We're excited to announce significant improvements to Access Expense that enhance your receipt management and audit compliance.
Receipt Management Usability Enhancements
We recognised that our users faced significant challenges when required to provide receipts for expenses during post-payroll audits. Previously, once an expense claim was approved and exported to payroll, there was no way to add missing receipts discovered during audits without complex workarounds.
Additionally, users saving draft expenses found it frustrating when mandatory receipt requirements prevented them from saving incomplete claims for later completion.
The key benefits are as follows:
Post-Audit Receipt Flexibility: Our users and Finance teams can now add missing receipts to approved claims directly within the History section, eliminating manual workarounds and accelerating audit completion times.
Draft Saving Freedom: Our Expense users can save draft claims without mandatory receipts, enabling partial claim creation and completion at their convenience.in the web application.
Visual Clarity: New "Receipt Required" indicators on the expenses grid make it immediately clear which draft claims need receipts before submission, reducing submission errors.
How does it work:
Save Draft Expenses Without Mandatory Receipts:
When creating an expense claim that requires a receipt, you can now click "Save" to store your claim as a draft without attaching the receipt immediately. Receipt validation only occurs when you submit the claim for approval.
Visual Receipt Required Indicators:
Draft expenses missing mandatory receipts now display a red "Receipt Required" pill in your Expenses grid. The pill automatically disappears once you attach a receipt.
Add Receipts to Approved Claims:
Claimant and Admins can now add additional receipts to approved expense claims within the History > Approval section.
Post-approval receipts display a green "Added Post-Approval" indicator for full transparency.
Note: The original receipts cannot be deleted.
Note: All receipt additions preserve existing documentation. The system supports multiple receipts per claim and integrates with the My Receipts feature for quick attachment of previously uploaded files.