One-time payment date change for customers and other new features

In this article, you will learn about the following improvements and new features in the fireTMS system:

One-time change of payment terms for a customer (sales invoices)

Until now, fireTMS only allowed you to define a default payment date for a selected customer – if a different date was set in a specific case, it was necessary to change this setting in the file. In the new version of the system, we have added the option to overwrite the payment date only for a given load, which will later be included in the sales invoice, without interfering with the customer’s configuration.

In the load entry view (Loads >> Enter load) and in the new order entry view (Orders >> New internal order) after clicking on the triangle icon next to the Client field, the Payment term on invoices section appears, where you can set individual parameters (reference point, method of calculating the term, number of days). This option is available to users with the Configuration of client payment term permission enabled (Configuration >> Roles >> Contractors section). This allows the payment term to be flexibly adjusted to one-off arrangements with the customer without changing their default configuration in the system.

Combining invoices with attachments into a single PDF file when sending

A new option has been added when sending invoices: automatic merging of the invoice with its attachments into a single PDF file. In the invoice sending view, there is a new checkbox Merge PDF attachments into one file – when selected, the system merges the invoice itself and all related attachments in PDF format into a single document, which is then sent to the recipient.

This option is not selected by default, allowing the user to decide on the method of delivery depending on the contractor’s requirements. It is worth remembering that only PDF files are merged – if there are other file types (e.g. JPG) attached to the invoice, they will not be included in the merged document. This solution eliminates the need to manually download files or use external tools to merge PDFs, and significantly speeds up the preparation of complete documentation, e.g. invoice + CMR scans.

Default currency and VAT rate from the contractor’s file on the purchase invoice item

When manually registering a purchase invoice using the Accounting >> Purchase >> Register new document, we have improved the way data is entered on purchase invoice items. Until now, even if the contractor’s file (Finances section) defined their Default invoice currency and Default VAT rate for transport (purchase) invoices and credit notes, the user had to manually select these parameters each time when adding an item – this was particularly cumbersome in the case of foreign contractors, for whom fixed values are usually used.

From now on, after selecting a contractor during manual registration of a purchase document, each newly added invoice item automatically fills in the currency and VAT rate based on the default settings saved in the contractor’s file. This solution reduces manual data entry, minimises the risk of errors and speeds up the registration of purchase invoices, especially when working with recurring suppliers.

New information on the cargo list

We have added two operationally important pieces of information to the load list. The first is the Freight forwarder column, which indicates the person responsible for the order associated with a given load, making it easier to quickly identify the owner of the case and contact them if necessary. The second change concerns the column Share in the order cost – this column now provides a summary of the values for all visible loads in the list. This means that the user can quickly see the total share of costs for the current set of loads (e.g. after applying filters) without the need for additional exports or manual calculations.

Extended sorting in the order list

In the new version of the system, we have expanded the sorting options in the order list to make it easier to identify unusual or extreme values. Currently, you can sort the following columns in ascending and descending order:

• Access km, 
• Loaded km, 
• Actual access km,
• Actual loaded km,
• Total actual km,
• Km outside the corridor.

This allows you to sort the list, e.g. by the highest mileage, to quickly identify orders that require verification, making it easier to spot mistakes.

Integration with Global GPS, Altsol, ABC Track and extended integration with GPS Solid Security

The range of telematics integrations available in fireTMS has been expanded to include additional providers: Global GPS, Altsol and ABC Track. Connections can be configured in  Configuration >> System configuration >> Transport configuration tab >> Telematics configuration section (GPS). Once the integration is activated, the current positions of vehicles from these systems are displayed in fireTMS, and the odometer readings are automatically read once a day and saved in the vehicle files.

At the same time, we have expanded the existing integration with Solid Security – it has been supplemented with odometer reading support on the same terms as in other GPS integrations. This allows you to monitor mileage on an ongoing basis without manually entering readings, which facilitates the planning of inspections and overall control of fleet operations.

Would you like to learn more about the new features in the system? Contact us.

* Features available in all plans.