We're excited to announce significant improvements to Access Expense that directly respond to your feedback and requests.
This release delivers the top customer-voted features from our Ideas Portal, enhancing both the claim submission and approval workflows, plus introducing powerful API capabilities for seamless integrations.
The below section describes to you our enhancements in more detail.
Data Preservation During Expense Type Changes
Data Preservation is a usability enhancement that prevents data loss when you need to change the expense type while entering a claim. Previously, changing an expense type would clear all entered information, forcing you to re-enter data and cause frustration.
This enhancement offers you several key benefits, such as:
No More Data Loss:
All previously entered information is preserved when changing expense types.
Improved Efficiency:
Eliminates the need to re-enter data, saving you time and reduces frustrations.
Consistent Experience:
Aligns your desktop and web experience with our mobile application's intuitive design.
How does it work?
Start your expense entry:
You can begin to enter your expense claim details as you would usually.
Change the Expense Type:
Should you need to change the expense type mid-entry, all your previously entered information is automatically preserved.
Continue seamlessly:
You can complete your claim entry without having to re-enter any data.
Note: date preservation does not apply to expense types that cover journeys, such as mileage claims, as these use a different entry model with specialised fields for route planning and distance calculations.
Approver Expense Type Editing
This highly requested feature allows all expense approvers to correct expense types during the approval process eliminating the need to reject claims and send them back to employees for simple corrections.
This enhancement offers you several key benefits, such as:
Faster Approvals:
You can correct simple errors on the spot without having to reject the claim.
Reduced Back-and-Forth:
Eliminates unnecessary communication cycles between approvers and claimants.
Improved User Experience:
Streamlines the approval workflow for both, approvers and employees.
Quicker Reimbursement;
Employees receive their reimbursements faster with fewer delays.
How does it work?
Access Your Approval Queue:
Navigate to your approval queue in Access Expense.
Review the claim:
Open an expense claim that requires your approval.
Edit Expense Type:
If you notice an incorrect expense type has been used, simply click on the expense type field to modify it.
Complete Approval:
Approve the claim as usual, the correction is automatically applied for you.
Note: This feature is only available to users with approver permissions and will only work when the correction doesn't change the approval workflow.
API Portal - Unlock Integration Power
The API Portal unlocks the power of our comprehensive APIs to connect, automate, innovate and scale customer operations by streamlining expense processing with both 3rd party systems and improving existing integrations with custom workflows tailored to your business.
The key benefits of this enhancement offers you:
Seamless Integration:
Connect Access Expense with your existing business systems.
Automation at Scale:
Eliminate manual work by triggering actions between systems.
Custom Workflows:
Build workflows that fit your operations, not generic templates.
Growth Support:
Handle complex requirements and support business growth.
Real-time Data:
Synchronise expense data across your technology ecosystem.
Key API Capabilities:
Expense and Credit Card management:
Create, update and retrieve expense claims.
Approval Workflows:
Automate approval routing and integrate with external systems.
Reporting and Analytics:
Extract data for custom reporting and real-time analytics.
Integration Tools:
Bulk operations and enterprise security features.
For more comprehensive API documentation and developer resource visit our API documentation site.