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What’s new in Zetadocs Expenses September 2023 update

What’s new in Zetadocs Expenses September 2023 update

Simplify account switching for delegate users

Gareth Williams

This article describes the new features and other improvements in the September 2023 update of the Zetadocs Expenses service.

Zetadocs Expenses

Release date and version

Cloud service

September 13, 2023 (version 3.4.23244)

Desktop browser app

September 13, 2023 (version 3.4.23244)

Apple (iOS) app

September 13, 2023 (version 3.4.23255)

Android app

September 13, 2023 (version 3.4.23244)

Extension for Business Central
(for Microsoft hosted cloud systems)

March 30, 2023 (version 1.2.23070)

Available on Microsoft AppSource for Microsoft hosted cloud systems a few days after the release date.

Not updated in this release.

Extension for Business Central
(for on-premises systems)

May 23, 2023 (version 1.2.23091)

Included in version 3.4.23131 of the Zetadocs Expenses Connector download for on-premises Business Central systems.

Not updated in this release

NAV Server Components

December 7, 2020 (version 3.4.20307)

Included in version 3.4.23131 of the Zetadocs Expenses Connector download.

Not updated in this release.

Reporting Template

April 5, 2019 (version 1.0)

Not updated in this release.

Changes in this update

Feature enhancements

Switch user menu option

We have added a switch user option to the Zetadocs Expenses mobile and desktop app.  This is shown in the main menu if you are configured as a delegate user, and enables you to switch between your account and other user accounts without having to sign out first.

Switch user from notification email

The notification email for an approval task include links to view the task or view all tasks for that user. 

If you are a delegate user the Zetadocs Expenses app will now switch to the correct user automatically when you click the link.  This makes viewing tasks easier and more intuitive for delegate users.

If you use two or more Zetadocs Expenses systems and you are signed in as a user on a different system, the client will prompt you to sign into the correct company before switching user.

Quality and performance improvements

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

Custom properties values are reset on viewing expense

In rare circumstances the Zetadocs Expenses app would reset the custom property value for an expense when the expense was being approved or viewed.  This has now been corrected.

Transaction import fails if text fields include leading equals sign

Previously importing a payment card transaction file from one bank failed because the file included an External deploy operation encountered an unexpected exception. Contact your system administrator. Error Message: Input string was not in a correct format. (“=”) before one of the fields.  The system will now ignore these characters so that these files can be imported successfully.

Exchange rate displayed incorrectly on French language systems

The French language version of the Zetadocs Expenses app now displays the exchange rate correctly for foreign currency expenses.

Additional upgrade steps

Extension for Business Central

The Extension for Business Central has not been updated in this release.

This release is compatible with all previous versions of the Extension for Business Central.

NAV Server Components

The NAV Server Components have not been updated in this release.

This release is compatible with previous versions of the NAV Server Components (versions 3.3.18178 and later).

Reporting Template

The PowerBI Reporting Template has not been updated in this release.

Mobile apps

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

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