The Requests page lists every request about invoices at your stores, so you can see what is waiting on you and how the others ended.
- Select CBS > Requests on the menu bar.
- Choose a view: Needs your reply (CBS is waiting for you), Open, Resolved or All. The number beside each is how many requests it holds. The page opens on Needs your reply when there is something there, otherwise on Open.
- Find a request by typing in Search requests: a request number (for example Request 142), an invoice number, a store, a license plate or a word from a message.
- Narrow the list with Type (Adjustment or Vehicle not recognized) and More filters (Store, Amount from and Open for). Clear all filters starts again.
- Select a request number to open the request. See Read and Reply to a Request.
What each column shows
| Column | What it shows |
|---|---|
| Request | The request number (select it to open the request) and its type. |
| Invoice | The invoice number, with the store and date. |
| Account | The fleet account the invoice belongs to, with its account number. |
| Requested | The amount asked for, if there was one. |
| Status | Where the request stands: Open, We're working on it, Needs your reply, Waiting for an approver or Resolved. |
| Latest / Outcome | The latest activity, or how a resolved request ended. |
A request of the type Vehicle not recognized is one about an invoice for a vehicle that does not belong to the fleet account it was billed to. CBS decides whose invoice it is.
Good to know
- You see the requests for all the stores in your store group, whoever raised them, so a request a colleague opened shows up here too.
- On a phone each request is a card. The request number is the link.
- If there are none, the page says No requests yet. To start one, find the invoice and use the request icon. See Ask CBS to Review a Fleet Invoice (Adjustment Requests).
If something goes wrong
- You cannot find a request. Check the view (try All) and clear the filters. A search only looks inside the view and filters you have chosen.
- The Requests menu item is missing. It is under CBS. If you do not see CBS, your user may not have the CBS Franchisee feature. See Features and Store Groups Explained.
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