Update IRIS Financials Expenses - Release 6.0.316 (July 2023)
To update IRIS Financials Expenses
PS Cloud customers, log a support ticket (a Service Cloud account is required) to request installation of this IRIS Financials Expenses release from our PSF Cloud team.
On-premise customers, to update you must install the Update Package provided in
Update Package
Download the installation files for version 6.0.316.
Release Notes
The following updates were made to IRIS Financials Expenses during July 2023:
New Features
Manage Analytics Tracking
IRIS Financials Expenses uses a Measurement cookie to analyse customer use. The cookie is used to enhance your experience and make improvements.
To allow the Measurement cookie, select Accept on the cookie notice.
Upload Expenses Policy
You can now include a copy of your organisation's Expenses Policy in IRIS Expenses.
To upload a copy, go to Settings, then select Policy Notice.
Access to All Claims
New user setting added to allow non-administrators view and edit access to claim documents.
To allow a user access to IRIS Financials Expenses, turn on Access All Documents.
Duplicate Claim Warning
When saving a claim, a check is made for duplication of an item on another claim you have saved or submitted. If found, a Potential Duplicate warning is displayed.
Either return to the claim to review the items, or to display all other claims that have matches, select View Matches.
Fixes and Updates
General Fixes for all users:
- New IRIS Financials Expenses branding on login page
- Style and design updated throughout the application
- Labels in claim History updated to match the claim form options
- Warning displayed when current password entered is incorrect when changing password
- Default location automatically populates when making a claim
- Accountautomatically populates for claim types set to be made against a specific account
- No VAT no longer automatically selected when adding another item to a claim
- When deleting an item from a claim, the selected Account remains for all other items
- When searching claims, the date picker now displays dates and functions correctly
- *Requiredlabel added to fields that must be competed as part of a process
- When searching claims, the title of the claim correctly displays in navigation links when viewing the details
- When searching claims awaiting approval, you can now use User ID or the claim title
- Email notifications now include updated IRIS Financials Expenses labelling
For Approvers Only:
- Approvers who are not also an Admin User or Posting User, can now access claim History
For Posting Users Only:
- 0.00 now displayed for claims with no VAT code that are awaiting posting
- In Awaiting Posting, claims that contain both company card and non-company card expenses are displayed in separate tabs
- Resolved issues with declined or rejected company card claims not clearing from claims awaiting posting list
- Claims now only display for posting when all lines have been either approved or rejected
- Awaiting Posting section on the dashboard now loads correctly
For Admin Users Only:
- Fuel Type now saves correctly when editing vehicles
- Resolved issues with adding locations for new users
- When the GL code is changed, Nominal codes update for each Location
- GL Codes for new locations now display when creating a claim type
- The correct location is now removed when deleting a location for a user
- Settingspage now updates automatically when changes are saved
- Expense Analysis settings values only clear when Save is selected
- Claim groups now only display 20 groups per page
- Resolved issues when adding Analysis Fields for users
- Default location for a user now updates correctly when changed
- Loading icon now displayed when switching claim group pages
- Mileage Threshold updated to only accept numbers without decimals
- Warning now displays if entering an Effective Datethat has already been used for a mileage rate
- Loading icon is displayed while checking entered claim group titles are unique