New! Save and Reuse Filter Templates
We’ve added a new feature to summary and search pages — you can now save your favorite sets of filters and quickly apply them anytime you need.
Instead of setting your filters manually every time you run a report, you can save them once as a Filter Template and reuse them whenever you like. It’s a huge time-saver for users who regularly run the same reports.
This feature is currently available on the following pages and will be added progressively to other pages in the future:
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Client Profitability Summary
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Job Cost & Billing Summary
Learn more about Filter Templates
Enhancements to Expense Claim Approval Page
What is it?
We have upgraded the Expense Claim Approval page to group line items by expense claim. Each expense claim now has a clear header displaying employee name, expense claim number, date, currency, and total amount, with linked files and notes easily accessible.
Why it matters
Previously, users had to scan through multiple approval records individually, even if they related to the same expense claim. Grouping related records under a single header now makes it much easier to review, understand, and approve expense claims, especially when working with claims that have multiple approval steps.
How it works
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Each expense claim displays a header showing the employee, claim number, date, currency, and the grand total for the full claim, regardless of the filter or approval status.
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Related approval records appear grouped beneath each header.
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Actions (such as approvals) remain available at the line-item level.
Additionally, office restrictions were updated:
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Users can now see approval records if they have access to the office the transaction belongs to, even if the assigned approver belongs to a different office.
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Approvers are displayed based on shared office access rights, ensuring better visibility without compromising security.
Advanced Employee Filter now includes Supervisor field
What is it?
A new Advanced Employee Filter has been applied across various pages, allowing users to filter employees more precisely, including a Supervisor field that was previously missing.
Why it matters
Until now, users could only filter employees by basic fields like name, department, and office. There was no way to quickly filter based on supervisor relationships, making tasks like timesheet management and employee reporting more difficult. With this update, supervisors can now easily view or report on only the employees they manage.
How it works
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The employee lookup has been upgraded with a new UI and advanced filters
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A new Supervisor tab has been added alongside existing tabs such as Employees, Offices, Departments, Titles, User Access Groups, and Custom Codes.
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When you select an employee, office, or supervisor, the employee list refreshes dynamically based on the selections across tabs.
Note: Selecting filters on one tab (e.g., Office) may reset employee selections on the Employees tab, which is expected behavior to keep the filters in sync.
When it is needed
Use the new Supervisor filter when you:
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Need to generate time or employee reports for specific supervisors
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Want to quickly search employees linked to a particular supervisor.
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Need more precision when working with employee data across the system.