While not complete, we have released a preliminary version of an Online Credit Application today. When complete, there will be a simple version our Agency Managers can submit with the ability to automatically send a request to the customer for them to complete the full Online Credit App; all automatic and paperless. Until that time, however, we do have the Full Application online and ready to go. Both Agency Managers or Customers can complete the credit app which will be forwarded on to the Credit Department for rapid processing. The Credit Application can be accessed from the home page by clicking on the Apply For Credit link from the top main menu, or by clicking the link at the beginning of this sentence.

Some of you may have noticed that the plain text e-mails generated by the website have simple tables which often get skewed and are hard to read. We’ve fixed that this week by converting e-mails to be encoded in HTML. Basically, this enables us to format the font (style, size, bold, etc.) as well as use a much better table scheme which will align everything regardless of the content. This will certainly help deciphering EFS card load e-mails along with the Log Hold Status. Be sure to keep an eye on your inbox for those! If you aren’t registered with Wall Street Online, don’t miss out. Head to the Registration Page and sign up today!

Finally, sneaking in at the last minute this morning, there is a new Print Log Hold List button on the Log Status Page. This will generate a PDF of all your drivers, their log status, as well as any note from the Log Department. Be sure to check the Log Status List weekly to ensure all your drivers will get their checks.

That’s the bleeding edge. As always, if you notice any bugs or strange happenings on the website or anywhere else (except ghosts in your attic, we can’t help you there), please e-mail us about it.

See the full change log below.

Have a Great Week!

–Chris

Credit

* Added: Online Credit Application, auto-emailing, WSO admin area

Driver Management

* Added: Ability to Print the Log Hold List
* Fixed: Capitolization of Driver Last Names
* Fixed: Applicant Login from homepage

EFS Card Loads

* Updated: Reformatted EFS Card Load E-mails to be in HTML format, with table

Time Clock

* Added: Time Card Detail can be printed from Time Card Management
* Added: Punch ID number to Time Card PDFs

User Management

* Fixed: Activating User ID instead of User’s Name in New User Activated e-mail
* Fixed: Unable to save User info in IE

Wall Street Online

* Added: Automatic Daily E-mails of Database Backups
* Added: Generated E-mails support HTML and attachments
* Added: Google Analytics
* Updated: Changed Date Input boxes to accept any text and parse to date string. Done so far: Add Corrective Action, Compliance, Driver Page, Hire Page, Risk Management, Truck Page, Credit App
* Updated: jQuery 1.4.2

EFS Management Page

The EFS Queue has also been moved to the Management Page as well. It still offers the ability to Force Card File Transmission along with being more dynamic than the previous Queue. Whole File retransmission has also been moved from the EFS Summary page to the EFS Management page. If EFS does not receive a file, or did not process it, we can resend the file without entering each individual card load.

Dealing with Failure

Sometimes a failure will come back and it’s ok. You don’t have to be perfect all the time. If you didn’t mean to send that load or you will handle payment in another way, go ahead, accept the fail.

1. Click the ‘Accept Failure’ button in the row of the acceptably failed load.

Other times, you will want to resend the card load, maybe to a different card number or amount. We can easily do this too.

1. Click the ‘Resend’ button in the row of the failed load. The Resend Bar will appear just below the row you clicked.


Resending a Failed EFS Load

You can change the Card Number and the amount from within the Resend Bar.

2. To resend the card load, click Resend.
3. If you have changed a driver’s fuel card number, you will be prompted to permanently change the card number in the driver’s record.

This can be helpful for if a card number changes unexpectedly.

Forcing the Queue

The EFS Queue shows card loads that have been entered into Wall Street Online but have not yet been transmitted to EFS for processing. The Queue will automatically transmit every 15 minutes. However it is possible to force the queue to transmit by clicking the Force Card Load button.

All I hear is Static

On very rare occasions, EFS will have problems on their end with processing our card load transmissions and it is necessary to retransmit whole files at a time. Fortunately, this is fairly trivial through the EFS Management page. The Pending Files Table shows all the card load files which have been transmitted to EFS, no response has been received. You can resend the file by typing the File Number into the box below the Pending Files table and clicking Resend This File. The file will be removed from the Pending File table and the loads will be added to the queue.