Tasks API

It is now possible to POST a task using the API.

QFR-4831

Save & Close

Save & Close functionality has been brought to more of the application, making navigating through the application more flexible.

QFR-4798

Order Cashflows

It is now possible to change the order associated with a cashflow as follows:

• If the user has Can Edit Paid Cashflows: at any time, unless the quote/proposal is locked.
• If the user does not have Can Edit Paid Cashflows: if the cashflow isn’t invoiced, and the quote/proposal is not locked.

QFR-4762

Underwriting

Underwriters and those with the Can View Proposals permission now have more flexibility in their menus:Proposals - will take the user to a list of proposals that when clicked will open in the quote view.Underwriting - will take the user to a list of proposals that when clicked will open in the underwriting view.All existing underwriters have had the Proposals menu hidden by default to minimise confusion. This can be unhidden in the My Account screen if desired.

QFR-4738

Contract Reporting

The contract portfolio is now available in the contract reports.

QFR-4731

Task Completion

You can now select ‘No Follow Up’ without scrolling to the bottom of the screen when completing a task.

QFR-4729

Relationship Groups

It is now possible to define relationship groups by UK postcode area.

QFR-4717

Driver Email on Order Report

You are now able to add the driver email address to your order reports

QFR-4643

Vehicle Status Default

It is now possible to set at user level whether the default Vehicle Status should be blank, New, Used or Pre-reg.

QFR-4578

Enhanced Logging

The audit logging on the dealer, introducer, lender and supplier records has been enhanced.

QFR-4575

Dealer Enhancements

You can now conduct business insight searches on dealers, as well as store more data related to compliance e.g. audit frequencies, SAF numbers and expiry dates.

QFR-4574

Workflow Engine

It is now easier to identify work performed by the workflow engine.

QFR-4535

Asset Finance Calculations

We have added more functionality to the asset finance calculator:

1. The ability to reverse calculate e.g. a commission amount or rate from a target payment (this is why there is both the new field Calculation Target in the top right, and the new field Finance Payment in the bottom right).
2. The ability to see the rate as a cost per thousand.
3. The ability to hide the Commission area.

QFR-4508

Last updated field now available on Opportunity report

Users can now report on which user last updated an opportunity within the Accelerate Reports Engine

QFR-4482

Term History

The Terms history (discount diff reports) now takes into account the finance product settings at campaign level.

QFR-4465

Driverhelpline Ordering

You can now order driverhelpline maintenance packs from Accelerate.

QFR-4455

Quote directly with Alphabet using Funder Connect

Users can now request live quotes from Alphabet directly from Accelerate

QFR-4395

Asset Profitability

Funders can now analyse asset profitability within Accelerate.

QFR-4359

Epyx 1link Service Event Data

It is now possible for Accelerate to ingest 1link service event data

QFR-4352

Autoserve

Autoserve maintenance quotes are again available within Accelerate.

QFR-4305

More images and logos can be displayed in the Customer Portal

Users are now able to display more images and logos in the footer of the Customer Portal

QFR-4195

Order Report Fields

Registree details have been added the Order report.

QFR-3941

Default Cashflows

Default cashflows will now inherit the selected funder/introducer on creation, where appropriate.

QFR-3723

New Asset Document Tags

You can now use tags ast_n_p11d and ast_n_co2_gkm for the first 15 assets on a contract.

QFR-3704

Assigning multiple brands to an action

It is now possible to apply an action to one or more brands which removes the need to have to create multiple of the same action just to apply at each brand level

QFR-2400

Vehicle Groups and RVs

It is now possible to create vehicle groups based on fuel typesIt is now possible to set an RV% of cap by vehicle group.This means you can e.g. lower your residual position for EVs or certain manufacturers, ranges, models, or derivatives.

QFR-1940

Other Funding

{"type":"doc","version":1,"content":[{"type":"paragraph","content":[{"type":"text","text":"Asset Finance brokers can now detail other funding (e.g. VAT deferrals, VAT spreads, settlements) on the quote screen."}]}]}

QFR-4588

View and Manage all Proposals within the Customer Portal

{"type":"doc","version":1,"content":[{"type":"paragraph","content":[{"type":"text","text":"It is now possible to manage submitted proposals within the Customer Portal, including retrying to upload the proposal to Accelerate"}]}]}

QFR-4586

UI Consistency

{"type":"doc","version":1,"content":[{"type":"paragraph","content":[{"type":"text","text":"We have made changes to improve how values are selected from lists, and how consistent the list screen filter UX is."}]}]}

QFR-4573

Document storage from Oracle to AWS S3

{"type":"doc","version":1,"content":[{"type":"paragraph","content":[{"type":"text","text":"We have implemented a more flexible solution to storing documents within Accelerate by migrating them from Oracle to AWS S3"}]}]}

QFR-4562

'Select all' on status paths

{"type":"doc","version":1,"content":[{"type":"paragraph","content":[{"type":"text","text":"You are now able to select all statuses when configuring status paths, rather than individually, making the process more efficient."}]}]}

QFR-4538

Vehicle Rejection Reasons on Order Report

{"type":"doc","version":1,"content":[{"type":"paragraph","content":[{"type":"text","text":"New column for Vehicle Rejection Reasons is now available for within the Orders reporting"}]}]}

QFR-4485

cap ID and Code available on Quote Report

{"type":"doc","version":1,"content":[{"type":"paragraph","content":[{"type":"text","text":"Columns for cap ID and Code are now available to be added on the Quote Report"}]}]}

