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Finalisation of Invoices and Bills

With the latest update of TrakIT another step has been added in Invoices and Bills: Finalise

Previously, it was possible to "Un-Approve" or "Un-Validate" an invoice or bill respectively. This has, in some cases, lead to duplication of invoice/bill syncing. To prevent such cases, we have added a "Finalise" step.

Once an invoice or bill is finalised, it cannot be reverted back to another state and is locked permanently. Syncing with Finance systems will happen only after the invoice or bill is finalised.

For any questions of concerns, please contact TrakIT Support.

Workflow Comparison

With the latest update, you can now compare workflows for matching events, data fields, accounts & other information.

On the Workflow Definitions page, click the 'Compare Workflows' button to open the comparison page.

Select Workflow A and Workflow B to compare and select the tab to compare. A result of both workflows is displayed side by side.

The Match column indicates the following:

Yes - Both the name and code is present in the other workflow

No - No matches found in the other workflow
Partial - Either the Code or Name is present in the other workflow

You can also see the matching codes or name highlighted when hovering the pointer over the particular fields.


For any questions or assistance, please contact TrakIT Support.

Geo-tag your documents

With the latest update of the TrakIT Android App, all documents that are uploaded on work orders will now have the location information attached (Latitude / Longitude).

The following document types will get the location attached:

• Camera captures
• Gallery photos
• Documents from the file manager
• Signatures

  

Once the document is uploaded, it will appear with a location icon  as shown below on the Work Order Documents tab.

Clicking the location icon will display the document location in a popup.

For any questions or assistance, please contact TrakIT Support.

Get your own Dashboards

Even though TrakIT is a highly customizable and configurable system, it was always a challenge to create dashboards that would fulfill the requirements of all our clients. Not anymore - TrakIT now has the capability of having customized dashboards and/or pages specific for each of our clients.

Over a month ago, we released a new feature in TrakIT that made many of our customers happy - Dynamic Pages. This allows us to create and present pages, dashboards and other screens specific for your requirements.

You let us know what you need to see in your dashboard or page and we'll create it for you. The dashboard or customized page can contain any information at all, based on any filters applicable. It can be customized per user, per role, per location as so on. It can be made visible to specific users or roles as required. The dashboard(s) or page(s) we create will be used only by your company. 

Here are a few examples of customized dashboards to see the status of Trucks across their journey:

Depending on the complexity of the dashboard, it might take a few days to a few weeks to implement it. But once ready, you can use it as much as you like and further customize it based on requirements and feedback. And the best part - customized dashboards and pages are available free of cost!

What are you waiting for? Get your Dashboard now. Contact TrakIT Support and let them know what you need.