What’s new in Zetadocs Expenses October 2018 update

Simplify system configuration with User Groups

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

Changes in this update

Feature enhancements

User Groups

User Groups are a new feature to help with configuring permissions on systems with larger numbers of users.  The system administrator can create groups, assign various permissions to a group, and add users to a group by editing the group or user.

Groups are organized in sets – for example, you might create one set called Departments containing groups Sales, Marketing, Finance, and another set called Region containing groups London, Hull.

Departmental approvers and processors

We have added an option to specify the approvers and processors for each submitter.  For example, the sales manager can be configured as approver only for members of the sales team.  This simplifies the approval process for the submitter, particularly in larger systems with many approvers, and also reduces the risk of reports being submitted to the wrong approver.

This is configured on the user settings screen for each approver or processor.  For each role you can specify a one or more User Groups which allows members of those groups to submit reports to the person.  You can also specify individual users, to cater simply for cases where an individual incurs expenses for another department or manager.

Restrict permitted users for vehicles

The system administrator can now specify which users are permitted to use each vehicle type.  This improves usability and reduces the risk of inadvertent mistakes when submitting mileage claims.  It also protects against users claiming at a higher mileage rate than their entitlement.

Using this feature with User Groups helps when managing larger numbers of user.  For example, if you create a User Group called Company Car Users then you can add new users to that group without having to edit the vehicle settings.

Quality and performance improvements

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

Unable to save expense if created then edited offline

We have corrected an issue which could prevent an expense being saved to the server if it was created then re-edited while the client was offline.

Unable to save exchange rates on non-UK systems

We have fixed an issue which caused an exchange rate to be reset to zero after saving it multiple times on a systems configured with a home currency other than GBP.

Admin site prompts to discard changes incorrectly

Previously on some browsers the admin site would display a message “Do you want to leave this site” when navigating away from the Export Settings screen, even though no changes had been made to the settings.  This has now been corrected.

Duplicate payment cards shown when importing transaction file

Previously on the selection screen displayed when importing a payment card transaction file, the same payment card type was listed multiple times on some systems.  This has now been corrected.

Additional upgrade steps

Zetadocs Expenses Connector for NAV

This release is compatible with older versions of the Zetadocs Expenses Connector and NAV codeunits.

Mobile apps

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