Improvements in Expense Management with Basware

In the dynamic world of expense management, efficiency is essential. Basware has recently implemented a series of updates that significantly improve the efficiency and usability of their systems. In this blog, we discuss the key new features and enhancements that help users manage their documents and expense management even better.

Improved document processing

One of the biggest changes is the ability to select a default recipient when forwarding or recommending a document. When a reviewer or approver sends a document, the employee's supervisor can now be automatically added to the recipient list. This simplifies the process and ensures that the right people are always aware of important documents.

There is also improved functionality for returning documents. When an approver returns a document to the reviewer, it is now easy to select the reviewer. By default, the original reviewer is selected, keeping the flow of documents smooth.

Transparent expense reports

Another significant improvement in Basware's expense management system is that when the expense percentage changes, the original percentage is also visible in the details. This provides greater transparency and helps users better understand their expenses.

Furthermore, the search results in the basic data have been expanded. Now both codes and names are displayed, instead of just the codes. This makes it easier to find the right information and manage the data.

Custom instructions for document types

With the latest updates, it is now possible to add instruction texts when creating new documents and selecting a document type. These texts can be defined in the basic data under the Forms heading and are easy to translate. This ensures that users always get the necessary support during the document creation process.

Improved filter functionality

Another interesting improvement is enhanced filtering in the base data. Options have now been added for using range filters when applicable. This allows for more targeted searches. To change a field type to allow range filtering, the field must be re-added to the search criteria. These new filter options allow users to further refine their searches.

Improved baseline data for KATRE

Basic employee data related to KATRE has also been improved. Now both codes and names are displayed, increasing clarity and usability. This is an important step in improving employee data reporting and management.

Travel expenses and advances

For users managing travel expenses and advances, additional functionality is now available in TEM Web Admin. It is now possible to create travel expense advance reimbursement documents. To enable this, the document type for reimbursements must be active, and the reimbursement form must be in use.

It is important to note that only users with the "Employee" role, as defined in the user rights, can create these documents. The process includes selecting the refund type, choosing the advance and entering the basic information. The coding for the remaining amount of the selected advance is created automatically, further simplifying the process.

Reporting and VAT information

In Basware reports, the country code display in the expenditure report has been improved. The country code is now printed next to the name of the expenditure type for all types with a code lower than 1000. This contributes to consistency and transparency in reports.

Also, company and unit names are now standardized in all report types. Depending on the settings, the company name and unit name are presented in different ways, which helps unify reports and improve readability.

Another notable improvement is the ability to now show the VAT percentage in the coding to four decimal places, instead of the previous limit of two decimal places. This provides users with greater accuracy in their financial reports.

Basware Expense Management

Basware's recent updates to expense management systems bring significant improvements in efficiency, usability and accuracy. From improved document processing and insightful reporting to expanded filtering functionality and better document creation support, these changes are designed to help users make their expense management more effective.

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