May 7, 2007

Feature tweaks - adapting features to customer needs

We often add features or tweak existing features to meet the specific needs of customers. In most cases, the new features and tweaks are then made available to our other customers. Outlined below are a few examples of customer-driven tweaks from the past few months:
Assignment codes – a leading executive search firm asked us to replace our conventional client/project code functionality with fields that would allow their employees to enter 17 digit ‘assignment’ codes.
Assignment codes – a leading executive search firm asked us to replace our conventional client/project code functionality with fields that would allow their employees to enter 17 digit ‘assignment’ codes.
Duty of Care screen – a government agency asked us to include a screen that appears before an employee submits a claim, to ensure that the agency meets its ongoing ‘duty of care’ with regard to vehicle ownership, tax, MOT and roadworthiness.
Duty of Care screen – a government agency asked us to include a screen that appears before an employee submits a claim, to ensure that the agency meets its ongoing ‘duty of care’ with regard to vehicle ownership, tax, MOT and roadworthiness.
Time away from home – a customer asked us to add fields that allowed the employee to record the time spent on a visit by entering the start and end time.
Time away from home – a customer asked us to add fields that allowed the employee to record the time spent on a visit by entering the start and end time.

Feature tweak - mileage recording

Because different customers have different requirements when it comes to mileage recording, we don’t expect our users to conform to a single method of mileage recording.

We’ve created a number of different ways that mileage can be recorded. 

As an example, a customer recently asked us to create functionality that would allow them to assign a user to a car registration, the car registration to an engine capacity grouping and that grouping to a mileage rate.  

This feature, while developed for a particular customer, is now available to all our customers. 

February 26, 2007

New feature - proxy users

If your PA regularly inputs your expenses, or if you are an Approver or Accounts Person due to go on holiday, you can now assign a Proxy user to fill your role in your absence.

To set up this facility, your Administrator selects the User that wishes to assign a Proxy and clicks on ‘Nominate Proxy’ at the bottom of the screen. Screenshots below show the screens that the Proxy sees.

When logging in, the Proxy User will be asked to select an account.
When logging in, the Proxy User will be asked to select an account.
A Proxy User can easily see which profile he or she is logged in as, and can easily flip between accounts using the drop-down menu at the right.  
A Proxy User can easily see which profile he or she is logged in as, and can easily flip between accounts using the drop-down menu at the right.  

New product - they're bright, they're blue

Bright blue C5-sized pre-addressed expenses envelopes help individual claimants keep track of their receipts, help the accounts team recognise those receipts as they arrive and make filing a breeze.

You can order these at http://www.webexpenses.com/envelopes.php.

Feature tweak - edit credit card items before importing

A new finesse - and a very useful one if you’re importing your credit card data. You’re now able edit credit card data before importing it to a claim.

You don’t need to do anything to set this up - simply watch for this new feature the next time you pull down your card data. Screenshot below.

New feature - splitting items and adding attendees

We’ve added functionality that lets you split expense items between multiple clients, projects or categories. We’ve also refined the Attendees feature, so that adding attendees can be compulsory, optional or nonexistant, dependent on the category.

Your Administrator can set up the Attendee functionality, while if you’d like the Splitting feature set up for your company, you’ll have to let our Support team know. Screenshot below.