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Release date August 10, 2020 

Admin & Mobile & General API Hub

  • Admin - Improved UI and Navigation.
  • Mobile - Improved responsive design to better handle device rotation in tablet and mobile modes. 
  • TE-9850 - Added change and row log for job instances in profile task and in Job log.
  • TE-9678 - Mobile devices can share receipts and PDF reports by email or download the files.
  • TE-9473 - Implemented SAML SSO on Mobile for initial setup to get the Mobile PIN.
  • TE-9453 - T&E Home page retrieves the admin rows and shows the roles name instead of Admin only.
  • TE-9788 - Admin - Admins can create a new alert by duplicating an existing alert. 
  • TE-9615 - Send an email to the alternate approver when the approver is set as out of office.
  • TE-9903 Admin Utilities - Enable to search by post date for both time and expense.
  • API Support to execute Profiles and Remotely control the Profile Instance Job Status  including Logging to the Instance directly through API Calls.

Expense

  • DATABASICS Hotel Folio Itemization Assistant with Advance OCR (Additional Cost to Enable this functionality)
    • Hotel Folio Itemization Assistant guides the user on how to itemize their folio receipt and simplifies hotel folio receipts by extracting the data from the receipt using OCR technology. The system will display the breakdown of all the charges such as Room Rate, Room Tax, Meals, Parking, etc. to the user. The user can click on each item and auto-fill the expense form for user confirmation until all the charges are fully itemized. Employees can email all receipts to be read by OCR in the background and auto match them to credit card transactions. This makes the process of applying the credit card charges and receipts much easier and faster for users to complete their expense report. Also the auto-matching helps auditors and approvers to complete and audit reports faster so that they can focus on the exceptions.   
    • New ability to email the receipts in advance and request for them to be read by OCR & auto-matched to the credit card transactions.
  • TE-8373 - Receipt EXPRESS now displays the linked credit card charge that matches the receipts.
  • TE-8373 - Credit Card EXPRESS displays the receipts that match the receipts already read by OCR.
  • TE-9800 - New ability to display WBS Charges on the report list for end users and approvers while they are viewing the list of expenses.
  • TE-9850 - Display currency symbol if it is enabled on all the modules. 
  • TE-9326 - Auto-link attached receipts that have already been read by OCR to the expense link level. 
  • TE-9366 - Mobile - New ability to create Vendor Payment Reports.
  • TE-9225 - Support for number of units for recurring charges in expense type setup.  
  • TE-9128 - Mobile - New ability to import attendees from another line on the same or different report.
  • TE-9547 - Expense Report List - Enable Preview for proxies and end users as we already do on the Expense Approval Screen.
  • TE-8577 - Mobile Mileage Entry - Provide an option for the user to skip Google Maps in case they just want to enter Mileage/KM directly without using Google Maps.

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