Release Notes: April 19, 2023

Note: We may roll out certain changes iteratively through our customer base. As a result, you may experience a few days’ delay (no more than one week) before you see new functionality in your Production environment.

New Feature Available

EXPENSE ENTRY

Introducing Automated Expense Creation

Customers may now choose to activate the Automated Expense Creation beta feature, which allows users with appropriate permissions to have expense reports created for them automatically, based on either the receipts they upload or the corporate credit card transactions they incur. Administrators may activate Automated Expense Creation for all or selected users and choose which type of transactions trigger it—either credit card transactions (for customers who have a Credit Card data feed) or receipts (for customers who do not use corporate credit cards).

Expense reports and line items will be created automatically and placed in users’ Drafts dashboard for review before they are submitted. If Business Purpose, Allocation, or Matter-On-Select data is missing on multiple line items, users will only have to enter it once to have it updated on any line item where it appears.

If your organization is interested in activating this beta feature for all or selected users, please submit a case via the Chrome River Help Desk. Once this feature has been activated for your organization, an admin may navigate to SECURITY > ACCESS PERMISSIONS and select the appropriate policy, then configure the feature in the Expense section, under Automated Expense Creation. For complete details, see Manage Automated Expense Creation in the Chrome River Help Center.

Enhancement

EXPENSE ENTRY

Autoexpand Downloaded Details for Transactions with No Expense Types

Based on customer feedback, Chrome River will now automatically expand Downloaded Details when users add transactions with no expense type to a report. This will make it easier for users to see all the information that will help them select the appropriate expense type.