Overview
- We are changing the transaction drawer to a full page view in an effort to simplify the review experience. The change to the transaction drawer is primarily a visual upgrade, and most functionality remains the same albeit in different place.
You're in the right place if you have a question about the changes
- We've compiled a list of the most frequently asked questions from the testing phase to share insights and help others get familiar with the changes.
- Includes:
- Where did the approval button in the Accounting table go?
- Why was the 'Flagged by Manager' feature removed, and what replaced it?
- How can I view the merchant location and itinerary number?
- How is the new sidebar generated?
- Why can't my employees see Accounting fields?
- What’s the difference between 'Request Changes' and 'Comment'?
- Where did the 'Out of Policy' tab go?
- What keyboard shortcuts are available for quick actions?
Question 1: I used to approve transactions from the Accounting table. Where did the approval button go?
- We removed the functionality to approve transactions via the icon in the Accounting table. We did this because we want to separate the Approval workflow from the Accounting (i.e., preparing to sync) workflow and provide optimized experiences for each within separate tables.
Best Practice: we recommend completing approval actions through the Inbox or Expenses tables.
- That said, you can approve transactions from the Accounting table by:
- Opening the full-page view
- Click 'Options' in the top right corner
- Click 'Approve' within the menu
Question 2: I used to use 'Flagged by Manager' to flag out of policy spend. Where did 'Flagged by Manager' go?
- We removed the 'Flag by Manager' feature due to ambiguity over responsibility, as any user—including admins and auditors—could flag at any point in the approval process, leading to confusion and low follow-up (only 40% of flagged transactions were acted upon).
- In its place, we've introduced 'Request Changes.' When a manager or admin selects this, the transaction immediately appears in the employee's feed for review and response.
- Once the employee takes action, the transaction re-enters the approval process. We've seen follow-up rates increase by over 50% in our user testing after this change.
Question 3: Where did the merchant location and code (e.g., itinerary number) go?
- You can view the merchant location and/or code -- including itinerary number -- by clicking the merchant name underneath the title in the full page view.
Question 4: How is my new sidebar being generated?
- The sidebar is generated directly from the table you entered from. That is to say, if you click on the first transaction in your inbox, then the sidebar will begin with the first transaction and show every transaction thereafter.
- When a transaction leaves the table - like when you approve a transaction from the Inbox - it will also leave your sidebar.
Question 5: Why can't my employees see Accounting fields?
- Employees do not have access to the Accounting component at all. If you want employees to submit Accounting field(s), you will need to add said field(s) to your submission policy as either a 'Requirement' or 'Optional Field'.
Question 6: What's the difference between 'Request Changes' and 'Comment'?
- Request Changes: send the transaction back to the cardholder for review. The approval chain is restarted only once the cardholder marks the changes complete within the full-screen view. Requests are tracked in the activity section.
- Comment: leaves a comment in the activity section but does no affect the approval chain in any way.
Question 7: Where did my 'Out of Policy' tab go?
- We have replaced the 'Out of Policy' tab with the 'Flagged' tab within the Expenses table.
- The 'Flagged' tab includes all transactions with either a Warning or Violation and/or transactions 'Marked Accidental' by employees.
Question 8: I want to use keyboard shortcuts, what are they?
Additional resources and support
- Due to backend changes associated with this change, you cannot revert to the old instance. That said, we know changes take a little getting used to, and we’re excited to hear your questions and feedback as you try it!
- In case you don’t see it straight away - hold tight. The update is rolling out over the next 3 weeks, starting October 30th, 2024.