Hi again,

We're excited to announce that our suite of Expense Pro features are now available and ready for use! 

If you haven't looked at our Expenses Management suite in the past, the module allows buyers to easily submit their expenses for reimbursement. It utilizes a great range of familiar Unimarket features: 

• Customize expense categories with automated workflows to ensure precise and accurate data.
• Easily attach supporting documents like receipts to each expense claim.
• Automatically capture accounting codes with every submission for seamless integration.
• Enable administrative staff to submit expense claims on behalf of others, streamlining the process.

With Expenses Pro, our key new features will help you Reconcile your Credit Card Transactions and simplify loading Receipts and other Attachments onto Expenses.

Full details of our Expenses offering are available here. Please reach out to our team if you're interested in exploring these more!

What's Changed?

If you currently issue credit cards to your buyers and allow them to make purchases with these, we have new automated support to bring those transactions into Unimarket. 

This can be done regularly via SFTP, or imported via our new menu:

The user can take these Credit Card transactions as the base to build out their Expense Claims & ensure they are costed to the right Account Codes and all other supporting information is present. 

Any outstanding transactions also form part of the emailed Tasks Digest. You'll notice the red icon in the top right of the image above, reminding the user to action these!

To help speed up the reconciliation, users will be able to email in their receipt attachments to our new Receipt Inbox. 

If the email address matches the email on their user profile, we'll automatically assign that to their User account. 

If you're familiar with our Invoice Inbox, this screen has been designed to work in a similar way, with great features like Notes and an expanded view of the Email contents.

Together, these new screens will help you speed up the Expense Claim creation:

We've also taken this time to address key pieces of feedback in Expenses

• It's now possible to comment on Expenses, this includes user mentioning.
• Our new Expenses Administrator role gives you more flexibility if you don't want to rely on Community Administrator.
• We're currently working in View Expenses to make the columns sortable.

What's Next

More change is coming to help with the Team Management of card transactions, and to give additional options in reporting and exporting.

There's a lot of work underway in our Invoicing module too, including AI data extraction, new options to help streamline 1099 reporting, and further enhancements to our Peppol e-Invoicing. We'll share details of these soon!