Daily Transactions
| First Seen | Date | Reference | Amount | VIN | Stock # | Branch | Customer | Dealer | Eligible | Status | Override | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Weekly Batches
one bordereaux upload = one atomic batch| Batch | Uploaded | Bordereaux Ref | Rows | Total Value | Status | Pending | Posted | Verified | Failed | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
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Weekly Transactions
No batch selected| First Seen | Date | Reference | Amount | VIN | Stock # | Branch | Customer | Dealer | Eligible | Status | Override | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Import History
| # | Started | Status | Triggered by | Bank | Invoice | Proforma | Incepted | Total | New Eligible | |
|---|---|---|---|---|---|---|---|---|---|---|
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| Date | Event # | Reference | Amount |
|---|---|---|---|
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| Policy # | Customer | ID Number | VIN | Stock # | Dealer | Bank Summary |
|---|---|---|---|---|---|---|
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| Section | Contract # | Client Name | Client ID | Date | Policy # | Net Premium |
|---|---|---|---|---|---|---|
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Dealer Settings
| Branch Name | Dealer Code | |
|---|---|---|
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| Reference Fragment | Dealer Code | |
|---|---|---|
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Monthly Recon
| Date | Event # | Reference | Amount | Status | Local Status | Dealer | Customer | VIN |
|---|
Administration Settings
| Added By | Added At | ||
|---|---|---|---|
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UiPath Environment
Daily and weekly switch independently — controls which folder/queue IDs each one's posting uses. Takes effect immediately, no redeploy needed.
Auto-Post
Daily — when on, every eligible row is posted automatically right after each CSV upload finishes matching, plus a backstop sweep every few minutes in case a row becomes eligible later (e.g. via Recheck Eligible) without a fresh upload. Always sends everything currently eligible — the "10 only" checkpoint on the Daily Transactions page only applies to manual posting.
Weekly — when on, a bordereaux upload auto-posts just that batch right after it finishes matching (unmatched lines go out under the Unallocated dealer so the statement still reconciles). There is no scheduled weekly post: with this off, a batch goes out only when someone hits Post on it in the Weekly Batches list.
Both off by default; manual posting keeps working the same regardless.
Daily UiPath Queue — Live
Status Breakdown
Top Dealers in Queue
Daily Queue Items
| Reference | UiPath Status | Our Status | Amount | Customer | Dealer | Created | Ended |
|---|---|---|---|---|---|---|---|
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Weekly UiPath Queue — Live
Status Breakdown
Top Dealers in Queue
Weekly Queue Items
| Reference | UiPath Status | Our Status | Amount | Customer | Dealer | Created | Ended |
|---|---|---|---|---|---|---|---|
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