Release 10.2.19

This chapter describes the details of the Expense Management version 10.2.19

Note: If you access Expense Management using Infor Ming.le in a multi-tenant environment, a new widget is available that notifies you of upcoming Expense Management updates. This widget provides highlights of new features and improvements for your products. A link provides access to release documentation on the Infor Support Portal. The What's New widget does not include information for patch releases and emergency updates. If you are authorized to access the What's New widget, you can add it from the Widget Catalog to a homepage. See the information about the What's New widget in the Infor Ming.le Cloud Edition Online Help.

Product improvements

This section provides information about the enhancements in this release:

  • The Compliance Scoring functionality is enhanced to perform these actions:
    • Approving all expense reports automatically with a score exceeding the defined value.
    • Configuring violation points that are assigned by business rules. This feature is applicable for business rules that are specific to the ER create, ER update and ER submit activities.
    • Allocating total points dynamically to users based on the violation points set for the business rule.
    Note: For details, see KB 2162031.
  • The Import functionality is enhanced to recognize the duplicate timesheet entries by project and date and optionally not import the entries.
    Note: For details, see KB 2153934.
  • The calendar view of the Timesheet functionality is enhanced to display the Incomplete or Exception icon corresponding to the timesheet entry with a discrepancy. Users can recognize and rectify the issue related to the timesheet.
    Note: For details, see KB 2153932.
  • The Start Proxy menu in the Expense Management application is enhanced to indicate whether a proxy user is assigned to the role of a Creator or a Reviewer or both. This information is displayed corresponding to the proxy name.
    Note: For details, see KB 2082636.
  • The Expense Management application is enhanced to provide Submit authorization to each proxy creator or reviewer.
    Note: For details, see KB 2064776.
  • The Expense Management System Administration Tool (SAT) is enhanced to map additional itemization codes from the Optical Character Recognition (OCR) vendor to expense types. This enhancement is applicable when level 3 hotel expenses are sent to OCR for automatic expense creation and itemization.
    Note: For details, see KB 2154298.
  • Travel Plan can now be imported multiple times for creating an Expense Report. You can select travel plan line items that you require to import for creating an expense report.
    Note: For details, see KB 2162083.
  • The Expense Management application is enhanced limit the field length of the delivered ADC fields to 255 characters.
    Note: For details, see KB 2161586.
  • The Travel Plan line items can be validated using the S3/Lawson Accounting Unit and Activity Validation business rule. The business rule uses the set of books with the expense type that are linked to the travel type for obtaining the GL account.
    Note: For details, see KB 2159906.
  • The ‘Financial Code Block Validation’ business rule now displays an error message when an issue is encountered with the Finance Structure Relations setup in Infor Financials & Supply Management (FSM), previously termed as CloudSuite Financials (CSF).
    Note: For details, see KB 2159361.
  • The Return For More Information (RFMI) option can now be removed from the ts-withEmailApproval_custom.jsp print template.
    Note: For details, see KB 2158988.
  • The Compliance Confirmation business rule now supports specific type of trips for Travel Plans. This rule is appropriate to track pre-trip approvals for safety measures.
    Note: For details, see KB 2158768.
  • The DocumentImportBKG process is enhanced to clear server cache at the beginning of each process.
    Note: For details, see KB 2153764.
  • The Archive and Purge Background process is enhanced to archive, purge, or archive and purge documents in bulk. If this process stops for a reason, the archiving or purging of the document resumes from the time the process stopped.
    Note: For details, see KB 2150901.
  • The Expense Management application provides the ability to hide the Change Allocation option from a line item.
    Note: For details, see KB 2150066.
  • The Expense Management application is enhanced to send an email notification to a user when a credit card transaction is assigned.
    Note: For details, see KB 2145264.
  • The Expense Management application is enhanced to send an email notification to a credit card owner when the credit card transaction is submitted in the expense report.
    Note: For details, see KB 2144246.
  • The Infor Expense Mobile application is enhanced to display each attached receipt corresponding to a line item when reviewing the line items. However, a receipt attached to the document is displayed at the bottom of the page.
    Note: For details, see KB 2142973.
  • The Expense Management application now provides the ability to archive data based on the document submission date.
    Note: For details, see KB 2141926.
  • The Documents to Review tab now displays a flag to indicate whether credit card transactions are attached to an expense report.
    Note: For details, see KB 2078693.
  • The costcenter.dropdown.descriptionElement application parameter can be configured to display the required cost centers and projects in the Allocation section of the Expense Report line item and in the print view of the document.
    Note: For details, see KB 2075630.
  • The Expense Management application now provides the ability to hide or remove the Download Java SAT Installer link.
    Note: For details, see KB 2043631.
  • The Expense Management application provides the ability to add, hide, or rearrange the columns displayed on the Exceptions tab. The grid column editor in the System Administration Tool application can be used for adding or rearranging the columns.
    Note: For details, see KB 2034123.
  • The Expense Management application is enhanced to consume the project start and end dates from the Sync.ProjectMaster BOD.
    Note: For details, see KB 2170574.
  • The Optical Character Recognition (OCR) Editor tab on the Manage Receipts page is enabled only when a user selects an expense for modification. This enhancement is applicable when the values of receipts.ocr.enabled and receipts.ocr.editor.enabled application parameter is set to True.
    Note: For details, see KB 2170570.
  • The native mobile application is enhanced to support the Optical Character Recognition (OCR) functionality.
    Note: For details, see KB 2170567.
  • The Expense Management application is enhanced to limit the display of the Payment Request option on the Inbox and Review Documents tabs, based on the PR:Role access.
    Note: For details, see KB 2159347.
  • The Expense Management application provides the ability to assign a user to the role of an Approver for a Cost Center or the Cost Center Segment, when using a Flat Design structure.
    Note: For details, see KB 2054005.
  • The Expense Management application is enhanced to assign multiple start and end dates for each VAT rate, in the SAT application (Set of Books – VAT). You can respond to temporary VAT changes, for example, when a government reduces a tax rate to aid economic recovery.
    Note: For details, see KB 2155191.