The release will go live on October 27th. Full details of what will be included are here:
Administration Section Creation
The Administration section has now been replicated into the new platform. This section enables users with administrative rights to manage Users, Card Pools and Data Lists. Two elements – Customer Management and Branch Profile Management have not been built into the site, as these have relocated to the Conferma Pay Setup Portal.
Communications Hub – Icons
The Communications Hub has had a new design in this release, new icons have been developed to represent the message that has been sent when a user is viewing their search results. For any failed messages, an Exclamation Mark icon will show, and for successful messages the relevant icon will show, e.g. Fax Machine, Email
Communications Hub – Search Process, Look & Feel
In the Communications Hub, when searching for a Deployment, the search fields were duplicated. The search process has now been redesigned and is more user friendly. The table format has also been enhanced so that users can clearly read the information on display.
Menu – My Account
From the Menu at the top right of the screen, users can click My Account, to make changes to the details on their account. Previously when a user changed their Password or Security Question/Answer, this was not updating successfully, this has now been fixed.
New Card – Retrieve PNR Functionality
The ability to enter and Retrieve a PNR in the Optional Details within a deployment has now been developed. The supplier and booking information captured in the PNR will pre-populate the deployment.
Flight Stats Retrieval
The functionality enabling users to retrieve and populate the Flight Details fields by entering the Flight Number, can retrieve up to 3 days in advance. We have added a note on this section to advise users who are booking further in advance that Flight Details will need to be entered manually.
Deployment View - Payment Communications
Previously, when a user had entered their Supplier Reference for an Accommodation or Generic deployment, the box to send Payment Communications was not immediately displaying, and the page needed to be refreshed. This has been resolved and will now appear immediately.
Deployment View - Payment Communications – Update Supplier Contact
In the Payment Communications box within a deployment, there is a toggle that can be switched on, to ‘Update supplier contact.’ If switched on, this will automatically update the card deployment to save the new supplier contact information. This can then be used for any future communications issued for this deployment. There was previously no explanation to users of what this toggle does, so this has been added.
Deployment View – Document upload
Within a Deployment, it is possible to upload a copy of the supplier invoice/folio which will then populate in our reporting tool SNAP. There was previously no explanation of this in the Document Upload section, this has now been added.
Air Deployments – Ancillary Linking
The functionality to link an Ancillary to a Travel Leg has now been developed.
Approval Process
If clients had an existing approval process set up, there was an error creating a card when the deployment was Approved. This has now been fixed.
Deployment View - Account Settings wording
In the More tab, there was an option to view Account Settings, this wording has been updated from ‘Account Settings’, to ‘Tolerances’ give a clearer explanation to the client.
Adding/Removing app users - Audit
Previously, the linking or removal of an App User to a Card Deployment was not displaying in the Action or Deployment History, this has now been added.
Deployment View – App User Invite Email
When linking an App User to a Card Deployment, the Conferma Pay App invite email (which displays in the App User linking process when a user has registered for the Conferma Pay App, but has not downloaded it and logged in) was not successfully sending to the user. This has now been resolved.
Rail Deployments – Time Missing in overview
For Rail Deployments, the overview once a card had been created did not display the journey arrival and departure times. These have now been added.