public note. This is a note that will sync back to the Broker. Users will still have the option to create a private note

New Postcode provider implemented

Prohire will now use a different postcode provider when searching for addresses within system

A supplier can create a public note that will be sync back to the Broker for bookings that they have created

For bookings that have been supplied by a Broker, users will now have the ability to create a public note. This is a note that will sync back to the Broker. Users will still have the option to create a private note

Apply a rental discount to a booking can now be secured behind an audit point

Once enabled this feature will allow administrators to restrict who can apply discounts or overwrite the gross total of a booking. These fields are now restricted behind a button on the charges screen that users have to enter to allow editing of Gross Total and Rental Discount fields

Apply a rental discount to a booking can now be secured behind an audit point

Once enabled this feature will allow administrators to restrict who can apply discounts or overwrite the gross total of a booking. These fields are now restricted behind a button on the charges screen that users have to enter to allow editing of Gross Total and Rental Discount fields

Incident booking note will sync back up to Broker if the note was created on a Broker Booking

When an incident note is created on a Broker booking by TTS360 in the Supplier’s system this information will be replicated back up to the Broker’s system for their records

Incident booking note will sync back up to Broker if the note was created on a Broker Booking

When an incident note is created on a Broker booking by TTS360 in the Supplier’s system this information will be replicated back up to the Broker’s system for their records

Last hired From date recorded against client so it can be used for client search when creating a booking

The Last Hired From Date will be recorded when a client’s booking is checked out. This information is visible on the main client search screen and when users search for a client as part of creating a booking. This information is also used as part of the sort order when it brings up the list of clients matching the name entered.

Admin users have ability to edit the Invoice Date of a finalised Invoice

This admin function, once enabled on system, will allow authorised users to amend the invoice date of a finalised invoice. If the invoice has been printed, emailed or posted the Edit Invoice button will be disabled but at any other point the invoice date can be changed.
Setting will need to be enabled by Prohire helpdesk

Apply a rental discount to a booking can now be secured behind an audit point

Once enabled this feature will allow administrators to restrict who can apply discounts or overwrite the gross total of a booking. These fields are now restricted behind a button on the charges screen that users have to enter to allow editing of Gross Total and Rental Discount fields

Support for On Request bookings sent to Suppliers from Brokers

Brokers can send On Request bookings to suppliers that can be accepted/ rejected in a similar way to Proweb bookings.

Ability for Broker bookings to be accepted & rejected

When looking for Suppliers to place bookings with, Broker’s will now be able to place On Request bookings with Suppliers. A booking will be On Request if Supplier has no availability for chosen group, the pick up & drop-off time of booking is Outside of Supplier operating hours or the booking pick-up is short notice.

Column filters added to Invoice & Interim Bill list screens

Column headings on the Invoice & Interim List screens now have filters to allow user to further filter results displayed

A default deposit amount can now be specified for a client account

A default deposit amount can be recorded against a client account that will override the deposit amounts setup against the groups.

Archived sites no longer available for selecting on Allocation Chart

Archived sites no longer available for selecting on Allocation Chart.

Optional setting added to allow Daysheet/ Receipt number to be displayed in Ex. Ref column after posting payments

A new payment posting setting has been to allow the Daysheet/ Receipt number to be displayed in the Ex. Ref field after a payment has been posted to Sage.

Date can now be entered to record when an Account's credit limit has been updated

Date can now be entered to record when an Account’s credit limit has been updated.

Login Sites appear in alphabetical order

Login sites appear in alphabetical order.

Note amendments will appear at the top of the note rather than its current position at the bottom

Amendments made to notes originally appeared at the bottom of the note this has now been reversed so any new amendments will instead appear at the top.

Invoice audit points will appear in the Booking History screen

The Booking History screen will show any audit records for invoices that are linked to it. If your Invoice screen has any audit points configured, it will no longer be necessary to look into the main audit trail as this information will also available to you via the Booking History screen.

User Defined Queries can now be scheduled to run

Within the Custom Data Export menu, users will have the ability to schedule certain User Defined Queries so they are run automatically and then emailed to somebody.

Booking Contacts can now be entered with a job role

When entering a Booking Contact user will have ability to also record the contact’s job role.

Display booking's order reference on Daily Diary screen

If a booking has been created with an order reference number this number will now be visible on the Daily Diary screen for users.

Rental Discount will now calculate correctly when applied to non-standard rental items

Currently the rental discount item will only calculate correctly against the standard RENT & RENTCINS. With this change the rental discount item will now also calculate on declared rental items.

Separate audit points available to record when On Stop was Added & Removed from client

Individual audit points are now available for placing a client On Stop and then removing a client from On Stop. This will allow an administrator to configure different roles with the Adding and Removing of On Stop from a client.

Separate audit points available to record when On Stop was Added & Removed from client

Individual audit points are now available for placing a client On Stop and then removing a client from On Stop. This will allow an administrator to configure different roles with the Adding and Removing of On Stop from a client.

