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What's New - September 1st, 2025

Expense Claim Editing During Approval Workflow

Overview

Approvers can now make edits to expense claims directly within the approval workflow without needing to reject and restart the process. This enhancement improves efficiency, reduces confusion for employees, and supports more flexible approval sequences across agencies.
 

What is it?

A new feature is being introduced that allows approvers to edit expense claims directly within the approval workflow, without needing to reject and restart the process.

 

Why it matters

Previously, approvers had to reject an entire expense claim even for minor corrections causing confusion for employees and delays in processing. This update eliminates unnecessary rejections and resubmissions, improving efficiency and reducing friction across teams.

 

How it works

  • New Edit Capability: Approvers with the appropriate rights will see an Edit button when viewing submitted expense claims.
  • Conditional Visibility: The Edit button only appears if:
    • The claim is accessed from the Manage Expense Claims page.
    • The approver has rights to approve and edit at the current step.
    • The step is flagged as editable via a new setting called Allow Approver to Edit.

When is it needed?

This feature is especially useful when:

  • Approvers need to make minor corrections (e.g., adjusting meal allowances or tax codes).
  • Agencies want to avoid restarting the approval sequence for small edits.
  • Sequential approval workflows require flexibility at different levels (e.g., Supervisor, Expense Processor, Client Finance).

 

Enhanced Flexibility for GL Account Type Changes

Overview

Users now have greater control over how General Ledger (GL) accounts are classified. This update allows seamless reclassification between Revenue, Expense, and the newly supported Income Tax Expense type even when journal entries are already linked to the account. The change simplifies financial adjustments and supports more accurate reporting.
 

What is it?

Users can now change a GL Account’s type to “Income Tax Expense”, expanding the flexibility of account management even when journal entries are already assigned.

 

Why it matters

Previously, changing the account type was limited and could disrupt workflows if journal entries were present. This update:
  • Supports better financial categorization.
  • Reduces the need for manual workarounds.
  • Aligns with evolving reporting and compliance needs.

How it works

  • GL Accounts with existing journal entries can now be reclassified between:
    • Revenue
    • Expense
    • Income Tax Expense
  • The system allows seamless transitions between these types, ensuring that users can adjust account classifications without needing to delete or reassign journal entries.

When is it needed?

This update is especially useful when:
  • Reclassifying accounts for tax reporting.
  • Adjusting financial structures during audits or fiscal year-end.
  • Aligning GL accounts with updated business rules or accounting standards.