Travel & Expense Management 24.9 New Features


Contents

1 Introduction

This document contains descriptions of new features in Basware Travel & Expense 24.9 and its maintenance releases.

2 New Feature Descriptions

2.1 Web client

2.1.1 Basic data - Katre code field selection lists

Module(s): Web client
Feature ID: TEM-4305
Release: TEM 24.9

The employee’s basic data related to KATRE now include both codes and names. Previously, only codes were displayed.

 

2.1.2 Basic data - expanding code fields

Module(s): Web client
Feature ID: TEM-4339
Release: TEM 24.9

Search results in Basic data now show both codes and names. Previously, only codes were displayed.

 

 

2.1.3 Basic data - range filters

Module(s): Web client
Feature ID: TEM-4340
Release: TEM 24.9

Basic data filtering has been enhanced by adding an option to use range filters when applicable.

To change a field type to allow range filtering, add the field to the search criteria again. 

 

Added range filter can now be used as search criteria. To revert the field, remove the range filter.

 

 

2.1.4 Company and unit names have been unified in the reports

Module(s): Web client
Feature ID: TEM-4325
Release: TEM 24.9

The company and unit names have been unified in all report types. By default, the company name is printed on top of the report and the unit name is printed below the company name (if unit name is specified in the report criteria). 

If unit criteria type is set to range, both values must match for the unit name to be printed.

If the value of the parameter Unit name on reports in the Control screen is “1”, and the unit name is not empty, the unit name is printed on top of the report, replacing the company name.

If the value of the parameter Unit name on reports in the Control screen is “2”, the company and unit names are not printed at all.

 

2.1.5 Dimension expense report includes country code

Module(s): Web client
Feature ID: TEM-4333
Release: TEM 24.9

Country code is now printed to the dimension expense report after the expense type name for the expense types with code less than 1000.

2.1.6 Travel advance refunds

Module(s): Web client
Feature ID: TEM-4332
Release: TEM 24.9

It is now possible to create travel advance refund documents in TEM Web Admin.

To allow users to create advance refund documents:
- The advance refund document type must be active.
- The advance refund form must be in use.
- The web form must be enabled for the advance refund form.

Users with the “Employee” role defined in the document user right settings can create travel advance refunds. This is configured in the database.

Refunding received travel advances using the expense type “Advance refund” is not possible in Web Admin.

 

To create an advance refund, first select the Advance Refund document type.

 

 

Then choose the advance to be refunded.

 

Enter the basic data for the advance refund.

 

 

The coding is created automatically for the remaining sum of the selected advance.

 

 

2.2 Edge

2.2.1 Default recipient in Forward and Recommend action

Module(s): Edge
Feature ID: TEM-4426
Release: TEM 24.9

When forwarding or recommending a document and selecting the next recipient, the recipient list can now include a default recipient. The default recipient is the supervisor from the reviewer’s or approver’s employee group.

2.2.2 Original exchange rate is displayed in the expense details

Module(s): Edge
Feature ID: TEM-4367
Release: TEM 24.9

If the expense rate has been changed, also the original expense rate is displayed in the expense details.

2.2.3 User can select the recipient when returning a document to reviewer

Module(s): Edge
Feature ID: TEM-4412
Release: TEM 24.9

When an approver returns a document to the reviewer, they can now select the reviewer. By default, the user who originally reviewed the document is selected. 

2.2.4 VAT field can contain four decimal places

Module(s): Edge
Feature ID: TEM-4303
Release: TEM 24.9

The VAT percentage in the coding can now have up to four decimal places. Previously, the limit was two decimal places.

2.3 Web client,Edge

2.3.1 Custom text to guide document type selection

Module(s): Web client,Edge
Feature ID: TEM-4414
Release: TEM 24.9

It is now possible to add instructional texts that appear when creating a new document and selecting a document type. The texts are defined in Basic data > Forms, in the Help field. They can be translated by using the vocabulary.