Date: 10/12/2024
Version: 2024.11.29.3
Enhancements
- We've made an enhancement to prevent reminder notifications from being sent to the Duty of Care approvers for expiring driving licences for archived users. (198151)
Bug Fixes
- We've updated the reminder service for expiring vehicle documents to exclude archived employees. Now, approvers will not receive notifications for archived users. (198046)
Date: 14/11/2024
Version: 2024.11.1.3
Enhancements
- We've added a new ESR mapping element called Board Members Exp NR NP NHS for the NHS Trust details. You're now able to pay the approved expenses under the new element. (197291)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/16866465966492-Assure-Expenses-scheduled-release-2024-11-1-3-14-11-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide that informs you how to subscribe and receive email notifications.
Date: 22/10/2024
Version: 2024.10.16.4
Bug Fixes
- We've fixed an error that was appearing when you saved a pool vehicle. (197297)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/16519865310492-Assure-Expenses-scheduled-release-2024-10-16-4-22-10-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Date: 19/09/2024
Version: 2024.9.16.2
Enhancements
- We've added a new tailoring option to prevent a named delegate from accessing the personal Duty of Care documents of the person who has assigned them delegated authority for claims. (191420)
- We've added a new search option for employees that allows claimants to search for delegates by Email and Username. We've also included the email address to the summary grid of the search results. (197059)
SSL Certificate
We will be updating our SSL certificate, which could affect the single sign-on authentication (SSO). This means that your Expenses users might not be able to access Expenses through SSO.
If your organisation is using our SSL public certificate, please notify your IT team and log a support ticket so that we can provide them with the new certificate.
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/15947917972764-Assure-Expenses-scheduled-release-2024-9-16-2-19-09-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Date: 12/09/2024
Version: 2024.9.6.7
Enhancements
- We've replaced all the "E-mail Address" mentions to "Email Address" everywhere in system to have better consistency. (192470)
- We've added the employee's email address in the 'Delegate Logon' view for the mobile app. (192539)
Bug Fixes
- We've amended the formatting of the message that appears to the claimant that informs them that they need a bank account in order to be able to claim their expenses. Now, the system displays the message in the same way, but in an improved format. (196384)
- We've fixed a problem where a bank account message was incorrectly displayed when the approver amended an expenses item in 'Check and Pay Expenses'. (197035)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/15828083287324-Assure-Expenses-scheduled-release-2024-9-6-7-05-09-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Date: 05/09/2024
Version: 2024.8.23.4
Enhancements
- We've made an enhancement to the Duty of Care tax documents. Now, when the tax details are provided by the DVLA lookup service, a start date and an expiry date are included. (152548)
- We've added a new 'E-mail Address' option in the search results grid of the 'Delegate Logon' option. (192536)
- We've added email address in the summary grid of results when you search for a delegate. (192538)
- We've added additional documentation for the API endpoint that allows you to save an expense item to a claim. (195766)
- We've added logging and tracing to the internal support tickets processes to increase our observability. This makes it easier for the support team to manage issues reported via support tickets. (196354)
Bug Fixes
- We've resolved an issue where the reminders for vehicle expiry documents were not always being sent. (187405)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/15719065973788-Assure-Expenses-scheduled-release-2024-8-29-2-05-09-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Duty of Care Reminder Services
Date: 12/08/2024
Versions: Service.DutyofCare - Version 2024.8.12.1
NotificationTemplates.Service - Version 2024.7.26.1
Enhancements
- We've updated our Duty of Care Reminder Service to use the new microservices technology to allow future scalability for the Duty of Care module. Reminder service emails from our updated service now come from "admin@expenses-software.com". (196622)
- We've made an implementation for all Duty of Care reminders for both claimants and approvers with the new microservice. (189733)
- We've updated the Duty of Care Reminder Service to use the new Licence Check Lookup API version. (194069)
- We've added logging and tracing to the driver licence consent processes to increase our observability. We've also included account ID information that helps the support team manage any reported issues on the consent processes more easily. (196367)
Date: 08/08/2024
Version: 2024.7.30.2
Enhancements
- We've made an implementation for all Duty of Care reminders for both claimants and approvers with the new microservice. (189733)
- We're rewriting our Duty of Care Module into a new more modern service. As a result, we've now updated the workflows and business logic for manually adding driving license documents. (194944)
- We're rewriting our Duty of Care Module into a new more modern service. As a result, we've have now updated the workflows and business logic for automatic lookups. (194953)
- We've added an additional message for handling the 401 response code when this is returned by the automatic driver licence lookup service. (196080)
