Date: 12/01/22
Version: 2022.1.11.3
Enhancements
- We have added the option to import credit card statements for HSBC purchase cards so that claimants can reconcile the transactions to their claims. (187490)
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- Reports - Feature Overview
- Reports - User FAQs
- Reports - Training Exercise Guide
- Create a Report Category
- Create a Report
- Create a Report Chart
- Run a Report
- Temporary Report Changes
- Export a Report
- Schedule a Report
- Manage My Schedules
- Create Copies of Existing Reports
- Create a Static Column
- Create a Calculated Column
- Criteria Definitions
- Aggregate Functions
- Wildcard Characters
- Common Report Examples
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- Admin Quick Start Guide
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- General Options - General Details
- General Options - Employees
- General Options - Addresses & Distances
- General Options - Duty of Care
- General Options - Session Timeout
- General Options - Self Registration
- General Options - Declaration
- General Options - Other Preferences
- General Options - Email Options
- General Options - Main Administrator
- General Options - NHS Options
- General Options - Delegates
- General Options - Password Settings
- General Options - Regional Settings
- General Options - Code Allocation
- General Options - Field Settings
- Manage Countries
- Currencies - Feature Overview
- Manage Currencies
- P11D Categories - Feature Overview
- Manage P11D Categories
- Manage Reasons
- Manage Addresses
- Address+ Service Level Options
- Set the Financial Year
- IP Address Filtering
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- Add an Employee
- Add an Access Role to an Employee
- Add a Signoff Group to an Employee
- Add Item Roles to an Employee
- Set Up Notifications for an Employee
- Configure Costing Breakdown for an Employee
- Add a Line Manager to an Employee
- Add an ESR Assignment to an Employee
- Manage Employee Bank Accounts
- Add Home & Work Addresses
- Archive Employees
- Unlock an Employee
- Terminate an Employee
- Delete an Employee
- Bank Accounts - Feature Overview
- Starting Mileage
- Employees - Admin FAQs
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- Create an Expense Category
- Create an Expense Item
- Create a Split Expense Item
- Delete an Expense Item
- Configure Home to Office Mileage Calculations
- Configure Heavy Bulky Goods Allowance
- Excess Mileage - Feature Overview
- Configure Fixed Excess Mileage
- Configure Fixed Mileage Deduction
- Configure Excess Mileage
- Allowances - Feature Overview
- Create an Allowance
- Junior Doctors Rotational Mileage
- Fuel Card Mileage - Feature Overview
- Configure Fuel Card Mileage
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- Duty of Care - Feature Overview
- Duty of Care - Administrator FAQs
- Driver Check - Feature Overview
- Driver Check - Administrator FAQs
- Vehicle Check - Feature Overview
- Vehicle Check - Administrator FAQs
- Insurance Check - Feature Overview
- Insurance Check - Administrator FAQs
- Duty of Care/Driver & Vehicle Check - Process Diagram
- Manage your Company Policy
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- ESR Admin FAQs
- ESR Outbound Interface Version 2 - Feature Overview
- ESR Inbound - Feature Overview
- ESR Inbound - Process Diagram
- Configure NHS Trust Details
- Map an Expense Item to an ESR Payment Element
- NHS Trust Element Mapping
- Set the ESR Inbound Rounding Method
- View Import History
- Create an Import template
- Manage Financial Exports
- Use the Import Data Wizard
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- Overview of Assure Expenses Mobile
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- Mobile - Share to Receipt Wallet
- Mobile - Create a Claim
- Mobile - Add a Receipt to Receipt Wallet
- Mobile - Add an Expense
- Mobile - Reconcile a Corporate Card Transaction
- Mobile - Submit a Claim
- Mobile - Record a Journey Using GPS Mileage
- Mobile - Edit a Journey Recorded by GPS Mileage
- Mobile - Use Email-in to Add a Receipt to Receipt Wallet
- Mobile - Manage My Receipt Wallet
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- September 2024 | Duty of Care Documents Enhancements | Email Address Enhancements
- August 2024 | Duty of Care Improvements | Driver Licence Logging and Tracing
- July 2024 | Expenses Rebrand | Mobile App Rebrand | Accessibility Improvements
- April 2024 | 'Filter Rules' Changes and Improvements
- March 2024 | Mobile App 'Current Claims' and 'Select Expense' Improvements
- February 2024 | NHS Databases Grid Enhancements | Security Improvements | Mobile App GPS Mileage and Reset Password Enhancements
- January 2024 | Signoff Group Enhancement
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- Release Notes - 10 December 2024
- Release Notes - 14 November 2024
- Release Notes - 22 October 2024
- Release Notes - 19 September 2024
- Release Notes - 12 September 2024
- Release Notes - 05 September 2024
- Release Notes - 12 August 2024
- Release Notes - 08 August 2024
- Release Notes - 25 July 2024
- Release Notes - 09 July 2024
- Release Notes - 11 June 2024
- Release Notes - 13 May 2024
- Release Notes - 02 May 2024
- Release Notes - 18 April 2024
- Release Notes - 11 April 2024
- Release Notes - 28 March 2024
- Release Notes - 19 March 2024
- Release Notes - 14 March 2024
- Release Notes - 29 February 2024
- Release Notes - 15 February 2024
- Release Notes - 09 January 2024
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- Release Notes - 07 December 2023
- Release Notes - 07 November 2023
- Release Notes - 05 October 2023
- Release Notes - 02 October 2023
- Release Notes - 25 September 2023
- Release Notes - 21 August 2023
- Release Notes - 07 August 2023
- Release Notes - 25 July 2023
- Release Notes - 04 July 2023
- Release Notes - 18 May 2023
- Release Notes - 20 April 2023
- Release Notes - 30 March 2023
- Release Notes - 09 March 2023
- Release Notes - 23 February 2023
- Release Notes - 10 February 2023
- Release Notes - 06 February 2023
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- Release Notes - 24 November 2022
- Release Notes - 03 November 2022
- Release Notes - 12 October 2022
- Release Notes - 23 September 2022
- Release Notes - 07 September 2022
- Release Notes - 18 August 2022
- Release Notes - 27 July 2022
- Release Notes - 11 July 2022
- Release Notes - 09 June 2022
- Release Notes - 24 February 2022
- Release Notes - 12 January 2022
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- Release Notes - 18 December 2020
- Release Notes - 17 December 2020
- Release Notes - 09 December 2020
- Release Notes - 19 November 2020
- Release Notes - 28 October 2020
- Release Notes - 24October 2020
- Release Notes - 22 October 2020
- Release Notes - 02 October 2020
- Release Notes - 24 September 2020
- Release Notes - 11 September 2020
- Release Notes - 27 August 2020
- Release Notes - 18 August 2020
- Release Notes - 17 August 2020
- Release Notes - 16 July 2020
- Release Notes - 22 June 2020
- Release Notes - 12 June 2020
- Release Notes - 04 June 2020
- Release Notes - 28 May 2020
- Release Notes - 21 May 2020
- Release Notes - 07 May 2020
- Release Notes - 09 April 2020
- Release Notes - 26 March 2020
- Release Notes - 12 March 2020
- Release Notes - 28 February 2020
- Release Notes - 27 February 2020
- Release Notes - 13 February 2020
- Release Notes - 16 January 2020
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