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What are features and how do they work?

Jim
Updated
  • Activity/BulkInProgress
    This feature provides the web menu icon to show the progress of bulk activity updates
  • Activity/StartWithBudget
    Use this feature to allow users to start with the budget for activity creation

  • App/OutOfPocketAdvancedSelection
    This feature makes selecting an expense category for out-of-pocket/cash expenses mandatory.

  • App/PrivateToBusiness
    This feature is used for should be business.

  • Budget/create
    Use this feature to grant a tenant the ability to create budgets manually via the UI.

  • Card/OrderCards
    Removing this feature would prevent tenants from being able to order cards from the employee screen.

  • Card/UnbindActivities
    This feature gives the admin access to unbind all activities on the user dashboard.

  • ExpensesAsDefault
    Any tenant with this feature would get the Expense grid as a default on the user dashboard.

  • Expenses/AttachReceipt
    The feature will allow the end user to attach a receipt to expenses.

  • Expenses/Edit
    This feature removes the expense edit button.

  • Expenses/hasExtraExplanationFeature
    This feature adds the additional features to expenses, i.e., Simulate transaction, Show trace, etc.

  • Expenses/Edit/markPersonalThis features adds the "Personal" checkbox to the edit expense screen
  • Expenses/Edit/markPersonalSelf
    This feature allows users to mark their own expenses as "Personal"

  • Expenses/Receipt/MissingFields
    This feature addresses missing fields in receipt entries.

  • Expenses/Receipt/TaxValidation
    This feature addresses the missing field of "Tax ID" in receipt entries.

  • Expenses/Split
    This feature adds a split feature to expenses. You can use this feature to split an expense into two expenses.

  • Expenses/UserReview
    Use this feature if you want users to have the Mark as Ready button on expenses.

  • Expenses/UserReview/AllowInvalid
    This feature will allow users to Mark as Ready with missing expense information

  • HelpDesk/redirectToUserDashboardButton
    Use this feature when you want to let a tenant use the Employee Help Desk without needing verification.

  • NotificationSetup
    This feature opens up the Notifications Preferences menu which allows users to define the type and frequency of notifications received

  • Operations/CreateTeamsFromSubsidiaries
    This feature will automatically create teams from subsidiaries and associate any user with a subsidiary to the relevant team.

  • PolicyManager/Receipt/DataExtraction
    Use this feature to allow tenants to add VAT, Invoice Number, and other extractable attributes from receipts directly on the expense edit screen. After granting access, adjustments must be made in the Policy Manager under 'Receipt Requirements' to ensure these options are available on the expense edit screen. You need to grant this feature as well.
    Works in tandem with - Expenses/Receipt/MissingFields / Expenses/Receipt/TaxValidation

  • PurchaseOrders/Edit
    This feature allows the end user to edit the Purchase Order field for activities in the mobile apps

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