- We've added logging and tracing to the driver licence consent processes to increase our observability. This enables the support team to more easily manage issues reported via a support ticket. (196095)
- We've added logging and tracing to the driver licence consent processes to increase our observability. We've also included account ID information that helps the support team manage any reported issues on the consent processes more easily. (196367)
- We're rewriting our Duty of Care Module into a new more modern service. As a result, we've now updated the workflows and business logic for driving license document reviews. (196442)
Bug Fixes
- We've made a change to prevent you from deleting the team that is assigned as the approval team for Duty of Care documents. Now, an error messages appears to inform you that the team cannot be deleted. (155981)
Date: 25/07/2024
Version: 2024.7.19.1
Bug Fixes
- We've fixed an issue where the Expedite Validation receipt queue could not be prioritised for a company with a capital letter in the company ID. (196018)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/15051374471964-Assure-Expenses-scheduled-release-2024-7-19-1-25-07-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Date: 09/07/2024
Version: 2024.7.3.2
Enhancements
- We've been rewriting our Duty of Care Module into a new more modern service. As a result, we've now updated the workflows and business logic for vehicle tax documents. (194943)
- We've been rewriting our Duty of Care Module into a new more modern service. As a result, we've now updated the workflows and business logic for vehicle MOT documents. (195511)
- We've been rewriting our Duty of Care Module into a new more modern service. As a result, we've now updated the workflows and business logic for vehicle insurance documents. (195512)
- We've been rewriting our Duty of Care Module into a new more modern service. As a result, we've now updated the workflows and business logic for vehicle breakdown cover documents. (195513)
- We've been rewriting our Duty of Care Module into a new more modern service. As a result, we've now updated the workflows and business logic for vehicle service documents. (195514)
- We've updated the import option for the Barclaycard corporate cards statements (1315) for reconciliation in the Expenses system. Now, the transaction description field is populated on import instead of the reference field. This makes identifying transactions during reconciliation easier. (196188)
Bug Fixes
- We've fixed an issue with updating the DVLA Check Consent Date when an employee provides a new consent before the existing one expires. (196261)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/14796431658652-Assure-Expenses-scheduled-release-2024-7-3-2-09-07-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Date: 11/06/2024
Version: 2024.6.7.4
Enhancements
- We've made an enhancement to the Expedite Validation tool to allow Expedite users to select an account for which they want to validate the receipts. (195606)
- We've added more tracing to self-registration around bank account details, and we've implemented a new method of caching the bank account information after the account details are saved. (195645)
- We've added a new option for the import of the Barclaycard corporate cards statements 1315 for reconciliation in the Expenses system. (195879)
Bug Fixes
- We've fixed an issue that appeared when activating employees that were created by self-registration with Single Sign-On (SSO). (194811)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/14351879591452-Assure-Expenses-scheduled-release-2024-6-4-2-11-06-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Date: 13/05/2024
Version: 2024.5.9.1
Bug Fixes
- We've fixed an issue that appeared when validating a receipt through the Expedite Validate tool. The expense item was not being updated with the validation results after the validation. (195502)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/13921528038044-Assure-Expenses-out-of-schedule-release-2024-5-9-1-13-05-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Date: 02/05/2024
Version: 2024.4.26.1
Bug Fixes
- We've fixed an issue with the verification link for the self-registration process. (174090)
- We've fixed an issue with the Single Sign-On (SSO) login that appeared when a user in the Active Directory had a name that contained a comma. (195413)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/13621371761308-Assure-Expenses-scheduled-release-2024-4-26-1-02-05-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Date: 18/04/2024
Version: 2024.4.16.1
Enhancements
- We've significantly improved the performance of the "Filter Rules" configuration pages. When you add a new filter rule or edit an existing one, we only retrieve the necessary records for the display panel rather than retrieving every parent and child element. We've also changed the saving process of the new filter rule options. Previously, the saving process occurred after you added all changes and clicked "save". Now, the saving process occurs as you create the new records and populate them into the summary display. We've also changed the delete option to work for each individual change rather than by page. Moreover, we've prevented duplicate department, cost code, and code filter rule records, when tailoring options are configured to use descriptions rather than codes. (195261)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/13571325865372-Assure-Expenses-scheduled-release-2024-4-16-1-18-04-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Date: 11/04/2024
Version: 2024.4.5.6
Enhancements
