Enhancement to Expenses

We are excited to announce that we are releasing an upgraded version of Expenses that provides you with a higher degree of control, compliance, and usability.

Although we are making every effort to make your migration to the enhanced version of Expenses as easy as possible, please be aware of the following and provide us with your input before the day of release:

1. Expenses is now integrated with pipelines.

   In the upgraded version of Expenses, the default pipeline configured for expense reimbursement determines the workflow and approval process for expense requests. As there have never been pipelines in Expenses before, we need you to tell us which pipeline you would like to start with.

   Don't worry, pipelines are customizable. You can configure a different pipeline later. We are also providing you with a few templates to help you get started. 

     Do the following:

   1. Choose your initial pipeline. Go to the Customization > Pipelines tab in your business settings, and select a default pipeline for Expense reimbursement.

   2. Drop us a note at support@emirateshr.com so that we can check you off our list as ready to go.

2. On the day of migration:

   • All previously-completed expense requests will be migrated to the new version based on the configured defaults.
   • All in-flight expense requests (drafts and requests pending for approval) will be reset to the beginning of the pipeline.

     We recommend that you complete your approval process for all expense requests prior to the release or make a note that you will need to reapprove in-flight expense requests after the release.

The date of release is dependent on completing this as quickly as possible.

About the enhancement

See the following articles for information about the enhancement to Expenses: