EXPRESS NEW VERSION. Improvement Highlights
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1 EXPRESS NEW VERSION Improvement Highlights
2 EXPENSE REPORTS MY INBOX OLD My Connect - Search Documents I have submitted Proxy - My Approval Tasks
3 EXPENSE REPORTS MY INBOX NEW My Inbox - My Info Start Proxy - Documents to Review Filter Documents - Outstanding Charges Receipts - Search My Documents
4 MY INFO NEW My Info allows you to manage some data Set Default FAU stores 5 MRUs (Most Recently Used), Can select the FAU that will be used most often and it will pre-populate every time you create a TR in this profile. MRU number is configurable (can be set to 10-15).
5 MY INFO NEW My Info Manage My Corporate Data displays 5 MRUs; can select delete FAUs and can designate an FAU to always be displayed (will be in addition to 5 MRUs) every time you create a TR in this profile.
6 MY INFO NEW My Info Manage My Corporate Data Can set up Guest and Location similarly; must click Change List to display alternate list; displays 5 MRUs.
7 MY INFO NEW Start Proxy Search reduced search criteria
8 MY INFO NEW Start Proxy Filter Documents- only works for dates and activities (ER Create, Accounting Auditor, ER Done)
9 OLD TR FORMAT Old Look Title screen
10 NEW TR FORMAT NEW Command buttons in upper right there will be a prompt and text field for you to enter a description of the business purpose of the trip (not sure of exact location, but it will be on the title screen).
11 OLD TR FORMAT Old Look Overview and other tabs. Manage My Corporate Data Can set up Guest and Location similarly; must click Change List to display alternate list; displays 5 MRUs.
12 NEW TR FORMAT NEW Command buttons in upper left Print, View Receipt, Submit, Close. Tabs Overview, Summary, Items, Notes, Exceptions
13 TR IMPROVEMENTS Entertainment Guest Fields Enter complete guest fields for 10 or fewer guests. Enter count only for 11 or more guests. You must include affiliations and fax in a guest list when you enter only the count.
14 TR IMPROVEMENTS Entertainment Guest Fields (Print detail)
15 TR IMPROVEMENTS Non-employee Reimbursement (NER) Purpose must still be Non-employee Reimbursement in the title/header screen.
16 TR IMPROVEMENTS Non-employee Reimbursement (NER) Complete Name and Address information must be filled out (this becomes the mailing address and payee name on the check). You will do this entry once for the TR. If that non-employee is reimbursed again at a later date, you will be required to complete this information again on the new TR.
17 TR IMPROVEMENTS Non-employee Reimbursement (NER) Note all expense types do not require NER guest any longer; all expense types are now the same (no NER). Only Entertainment expense types will require guests (the same format for all Entertainment expenses now).
18 TR IMPROVEMENTS Non-employee Reimbursement (NER) Note Name and Address data are now on Print detail and on approver screen
19 RECEIPT FUNCTIONALITY IMPROVEMENTS Three Options Insert Receipts = upload a document receipts Fax receipts
20 RECEIPT FUNCTIONALITY IMPROVEMENTS Insert Receipts = upload a document You must click Upload Receipts before you click Done.
21 RECEIPT FUNCTIONALITY IMPROVEMENTS View what has been uploaded Clicking the number X, under the Number of Receipts will allow you to delete or view receipts that you have loaded.
22 Receipt Functionality Improvements Viewing Receipts Enlarged view By clicking on the glasses, View Receipt, you can pull up all receipts regardless of how they were attached. It will display, uploaded, ed, and faxed receipts.
23 Receipt Functionality Improvements Viewing Receipts View All will display all attached receipts: you can click Slide View to view each one independently.
24 NICE EXTRAS Can Edit Notes; only before submit for that session
25 NICE EXTRAS Can view TR# and current Activity on screen. Can view TR History by clicking on the View Document History icon Can View Linked receipts regardless of activity.
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