{"id":22131,"date":"2024-04-12T10:41:37","date_gmt":"2024-04-12T08:41:37","guid":{"rendered":"https:\/\/help.openbee.com\/version-history\/open-bee-expense-reports-7-1-release-note\/"},"modified":"2026-05-13T09:39:53","modified_gmt":"2026-05-13T07:39:53","slug":"open-bee-expense-reports-7-1-release-note","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-notes-de-frais\/version-history\/open-bee-expense-reports-7-1-release-note\/","title":{"rendered":"Open Bee Expense Reports 7.1 Release Note"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\">News<\/h1>\n\n<h2 class=\"wp-block-heading\">v7.1.5<\/h2>\n\n<p><img loading=\"lazy\" decoding=\"async\" width=\"88\" height=\"18\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNNouveaute-en-2.png\" alt=\"\"\/> <strong>Expense search<\/strong><\/p>\n\n<p>The &#8220;Search for expenses&#8221; function is available to users with the Expense Report Supervision permission.<\/p>\n\n<p>This new feature allows this supervisor to search for their employees&#8217; expenses using several filters to narrow down the results.<\/p>\n\n<p>These expenses can then be exported to a .zip file, either flat or by user folder.<\/p>\n\n<h2 class=\"wp-block-heading\">v7.1.0<\/h2>\n\n<p><img loading=\"lazy\" decoding=\"async\" width=\"88\" height=\"18\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNNouveaute-en-2.png\" alt=\"\"\/> <strong>Expenditure Division<\/strong><\/p>\n\n<p>The &#8220;Divide expense&#8221; function has been added and is accessible on an existing expense with an associated receipt.<\/p>\n\n<p>This new feature is a wizard that allows the user to create multiple expenses from a receipt.<\/p>\n\n<p>For example, it allows you to divide a hotel bill into several expenses of different categories (Catering, Accommodation, etc.).<\/p>\n\n<p><img loading=\"lazy\" decoding=\"async\" width=\"88\" height=\"18\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNNouveaute-en-2.png\" alt=\"\"\/> <strong>Accounting: Employee management<\/strong><\/p>\n\n<p>The notion of &#8220;Employee&#8221; has been added. An employee is linked to an Open Bee\u2122 Portal user and has two specific settings:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>The employee&#8217;s name<\/li>\n\n\n\n<li>The employee&#8217;s registration number<\/li>\n<\/ul>\n\n<p>This information is used as part of the generation of accounting entries.<\/p>\n\n<p>Several features have been added to allow the addition of employees:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Manual Add<\/li>\n\n\n\n<li>Synchronizing the employee list with the Open Bee\u2122 Portal user list<\/li>\n\n\n\n<li>Import\/export of the employee list using a CSV file<\/li>\n<\/ul>\n\n<p><img loading=\"lazy\" decoding=\"async\" width=\"88\" height=\"18\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNNouveaute-en-2.png\" alt=\"\"\/> <strong>Accounting: Management of export formats<\/strong><\/p>\n\n<p>The old export format management has been replaced by a more advanced management that goes hand in hand with the new format configurator (see below):<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Enable\/disable an export format<\/li>\n\n\n\n<li>Editing an export format<\/li>\n\n\n\n<li>Duplicating an export format<\/li>\n\n\n\n<li>Deleting an export format (except pre-embedded formats)<\/li>\n<\/ul>\n\n<p>When exporting accounting entries, the user will be able to choose the format to be exported from the list of activated export formats.<\/p>\n\n<p><img loading=\"lazy\" decoding=\"async\" width=\"88\" height=\"18\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNNouveaute-en-2.png\" alt=\"\"\/> <strong>Accounting: Export format configurator<\/strong><\/p>\n\n<p>A configurator for the format for exporting accounting entries has been added.  <\/p>\n\n<p>This allows you to define the template of an export format using the <strong>MustacheJS<\/strong> template engine and variables to configure.<\/p>\n\n<p>The configurator supports multiple file formats and encoding.<\/p>\n\n<h1 class=\"wp-block-heading\">Improvements<\/h1>\n\n<h2 class=\"wp-block-heading\">v7.1.5<\/h2>\n\n<p id=\"block-f35398a6-69ca-4cf7-abb4-6cedd8e21236\"><img decoding=\"async\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2025\/10\/RNAmelioration-EN.png\" alt=\"\"\/> <strong>Navigating the expense report module<\/strong><\/p>\n\n<p id=\"block-7711e8c5-d769-4dab-860b-0893285b6c17\">The navigation through the &#8220;Expense Report&#8221; module has been revamped, in order to accommodate the new tab and to offer more viewing space for expenses and expense reports.<\/p>\n\n<p><img decoding=\"async\" class=\"wp-image-9253\" style=\"width: 98px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2025\/10\/RNAmelioration-EN.png\" alt=\"\"\/> <strong>Credential rotation<\/strong><\/p>\n\n<p>It is now possible to rotate the receipt of an expense from the detailed window of the expense.<\/p>\n\n<p>This rotation is for display purposes only, in order to facilitate the control of the data.