The following enhancements are included in the following release (version 5.9):

Entering Cash Advances

Purpose: Provide support for cash advances in expense reporting so that submitters can enter a cash advance when creating an expense report.
Benefit: Companies can more easily keep track of cash advances in reports.

As an Expense report submitter, you can now optionally enter a cash advance and the date of the advance when creating an expense report, as shown below:

The Create New Report dialog with Cash Advance and Cash Advance Date fields.

The cash advance is included in the report header calculations for the expense report, and appears as a separate line in an exported report. The cash advance is deducted from the total paid to the employee.

As the administrator, you can enable or disable Cash Advance. It is disabled by default. To enable Cash Advance, follow these steps:

1. Visit Admin Access and choose Expense from the Services drop-down menu. The Services | Expense page appears.
2. Click the Cash Advance link in the left column. The Cash Advance section appears.
3. Click the checkbox for the Enable Cash Advance option.
4. You can optionally include a General Ledger (GL) code for the Cash Advance expense type.

You can also modify the Cash Advance expense type to assign custom fields for it. For details on modifying expense types, see Setting Up Expense Types in Deem@Work SMB or Setting Up Expense Types in Deem@Work for Enterprises.

Uploading Cost Allocation Values

Purpose: Enable administrators to upload cost segment values for cost allocation at once.
Benefit: Administrators can set up cost allocation faster, without having to edit each cost segment value.

As an administrator, you can now upload cost segment values for cost allocation (such as projects, locations, and customers) to your site. Submitters of expense reports can select cost segments for expense report transactions.

For details on how to upload cost segment values, see Uploading Cost Allocation Values for Expense.