When creating recurring expenses you can now use [m] as a dynamic keyword in the description field and the system will replace [m] with the appropriate month. The start month is based on the requested date of the expense and each subsequent month. For example: "Rent for [m]" in the description field of a recurring expense with a requested date of 2/25/2014 with a recurrence date of 3/3/14 for 3 time would create a total of 4 expenses. In each respective description field it would say Rent for February, Rent for March, Rent for April, Rent for May. We will be expanding the concept to other keywords and items such as case notes in the future.


We also added a release and print button for customers that don't use our electronic approval process yet.