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What’s new in Zetadocs Expenses November 2017 update

Gareth Williams

This article describes the new features and other improvements in the November 2017 release of the Zetadocs Expenses service.

Zetadocs Expenses

Release date and version

Service

November 16, 2017 (3.3.17313)

Connector for NAV

November 16, 2017 (3.3.17250)

Apple (iOS) app

November 16, 2017 (3.3.17313)

Android app

November 16, 2017 (3.3.17313)

 

Changes in this update

Feature enhancements

Personal mileage reclaim improvements

You can now choose which Expense Type is used for the personal mileage reclaim amount, instead of the system using the same Expense Type as the mileage record.  This supports use by companies which record mileage and fuel in different GL codes.

Vehicles which are configured for personal mileage reclaim can now be configured so the user can select the Expense Type for each mileage record they create.  Previously with this configuration the Expense Type was fixed. This can be used by companies to record mileage against two or more GL codes – eg to separate mileage which can be recharged to customers.

Offsetting business mileage against fuel payments

Where a company reimburses vehicle fuel (rather than mileage), the system can be configured to export the mileage records together with a negative reversal line which cancels out the amounts. 

Previously the system used the same Expense Type for the reversal line and mileage records.  We have now extended this so you can configure the Expense Type for the reversal line independently.

This supports use by companies which wish to offset business mileage against fuel payments in NAV, recording business mileage for users who are reimbursed for mileage or for fuel in a similar manner.

Vendor field autocomplete

We have improved the field for entering the vendor name on a new expense.  This now supports auto-complete, so that if you have already created an expense for the same vendor you can just type the first few letters of the vendor name then select from a list.

This makes it quicker to create new expenses, and encourages users to enter the vendor name.

Simplify expense approval

We have improved the screens used for approving reports.  Clicking on an approval task now displays a new Approve Report screen, which shows details of the report and expenses.  This simplifies the approval process, and makes the process more intuitive for new users.

Preview features

The following enhancements are enabled on selected accounts only.  This allows channel partners and other users to understand the feature and to give feedback on its use before general release.  Please contact Equisys if you wish to use any of these preview features.

Improved validation mechanism

We have improved the mechanism for displaying validation warnings on expenses and reports, to make this more efficient and reliable.

Quality and performance improvements

This update includes quality and performance improvements, including the following changes.

Unable to save client changes

We have corrected an issue which blocked expenses created in the client app from being saved to the server on some devices.

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.

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