What’s new in Zetadocs Expenses December 2018 update

Require individual expense approval

This article describes the new features and other improvements in the December 2018 release of the Zetadocs Expenses service.

Changes in this update

Feature enhancements

Require individual expense approval

Previously a manager could approve all expenses on a report as a batch, by approving the report.  We have now added an account setting to control when this is allowed.  The financial controller can specify that managers must approve every expense over a given value individually, or even disable the batch approval option so that managers must approve every expense individually.

This is configured in the admin site, on the Settings page (previously named Regional Settings).  The default setting is the previous behavior, where approving a report will automatically approve all the expenses.

Show old reports on status screen

The client Status screen lists reports which have been approved.  It enables a finance processor to check for reports which have not been exported to the finance system and to re-export a report if needed.  By default, the status screen shows reports from the last 90 days, and the period can be adjusted by the user on the client Settings screen.

Previously the longest period permitted was 180 days.  We have now added an option to show all reports, to enable a company to view or re-export reports which were approved more than 6 months ago.

Microsoft Dynamics Business Central

We have released support for Microsoft Dynamics Business Central cloud systems, with support for North American and UK systems.  This uses the Zetadocs Expenses Extension for Business Central, which is available from the Microsoft Store.

The database type (Business Central or NAV) is configured independently for each company in the account.  This enables use by organizations using a mix of Business Central and NAV systems, and is designed for use by companies during a staged migration process.

Quality and performance improvements

This update includes general quality and performance improvements, including the following:

Incorrect mileage rate selected when using effective dates

We have corrected an intermittent fault which caused the client to select the wrong mileage rate in some instances.  The fault occurred with vehicle types configured with three or more mileage rates.   

This issue was corrected in an interim update on November 26.  Customers who have been affected by the issue have been contacted individually by the Equisys support team.

Additional upgrade steps

Zetadocs Expenses Connector for NAV

All sites which export expense data to Microsoft Dynamics NAV must upgrade to the July 2018 release of the connector (version 3.3.18178) or a later version by February 4, 2019.  See this article for further details.

The upgrade process is quick and easy, and is described in this technote.  Please contact Equisys for further assistance if required.

Mobile apps

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