<\/p>\n\n<p><img decoding=\"async\" class=\"wp-image-9253\" style=\"width: 98px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2025\/10\/RNAmelioration-EN.png\" alt=\"\"\/> <strong>Viewing the expense report<\/strong><\/p>\n\n<p>The information about the expense report is now visible at all times, even if the document is displayed outside the Expense Reports module.<\/p>\n\n<p><img decoding=\"async\" class=\"wp-image-9253\" style=\"width: 98px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2025\/10\/RNAmelioration-EN.png\" alt=\"\"\/> <strong>Generation of the excel file of the expense report<\/strong><\/p>\n\n<p>A &#8220;Generate document&#8221; button is available on the &#8220;Expense Report&#8221; interface when previewing the associated document, from the document tree.<\/p>\n\n<p>This button allows you to start, in the background, the update of the excel file associated with the expense report.<\/p>\n\n<h2 class=\"wp-block-heading\">v7.1.1<\/h2>\n\n<p><img decoding=\"async\" class=\"wp-image-9253\" style=\"width: 98px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2025\/10\/RNAmelioration-EN.png\" alt=\"\"\/> <strong>Accounting: import\/export of export format<\/strong><\/p>\n\n<p>The export formats of general ledger entries can now be exported and imported in JSON format.<\/p>\n\n<p>This file contains the following format information:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Format Name<\/li>\n\n\n\n<li>Nomenclature of the exported file<\/li>\n\n\n\n<li>Encoding the exported file<\/li>\n\n\n\n<li>Variables and their configuration<\/li>\n\n\n\n<li>Export format template<\/li>\n<\/ul>\n\n<p><img decoding=\"async\" class=\"wp-image-9253\" style=\"width: 98px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2025\/10\/RNAmelioration-EN.png\" alt=\"\"\/> <strong>Accounting: pre-embedded export formats<\/strong><\/p>\n\n<p>The application now pre-embeds the following accounting entry export formats:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>EBP Accounting<\/li>\n\n\n\n<li>Sage 100c<\/li>\n\n\n\n<li>CEGID Quadratus<\/li>\n\n\n\n<li>Divalto<\/li>\n<\/ul>\n\n<p>These formats can be used directly or duplicated to be adapted to the use of the ERP concerned.<\/p>\n\n<p><img decoding=\"async\" class=\"wp-image-9253\" style=\"width: 98px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2025\/10\/RNAmelioration-EN.png\" alt=\"\"\/> <strong>Accounting: automatic synchronization of employees<\/strong><\/p>\n\n<p>The list of employees is now automatically synchronized in the following cases:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Every night<\/li>\n\n\n\n<li>During the first installation of the addon<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\">v7.1.0<\/h2>\n\n<p><img decoding=\"async\" class=\"wp-image-9253\" style=\"width: 98px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2025\/10\/RNAmelioration-EN.png\" alt=\"\"\/> <strong>Accounting: Third-Party Account Bill of Materials<\/strong><\/p>\n\n<p>The prefix of the third-party account has been replaced by the &#8220;Third-party account nomenclature&#8221; feature.<\/p>\n\n<p>This allows you to define a naming rule on behalf of third parties by defining:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Fixed strings<\/li>\n\n\n\n<li>Variables that will be replaced when generating the accounting entries:\n<ul class=\"wp-block-list\">\n<li>Employee&#8217;s name<\/li>\n\n\n\n<li>Employee ID number<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n<p><img decoding=\"async\" class=\"wp-image-9253\" style=\"width: 98px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2025\/10\/RNAmelioration-EN.png\" alt=\"\"\/> <strong>Management by nights for custom categories<\/strong><\/p>\n\n<p>The management of the spending limit per night was only possible on the pre-embarked expense category &#8220;Accommodation&#8221;.  <\/p>\n\n<p>It is now possible to enable this option for custom categories, during category configuration.<\/p>\n\n<p><img decoding=\"async\" class=\"wp-image-9253\" style=\"width: 98px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2025\/10\/RNAmelioration-EN.png\" alt=\"\"\/> <strong>Viewing Receipts<\/strong><\/p>\n\n<p>The visualization of the receipt in the detailed window of the expense has been greatly improved:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Enlargement of the view<\/li>\n\n\n\n<li>Added zoom<\/li>\n\n\n\n<li>Added mouse movement of the ticket<\/li>\n\n\n\n<li>Full-screen viewing<\/li>\n<\/ul>\n\n<p><img decoding=\"async\" class=\"wp-image-9253\" style=\"width: 98px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2025\/10\/RNAmelioration-EN.png\" alt=\"\"\/> <strong>Management of two-wheelers and mopeds in the mileage scale<\/strong><\/p>\n\n<p>Two new mileage scales have been added to allow the management of two-wheeled vehicles and mopeds.<\/p>\n\n<p>The notion of &#8220;type of vehicle&#8221; has been added for vehicles: Car, two-wheeler or moped.