Amount Financed Document Tag

The schd_amount_financed document tag now supports values of up to 999,999,999.99.

QFR-4044

Assets

A bug has been fixed: the assets page no longer shows assets belonging to deleted relationships.

QFR-4043

Direct Debit Logic

The routine which creates direct debit payments previously looked for customers to have any active mandate. This has been changed so that the mandate must have been active at the point where the related invoice was raised.

QFR-3985

Underwriter Filtering

The status filtering on the underwriter screen has been brought into line with the rest of the platform:

• Default state is now to show all statuses
• Custom ‘All Open Proposals' and ‘All Statuses' options have been removed as this box has been capable of multiple selections since the user interface refresh in 2024.

QFR-3983

Email/SMS Tags

New email/SMS tags have been added:

• #PX_MANUFACTURER#
• #PX_MODEL#
• #PX_DERIVATIVE#
• #PX_REGISTRATION_NUMBER#

QFR-3976

Part Exchanges

When inputting a part exchange for a vehicle with a personalised reg, it is now possible to supply the original registration as well as the current registration. The current registration should be put into the Registration box, the previous in the Alternative Registration box. This will enable the vehicle to be looked up successfully, as well as valued successfully.

QFR-3973

New Guarantor Document Tags

New document tags prop_guarantor_n_address for guarantors 1 to 10

QFR-3965

Underwriting

For hybrid brokers/funders you can now specify which funders' proposals you want to appear in your underwriter’s proposal list page.

QFR-3953

Third-party Maintenance

You can now access CLM and driverhelpine maintenance quotes from Accelerate, alongside the existing Autoserve offering.

QFR-3785

Consolidated Invoicing

Consolidated invoice lines are now sorted by contract.

QFR-3658

Embedded Sign

It is now possible to present documents for signature in the browser as part of a user journey.

QFR-3620

Customer Portal Notifications

It is now possible to control which users/groups are notified when customers perform actions in the Customer Portal.

QFR-3616

Relationship Introducers

It is now possible to specify the introducer at relationship level. While we were working on the page, we also laid it out more consistently and eliminated a couple of minor bugs.

QFR-3399

Multiple Library Documents may now be attached for an action.

QFR-3266

Quotes and Proposals Lists

The Show in Quotes List and Show in Proposals List flags are now better respected on the Quotes and Proposals Lists.

QFR-3952

CO2 on Calculations Screen

As the CO2 figure has no bearing on the VED rates for LCVs, it is no longer mandatory on the auto finance calculation screen, when the vehicle is an LCV.

QFR-3947

New Document Tag

A new document tag conf_basic_plus_opt_and_acc_override_sale has been added. This totals the basic vehicle net price, the options net price and the accessories net price from the Sale column in the vehicle pricing page. The tag is intended to be used for outright purchase deals.

QFR-3946

Copy User Bug Fix

A bug which would incorrectly prevent copying of users in some circumstances has been fixed.

QFR-3943

Calculation Default Total Overhead

It is now possible to specify a total overhead figure in calculation defaults, as well as a monthly overhead figure.

QFR-3936

Simple Interest Calculations

Accelerate now supports simple, as well as compound, interest calculations.

QFR-3935

Origination Portal Ratecards

Journey types can now be associated with multiple ratecards, with control over whether a ratecard is available to internal and/or external users.

QFR-3855

User warnings when adding relationships to a group with terms at the same level

When a user is attempting to add a relationship to a relationship group, and that relationship already exists in another relationship group which has terms attached to it, and the terms attached to the relationship group the relationship is trying to be added to match exactly on the following criteria:

1. Manufacturer
2. Terms type
3. Status

and the dates on the terms associated with the new relationship group meet any of the Validity Date definitions with regard to the terms associated to the existing relationship group the user will be presented with an error message explaining:“This relationship is already in a group with terms of the same terms type, for the same manufacturer and within the same validity period, do you want to continue?’The user will then have to confirm to continue, or alternatively cancel the operation.The results of the user's choices will be logged as a system note in the Relationship Notes.

QFR-3743

'Prevent Duplicate Discount Sets' setting now available

You can now configure your terms statuses to prevent users from saving a set of terms at a selected status, with discount sets containing the same CAP ID more than once.This setting can be found in Terms Settings > Edit Terms Status

QFR-3715

VAT on Dealer Fit Accessories

A bug which was causing VAT to be ignored when calculating deals including DFAs has been resolved.

