[email protected] Version 4.7 Released

Following last weeks announcement of the release of [email protected] Version 4.7, we are very pleased to announce the release of [email protected] Version 4.7

For details on upgrading, direct clients should contact [email protected] Customer Services. Clients who are managed by [email protected] Resellers and Partners should contact their Account Manager.

Version 4.7 is a major new release containing many enhancements.



PSW General and Miscellaneous

  • Columns can now be frozen in Forms, Approvals, Inquiries, Ledger Export Preview, Workflow Status and Planning.

  • Workflow Status Reports can now be executed as inquiries via the web as well as formatted reports.

  • Inquiries and Immediate Reports are now accessed from the same page using different icons, and last usage date is shown.
  • When only one Expense Type is available in a form, then it is automatically completed on a new row and saves the employee the need to select the Expense Type.

  • All edit controls and buttons in Approvals in the PSW will no longer be visible if no field values are modifiable (other than for approval status and notes field).

  • There is now the option to list the most frequently used currencies for an employee on their forms.

  • You may now export to Excel from the Employee Index and from all Reference record grids in the web interface.

  • Forms may be Split by an Employee during Entry and Proxy Entry stage.

  • The recalculation of forms can now be suppressed when a historical form is opened by an Employee in the PSW.

  • You now have an option to suppress the ‘No Parameters have been specified’ warning when a profile is run in the PSW without any values specified for runtime parameters.

  • Workflow Start Date can now be used as a selection field in Workflow Control.

  • Approvals

  • Approval Status emails can now be suppressed, and message content can be controlled outside the Data Dictionary.

  • General

  • A new role type allows you to associate an employee using a role on an activity analysis value.

  • New Date and Date/Time formats can be specified for Analysis Definitions and calculations can calculate days, hours, or minutes between two such analysis fields.

  • A form type can now be defined as the successor of another form type, with all row values being copied to a successor form on posting of the first, and with both forms linked using a nominated activity analysis field.

  • You can now specify what should be done during Form workflow if a document is routed to an Employee who has already seen it (entered it, authorized it or reviewed it). You can specify that the Employee should be skipped, the routing should be allowed, or the routing should be halted and the administrator informed.

  • Account Codes can now be specified as criteria for Error Tables and Value Tables.

  • Credit Card Import has been changed so that you may now set an option to append records to current forms rather than create new ones.

  • Routing Rules now allow an extra 10 steps at Authorisation and an extra 10 steps at Review stage.

  • You may now specify a ‘next step’ after the completion of a Routing step. This provides considerably enhanced workflow flexibility.

  • You may now specify either Data Access Restrictions for Expense Type and Employee selection when profiles are invoked in the PSW, or Standard Expense Type Restrictions (such as those used to determine the list of Expense Types available in a Form), or none. This means that a profile can be set up to allow an Employee to select from any Expense Type.

  • Accessibility of the Employee record Main Tab can now be controlled using Access Profiles.

  • Icon image files can be associated with Expense Groups, Expense Types and Form Types. These will be used by the iPhone App which is due for release this summer.