Document Dynamics

The Equisys Blog

 

Full Screen Parallax

What’s new in Zetadocs Expenses January 2018 update

Feature upgrades without service downtime

This article describes the new features and other improvements in the January 2018 release of the Zetadocs Expenses service.

Zetadocs Expenses

Release date and version

Service

January 15, 2018 (3.3.18003)

Connector for NAV

n/a

Apple (iOS) app

January 15, 2018 (3.3.18003)

Android app

January 15, 2018 (3.3.18003)

 

Changes in this update

Feature enhancements

Online updates

We have improved our update process so that users can continue using the service while it is being updated. Starting with this release, most updates will be released while the service remains available for use.  This will reduce impact on users, and enable us to deploy feature updates and critical fixes more quickly.

Ignore successfully exported items when retrying export

When exporting a report, it is possible for only some of the expenses to be exported successfully – eg if the NAV database for one of the companies is unavailable, or if the configuration settings for one payment method are incorrect.

Once the fault is corrected, you complete the export process simply by choosing the Export action in the client.  We have improved this action so that it now ignores any expenses which have already been exported, which simplifies recovery by removing the need to delete duplicate exported entries from NAV after completion.

The Re-Export action will repeat the complete export operation, including any expenses which have already been exported to NAV.  This is useful if export settings have been changed, as an alternative to editing the exported records directly in NAV.

Company-specific export codes

We have added support for NAV companies which use different sets of account numbers, by including an option on the settings screens to enter a different export value for each company.  This is supported for expense types, users and payment methods.

Show export company ID in admin site

When exporting expenses for multiple companies, the system uses a Company ID value to identify the destination NAV company.  The first company on an account has a standard company ID while additional companies are given a company ID based on the company name, and the values must match the connector configuration settings.

We have now added the company ID to the company settings page as an independent setting so that it does not changes automatically if you change the company name.  This makes configuring the NAV connector more intuitive, and reduces the risk of export failure if you rename a company.

Quality and performance improvements

This update includes general quality and performance improvements, including fixes for the following issues:

  • Export of expenses fails if they include custom properties which have been disabled

  • Order of expense type groups not remembered correctly

  • Draft expenses count incorrect on client dashboard

  • Vendor field dropdown icon displays incorrectly on Android devices

  • Report shows validation warning "Mileage VAT Reclaimable amount is more than Fuel VAT Paid amount" when VAT reclaim is disabled for vehicle

  • Receipts uploaded from browser app in Windows may be rotated on the printable Report Detail screen

  • Export fails due to unrecognized company ID after saving settings for the first company on an account

Additional upgrade steps

Zetadocs Expenses Connector for NAV

This release is compatible with older versions of the Zetadocs Expenses Connector and NAV codeunits.

The new features in this release do not require the Zetadocs Expenses Connector and NAV codeunits to be upgraded.

Mobile apps

Installed mobile apps will be updated automatically on mobile devices where this is enabled.

Previous Article Changes to the support model for Zetadocs Express
Next Article A world of change

Name:
Email:
Subject:
Message:
x
EquisysLogo

Recent news

If – like thousands of other businesses – you’ve just completed your year end, you might have spent January onwards having a mini-meltdown getting to grips with your accounts. Maybe it went ...

This article describes the new features and other improvements in the April 2018 release of the Zetadocs Expenses service. Zetadocs Expenses ...