What’s New – May 5th, 2025

Customizable Expense Claim Approval Layout: Now Includes Expense Line Dates

What it is

Layout enables approvers to customize their view to match the way to review expense claim details.  In addition to other expense line item details, the Expense Line Date column can now be added to your view. Additionally, horizontal scrolling has been enabled on the grid to support wider data views.

Why it matters

Approvers can now see both the overall claim date and the exact date of each expense item making it easier to validate expenses, spot anomalies, and ensure accurate date-based reporting.

The horizontal scroll functionality also improves usability, especially when working with claims that include many data columns.

How does it work

On the Approve>Expense Claims page, click on Layout.  Click the 'eye' icon and drag it to the exact location you want on your view. 

You can save it as a new view or update your existing view.  You could also publish it to share it with other employees at your agency. 

Import Templates: Option to delete values from non-required fields

What is it?

A new enhancement to the Update Excel Templates feature now lets users intentionally clear values in selected fields. To do this, simply enter the word null in the relevant cell of your Excel file. When uploaded, the system will interpret null as a command to erase the current value for that field.

Why it matters

Previously, empty cells in update templates were ignored, making it impossible to remove existing data through Excel. With this update, users can now clear fields directly, which is especially helpful for cleaning up outdated or incorrect information during bulk updates.

Which templates support it?

The null functionality is currently supported in the following master files:

• Employees

• Clients

• Jobs

• Suppliers

• Client Contacts

• Client Billable Rates

More templates will be updated over time. Leaving a cell blank still means “no change" only cells with the word null will clear the field’s value.

When is it needed?

Use this when:

• You want to remove optional or outdated data

• You’re performing a bulk cleanup or data reset

• You need precise control over which values are removed versus left untouched