Modules & Functions
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Quoting
Simulation & follow-up of
 new quotes (use of
quote templates)
recalculation of existing
quotes
recalculation of existing
contracts
Quote layout can be
defined freely
Open/closed calculation
Structured leases
Bulk quotes
Quote follow-up by
status codes and diary system |
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Relation
Management
Specific information by relation
prospect
client
driver
broker
supplier
and all sundry companies: insurance, fuel card, bank, government,
road side assistance companies, etc.
Management of all third party relations |
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Vehicle
Management
All vehicle related parameters
multi-make & model
discounts & VRBs
technical specs routine
service
options
& accessories
maintenance
residual
values
Prototyping
(e.g. standard RV tables, maintenance tables, etc.)
Tables depending on product, client, supplier parameter results |
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Parameter
Management
Products
default values
interest tables
Services rates
insurance
registration
relief vehicle
fuel
road side assistance
Amortization & Depreciation formulas
accounting
financial
Status codes
User & usergroup permissions
State parameters (Australia) |
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Analytical
Management
Analytical accounts
follow-up per cost center
dossier
damages
client
insurance policy
supplier
Accounting code per product
automatic allocation by account
Analytical follow-up of costs and income
depreciation
P&L accounts
balance sheet accounts |
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Long
Term Dossiers
Full contract lifecycle support
History of contract modification
Cost budget
Automatic invoicing
rental
costs
km settlement
open calculation settlement
Card management
Incident management (fines & damages)
Repair & maintenance authorization management
Module for lease vehicles remarketing |
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Short
Term Dossiers
Management relief vehicle fleet
dossier per vehicle
multiple contracts per vehicle
multiple vehicles per contract
Products
short term rental
relief vehicle & link to long term dossier
awaiting delivery
Reservation mgt & fleet overview
Automatic invoicing rental costs |
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Revolving
Credit Dossiers
Separate dossier structure (without services)
Revolving credit to clients & dealers
Contract duration fixed or variable
variable: periodic payment depending on term
fixed: payment with variable terms
Follow-up on the basis of modifications
Periodic calculation of interest
based on capital outstanding
daily or monthly calculation |
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Accounting
Complete, integrated accounting system
Automatic entries
Accounts payable
Accounts receivable
Bank reconciliation
General ledger
Journals & balance sheets
Tax depreciation |
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Interfaces
Registration
Insurance companies
Fuel companies
Road side assistance
Banks: direct credit & direct debit
External accounting systems
Databases with vehicle data
Clients & invoice data & fleet information
Credit institutions
(Non restrictive list) |
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