What’s new in Zetadocs Expenses July 2023 update
Delegate Users
This article describes the new features and other improvements in the July 2023 update of the Zetadocs Expenses service.
|
Zetadocs Expenses |
Release date and version |
|
Cloud service |
July 3, 2023 (version 3.4.23177) |
|
Desktop browser app |
July 3, 2023 (version 3.4.23174) |
|
Apple (iOS) app |
July 3, 2023 (version 3.4.23174) |
|
Android app |
July 3, 2023 (version 3.4.23174) |
|
Extension for Business Central |
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 |
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
Delegate Users
A user can now be given permission to act on behalf of another user. This allows an assistant to create and submit expenses for their manager, or allows a team of finance processors to access a shared account without having to share sign-in credentials.
Access is controlled using the admin site User Details screen. The system administrator can specify which users or user groups can access each user account, and which roles (submitter, approver and/or processor) are available for each delegate user.
Delegate users receive a copy of notification emails for the user. Notification emails about reports which have been submitted for approval are copied to the delegate user who submitted the report, and emails for approval tasks are sent to all delegates with the relevant approval role for that user.
Actions taken by a delegate user are shown in the report history and expense approval details to help with accountability.
Quality and performance improvements
This update includes a number of quality and performance improvements.
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.