QFR-4483

Linking Ancillary Products to Cashflows

{"type":"doc","version":1,"content":[{"type":"paragraph","content":[{"type":"text","text":"When creating ancillary product templates, you can now link them to inflow and outflow cashflows"}]}]}

QFR-4422

Finance Fields Expanded in the Customer Portal

{"type":"doc","version":1,"content":[{"type":"paragraph","content":[{"type":"text","text":"Additional fields are now visible/hidden within the quote, order and contract screens based on the product type"}]}]}

QFR-4418

Notes in the Customer Portal

{"type":"doc","version":1,"content":[{"type":"paragraph","content":[{"type":"text","text":"It is now possible to view notes within the Customer Portal on the quote and order pages if they have been flagged as visible within Accelerate"}]}]}

QFR-4381

Group level visibility in the Customer Portal

{"type":"doc","version":1,"content":[{"type":"paragraph","content":[{"type":"text","text":"It is now possible with linked relationships, for a customer to have visibility in the portal across all group vehicles"}]}]}

QFR-4341

Autoserve

{"type":"doc","version":1,"content":[{"type":"paragraph","content":[{"type":"text","text":"Autoserve maintenance quotes are again available within Accelerate."}]}]}

QFR-4305

Marking documents as visible within the portal

{"type":"doc","version":1,"content":[{"type":"paragraph","content":[{"type":"text","text":"Within the document editor, users can now flag whether the document, when generated, is visible in the customer portal."}]}]}

QFR-4193

Supplier now available in quote report

{"type":"doc","version":1,"content":[{"type":"paragraph","content":[{"type":"text","text":"You can now add a ‘Supplier’ column in the quotes report"}]}]}

QFR-3873

Additional Order Sort

It is now possible to sort the orders list by Int Target Delivery Date ascending (as well as the pre-existing descending).

QFR-4536

Origination Portal

We have made the descriptions of the pause types consistent with Accelerate.

QFR-4456

Contract RV visible on vehicle valuations

It is now possible to view the contract RV alongside the current and future projected RVs to help with comparisons.

QFR-4390

Fleet Procure V3.0.0 integration

QFR-4163

Customer Portal - My Orders

The Order Date is now shown in the My Orders page of the Customer Portal.

QFR-3573

New Email Tags

#FUEL_TYPE#
#CO2_EMISSIONS#
#VEHICLE_TYPE#
#BODY_TYPE#

QFR-3237

New Document Tags

• schd_term+1_in_words
• schd_amount_financed+interest_charges+funder_doc_fee_gross

QFR-4491

New API endpoints

Accelerate has the following new API endpoints:

• ancillary-product-categories/ GET
• ancillary-product-types/ GET
• ancillary-product-templates/ GET
• brands/ GET
• frequencies/ GET
• ipt-rate-types/ GET
• ipt-rates/ GET
• vat-rate-types/ GET
• vat-rates/ GET

QFR-4454

Asset Finance Calculations

We have made a raft of improvements to the asset finance calculation screen including:

• Deposit can now be entered directly into the calculation screen
• Profit can be specified as a % of the goods cost
• Usability of structured payments greatly improved
• Interest-bearing VAT deferrals

QFR-4393

Customer Portal Visibility

It is now possible for users to see at a glance on the relationship page how many of that relationship’s users have signed up for the customer portal and optional drill in to see further information on portal usage.

QFR-4384

Rejection Reason Workflow Settings

When an order is updated to a status mapped to the QV Accelerate status of ‘Rejected' or ‘Rejected by Dealer’, the Rejection Date field will automatically populate

QFR-4421

Cashflow Types API

A cashflow-types/ GET endpoint has been added to the API.

QFR-4412

Quote disclaimer textbox available in Customer Portal

A disclaimer textbox is now configurable in the Customer Portal to display any disclaimer information relating to the finance details of a quote.

QFR-4385

Brand quote validity is respected when managing terms

When using Terms Management, Accelerate now looks at client, brand and relationship quotation validity when creating terms exports

QFR-4349

Maintenance rental displayed in the customer portal

When a quote has a maintenance element, the figure is now displayed in the quote screen of the customer portal

QFR-4342

Delivery Buffer

It is now possible to apply a number of days lag such that the Fleet Procure integration can be modified before it populates the Int Target Delivery Date field.

QFR-4332

Relationship Save Webhooks

It is now possible to call a webhook whenever a relationship is saved.

QFR-4330

Rejection Reasons

You are now able to configure Rejection Reasons within Workflow Settings. These can then be selected against an order.

QFR-4328

Improvements to Customer Portal messages

We have improved the messaging UX in the Customer Portal. Benefits now include:

• Conversational view for quotes, orders and contracts
• Conversational view now has a reply form
• Message list for quotes, orders and contracts now only shows the most recent message for each conversation
• New messages will now show the correct name for the user that created them
• Links to old single message viewer have been removed

QFR-3914

New Finance Payment + Maintenance document tags

Two new document tags have been created:

• schd_finance_payment+maintenance
• schd_finance_payment+maintenance_gross

QFR-3710

Car2Buy Enquiry Integration

It is now possible to receive Cars2Buy enquiries directly into Accelerate.

QFR-3267

New Action Type

A new action type Update Proposal Status (Conditional) has been added which will update a proposal to a set status, unless it is already at another defined status.

QFR-1649