Currently the EFI Process requires multiple screens to go through to load, check and process the data. Also, exceptions are generated on an after-the-fact basis, rather than a pre-check. A team at one of our previous “Shipits”, put together a prototype of a new EFI workflow. This also included the ability to perform all actions from one screen, instead of 3 or 4, allows you to do a test import to see what process errors will trip if you were to run it (giving you the ability to proof and edit transactions beforehand). We also thought it’d be nice to be able to reverse EFI transactions after you’ve posted them (maybe you had a bad date or bad fuel $ data), though a reverse makes more sense for all fuel trans, not just EFI.
What suggestions do you guys have, and is this something you would like to see?
Disclaimer: This is NOT something we are actively working on, but just getting feedback and votes if this is something you’d like to see.