This article describes the new features and other improvements in the September 2020 update of the Zetadocs Expenses service.

Changes in this update

Feature enhancements

Improvements for company cardholders

We have made it easier for users to justify expenses on their company payment cards.  Company cardholders now see new payments in their Expenses list, and can edit a payment simply to create a new expense or match it to an existing expense.

For companies where card payments must be approved by a manager, expenses must now be matched to a card payment before they can be submitted for approval.  In these companies the cardholder no longer needs to complete and submit a Payment Card Report to reconcile the payments as a separate step.

These changes are enabled on existing systems by switching on the New Payment Card Experience option on the system settings screen.  This allows the system administrator to choose when users will see the changes in case they want to notify users or update training resources before doing so.

Company card improvements for finance processors

We have simplified the process of reconciling monthly statements for company payment cards, making it easier for the finance processor to create and approve any missing expenses.

Card payments are reconciled using a Payment Card Report.  Previously this report was owned by the cardholder who had to submit it to the finance team for checking.  Now for companies where card payments must be approved by a manager the Payment Card Report is owned and completed by the finance processor.  This simplifies processing for cardholders and makes it easier for the finance team to control the reconciliation process.

Finance processors can now import transactions for any payment card without having to be added as a permitted user.  They can also approve any missing expenses which they create directly using the Payment Card Report without having to use a separate Expense Report to do this.

These changes are enabled on existing systems by switching on the New Payment Card Experience option on the system settings screen.

Export customization with Business Central

Companies can now customize the export process by writing a custom extension in Business Central.  Resellers and advanced users can enhance the standard functionality simply, modifying the purchase invoice or journal entries which are created when exporting reports. 

Custom extensions are developed using standard Microsoft development tools, and can use a range of events and helper functions included in the rich Application Programming Interface (API).

This feature requires the Zetadocs Expenses Plus edition, and is supported on Business Central systems using the Extension for Business Central.  It requires the extension to be upgraded to the version in this update or a later version.

Quality and performance improvements

This update includes a number of quality and performance improvements.

Additional upgrade steps

Extension for Business Central

Customers using the extension with a Business Central public cloud system should update this from Microsoft AppSource.  Updates are typically published on AppSource within ten working days of release for systems using the current version of Business Central.  Updates for older versions of Business Central may also be available, depending on the Microsoft support and update policy at the time of release.  You can check whether the update is available for your system by comparing the AppSource version number with the version number listed above.

Customers using the extension with a Business Central on-premises system can download the extension from the Equisys software updates page.

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.

Connector for NAV

Customers using the Connector for NAV with a Business Central or NAV on-premises system can download the connector from the Equisys software updates page.

To upgrade from an older version of the connector, follow the instructions in this technote.  Please contact Equisys for further assistance if required.

This release is compatible with previous versions of the connector (versions 3.3.18178 and later).

Reporting Template

There is no update to the PowerBI reporting template with this release.

Mobile apps

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