What's New - August 28, 2025

Attendee Management for Expenses and Credit Cards in Desktop App

Overview

Attendee tracking is now available in the desktop version of the expense and corporate credit card workflows. Previously limited to the mobile app, this enhancement brings full visibility and editing capabilities to desktop users especially expense managers, proxies, and approvers who rely on the desktop interface for day-to-day operations. This update ensures that attendee data is consistently accessible and editable across platforms, improving transparency and accountability in expense reporting.

What is it?

You can now manage attendees for both expense claims and corporate credit card transactions directly in the desktop app. This feature mirrors the attendee functionality already available in the mobile app, ensuring a consistent experience across platforms.

Why it matters

Cross-platform consistency: Attendees added in the mobile app now appear in the desktop app, and vice versa.
Improved workflow for expense managers and proxies: Many users who enter and code expenses including attendee details work primarily in the desktop app.
Better visibility for approvers: Approvers can now view attendee details without opening individual expense forms, streamlining the review process.

How it works

Attendee Management in Desktop App

A new Attendees column has been added to both the expense claim and corporate credit card pages.
Users can click the attendee icon to select internal employees or external guests.
The total amount is automatically split evenly among all selected attendees.
Approvers can view attendee details directly in the layout view no need to open individual forms.

When is it needed?

This update is especially useful when:

You’re submitting expenses or credit card transactions that involve multiple participants.
You’re an approver reviewing claims and need quick access to attendee information.
You’re working across mobile and desktop platforms and want a seamless experience.

Removal of Supplier from Media Summary and “% Paid” Groupings

Overview

To improve data accuracy and reduce reconciliation issues between client and supplier invoices, we’ve simplified how media line items are grouped and how the “% paid” calculation is performed. This change removes the dependency on the Supplier field, which was previously causing mismatches in reporting and payment tracking.

What is it?

We’ve updated the logic behind media summary groupings and the “% paid” calculation by removing Supplier as a grouping factor. Media line items are now grouped solely by Schedule ID and Medium ID, and the “% paid” metric is calculated using client invoice amounts that match those two fields regardless of supplier.

Why it matters

Fixes invoice mismatches: Previously, discrepancies occurred when the supplier on the client invoice didn’t match the supplier on the supplier invoice.
Simplifies reporting: Grouping by Schedule ID and Medium ID reflects how media is actually booked and avoids unnecessary complexity.
Improves accuracy: The “% paid” calculation now reflects the true payment status without being skewed by supplier mismatches.

When is it needed?

This update is especially relevant when:

You’re reviewing media summaries and notice discrepancies between supplier and client invoices.
You’re calculating payment percentages and want a more reliable metric.
You’re working with imported data from external systems like MO, where supplier mismatches are common.