This article describes the new features and other improvements in the August 2022 update of the Zetadocs Expenses service.

Changes in this update

Feature enhancements

Status screen improvements for larger systems

We have improved the status screen for larger systems.  The changes include increasing the maximum number of reports which the client will display in each filter list, and reducing the display time for the screen.

Improve sign in experience for finance processors

We have made several changes to improve the sign in experience for users with a large number of expenses and other data.

We have improved the refresh process, reducing the time which the client takes to download changes to expenses and other data from the server.  When signing in the client app will also wait until it has finished processing all server changes before removing the Processing progress indicator. 

These changes reduce the chance of a user starting to use the app before new tasks and other changes are visible, making the software more intuitive to use.

Quality and performance improvements

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

First export to an Employee account may fail

If you configure a user to export to an Employee account, the system checks that the installed version of the Extension for Business Central supports this new feature before exporting a report for that user.  If the Extension has not been upgraded then the export will fail, and a message will be added to the report history saying that you must upgrade the Extension.

Previously the first export attempt after upgrading the Extension would also fail with the same message in some circumstances.  This has now been corrected.

Additional upgrade steps

Extension for Business Central

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

Customers using the extension with a Business Central public cloud system should update this from the Manage Apps page in the Business Central admin center.  Updates are typically available within a few days of release for systems using the current version of Business Central.  Updates for older Business Central versions may also be available, depending on the Microsoft support and update policy at the time of release.

Customers using the extension with a Business Central on-premises system can download the extension from the Equisys software updates page, as part of the Zetadocs Expenses Connector download package.

To upgrade from an older version of the extension please contact your Business Central reseller, or contact Equisys for further assistance if required.

This release is compatible with 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.