Release 26/2

The following enhancements are included in Release 26/2:

1. Technical Enhancements & Migrations

   Additional backend areas were modernized and migrated to the new architecture. This applies in particular to:

   • Follow-on rental agreements
   • Movements
   • Cost data generation
   • Police letters and penalty notices
   • Miscellaneous invoicing
   • Vehicle master data
   • Payment processes (manual payments, payment logic, and credit card logs)
   • Station master data

   Additional background processes were also made available as Quartz jobs, including:

   • Reminder for pending approvals before Check-Out
   • Automated invoicing runs
   • Automatic update of planned Check-Ins
   • MIS statistics export
2. Rental Agreements & Reservations

   Enhancements for Follow-On Rental Agreements

   • The alternative invoice date of the follow-on agreement can optionally be shifted automatically by one day to prevent duplicate billing.
   • When a follow-on rental agreement is created, requested equipment and relevant services from the previous agreement are now also transferred.

   Handover App

   • The status changes to “Check-Out” only after the customer has successfully signed the rental agreement and handover report.
   • If the process is cancelled beforehand, the agreement remains in “Reserved” status.
3. Customer & Master Data

   Improved Duplicate Check

   • The date of birth has been integrated into duplicate detection.
   • This allows similar or duplicate customer master records to be identified more reliably.

   Automatic Email Inheritance

   • For private customers, the email address can automatically be adopted as the web login and eBilling address.

   Vehicle Master Data

   • The last Check-In station is displayed in vehicle master data.
   • New intake movements are created without a damage indicator by default.
4. Invoices, Penalties & Invoicing

   Extended Invoice Permissions

   • Invoices can now also be viewed by users who are authorized for the stations of the underlying rental agreement.

   Improved Linking of Penalties and Invoices

   • Direct navigation between the police letter and the associated invoice.
   • After a penalty invoice has been cancelled, a new invoice can be generated from the police letter if required.

   Damage Billing

   • Customer selection can be restricted by role permission to customers involved in the rental agreement.
5. Price Lists

   Excel Import and Export

   • Price list items can be exported to Excel, adjusted, and imported again.
   • Changes are logged and can be integrated into existing four-eyes processes.

   Extended Service Control

   • The target group of services can be overridden directly in the price list, for example customer or alternative debtor.
6. Credit Cards & Payment Management

   Expiring Credit Cards

   • Customers can be informed automatically about credit cards that are about to expire.
   • Dashboards show sent notifications and the current status.
   • New Quartz jobs automatically transfer stored replacement cards to existing agreements and recreate the required reservations.

   Failed Credit Card Payments

   • Customers can be informed automatically by email about failed credit card transactions.

   Payment Management

   • Credit card payments can now be marked as cancelled without contacting the payment provider directly. The actual refund is then processed outside the Mobility Manager.
   • The associated business partner is now displayed more clearly in the payment portal journal.
7. Automated Communication

   Extended Email Notifications

   • Emails can be sent automatically or manually with internal documents, such as rental agreements and handover reports, as well as external PDF attachments.
   • Use cases such as the automatic delivery of signed rental agreements or general terms and conditions can be fully configured.

   Vehicle Inspection Reminders

   • Multi-stage email reminders inform customers about upcoming or overdue vehicle inspection dates during active rental agreements.
   • Dashboards allow sent notifications to be tracked.
8. Reporting & Evaluations

   Custom Reports

   • Custom reports can now also be exported in XML format.

   Dashboards

   • New overviews for:
     • Expiring credit cards
     • Notifications already sent
     • Upcoming vehicle inspection dates for vehicles in active rentals
9. Security & Performance

   Sorting Large Data Volumes

   • To avoid performance problems, sorting lists containing more than 1,000 records can be restricted through permissions.
   • Users without approval must first reduce the result set using filters.
10. User Interface
    • Minor optimizations and renamings were made. For example, in employee master data the label “Use” was changed to “Cash Register Type” to describe the function more clearly.