CARD DEPLOYMENT SECTION
The system has been updated and for security reasons auto time out will now only occur after 15 minutes of inactivity.
Updates have been made to ensure that a previously deployed Fast Card must be fully completed prior to the user being allowed to deploy another card. This ensures consistency of data in the reporting.
New Card - Transport
When deploying a card for Transport the Supplier field will present a drop down for the user to select from.
Suppliers are now managed within the Conferma Connect database and should you wish to add one or more new Suppliers then please raise a support ticket via https://help.conferma.com and our Support team will be happy to add this to the database for you.
The Approver workflow is now fully functional; the Approver will see a list of all cards waiting to be approved in My Approvals. The status on the card reads Awaiting Approval, which once approved will change to VCN Not Available as there is no requirement for the Approver to view the full card number and therefore this increases the security of the card.
There is a new See Workflow button located below the card image on the card deployment screen, which when selected details the audit trail of the card request and approval. This includes, who requested the card and the amount, together with who approved/declined the card, with a date and time stamp for all actions.
Data Lists configured for a Dynamic Workflow now display in the Custom Data Field drop down box.
Tolerances will only be displayed on the card deployment screen where supported by the card issuer. If supported, the Tolerance section in the More tab on the card deployment screen will display the configuration settings.
The functionality to retrieve the details of a PNR for Air or Hotel and populate the card deployment screen has been completed. Note: this functionality is not automatically available as it requires GDS branch access and must be requested via https://help.conferma.com
Should a user receive an error in the card deployment process, the error message displayed is now more user friendly and provides guidance to the user on what needs to be corrected in order to proceed.
In normal circumstances, the Conferma Connect system will invoke an override to a secure email address if the supplier has registered for this form of communication. If you wish to issue the communication to a different fax/email, then the Override Preferred Routing option will allow this.
If you also want to store the different fax/email the new Update Supplier Contact will store this against the current deployment for future use.
Card deployments can be amended after the card has expired and the screen now displays a warning message advising the amendment details will NOT be updated with the card issuer.
Users are now able to search for card deployments using a variety of different options including: Deployment ID, Last 4 Digits, Supplier Reference, Supplier Name, PNR Locator, Traveller Name etc.
User Search Download
A new button labelled Export Users has been added to the User Search screen to allow the user to download a list of search results.
User Search – Snap Users
It is now possible to Include Snap Users when searching for users.
Create New User
The Memorable Word setting now requires a minimum of 8 characters instead of exactly 8 characters.
Bulk Upload New User
The Manage Users menu now details an Upload Users option, which when selected provides the option to bulk upload multiple users. A “download sample file” option is also available detailing the fields required for the bulk upload.
Card Pool Access
To assign user access to one or more card pools, scroll to the bottom of the User profile and use the Card Pool Access button. Note: If Snap access is required this must be activated in the Personal Details section prior to assigning the card pool.
The Data List functionality contained within the Administration section is now fully developed and allows Admin users to create the full range of data lists and control types to be used in conjunction with Custom Data Fields.
All dates are now displayed in the format of the Country/Region of the user’s browser.
All Back buttons are now working as designed and will take the user to the previous page.
French language has been added and further languages will be added in future releases.