What's New?
There is a new Credit Memo functionality in X-1 related to VOIDS. You (the user) will not see much difference when doing a void at the invoice level. Most of this is happening behind the scenes so you do not have to take any new steps when issuing a void, this stays the same. The system, though, will do something extra this time:
Along with the cancelled original invoice, the system will also generate a Credit invoice for the reversal.
It will start with the initials 'CM' (for credit memo), it will show the negative $ amount that was returned and your accounting team will see a new credit memo GL movement for the reversal created by X-1. This credit memo will be automatically processed; therefore, the user cannot make any changes to it afterwards.
Here is an example of how it will look like on your Invoice List page:
Accounts Receivable page: This will also be in effect on the A/R side when voiding A/R payments. The system will create a Void payment entry that starts with 'Void...'
Fuel Management new setting for E-ticket:
this settings page allows users to manage the integration with X-1 Cloud Connect or TCS Hub
To get to this page go to Fuel Management/Settings/E-ticket
Here, the user will also be able to edit meter readings (no longer from the previous truck's settings)
Notes for the X-1 CC integration:
To be used with the X-1 cloud connect (modem previously installed in the truck's cabin)
Cloud Connect number field will automatically feed from the X-1 database. This is the cloud connect assigned to the truck (no action needed from the user)
Validate E-Tickets: If the fuel ticket received in X-1 contains any discrepancies, the system will show a ⚠ or a ✅ if everything looks ok.
Send E-Tickets to TCS Hub: Select this option if you wish to see operations on the Hub as well.
Notes for the TCS Hub integration:
To be used with the TCS modem provided by TCS (previously installed in the trucks)
Register ID: is the designated ID retrieved from the TCS database. If a user wishes to edit this field, it must match what TCS has on record, otherwise it would cause issues with the fuel operation information gathered.
Request E-tickets from TCS Hub: By selecting this button, the system will send an email to TCS support requesting the integration to be turned on. This is to retrieve all fuel tickets from the Hub into X-1FBO (to either link or feed automatically)
Automatic operations: Select this option if you wish for all fuel tickets received in the Hub to transfer into X-1 as closed operations. This would avoid having to link from the Pending TCS Hub tab inside Fuel Management.