Blogs, Expense management

What’s new in Zetadocs Expenses February 2023 update

Performance enhancements

Performance enhancements

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

Zetadocs Expenses

Release date and version

Cloud service

February 17, 2023 (version 3.4.23037)

Desktop browser app

February 17, 2023 (version 3.4.23045)

Apple (iOS) app

February 17, 2023 (version 3.4.23034)

Android app

February 17, 2023 (version 3.4.23034)

Extension for Business Central
(for Microsoft hosted cloud systems)

July 19, 2022 (version 1.2.22186)

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)

July 19, 2022 (version 1.2.22186)

Included in version 3.4.22188 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 3.4.22188 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

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 implementation before general release.  Please contact Equisys if you wish to use any of these preview features.

Daily FTP bank feeds

Most banks and other providers of corporate payment cards can send us a list of transactions each day.  These are supplied as a computer file which the bank uploads to the Zetadocs Expenses service using a secure file transfer protocol (SFTP) link.

Zetadocs Expenses can now process these files and create new transactions for corporate payment cards automatically.  The cardholder can then add receipts and other details with a few clicks, without waiting for the finance processor to import the transaction file at the end of the month.

We currently support Mastercard and American Express cards, and will be adding support for Visa cards soon.  The feature is similar to our existing support for UK banks using TrueLayer, but supports a wider set of banks including those in North America.

Quality and performance improvements

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

Retain changes to custom property values after validation error

When you save changes to a custom property using the system admin site, Zetadocs Expenses check the new settings.  If any required settings are missing, the settings screen is redisplayed with a message showing what needs to be corrected before the changes can be saved.

Previously if the save failed with a validation error in this way, any changes which had been made to the list of values for the custom property were discarded.  This has now been corrected.

Additional upgrade steps

Extension for Business Central

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

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.