Document Dynamics

The Equisys Blog

 

Full Screen Parallax

What's new in Zetadocs Expenses - July 2016 update

Mobile apps

This article describes the new features and other improvements in the Zetadocs Expenses service between the initial preview and the June 2016 release.

Release date

Zetadocs Expenses

Release date and version

Service

June 9, 2016 (version 3.3.374)

Connector for NAV

June 9, 2016 (version 3.3.374)

Apple (iOS) app

June 9, 2016 (version 3.3.374)

Android app

June 9, 2016 (version 3.3.374)

Changes in this update

Feature enhancements

The main enhancements since the UK preview release are as follows.

Monitor status of submitted expense reports
We have added a new Status screen in the client, for users with the processor role.  This replaces the previous Export screen, and enables a processor to check the status of expense reports which have been submitted or approved. For more information, see Expense report monitoring.

NAV export retry
Processors can now re-export an expense report to NAV, or repeat an export operation which failed previously.  This enables the processor to recover simply from export errors. For more information, see Expense report export.

Manual NAV export option
You can now control when expenses are exported to NAV, choosing between Automatic and Manual export modes.  This is configured on the Manage Export Settings screen in the system settings. For more information, see Manage export settings.

Multiple CSV file exports 
Processors can now export expense reports to a CSV file multiple times if required, so you can use this feature for analyzing different sets of expenses.  Previously you could only export each expense report once.

Support for multiple VAT rates
You can now configure multiple sales tax rates in the system settings, and the user (or processor) can now select the sales tax rate for each expense on the expense edit screen. For more information, see Manage sales tax.

Mobile app for Apple (iOS) and Android devices
Users with Apple (iOS) and Android phones or tablets can now install a mobile app to use the service.  This has a similar look and feel to the browser app, enabling users to switch between devices simply. For more information, see Introduction to capturing expenses.

Landscape orientation use on Apple (iOS) devices
We have added support for landscape orientation use on iPhones and other Apple (iOS) devices.  This improves usability on Apple iPhones.

Approval by manager of their own expenses
A person who has the approval role can now approve their own expenses.  This simplifies adoption by companies where the existing expense policy allows self-approval, and also helps with testing the system during initial implementation or after configuration changes. For more information, see Approve on browser or phone.

Shared email addresses
We have now extended the service so that you can specify the email address for each user independently, and you can use the same email address for multiple accounts.  This simplifies use by VARs and IT service providers who wish to have a sign-in account for multiple clients. For more information, see Manage users.

Rename of Claims to Expense Reports
Users now submit expenses for approval by completing an “Expense Report”.  Previously these were called “Expense Claims”, but this name is misleading for expenses which have been charged to a company credit card so do not require reimbursement, and also causes confusion for users in North America.

Quality and performance improvements

This update includes a large number of quality and performance improvements, including the following:

Improved app startup
We have significantly reduced startup time for the app. This improves usability of the mobile apps for use on Apple (iOS) and Android devices, and the browser app for desktop use.

Reduced sync time
We have also reduced the time taken for the client app to sync its data (save changes made on that device then check for any other updated items).  The app now stores expenses and other records for the current user only, retrieving records for other users only when requested. This significantly improves usability for approvers and processors.

Additional upgrade steps

Zetadocs Expenses Connector for NAV
For systems which are using NAV integration, upgrading the Zetadocs Expenses Connector to this version is optional but recommended.

Mobile apps
For users running older versions of the mobile apps (version 3.3.373 or earlier), upgrading to this version is optional but recommended.
Users who have installed older app versions will have been notified of the new release, and can upgrade simply from the Apple TestFlight app or Google Play Store.  New users need to be enabled individually – please contact Equisys to arrange this.

Known issues

There are no known issues with this software release affecting use of the service.

Zetadocs Expenses

Release date and version

Service

June 9, 2016 (version 3.3.374)

Connector for NAV

June 9, 2016 (version 3.3.374)

Apple (iOS) app

June 9, 2016 (version 3.3.374)

Android app

June 9, 2016 (version 3.3.374)

Changes in this update

Feature enhancements

The main enhancements since the UK preview release are as follows.

Monitor status of submitted expense reports

We have added a new Status screen in the client, for users with the processor role.  This replaces the previous Export screen, and enables a processor to check the status of expense reports which have been submitted or approved. For more information, see Expense report monitoring.

NAV export retry

Processors can now re-export an expense report to NAV, or repeat an export operation which failed previously.  This enables the processor to recover simply from export errors. For more information, see Expense report export.

Manual NAV export option

You can now control when expenses are exported to NAV, choosing between Automatic andManual export modes.  This is configured on the Manage Export Settings screen in the system settings. For more information, see Manage export settings.

Multiple CSV file exports 

Processors can now export expense reports to a CSV file multiple times if required, so you can use this feature for analyzing different sets of expenses.  Previously you could only export each expense report once.

Support for multiple VAT rates

You can now configure multiple sales tax rates in the system settings, and the user (or processor) can now select the sales tax rate for each expense on the expense edit screen. For more information, see Manage sales tax.

Mobile app for Apple (iOS) and Android devices

Users with Apple (iOS) and Android phones or tablets can now install a mobile app to use the service.  This has a similar look and feel to the browser app, enabling users to switch between devices simply. For more information, see Introduction to capturing expenses.

Landscape orientation use on Apple (iOS) devices

We have added support for landscape orientation use on iPhones and other Apple (iOS) devices.  This improves usability on Apple iPhones.

