Approvals have been radically enhanced to provide the following:
Approval at summary level, with the possibility of grouping by any field on the form.
Querying to the Employee who originated the transaction or to another Employee (controlled by membership of nominated Roles).
Options to modify values in a transaction (with permission control) with full audit trail, calculation and validation
In due course this grid will form the basis for PSW-based transaction inquiries. Excel export will also be enabled.
Documents and images may now be associated with Form rows or Forms from a central repository to which an Employee may upload a file. Employees may optionally be grouped to enable the sharing of files.
Note that if you have used document links in earlier versions of [email protected] you will need guidance on how to upgrade this functionality.
Activity Analysis Suppression by Expense Type
In [email protected] Expense Types may now be used to protect activity analysis fields from entry. This is useful when each Expense Type requires different data entry (such as Miles or Kilometres only for Expense Type Mileage).
Limiting Expense Types by Employee
In [email protected] you may now limit which Expense Types are available to an Employee.
Limiting Expense Types by Form Type
In [email protected] you may now limit which Expense Types are available on a specific Form Type.
Using Start and End Time Analysis Fields in Forms
Start and End Time fields (nominated Activity Analysis fields) are most often used on Attendance Forms. They may also be used on Forms, and from this version, if both occur on a Form, the calculation algorithm will now calculate Minutes, Hours and Days between these values, so that they may be used for calculating other values such as fees, or costs, or per diem values (if these depend on absence time, for example). This enhancement even makes it possible for ‘Attendance Forms’ and ‘Timesheets’ of a kind to be created using Form Types.