Account details are grouped into six different categories.
Main Account Details
Address, telephone, controlling account etc.
Additional Account Details
Account short name, own reference (if relevant) and a card status summary.
Card Defaults
The company name (that is to be embossed on the first line of your cards), default card design (what appears in the background of your cards), default card grade (what products can be obtained using the card) and the ISO number (typically 707821, although this may be different).
Managed Warning & Stop Levels
If the account is managed by Keyfuels' Credit Manager service, then you will be given a summary of the warning & stop levels that have been assigned to this account.
Stock Summary
A summary of all of the drawings, deliveries, and stock transfers that this account has made in the current Keyfuels periodic week (Tuesday to Monday), in the current month and in the financial year to date.
Planned Deliveries
Any physical deliveries of fuel into the Keyfuels network for this account for which we have not yet received a delivery confirmation note. There is the potential that planned deliveries may show a date prior to today, this does not necessarily mean it is overdue but most likely that it has been delivered and we are awaiting confirmation.
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Actions
To find out more about actions, please choose a topic below:
Change account stop status Change account details Change ControlMAX defaults Make managed Report requirements Create sub-account Create contact Create card Create multiple cards Create fuel price advice entry Display contacts Display cards Display stop history Display fuel price calendar |