- We've added additional observability tracing for the Single Sign-On (SSO) and Multi-Factor Authentication (MFA) processes so that we can more easily track any issues that happen when you're redirected to the home page and/or when you use "Company Select". (195058)
Bug Fixes
- We've fixed an issue that appeared for odometer readings that must be entered when the claimant logs on with the "Log on with SSO" option. Entering odometer readings when submitting a claim was not affected by this issue. (195069)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/13446617622556-Assure-Expenses-scheduled-release-2024-4-5-6-11-04-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Date: 28/03/2024
Version: 2024.3.21.1
Bug Fixes
- We've added tracing and logging to the process of self registration to allow better analysis if an issue should occur during the process. (194224)
- We've fixed an issue where a mandatory User Defined Field (UDF) associated with a mileage expense item was not being enforced when saving the expense item to the claim, meaning the expense item could be saved without filling in the required detail. (194965)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/13233979306524-Assure-Expenses-scheduled-release-2024-3-21-1-28-03-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Date: 19/03/2024
Version: 2024.3.15.2
Bug Fixes
- We've fixed an issue where you could not edit employee records. This occurred only for some accounts where the system was configured for National Health Service (NHS) use and where there were less than 50 employees set up in the system. (195040)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/13131916609820-Assure-Expenses-scheduled-release-2024-3-15-2-19-03-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Date: 14/03/2024
Version: 2024.3.8.1
Enhancements
- We've added two new columns to the Employee Details for the NHS ESR Assignments table in the Work tab. Now, for each assignment record, the new columns display the Assignment Address and the Assignment Postcode. This enhancement is only applicable to NHS databases. (187693)
- We've added additional observability tracing for the Single Sign-On (SSO) and Multi-Factor Authentication (MFA) processes so that we can track any issues that happen when redirecting to the Home Page and/or when using Company Select. (194810)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/13026608272668-Assure-Expenses-scheduled-release-2024-3-8-1-14-03-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Date: 29/02/2024
Version: 2024.2.26.4
Enhancements
- We've added a new column in the work address summary grid on the employee record page to indicate which work address is the Nominated Base.
We've added a new column in the work address summary grid in the user's 'My Details' page to indicate which work address is their Nominated Base.
These changes are applicable only for NHS databases. (191628)
We've made an enhancement to the self-registration process to prevent issues that could occur if you clicked the Register button multiple times. Now, a loading wheel appears when you click the Register button so that you can't click it again until the registration is completed. (194621)
Bug Fixes
- We've fixed an issue that occurred when activating employees created using the self-registration process when the system was configured to use Single Sign-On (SSO) only. (194615)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/12825075124380-Assure-Expenses-scheduled-release-2024-2-26-4-29-02-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Date: 15/02/2024
Version: 2024.2.9.3
Enhancements
- We've made a security improvement to prevent Session Hijacking by destroying the cookies after each session ends so that they can no longer be reused. (192922)
Bug Fixes
- We've fixed an issue that appeared in the Signoff Stages grid in the "When to include" column when you created a new signoff group. Previously, when you entered the data in the fields, the "When to include" field was empty. Now, when you enter the data the fields are populated and the condition "Only if claim reimbursable amount exceeds" is displayed. (194305)
- We've fixed an issue in General Options where the auto archive options for NHS accounts we not being updated. (194531)
- We've fixed an issue with the reset password option on the Logon Page that was directing you back to the logon page instead of allowing you to enter a new password. (194589)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/12608877889308-Assure-Expenses-scheduled-release-2024-2-9-3-15-02-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
Date: 09/01/2024
Version: 2024.1.3.1
Enhancements
- We've added a new option for a stage in the Signoff Group "Only if claim reimbursable amount exceeds". This option allows you to redirect the claim to the selected approver when the reimbursable amount exceeds the value set within the Signoff Group. (192907)
Bug Fixes
- We've reduced the number of unnecessary exceptions being reported through the tracing for the ESR integration services to make the tracing services more efficient. (193770)
Zendesk (for system administrators): As a system administrator you can subscribe to Zendesk for more information. Please follow the link to Zendesk here: https://www.allocate.support/hc/en-us/articles/12040766668956-Assure-Expenses-scheduled-release-2024-1-3-1-09-01-2024.
To receive email notifications with information about the latest articles and new comments added to sections, you can subscribe to Zendesk by clicking Subscribe. Within the hyperlinked Zendesk article there is a 'How to' guide, which informs you how to subscribe and receive email notifications.
