2023 - Mobile Product Updates

Date: 01/11/2023
Version: 2023.10.4.8

Bug Fixes

• We've fixed an issue in the mobile app where the mileage total for the expense item did not correctly include the additional rate for passengers in the case when the expense item was configured to use the passenger names instead of the number of passengers. (190552)
• We've fixed an issue in the mobile app where the home to office deduction could be applied a second time. This occurred when amending a mileage item that was already saved in a current claim, in order to add a receipt. If the existing mileage item included a journey step starting or ending at home, adding the receipt caused the home to office distance to be deducted a second time. (190772)
• We've made some enhancements to adding a new Expense Item and editing an already existing Expense Item. When adding a new Expense Item, the item should always reset when you switch to another one. When amending an existing Expense Item, the item should only reset when you switch to another type of Expense Item, but still remember the data if you go back to the same Expense Item type. (191200)
• We've made an update to the mobile app to check that any documents required for the Duty of Care checks are valid on the day you claim the expense item. The document is checked to ensure that it has not expired and that the date of the expense item is after the start of the document. This includes Tax, MOT, Insurance, and the claimant's driving license. (191630)
• We've fixed an issue in the mobile app when a meal item is saved and the number of staff must be provided. Previously, if the claimant provided the number of staff but did not close the keyboard or click off the field before saving the item, the expense item would save with no staff and zero net value instead of saving the number of staff and calculating a net value. (191636)
• We've fixed an issue in the mobile app where no vat was being calculated on mileage items when the vat receipt box was ticked. (192145)
• We've fixed a problem where the selected bank account did not display after saving the expense item to the claim. (192685)

Enhancements

• We've updated Check and Pay Expenses to display Health Roster information where a policy flag rule is breached. The Health Roster integration must be enabled for the account in order to use the flag rules. (187751)
• We've made an enhancement to the odometer readings page for claim submission for a better user experience. We've also provided guidance for when there is no business mileage being claimed and no new odometer reading is required as a result. This allows more accurate private mileage deductions to be applied, where this is configured in the system. (190531)
• We've enhanced the mobile app to provide a new functionality that improves user navigation when you log in with email and password. Previously, the only option for the landing page was the Receipt Wallet page. Now, you can choose a preferred landing page in Settings and will be redirected to it upon login. Now, options for claimants include the Receipt Wallet, Current Claims, GPS Mileage, and for approvers, Check and Pay Expenses. The default option is still the Receipt Wallet if you do not select another alternative. (190540)
• We've implemented Multi-Factor Authentication (MFA) for the Mobile App as a multi-step account login process require you to enter additional information apart from the password. Your Expenses system will need to be enabled before you can use this new option. (190553)
• We've improved the Receipt Wallet display to make the overflow menu more obvious to the claimant. Previously, the visibility of the overflow menu option (three dots) was not always visible depending on the background colour of the receipt image. (190558)
• We've implemented Open ID Connect to allow the implementation of Single Sign-On (SSO) and Multi-Factor Authentication (MFA) for the mobile app to ensure you can use your corporate account for authentication. Your customer account will need to be enabled before you can use this new option. (190596)
• We've upgraded the version of react screen components to the latest version throughout the app so that you are using the latest technology. (191636)
• We've added Single Sign-On (SSO) implementation for the mobile app to ensure you can use your corporate account, reduce the complexity of signing in, and increase the security. You can also verify your corporate account if it has Multi-Factor Authentication (MFA) enabled. Your customer account will need to be enabled before you can use this new option. (191888)
• We've improved the exception handling of receipt 404 status reports that were handled as a 500 exception, which caused unnecessary traffic. This helps to improve the performance of the receipt wallet. (192640)
• We've made an improvement to the mobile address journey builder. Previously, you had to enter two or more characters to get matching results. Now, suggested addresses are displayed in the search after you enter the first character. (192662)
• We've enhanced the mobile app to provide a new functionality that improves user navigation when you log in with SSO. Previously, the only option for the landing page was the Receipt Wallet page. Now, you can choose a preferred landing page in Settings and will be redirected to it upon login. Now, options for claimants include the Receipt Wallet, Current Claims, GPS Mileage, and for approvers, Check and Pay Expenses. The default option is still the Receipt Wallet if you do not select another alternative. (192991)

Date: 14/03/2023
Version: 2023.3.6.1

Bug Fixes

• We've restricted the code breakdown to up to 10 split codes to prevent an error from occurring. This change applies when you add an expense or when you set the default employee code breakdown. Previously, if you attempted to add more than 10 split codes, only the first 10 were saved. (173079)
• We've amended the mobile app so that when adding an expense that has been configured to include either a date or time user-defined field, the field will always now display correctly for completion by the claimant. Previously, the user-defined field of type date/time was not always displaying and if the field had been defined as mandatory then the expense item could not be saved to the claim. (189343)
• We've updated the mobile app copy expense item functionality to ensure that if you copy a mileage item that begins the journey at home, the number of miles remains the same as the original item copied. (189854)
• We've updated the mobile app to ensure the details display correctly when disputing an expense item that has been returned during the validation service. (189875)
• We've improved the performance of the address lookup by reducing the number of searches made to retrieve the address details. Previously, the address lookup was multiplied by the number of address labels, but now, a single lookup is performed regardless of the number of global or personal labels in the system. (190404)
• We've amended the mobile app so that when adding the mileage expenses, only active vehicles appear in the list for selection by the claimant. (190533)
• We've made improvements to the mobile app when receiving background notifications. This includes different scenarios for both iOS and Android devices. (190569)
• We've updated the mobile app so that when a user-defined field applies to an expense item of type date/time, the user is notified if the details are not completed when the field is mandatory. (190595)