QFR-3930

Contract Maturity/Extension Improvements

We have improved the way that Accelerate helps you to set contract maturity and extension end dates as follows:If a contract's start date is in the future, and the term/start date are changed OR the contract has never been saved, the system will automatically set the Maturity Date; otherwise changes to the term will set the Extension End Date.Additionally, the system will no longer allow setting of the Extension End Date without specifying the type/s of extension.

QFR-3919

Asset Finance CCA Bug

The CCA Status of asset finance quotes now defaults correctly.

QFR-3911

Ratebook Template Improvements

It is now possible to manage ratebook template profiles in a much more efficient manner - they no longer need to be added one at a time.Minor UX inconsistencies are also resolved as part of this change.

QFR-3906

Stock Enhancements

It is now possible, at brand level, to define a default amount to be added to the net price of a stock vehicle upon selection.

QFR-3894

Accelerate .ai Improved

More flexible prompting and easier to use.

QFR-3883

Customer Control over Release Status

Dedicated environment customers now have direct control over whether their environment can receive a release.

QFR-3881

Calculation Page Buttons

The Calculate button has now moved to its old home at the bottom of the Pricing Details region, rather than the top, and the Cancel and Save buttons have been moved from the Pricing Details region to the Output region. This should make this page more intuitive to use.

QFR-3858

New Document Tags

We’ve added two new document tags, useful for commission disclosure forms:cflw_total_commission_and_cashback_vatcflw_total_commission_and_cashback_grossThese complement the existing cflw_total_commission_and_cashback which provides the net amount.All three of the tags now include maintenance commission.

QFR-3847

Telephone Call API

A PUT endpoint has been provided for updating telephone calls.The API endpoint will accept either a telephone call ID or an external reference.

QFR-3804

QFR-3796

Commission Disclosure

We’ve added functionality to get the necessary commission disclosures done as part of the finance application flow in our Customer Portal.

QFR-3738

Origination Portal

It is now possible to delete unsubmitted proposals in the origination portal.

QFR-3508

Fleet Procure at Quote Stage

The Fleet Procure button is now available once a vehicle has been configured, regardless of whether an order has been created.

QFR-2811

Proposal Report

The proposal report is now updated at 11:30 as well as the previous 05:30.

QFR-3756

Relationship Telephone Calls

We have changed the telephone calls region on the Relationship page to only show calls linked solely to the relationship by default. A new toggle allows you to also load calls linked to contacts.

QFR-3750

Part Exchange Valuation

Admins can now configure at brand level which CAP condition category should be used to value part exchanges, and optionally apply a modifier.Admins can also define which users can see the detailed valuation data and override a system-generated valuation.

QFR-3744

New Email Tags

Four new email tags have been added:

• #BASIC_SALE#
• #VAT_SALE#
• #RFL_SALE#
• #FRF_SALE#

All these tags are populated from the relevant fields on the vehicle pricing screen.

QFR-3742

Underwriter Navigation

As well as being able to jump from the proposal underwriting page to the quote view page, users with either the Can Underwrite or Can View Proposals permission can now jump from the quote view page to the proposal underwriting page by clicking the new View Proposal button.

QFR-3735

Underwriting Improvements

Two minor improvements have been added:

1. Ability to add documents from the top bar of the proposal screen.
2. Ability to view, email and SMS contacts from the proposal screen.

QFR-3734

Contact Page

We have greatly improved the layout of the contact page.

QFR-3732

Quote and Proposal Hyperlinks

It is now possible to jump straight to an associated dealer/funder/introducer or supplier from the Contact Details areas on the quote and proposal screens.

QFR-3663

Supplier Description

Suppliers are now shown on contract list pages and reports.

QFR-3662

Customer Portal Documents

Customers can now more simply upload documents against individual quotes, orders and contracts.Document types can now be set when uploading documents in the customer portal, therefore allowing retention periods to work.

QFR-3613

Fleet Procure Integration

The Fleet Procure integration will now provide order updates directly into Accelerate.

QFR-3374

Bulk Push to Xero

You can now push invoices to Xero in bulk, as well as individually.

QFR-2091