FC-25Q2 S12 (6/18-7/2)
New: Number of Trucks Field for Clients
We’ve added a “Number of Trucks” field to Client-type companies. This field lets you track how many trucks are associated with each client.
It supports manual entry and works when creating or updating a client. Negative numbers are not allowed, and removing the value will clear it out (set to null).
Update: Multiple Fees in Approve for Funding
The Approve for Funding screen now supports entering multiple additional fees (up to six). Each fee is submitted separately and must be a positive amount — discount types are not allowed. The UI automatically sets the fee type to FEE with no option to change it.
This update makes it easier to apply multiple charges during the funding approval process.
New: Top 5 Clients on Dashboard
You can now view your Top 5 Clients directly from the dashboard. This list is based on each client’s current NFE balance, with the highest listed first.
Each entry shows the client name, their NFE amount, and the total NFE across the top 5—making it easier to quickly see which clients are driving the most activity.
Update: Reserve Release Remit Statements
Reserve Releases will now generate their own statement, separate from the standard invoice remit, to reduce confusion and can be enabled/disabled within the client profile.
The new statement includes any fees or payment deductions, shows notes entered at the time of release, and supports CSV export.
This change does not affect your existing billing or invoice remits.