Enhancements

• We've written a new suite of automated tests for Android that will run in the app centre, to make sure that the key areas of the app are working correctly. (188686)
• We've changed our background receipt storage code to improve the amount of time it takes to upload a receipt and complete the OCR processing. We've also added tracing to allow us to monitor the performance and introduced POLLY to regulate the number of retries for the OCR processing. (189864)
• We've made an enhancement to the way the mobile app retrieves your receipts from storage and displays them. Previously, all of the receipts were retrieved at once. Now, each image is retrieved and displayed before retrieving the next one. Then, when you choose to add a new receipt or edit or delete an existing one, only the receipt you are working on is changed in the wallet, while all others remain permanently displayed. This significantly improves the performance where there are a lot of receipts to display. (189865)

Date: 06/02/2023  
Version Number: 2023.2.3.2

Bug Fixes

• We've updated the mobile app to allow the chosen code to be correctly viewed when it is used in general details rather than a cost code breakdown. (188588)  
• We've enhanced the mobile app wallet receipt for iOS devices to resolve an intermittent issue. Now, the receipts can be added directly to the wallet and displayed before going for OCR processing. Previously, there was an intermittent problem where some receipts did not display. (188999)  
• We've updated the mobile app to ensure that where cost codes are configured to appear in the general details section of the claim in the tailoring options, the claimant can see the cost codes when adding an expense item to their claim. (189093)  
• We've updated the mobile app so that when the claimant is adding an expense item to the claim from a receipt in the wallet, and either of the VAT options is selected, these will remain selected on saving the expense item. (189131)  
• We've updated the mobile app so that the claimant cannot change the cost code breakdown percentage where their access role does not permit them to change their cost code allocation. Previously, this was allowed on a second or subsequent code where the allocation was split across multiple codes. (189168)  
• We've fixed an issue on the mobile app where the claimed item could not be approved by a cost code owner where the approver was part of a team responsible for approving claims with the cost code. (189301) 
• We fixed an issue in the mobile app where under certain circumstances when using GPS mileage with the add location before/add location after steps could prevent the claimant from adding the journey to the claim. We've also updated the Save button to make it more noticeable. (189379)  
• We've updated the mobile app so that when users save an expense from a receipt in the wallet that has failed OCR processing, it does not cause a problem. (188957)  
• We've updated the mobile app so that when users add an expense item defined as a standard item, which is configured to request the number of miles and a total to be claimed, the total entered by the claimant remains unchanged, and is not recalculated as a pence per mile mileage item. (189128)  
• We've fixed an issue in the mobile app so that when a claimant adds an expense from a receipt in the wallet, they can select that there is VAT included on the receipt and have the system calculate the VAT amount. Previously, this was not allowed if OCR did not find the VAT value on the receipt and recorded this as zero. (189129)  
• We've fixed an issue in the mobile app so that when a user adds an expense that is configured to include either a date or time user-defined field, the field will now display correctly for completion by the claimant. Previously, the user-defined field of type date/time was not always displaying and if the field was mandatory the expense item could not be saved to the claim. (189343)  
• We've updated the mobile app to prevent a newly archived cost code from being assigned to an expense item when adding an expense to the current claim. (189528)  
• We've fixed an issue in the mobile app so that user-defined fields will appear to the user with the display name that was entered by the system administrator rather than the name set in the system when the user-defined field was created. (189597)  
• We've made a change to the mobile app so that when users choose to split a coding allocation across multiple codes by changing the percentage to less than 100%, the split will initially offer the same codes as the original allocation. The codes in the split may then be changed as required, according to the role permissions. (189736)  
• We've updated the My Profile section of the mobile app so that vehicle details can be looked up for a new vehicle entered by the user. Previously, the new vehicle details might fail to be looked up if the automatic vehicle document option was not enabled in the tailoring options. (189915)  
• We've fixed an issue in the mobile app where the address lookup functionality caused an error when the user entered an address search query containing no alphanumeric characters, for example "...". Where alphanumeric characters were used to find an address no error was encountered. (189923)  
• We've made an update to the receipt wallet so that when you refresh the screen, the total unclaimed amount retrieves again for display based on the OCR results for all receipts in the wallet. Previously, the amount displayed as zero on refreshing the screen. (190018)  
• We've updated the mobile app to ensure that the exchange rate from the corporate card transaction is used when reconciling a transaction to a claim and that this takes precedence over the system exchange rate used for cash items. (190020)  
• We've made an enhancement to the mobile app so that when claiming an expense in a different currency, the total for the claimed item is converted at the correct rate, and displayed on the current claim in the currency that will be used to reimburse the claimant. (190140) 
• We've updated the mobile app for iOS devices, to navigate the user to the device permissions area if permissions to access photos are set to "none" but the user tries to add a receipt from the gallery. (188594)