We hope that you enjoyed the holidays as much as we did and are looking forward to an exciting 2016. Although our team took a little time off over the holidays, we still managed to roll out some pretty cool new features. In an effort to improve how we communicate changes to our product, we’ve launched a Product Changes feed that you can subscribe to in order to get more frequent updates.
Updates For Everyone
Last month we focused on improving how you work with reports. We received really good feedback about our new Report Inbox, so new users will go there first when they log in. We also added new buttons to the Report Inbox for exporting and reimbursing reports. Keep an eye out for more changes in the coming months as we continue to improve this area.
Updates For Admins
When you have a lot of reports to review, it is sometimes difficult to know what to do next. To make this simpler, you will now be directed to the next report automatically once you are done with the current one.
We are deprecating an old feature that would save PDF versions of a report if you had digital signatures turned on. The improvements over the last year to report actions (in the comments section) have rendered these PDFs obsolete and has allowed us to remove that feature. This will speed up submitting and approving reports.
If you use Automatic Statement Reporting, we have increased the number of formulas you can use in the report name. These variables should match the options you have when specifying Automatic Report Titles in the Policy Editor. This will give you more flexibility when naming reports.
Another improvement to Automatic Statement Reporting is that you can now delete reports that once held expenses from a corporate liability credit card. This will help you to clean up your account better when a corporate liability card is unassigned from an employee.
We previously added an auto-sync feature to some of our most popular integrations, and we have added Intacct to that list as well. Be sure to turn this on in your connection settings so you don’t have to manually sync your Intacct integration anymore.
We’ve updated the QuickBooks Online sync options dialogue to make it more intuitive for you to map and manage Classes, Customers/Jobs and Locations.
Interested in trying any or all of these features? Write to us at firstname.lastname@example.org to get started!