Bulk Upload of Default Cost Center

This release have some enhancements in the Bulk Upload to support

Admin can define a cost center to an employee using bulk upload. The path for this is:

Login → Switch to Admin → Users → Bulk Add users → Download data export template → Fill data → Upload

In case of adding/updating the default cost center of existing employees, the mandatory fields are “email” and “default cost center”

The added default cost center will be displayed on employee’s expense page and it is an editable field so that employee can change the cost center if needed. 

Bulk Upload of User Mileage Settings

Admin can define applicable mileage to an employee using bulk upload. The path for this is:

Login → Switch to Admin → Users → Bulk Add users → Download data export template → Fill data → Upload

In case of adding/updating the default cost center of existing employees, the mandatory fields are “E-mail” and “Default Mileage Rates”. An employee can be assigned 1,2 or 3 mileage rates. In such cases, the mileage rates should be separated by a “,” in the same cell in the sheet.

 If an employee is assigned with two mileage rates, then the user can select any one of the two mileage rates while adding Mileage expense.

Setting the Org Logo

Admin can add Organization logo and the same will be reflected in the PDFs that are downloaded and shared. 

The path to add org logo is:

Login→ Switch to Admin → Settings → General → Company Branding → Add logo → Save

Reject and comment on Trip Requests

There are some enhancements made to Trips in this release. 

i. Admin/Approver can now reject a trip request

ii. Add comments to Trip Requests

 Once a report is rejected and/or added a comment, the related stakeholders will receive an email intimating the same. 

Default Cost center for users:

Apart from adding the Default Cost centers using bulk upload, admin can also define this values at an user level as well. 

The path for this is:

Login → Switch to Admin → Users → Select a user → Default Cost center → Save

More expense fields in Excel Downloads:

Excel Downloads have all the the expense fields, including hotel, city and other attributes. 

This helps the admin/approver with more information with employee’s expenses. 

Pagination in company expenses

With this release, admin can look the expenses list in different pages helping him/her from searching the expenses using long scrolls. 

Number of line items that should be seen on a page can be selected by admin.

Comments to Email:

Comments that are made in Reports are sent to interested parties (Approvers, Admins on the thread). 

Once the respective user responds to one of those comments, an email will be sent to the interested parties. 

Admin or an approver can comment on a specific expense in a report and the same flow of emails follows. 

Expansion of Mode of transportation 

With this release, employee can raise a trip request and also specify the mode of transportation. User can select one mode among flight, train, taxi and bus. 

This helps the admin or travel desk in making an appropriate travel arrangement for the employee. 

Bug Fixes and Enhancements

  1. Bug fixes around reports comments session
  2. Outlook add-in improvements
  3. Fixed the issue that caused disappearing of user fields like bank account number and approvers
  4. Issue that caused Approver manually flagging expense moves it back to REPORTED state
  5. Issue of disallowing duplicate per-diem entries 
  6. Disallowed multiple clicks on Expense page
  7. Webapp disallowed from creating multiple DRAFT reports due to multiple clicks
  8. Disallowed 0 mileage rate
  9. More enhancements in data extraction
  10. Enhancements in mobile app to ensure smooth flow
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