What’s new in Zetadocs Expenses April 2022 update

Company specific jobs and tasks

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

Changes in this update

Feature enhancements

Company specific jobs and tasks

You can now configure a custom property to use different values depending on the company for the expense.  This simplifies use on systems where the list of jobs or dimension values is different on each Business Central system.

A new setting on the Manage Custom Property settings page specifies whether the property uses the same values for all companies.  When this setting is disabled the Edit Values screen enables you to choose the company for each value, and the client Edit Expense screen filters the values which is shows in the custom property dropdown field depending on the company which is selected for the expense.

If a custom property has the ERP Sync setting enabled, the system will import the list of values from each company.  The company can also be included in import CSV files for custom properties which do not have ERP Sync enabled.

Company specific export settings for custom properties

The Manage Custom Property screen now allows you to configure different export settings for each company.  This supports use on systems where the dimension name or number is not the same on every Business Central company which is linked to the system.

Support for CSV transaction files using semicolon field separators

You can now import payment card transaction files where the fields are not separated with commas. 

Most CSV transaction files which are downloaded directly from a bank will use a comma character to separate the fields.  However if you create a CSV file using Microsoft Excel the field separator character depends on the Windows regional setting (locale) of the computer which is being used, and the file may use a different character such as a semi-colon instead.

The Payment Card Type settings screen now includes a setting to specify the separator character.  This allows CSV files which have been created using Excel to be imported without having to change the regional setting or edit the file using a text editor first.

Custom property values sync automatically after settings are changed

When you save changes to a custom property which has ERP Sync enabled the system will now update the values for the property automatically.

Previously the system administrator had to request an update manually by clicking the Update Values button on the Manage Custom Properties screen.  This button has now been moved to the Integration screen, and can be used to update the values for all custom properties which have ERP Sync enabled.

Retain orientation for receipts added with mobile apps

When you add a receipt to an expense using the mobile app, the app will now rotate the image so that the receipt viewer will display it with the correct orientation.  This matches the current behavior of the desktop client app.

Quality and performance improvements

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

Ignore sales tax amount from receipt OCR if invalid

When you add the first receipt to an expense, the receipt OCR feature analyses the receipt to extract the sales tax amount then sets this on the expense.

We have added extra protection to this behavior so that the sales tax amount will now be ignored if it is invalid – for example, if the sales tax amount is greater than the expense amount.

Prevent hidden validation error when sales tax is not reclaimable

Previously the system would add a validation error to an expense if the sales tax amount was invalid even if sales tax was not being reclaimed for that expense.  This would prevent the user for submitting the expense, but in some cases it was not possible to view or correct the error.

The system will now only set the validation error if sales tax is being reclaimed for that expense.  This ensures that the error is shown on the Edit Expense screen and can be easily 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.