The second release will be on September 10th, 2020, and the following items will be included
Landing Page - Account Settings
From the Menu at the top right of the screen, users can click My Account, to make changes to their Name, Password and Security Question. Previously there was an error message displaying when a user tried to change these details. This has now been resolved.
Home Screen – Card Deployment Overview
The Home Screen displays a set of categories for viewing an overview of Card Deployments – an explanation of each category is below:
- My recently created – this shows the last 10 deployments a user has created
- My recently approved – if an approval workflow is set up, this will show the last 10 deployments an ‘Approver’ has approved
- My pending approvals – If an approval workflow is set up, this will show any card requests by Deployers that have you set up as their Approver
- My rejected requests – If an approval workflow is set up, you will see all requests from Deployers that you are an Approver for, that you have rejected
- All recent - This tab gives users a view of all deployments from users who have access to the card pool(s)
Home Screen – Card Deployment Overview
When viewing the Card Deployments on the Home screen, from the set of categories explained above, there were previously no column headers to explain the information being displayed. This has been worked on and when hovering over this section, a title will display next to the information.
There was no warning message for when a user was about to be logged out after 15 minutes of inactivity, this has now been added and the warning allows the user to click anywhere on screen to resume the session.
New Card - Bad request in New Accommodation Deployment
When creating a New Card request, some clients were receiving a ‘Bad Request’ error, this bug removed entries in the Supplier Name field, and when Supplier Name was re-entered, the error continued. This has now been resolved.
Deployment View/New Card – Document Upload
When a document was uploaded in the New Card Deployment, or the Deployment View screen, the system was renaming the file automatically after upload, this has been changed and the documents will now retain their original name.
Deployment View – Deployment Amount
Deployment amounts were displaying with just one decimal place where the value was not a whole number, e.g. showing 90.1 AUD rather than 90.10 AUD, a second decimal place has now been made visible.
Deployment View - Wording
In the Deployment View, we had used the wording ‘Deployed to’ in reference to the person who had created the Deployment. This has now been amended to ‘Deployed by’ to avoid confusion.
Deployment View – Fields missing
When viewing the details of a Deployment, the Customer Name and Customer ID fields (where captured) were not displaying in the Deployment overview. Where captured in the booking/deployment, these fields will now show.
Deployment View - Currency Display
In the Deployment View, the Deployment Amount, Tolerance Applied and Total VCN Amount were each displaying in differing formats, with not all fields displaying the Card Account Currency and the Deployment Currency. This has now been reviewed, and for all fields, the Deployment Currency will display first with the Account Currency conversion in brackets (where applicable).
Deployment View – Account Settings
The Card Provider and Card Scheme were displaying incorrectly when viewing the Card Pool details within a deployment, this has now been fixed.
Card Deployment Downloads
In the old Conferma Pay Online platform, it was possible to download a list of deployments from various sections, i.e. Deployment Search results. This functionality is no longer available on the Conferma Pay Online platform, as we have a dedicated reporting and reconciliation tool – SNAP, where list downloads are available.