What's New - September 1, 2025

In-Flow Editing

(Available only for agencies using Approver Scenarios with sequential approval)

Overview

Approvers can now make edits to expense claims and credit card transactions directly within the approval workflow—without needing to reject and restart the process. This update streamlines approvals, reduces employee confusion, and introduces more flexibility to sequential approval chains.

What is it?

A new capability that allows approvers to update submitted expense claims and credit card transactions in real time during the approval workflow.

Why it matters

Previously, even minor corrections required approvers to reject an entire claim or transaction, creating unnecessary delays and extra work for employees. With In-Flow Editing, approvers can make quick updates without breaking the approval sequence—saving time and reducing friction.

How it works

Edit Option: Approvers with the correct permissions will see an Edit button on submitted claims or credit card transactions.
Conditional Display: The button appears only when:
- The claim/transaction is accessed from the Manage Expense Claims or Manage Credit Cards page.
- The approver has both approval and edit rights at that workflow step.
- The step is configured with the new setting Allow Approver to Edit.

When to use it

This feature is especially valuable when:

Small adjustments are needed (e.g., correcting tax codes, adjusting allowances, or fixing coding).
Agencies want to avoid restarting approvals for minor edits.
Sequential workflows require flexibility across multiple roles (e.g., Supervisor → Expense Processor → Client Finance).

P&L Account Type Updates

We’ve expanded the ability to reclassify P&L Account Types.

Users can now change an account to or from Revenue, Expense, or Income Tax Expense if it was set incorrectly.
Previously, only Revenue and Expense could be adjusted.
Adding Income Tax Expense ensures accounts appear correctly below the line on the Profit & Loss statement.