Approval by manager of their own expenses

A person who has the approval role can now approve their own expenses.  This simplifies adoption by companies where the existing expense policy allows self-approval, and also helps with testing the system during initial implementation or after configuration changes. For more information, see Approve on browser or phone.

Shared email addresses

We have now extended the service so that you can specify the email address for each user independently, and you can use the same email address for multiple accounts.  This simplifies use by VARs and IT service providers who wish to have a sign-in account for multiple clients. For more information, see Manage users.

Rename of Claims to Expense Reports

Users now submit expenses for approval by completing an “Expense Report”.  Previously these were called “Expense Claims”, but this name is misleading for expenses which have been charged to a company credit card so do not require reimbursement, and also causes confusion for users in North America.

Quality and performance improvements

This update includes a large number of quality and performance improvements, including the following:

Improved app startup

We have significantly reduced startup time for the app. This improves usability of the mobile apps for use on Apple (iOS) and Android devices, and the browser app for desktop use.

Reduced sync time

We have also reduced the time taken for the client app to sync its data (save changes made on that device then check for any other updated items).  The app now stores expenses and other records for the current user only, retrieving records for other users only when requested.  This significantly improves usability for approvers and processors.

Additional upgrade steps

Zetadocs Expenses Connector for NAV

For systems which are using NAV integration, upgrading the Zetadocs Expenses Connector to this version is optional but recommended.

Mobile apps

For users running older versions of the mobile apps (version 3.3.373 or earlier), upgrading to this version is optional but recommended.

Users who have installed older app versions will have been notified of the new release, and can upgrade simply from the Apple TestFlight app or Google Play Store.  New users need to be enabled individually – please contact Equisys to arrange this.

Known issues

There are no notable issues with this software release affecting use of the service.

Zetadocs Expenses

Release date and version

Service

June 9, 2016 (version 3.3.374)

Connector for NAV

June 9, 2016 (version 3.3.374)

Apple (iOS) app

June 9, 2016 (version 3.3.374)

Android app

June 9, 2016 (version 3.3.374)


Changes in this update

Feature enhancements

The main enhancements since the UK preview release are as follows.

Monitor status of submitted expense reports

We have added a new Status screen in the client, for users with the processor role.  This replaces the previous Export screen, and enables a processor to check the status of expense reports which have been submitted or approved. For more information, see Expense report monitoring.

NAV export retry

Processors can now re-export an expense report to NAV, or repeat an export operation which failed previously.  This enables the processor to recover simply from export errors. For more information, see Expense report export.

Manual NAV export option

You can now control when expenses are exported to NAV, choosing between Automatic andManual export modes.  This is configured on the Manage Export Settings screen in the system settings. For more information, see Manage export settings.

Multiple CSV file exports 

Processors can now export expense reports to a CSV file multiple times if required, so you can use this feature for analyzing different sets of expenses.  Previously you could only export each expense report once.

Support for multiple VAT rates

You can now configure multiple sales tax rates in the system settings, and the user (or processor) can now select the sales tax rate for each expense on the expense edit screen. For more information, see Manage sales tax.

Mobile app for Apple (iOS) and Android devices

Users with Apple (iOS) and Android phones or tablets can now install a mobile app to use the service.  This has a similar look and feel to the browser app, enabling users to switch between devices simply. For more information, see Introduction to capturing expenses.

Landscape orientation use on Apple (iOS) devices

We have added support for landscape orientation use on iPhones and other Apple (iOS) devices.  This improves usability on Apple iPhones.

Approval by manager of their own expenses

A person who has the approval role can now approve their own expenses.  This simplifies adoption by companies where the existing expense policy allows self-approval, and also helps with testing the system during initial implementation or after configuration changes. For more information, see Approve on browser or phone.

Shared email addresses

We have now extended the service so that you can specify the email address for each user independently, and you can use the same email address for multiple accounts.  This simplifies use by VARs and IT service providers who wish to have a sign-in account for multiple clients. For more information, see Manage users.

Rename of Claims to Expense Reports

Users now submit expenses for approval by completing an “Expense Report”.  Previously these were called “Expense Claims”, but this name is misleading for expenses which have been charged to a company credit card so do not require reimbursement, and also causes confusion for users in North America.

Quality and performance improvements

This update includes a large number of quality and performance improvements, including the following:

Improved app startup

We have significantly reduced startup time for the app. This improves usability of the mobile apps for use on Apple (iOS) and Android devices, and the browser app for desktop use.

Reduced sync time

We have also reduced the time taken for the client app to sync its data (save changes made on that device then check for any other updated items).  The app now stores expenses and other records for the current user only, retrieving records for other users only when requested.  This significantly improves usability for approvers and processors.

Additional upgrade steps

Zetadocs Expenses Connector for NAV

For systems which are using NAV integration, upgrading the Zetadocs Expenses Connector to this version is optional but recommended.

Mobile apps

For users running older versions of the mobile apps (version 3.3.373 or earlier), upgrading to this version is optional but recommended.

Users who have installed older app versions will have been notified of the new release, and can upgrade simply from the Apple TestFlight app or Google Play Store.  New users need to be enabled individually – please contact Equisys to arrange this.

Known issues

There are no notable issues with this software release affecting use of the service.

Previous Article Expense management for better business, designed by people like you
Next Article What’s new in Zetadocs Expenses – August 2016 update

Name:
Email:
Subject:
Message:
x
EquisysLogo

Recent news

The software you use in your business is like the oil that keeps your car running smoothly. It’s taken for granted when it’s doing its job properly, but as soon as something goes wrong, things can ...

The finance department of most businesses is central to commercial operations. Turnover, profits and cost management are all key, but maintaining a healthy, positive cash flow is the number one ...