Release Notes: October 2, 2024

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.

Enhancements

EMBURSE ANALYTICS

VAT Reclaim Fields Added to Expense Model

For customers configured with VAT at the allocation level, there is now a series of fields that show how much reclaimable VAT was paid on an expense. In the Header / Line / Allocation model, new fields were added to the Expense Line Allocation VAT folder. Fields like VAT Total Reclaim Amount Spent can be used to track your total reclaimable VAT values (Total VAT Paid x Reclaimable Percentage as defined in your VAT business rules).

Invoice Posting Period Added to Invoice Models

The Invoice Posting Period is now available in the Invoice Header folder of the Invoice models. The value is used to ensure the invoice will be in the correct posting period when the data is exported to your ERP. For more details, see Posting Period Admin Screen in the Chrome River Help Center.

Invoice Gross Amount Added to Invoice Models

On the Invoice line item, we have added a new field called Gross Amount Spent, which is the sum of the line item’s Amount Spent + Amount Spent Tax1 + Amount Spent Tax2. This field was added to eliminate the need to create a calculated field from scratch.

ADMIN

Enhancement to V4/Persons REST APIs

We have changed the copyingItems attribute in the V4/Persons/Post and V4/Persons/Batch APIs. The copyingItems attribute specifies whether or not certain common fields are copied from a previous expense entry to the next, simplifying expense entry. Individual users can change this setting on their own via the “Copy Expense Attributes” option under Account Settings Preferences Settings. With this change, if the copyingItems attribute is not provided on the API call when creating a new Person record, the attribute will be defaulted to ON. If different behavior is required, the attribute can be set explicitly in the API call.

Expense Receipt Pack Enhancements on Request Digital Receipts Admin Screen

We have enhanced the Receipt Pack (Expense) feature on the Request Digital Receipts admin screen to allow users to rearrange rows on the search results as needed. Additionally, the new order will be preserved in the receipt pack generated from those search results.