Reso 2021-3185 - Laserfiche WebLink

Home Browse Search

Most of our larger fleets choose to receive billing and transaction data in the form of WEXLinkT"' file. This is an electronic file that provides customers with transaction data on a daily, weekly, or monthly basis via the internet (i.e. SFTP). The data is provided in a flat file and includes extensive detail for both fueling and service transactions, enabling fleets to analyze vehicle, driver and purchase information, and to reconcile monthly invoices. WEXLinkTI files are designed specifically for fleet customers who want to perform detailed analysis and reporting on their fleet accounts within their own systems. This file can be merged with existing information management system, making it easy to track costs. Product Code information is available as Transaction Data report. See table in Answer 6.6 for a summary of available reports, including Product Code reporting. 5.16 Contractor must be able to provide comparative rebate reporting comparing the previous quarterly and annual rebates to the then current quarter/year. WEX's system allows for robust account structures and reporting functionality, including the reporting of rebate earnings that provides a full breakdown of a rebate for a given time period. These reports can be structured to compare the previous quarterly and annual rebates to the current quarter/year. Purchasing Entity's WEX Premium Fleet Services Account Manager along with the dedicated Strategic Relationship manager will work at the time of implementation, or at any point during the life of the contract, to set up or modify reporting to ensure it satisfies the needs on an individual State or Agency. 5.17 If capable, system must provide sales by merchant type (i.e. small business, minority owned, etc.) including Federal Diversity information. WEX's Minority and Women -Owned Business Report provides monthly roll -up of transactions, gallons, and dollars spent at minority- and women -owned fueling and service sites. This report is useful for those fleets that are tracking their minority spend and have a program to increase spending at minority- and women -owned businesses. This report is delivered via WEXOnline®. In addition to WEX's Minority and Women -Owned Business Report Purchase Activity Report, delivered via WEXOnline® at the close of every billing cycle, is our standard billing cycle report that accompanies each invoice, with a roll -up by card or department. It can be retrieved online and is in PDF format. It consists of several key elements: • Purchase Activity: by card transaction details for that cycle • Financial Summary: financial roll -up of spend by account, fuel and non -fuel • Site Summary: roll -up of purchase behavior by brand, with totals • Tax Exempt Summary (tax exempt fleets only): roll -up of exempted and reported transactions by jurisdiction and fuel type 6. DATA TRANSFER/INTEROPERABILITY 6.1 System must be accessible in accordance with Section 508 (Section,508 of the Rehabilitation Act (29 U.S.C. 794d), as amended by the Workforce Investment Act of 1998 (P.L. 105-220), August 7, 1998) - accessibility. 6.2 System must be supported (at a minimum) by Internet Explorer, Edge, Firefox, Safari, Chrome. 6.3 System must allow for downloads, data transmissions, and integration in support of non- standard/standalone financial management systems, including legacy systems. MASTER AGREEMENT No. 00819 - FLEET CARD SERVICES PAGE 101 OF 138