Separation of Accounts by Company

With the latest update of TrakIT, all workflows now have multi-company finance capability - without having the set the 'Multi-Company' option in the workflow definition.

However, this also means that users can now access accounts only of their own assigned companies. The selected company is displayed at the top left of the finance page. If the users has access to only one company, the drop-down will be disabled for the user.

If you are unable to see or access accounts on the finance page, please check the company you are assigned to and correct the selection.

Users can also be assigned to multiple companies via the User Management page > Access Roles tab.

Please contact TrakIT Support for any assistance.

Menu Redesign

The main menu is the portal through which you can quickly access different modules and area of TrakIT.

In the latest update of TrakIT, the main menu has been redesigned to support dynamic menus which will be introduced soon.

Old Menu

New Menu

The new menu is lighter and faster to respond. A few items on the Admin menu have been re-organized. 

We have been working on re-designing the main menu to make it dynamically controlled. This means that, in the future, we will be able to control visibility of the menu items based on the user's role, company or location.

If you notice any issues with the new menu, please let us know immediately.

Changes to Advanced Report Filters

Advanced Reports are powerful reports that can be used to set up any number of reports based on any requirements. These reports can be scheduled to be sent out automatically as and when needed.

A single advanced report consists of the report definition, a list of fields or columns contained in the report and a list of subscriptions for that report. The subscriptions in turn, have a selection of filters that apply to the subscription only.

Over the years, we've found that most subscriptions within a report largely use the same set of filters - with just one or two filters that are actually specific to the subscriptions. Adding a new filter for a report required the filter to be added to all subscriptions one by one.

With the latest update, we've create a new section for filters that will be applicable to all subscriptions. These filters will be available in a new tab called 'Filters' present on the advanced report detail page.

Filters added on this tab will be applied on all subscriptions. These filters are also shown when subscription filters are being modified, but they cannot be modified from within a subscription.

Filters defined on subscriptions can also be transferred to report level filters. TrakIT will remove all matching filters on all subscriptions so that a common filter can be used.

For any questions or concerns, please contact TrakIT Support.

Changes in Entity Management

The Entity Management section is the master data for all entities that are involved in the shipment. TrakIT has several types of entities available. Some of these are linked to the work orders, but some not.

Based on business requirements, the following changes have been implemented in Entity Management:

Multi-Type Entities

Previously, an entity could only be one type. A customer could only be a customer and not a transporter. This lead to the creation of some duplicate entities where the same entity was acting in multiple capacities.

Now, a new tab 'Multi-Type' has been added that can allow you to assign multiple types to any entity. The entity will still have it's primary original type. But it can now have additional types as well.

Customer, Shipper & Receiver

Previously, the Shipper & Receiver fields in the shipment would pick directly from the Customer entities. Now, the Shipper and Receiver have been created as independent entity types that can be separate from customers. 'Contractual Customer' has been renamed to simply 'Customer'.

The original Customers have been assigned the additional types of Shipper & Receiver so as not to make any breaking changes.

You can now create entities that are Shippers or Receivers or both - as and when required.

Local Name

A new field called 'Local Name' has been added. This field can be use to populate the name of the entity in the country's local language or script. The local name can then be used for Invoices and other forms where it may be legally required.

For any clarifications or questions, please contact TrakIT Support.

Colour Your Reports!

TrakIT can generate large reports of numbers and text. Sometime, looking for specific values or conditions is crucial. With the latest update of TrakIT, you can specify an expression to change the colour of a field based on the value of the field in an Advanced or Query Report.

The colour expression is a simple JavaScript expression that can be used to evaluate the colour based on the value of the field. The value if the field is specified as $VALUE$ (in caps). The colour can be any common HTML colour names (available here) or a hexadecimal colour code. You can look up hexadecimal colour codes here.

In the above example, we have a simple rule. If the weight of the container exceeds 10,000kg, it will appear as red. If not, it will appear blue.

Expressions can also match text values. For example:

$VALUE$=='Fail'?'red':'green'

If you need precise colours, you can use hexadecimal codes as follows:

$VALUE$==0?'#ffccaf':'#aabcef'

If you would like to change the background colour instead of the text colour just specify the prefix bg-

$VALUE$=='Confirmed'?'bg-green':'bg-#ffcccc'

You can specify multiple condition using brackets:

$VALUE$=='Stop'?'red':($VALUE$=='Look'?'yellow':'green')

The colour specified work only on Excel and HTML based reports. PDF support is coming soon. For any questions or clarifications, please write to TrakIT Support.