Release Notes: July 26, 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 Features Available

IMAGING

New Expense OCR Engine Now Available for Beta Testing

Chrome River’s enhanced OCR (Optical Character Recognition) Engine for Expense is now available to beta test for customers who use our QA/UAT environment. The new OCR engine provides enhanced performance and improved accuracy for optimized languages. Its machine-learning approach leads to accuracy-rate improvements over time and enables Chrome River to optimize the OCR process for more languages.

Customers who use our QA/UAT environment are encouraged to test the new OCR capabilities and report any issues via the Chrome River Help Desk. If your organization has disabled OCR for Expenses in QA/UAT, you may re-enable the feature on the Customer Preferences admin screen under Expense > General > “Enable OCR Text Extraction for Expense Receipts.”

Note that the new OCR engine does not yet support Chrome River FOLIO, but this functionality will be added in an upcoming release..

ADMIN

Enable Alternate Email Addresses for Approval

Customers may now choose to enable alternate approval email addresses for end users on the Customer Preferences Admin Screen. This feature can simplify the approval process by allowing approvers to forward approval emails from non-company email accounts, streamlining the process for approvers who use personal mobile devices.

Admins may activate this feature on the Approval Routing tab of the Customer Preferences Admin screen.

When this feature has been activated, approvers may add alternate email addresses from which they may approve expenses and/or invoices in their Account Settings.

PURCHASE ORDER

Purchase Order Vendor Notification Emails

Administrators may now use the Notifications Admin Screen to enable the PO Vendor Notification email, which alerts vendors when their purchase orders have been approved within Chrome River. Notifications will be sent only to vendors who have an email address in their Invoice Vendor record.

Admins may also CC additional recipients from your organization on these emails by hovering over the Emails Assigned number, clicking VIEW, and adding their email addresses.

Enhancements

EMBURSE ANALYTICS

Basic Scheduling, New Standard Reports Added to Emburse Analytics

Basic scheduling of reports and dashboards is now available for all Emburse Analytics customers via the Creator role. We have also recently released two new standard reports for Chrome River Expense: Approver Tracking and Cash Advance Balance. And for customers using Chrome River’s Car Plan functionality, car plan data has been added to the Chrome River Expense explores for detailed reporting. For more information and additional enhancements to the Emburse Analytics platform, see the July 24, 2023 release notes inside the Emburse Analytics help center.

APIs

View Approver Details for Group-Routed Expenses

Vendors who use Chrome River’s Expense Report API will now be able to view approver details for line items that are assigned to group and parallel routing.

Resolved Issue

ADMIN

Editing Bank Account Information on the DIRECT PAY Export Screen

We have resolved a display issue that caused rows in the DIRECT PAY export queue to appear to be duplicated when editing bank account information.