What’s new in Zetadocs Expenses June 2023 update
Quality and performance improvements
This article describes the new features and other improvements in the June 2023 update of the Zetadocs Expenses service.
|
Zetadocs Expenses |
Release date and version |
|
Cloud service |
June 19, 2023 (version 3.4.23156) |
|
Desktop browser app |
June 19, 2023 (version 3.4.23156) |
|
Apple (iOS) app |
June 19, 2023 (version 3.4.23156) |
|
Android app |
June 19, 2023 (version 3.4.23156) |
|
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
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.
Delegate Users
A user can now be given permission to act on behalf of another user. This can allow an assistant to create and submit expenses for their manager, or allow a team of finance processors to access a shared account without using shared 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.
Quality and performance improvements
This update includes a number of quality and performance improvements, including the following:
Payment Card Report omits data when using Next/Previous navigation
The Payment Card Report displays a list of card payment transactions and matched expenses. Previously if you displayed the View Payment Card Report screen and then clicked the Next or Previous navigation buttons, the client did not display the next Payment Card Report correctly in some circumstances. This has now been corrected.
Intermittent error when registering new accounts
We have improved the process for creating and registering a new Zetadocs Expenses account so the process works more reliably when copying settings from an existing account.
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.