Ratecard json data is compressed client side before saving

A Ratecard can get fairly large in size which will cause it to error when changes are made by the user and they save it. To overcome this problem the json data for the Ratecard will be compressed first before it’s saved back to the server.

User Defined Queries can now be scheduled to run

Within the Custom Data Export menu, users will have the ability to schedule certain User Defined Queries so they are run automatically and then emailed to somebody.

Booking Contacts can now be entered with a job role

When entering a Booking Contact user will have ability to also record the contact’s job role.

Display booking's order reference on Daily Diary screen

If a booking has been created with an order reference number this number will now be visible on the Daily Diary screen for users.

Rental Discount will now calculate correctly when applied to non-standard rental items

Currently the rental discount item will only calculate correctly against the standard RENT & RENTCINS. With this change the rental discount item will now also calculate on declared rental items.

Ability for view Supplier name from within POL Booking list screen

Broker enabled systems will be able to see the Supplier name & location bookings have been sent to within the POL Booking list screen.

Registration number linked to Sundry Invoice when created in Booking/Rental screen

When a Sundry Invoice is created within the Booking/ Rental screen it will automatically be associated with either the current or first vehicle associated with the booking.

User Defined Queries can be scheduled to run and emailed

Reports that have been added to the Custom Data Export can now be scheduled to run automatically and emailed. Only reports that do not require user input can be scheduled and emailed.

Create Sundry invoices within the maintenance job screen

Users have the ability to create a Sundry Invoice from the Maintenance Job screen.

Due Date editable after Task has been created

Once a task has been created, user will have the ability to go back and edit the Due Date if required.

Start Date & Completed Date added for Vehicle Maintenance records

When creating vehicle maintenance jobs separate Start Date & Completed Dates can be set for the job.

Account type's Category 1 field visible on the Interim Bill list

On the Interim Bill list screen the “Category 1” field will be shown for account customers that have been setup with Account Type.

Return Date can be adjusted for bookings currently On Hire

Users can now adjust the Return Date separately from the Check In date while the booking is still On Hire. This is done via a button located beneath the main Check In button and it can be restricted if required.

Setup option forcing user to enter credentials after editing a note

A new option within the Notes setup screen will force users to enter their credentials after they have edited a note or task.

Automatic cancellation of Prohire & Proweb bookings

When cancelling a booking, either created in Proweb or Prohire, the system sets the booking to a Returned status. It will add a nominated item and charge the customer the required amount. This booking can then be checked in as normal by the operator.

Tasks added to Prohire desktop

Users are now able to create tasks against Bookings, Clients & Vehicles. These tasks can be assigned to specific sites or users, they also have a status allowing users to track the progress of the task.

Contacts can be stored against clients for use in bookings

Contacts can now be added to client records and be transferred down to bookings when created. Users will still be able to add additional contacts directly to a booking if required.

Booking contacts

Facility within the booking screen to define multiple contacts that relate to this rental. You are able to add contact numbers and email addresses, these contacts can also be marked as Companion contacts so they can receive notifications when jobs are completed. This relies on Prohire online version 1.33.

Sage v28 Compatibility

This update provides compatibility with Sage v28.

Additional Worldpay properties added when sending transaction request

To improve risk checks when processing Worldpay transactions some additional properties have been included in the call. Properties added are “shopperIpAddress” and “shopperEmailAddress”

Tooltip wording improved for Omit Item Rate Card action

Improvements to the wording of the “Omit Items” action to explain what the action does and improvements to the wording of optional exclusion portion of the action. This now better describes that the rule will omit all items from the quote apart from the item you have specifically specified in the second part of the action.

Booking Payment jobs now allowed to complete on success of transaction

When a payment transaction has been successfully processed as part of Booking Payment job, the job will now complete rather than wait for user to complete it manually. Prerequisite: mobile app v1.30.

New email tag for Mileage Allowance added

A new email tag for “Mileage Allowance” has been added allowing this booking data to be included on the Booking Quote emails sent from Prohire.

Bulk deactivate tariffs via Tariff List

From the Tariff List, users will now have the ability to bulk deactivate a selection of tariffs that have been highlighted.

UI Improvements to View Notes screen

The “View Notes” screen has been updated to allow the separation of Notes & Tasks.

Information tab added to Invoice Details screen

An additional informational tab has been added to the Invoice Details screen. The new tab allows users to see when the invoice was created, when it was given an invoice number, when it was emailed and when it was posted to Accounts.

Warning when tracker is fitted to vehicle trying to be defleeted

When defleeting a vehicle the system will prompt the user to remove any fitted trackers before allowing the defleet process to continue.

UI Improvements made to notes/tasks screen

The “Notes” task screen UI has been updated to improve the look of the screen.

New On Request rate card trigger

Users can now configure rate card actions that only apply to On Request bookings. An example would be taking a partial payment when the booking type is On Request. When reversed, actions will only apply to Free Sell bookings.

UI updates to Payment Screen

The receipt number and Payee columns have been combined with Payee appearing below receipt number. The payment taken date is displayed in a separate column with payments sorted by most recent. For users managing large numbers of payments, the right-hand column is sticky and will always be visible when scrolling down.