Customer Nominated Suppliers and Dealers

Within the Relationship screen it is now possible to capture who the customer’s nominated dealers and suppliers are.

QFR-5065

Additional relationship datapoints now available

To support with finance proposals we have created new fields across private individuals and companies:

• Marital status
• Gender
• Guarantors
• Signatories
• Address types
• Employment types and positions

QFR-5060

New dataloader mapper

A new dataloader mapper ‘Customer Portal Activity’ has been created to support the new Customer Portal Activity report

QFR-5011

Funder Connect: Alphabet Proposals

It is now possible to quote and propose Alphabet deals within Accelerate using Funder Connect.

QFR-5007

Supplier API

The supplier object is now accessible over the API.

QFR-5002

Address Report

The Valid From and Valid To dates on addresses are now visible on the Relationship Edit screen.

QFR-5001

Funder/Supplier/Introducer screens

The contract deletion flag is now respect on the contract reports on the funder, supplier and introducer screens.

QFR-4999

Autoserve Enhancement

Autoserve username and password are now set at user level, by an administrator using user settings, rather than the user themselves using My Account.

QFR-4990

Aggregator Integrations

Notes that the enquirer attaches to the enquiry are now written to the opportunity as well as the initial quote. The payload sent by the aggregators is now written to the opportunity, rather than the initial quote.

QFR-4986

Relationship Links

A new relationship link type of Prospect Record has been created, which enables prospect records to be kept for audit purposes and linked to the live customer record.

QFR-4985

Contract Reporting

Contract reporting is now richer, providing new fields for:

• total_payable
• total_finance_payable
• total_service_payable
• total_insurance_payable
• average_delinquency_days
• total_arrears
• finance_arrears
• capital_paid
• interest_paid

In order for this report to be rich and performant, it is now stored as a snapshot of the position as at the previous day.As part of this work two new columns balance and interest have been added to the contract payments report.

QFR-4983

Improved Scroll Bar Visibility

Following customer feedback we have improved the visibility of the scroll bar on the menu panel.

QFR-4982

Calculation Default API

The calculation default object is now accessible over the API.

QFR-4980

Autoserve Document Tags

New tags have been created:

• autoserve_initial_payments = Maintenance Initial Payments
• autoserve_initial_payment = Net Monthly Resale Premium x Maintenance Initial Payments

QFR-4973

Relationship API updates

See our API documentation for new API attributes

QFR-4959

Funder Connect Set-up Enhancements

We have simplified how Administrators set-up Funder Connect by making the required fields dynamic based on the funder.

QFR-4952

Naming Consistency

The home page entries for Terms and Underwriting in the My Account page have been updated to be consistent with earlier changes.

QFR-4946

New Technical Information Report

A new report type under ‘Vehicles’ has been created. ‘Technical Information’ now provides you with all of the technical data that CAP provide us, but in report format which can be exported.

QFR-4937

Task management UX

Users can now jump to a related work item directly from the task detail screen

QFR-4929

Ancillary product Enhancement

We have improved the layout of the ‘Edit Ancillary Product' screen so that it’s clearer to the user.

QFR-4926

Document Email Attachments

When attaching a document to an email, you can now see the list of document descriptions, as well as the filename.

QFR-4924

View documents from the Contracts screen

Documents stored against the contract can now be viewed from the Contract screen, in addition to being downloaded.

QFR-4922

Proposal Copy

A bug was fixed whereby guarantors were not being copied when a proposal was copied.

QFR-4921

Commission Disclosure Acceptance

Commission disclosure acceptance will now appear on the online proposal PDF.

QFR-4894

Improvements to Fleet Procure Integration

Improvements include:

• Fleet Procure unique reference now flows through as expected
• Funder now displayed within the Finance Details
• Interior trim now populates in the Order Details

QFR-4849

Sending a Configured Vehicle to Fleet Procure and Receive Pricing

Users can configure a vehicle in Accelerate and submit that configuration to Fleet Procure via API. Dealer offers are then returned back into Accelerate.

QFR-4780

LCV Tech Data

There is a new tag conf_tech_data_403 which shows the combined WLTP range for EV LCVs.

QFR-4755

New Term Document Tag

schd_term+1 Example: term of a deposit followed by 60 months, some funders require the term on the document to be 61 months.

QFR-4686

Working User Document Tag

prop_working_user can be used to show who the “working user” was on the proposal

QFR-4683

New Client Name Document Tag

cli_name+address tag has been created for the combination of name and address

QFR-4682

Workflow Status Mappings in Customer Portal

It is now possible for customers to create their own customer portal specific statuses and map Accelerate statuses to these.

QFR-4581

Novuna Quoting API

It is now possible to obtain live quotes within Accelerate from Novuna using Funder Connect

QFR-4579

Calculation Targets

It is now possible to select

• Amount Financed
• Gross Rate
• Net Rate
• Term

as calculation targets, as well as Payment.

QFR-4543

Customer Portal Activity Dataloader

It is now possible to load your customer portal activity reports in using the dataloader, enabling broader analysis of customer portal usage.

QFR-4498

Customer Portal Reports

There is now the ability for customer portal administrators to view and export activity data from the Customer Portal, ready to be loaded into Accelerate for viewing and further analysis.

QFR-4497

LeaseLoco Enhancements

It is now possible to configure LeaseLoco opportunities according to lease type (Business/Personal) and asset type (Car/LCV).

QFR-4476

Configurable Buttons in Customer Portal

Administrators can now choose which buttons from the following are displayed in the Customer Portal:

• Finance Application
• Document Download
• Message Us
• Contract Amendment
• Termination Quote

QFR-4423

Origination Portal Stage Enhancements

When a user completes the stages in the workflow they can now jump to a specific stage rather than having to cycle through ‘Back’ and ‘next’

QFR-3815

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