2.1.1 Katre: Automatic certificate renewal

Module(s): Common logic
Feature ID: TEM-1429
Release: TEM 20.4
Feature Implementation: Basware consultant work is needed

Audience: TEM license customers' administrators and Katre contact persons

The Finnish Incomes Register (Katre) reporting certificate is valid for 2 years and it should be renewed before it expires. A certificate can be renewed anytime during its last 60 validity days.

Basware consultants can now automate this renewal function for TEM license customers. Basware SaaS will take care of certificate renewals for TEM SaaS customers.

Note: If a certificate expires (passes its expiration date without being renewed), it cannot be renewed. The organization has to sign a new contract with the Finnish Incomes Register Unit for using its services and apply for a new certificate, following the same process with which they applied for their first certificate.

Taking this feature in use requires consultation work. After enablement, the certificate renewals are automated.

2.1.2 Send review comments to travel secretary only

Module(s): Common logic
Feature ID: TEM-1433
Release: TEM 20.4
Feature Implementation: Basware consultant work is needed

Audience: Administrators, travel secretaries

Travel secretaries create documents on behalf of other employees. They need to see the review comments to be able to make the required document changes. Earlier all comments were only sent to the document owner, meaning the traveler.

New settings, which are configured by Basware consultants, have been added to control who receives the comment emails. These settings enable sending comment emails to Travel Secretaries also. These settings are valid only when the document creator is different from the document owner.

2.1.3 Short abroad trip - Norwegian rules

Module(s): Common logic
Feature ID: TEM-2000
Release: TEM 20.4
Feature Implementation: Basware consultant work is needed

Audience: Administrators

In Norway, when travelling abroad for 6-12 hours, the Government Agreement states the following:

9.3.8, §8 1b) "For reiser fra og med 6 timer og inntil 12 timer tur/retur dekkes 50% av kostsatsen for vedkommende land."

Translation: For return trips abroad lasting 6-12 hours, 50% of the country rate will be paid.

This rule has been added to the TEM allowance calculation rules for Norway.

2.2.1 Adding receipt onto an expense

Module(s): Mobile client
Feature ID: TEM-1919
Release: TEM 20.4
Feature Implementation: Feature is in use automatically

Audience: End users

Sometimes users need to key in their expenses manually. If they haven't received or photographed the related receipts yet, it is frustrating to go back to the home screen to upload the receipts.

From the expense screen, users can now Add new attachments to documents and link them with the expense in question, either from their unused attachments list or by adding a picture of a new receipt.

2.2.2 Driver's log in Edge

Module(s): Mobile client
Feature ID: TEM-1917
Release: TEM 20.4
Feature Implementation: Feature is in use automatically

Audience: Travelers

Travelers can now see their total distance driven in a date range, in kilometers or miles.

Travelers access this information by clicking Driver's log on the home screen. Then they set the date range and select their vehicle to search its usage during that period.

2.2.3 Enable adding number of participants or overnights in expense data in Add receipt function

Module(s): Mobile client
Feature ID: TEM-1775
Release: TEM 20.4
Feature Implementation: Feature is in use automatically

Audience: End users

When adding a new receipt under Add receipt, users can also add participants and the number of overnight stays.

These fields are displayed only with those expense types which have been configured to require this additional information.

2.2.4 General document search for approvers

Module(s): Mobile client
Feature ID: TEM-2051
Release: TEM 20.4
Feature Implementation: Feature is in use automatically

Audience: Approvers

Earlier, when viewing an employee's document, approvers could search for any earlier approved document of that particular employee. Now a general search for any approved documents has also been added on the home page.

2.2.5 Informative flow supported in Edge

Module(s): Mobile client
Feature ID: TEM-1032
Release: TEM 20.4
Feature Implementation: Feature is in use automatically

Audience: All users

Previously, users could only send documents to recipients as informative in WebClient. Now, this informative flow functionality is also available in Edge.

If the informative flow feature is enabled, users can send their documents to the informative flow by clicking Informative flow from the document details/actions.

If users have any documents in informative flow, a panel titled Informative flow is shown on the home screen. In the panel, users can see the documents they have received in informative flow. Users can click Mark as read to hide a document from the Informative flow document list.

If the aggregated task list feature is in use, approvers can see informative flow documents from all tenants on their list in the same way as under Documents to approve.

On the Search for my documents page, there is a new option labeled In informative flow. By selecting that, the user can search documents in informative flow.

2.2.6 More than one expense type needed in add receipt

Module(s): Mobile client
Feature ID: TEM-216
Release: TEM 20.4
Feature Implementation: Feature is in use automatically

Audience: End users

Often when photographing a receipt, end users need to give expense data for more than one expense based on this same receipt image. For instance, a hotel bill often includes both accommodation and breakfast.

When adding a new receipt, users can now add expense data for two different expenses based on the same photographed receipt image.

 

2.2.7 Show comments more visibly

Module(s): Mobile client
Feature ID: TEM-1864
Release: TEM 20.4
Feature Implementation: Feature is in use automatically

Audience: Approvers, reviewers, travelers

Travel & Expense Management shows the document workflow history and the comments added all in the same view under document history. When the document has many workflow steps, it can be difficult to find the comments. Now, users can easily filter the history entries to show only the comments.

When the user clicks Show comments, only the comments are shown in the history. Other history items are filtered out.

2.3.1 Header level dimension values restored on lower level in Review

Module(s): Web client
Feature ID: TEM-1874
Release: TEM 20.4
Feature Implementation: Feature is in use automatically

Audience: Reviewers

If a user edited dimension values on lower level, reviewers should be able to restore the header-level dimension values to the lower level. In other words, reviewers need the same functionality as the document creators have.

Now while in review, it is possible to restore the header-level dimension values on lower-level items just by one click.

2.3.2 Managing favorites by travel secretary

Module(s): Web client
Feature ID: TEM-1436
Release: TEM 20.4
Feature Implementation: Feature is in use automatically

Audience: Travel secretaries

Travel secretaries create and update documents on behalf of employees. Sometimes the employees' favorites lists get quite long and the travel secretary needs to remove unnecessary items from those lists.

Travel secretaries can now remove items from an employee's favorite lists.