<\/p>\n\n<p>When a mileage expense is incurred, the amount to be reimbursed is calculated by taking into account the mileage scale according to the type of vehicle chosen.<\/p>\n\n<p><\/p>\n\n<h1 class=\"wp-block-heading\">Correction de dysfonctionnements<\/h1>\n\n<h2 class=\"wp-block-heading\">V7.1.5<\/h2>\n\n<p><img decoding=\"async\" class=\"wp-image-9254\" style=\"width: 89px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNCorrige-en.png\" alt=\"\"\/> <strong><strong>Expense report<\/strong><\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>The classification tree of an expense report has been changed. The expense report is now categorized into a &#8220;Year&#8221; folder and a &#8220;Month&#8221; subfolder corresponding to the end date of the expense report. <\/li>\n\n\n\n<li>Copying an expense report document is now not possible, as originally intended.<\/li>\n<\/ul>\n\n<p><img decoding=\"async\" class=\"wp-image-9254\" style=\"width: 89px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNCorrige-en.png\" alt=\"\"\/> <strong>Expenditures<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>Disabled expense categories are no longer selectable when creating an expense<\/li>\n<\/ul>\n\n<p><img decoding=\"async\" class=\"wp-image-9254\" style=\"width: 89px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNCorrige-en.png\" alt=\"\"\/> <strong><strong>TV<\/strong>A on categories<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>Correction of the VAT recovery rate for the transition to the year 2025<\/li>\n<\/ul>\n\n<p><img decoding=\"async\" class=\"wp-image-9254\" style=\"width: 89px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNCorrige-en.png\" alt=\"\"\/> <strong><strong>Miscellaneous corrections<\/strong><\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>Fixed an issue where employee sync notifications were duplicated<\/li>\n\n\n\n<li>The . HEIC files added from the web interface are now correctly converted to an image and then to a PDF.<\/li>\n\n\n\n<li>The name of the module appears in French, and no longer in English, when the DMS is configured in French.<\/li>\n\n\n\n<li>Expenses and expense reports that are deleted by the user are permanently deleted and no longer go through the trash.<\/li>\n\n\n\n<li>Fixed an inconsistency between the &#8220;Amount including VAT&#8221; and the &#8220;Amount to be refunded&#8221; in a specific scenario.<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\">V7.1.4<\/h2>\n\n<p><img decoding=\"async\" class=\"wp-image-9254\" style=\"width: 89px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNCorrige-en.png\" alt=\"\"\/> <strong><strong>Task<\/strong><\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>It is now possible to download the accounting export after validating a task in the module with the Firefox browser.<\/li>\n<\/ul>\n\n<p><img decoding=\"async\" class=\"wp-image-9254\" style=\"width: 89px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNCorrige-en.png\" alt=\"\"\/> <strong><strong>Deleting an expense report<\/strong><\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>It is now possible to delete an expense that is stored in an ESC.<\/li>\n<\/ul>\n\n<p><img decoding=\"async\" class=\"wp-image-9254\" style=\"width: 89px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNCorrige-en.png\" alt=\"\"\/> <strong><strong>Expense Excel<\/strong><\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>Improved management of a large number of expenses in a range of expenses<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\">V7.1.3<\/h2>\n\n<p><img decoding=\"async\" class=\"wp-image-9254\" style=\"width: 89px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNCorrige-en.png\" alt=\"\"\/> <strong><strong>Export of accounting entries<\/strong><\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>VAT is now correctly exported to ledger entries.<\/li>\n\n\n\n<li>An expense with an amount to be reimbursed at zero will no longer be exported to the ledger entries.<\/li>\n<\/ul>\n\n<p><img decoding=\"async\" class=\"wp-image-9254\" style=\"width: 89px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNCorrige-en.png\" alt=\"\"\/> <strong><strong>Validation of expense reports<\/strong><\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li>The button to delete an expense has been removed from the validation tasks screen, to be consistent with the expected functionality.<\/li>\n\n\n\n<li>Fixed a malfunction (mouse wheel) in the on-the-fly editing of the charge account for a specific expense.<\/li>\n<\/ul>\n\n<p><img decoding=\"async\" class=\"wp-image-9254\" style=\"width: 89px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNCorrige-en.png\" alt=\"\"\/> <strong><strong>Viewing an expense<\/strong><\/strong><\/p>\n\n<p>The comment field of an expense appears to be mandatory when entering a limit exceeding.<\/p>\n\n<h2 class=\"wp-block-heading\">V7.1.1<\/h2>\n\n<p><img decoding=\"async\" class=\"wp-image-9254\" style=\"width: 89px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNCorrige-en.png\" alt=\"\"\/> <strong><strong>VAT recovery rate for the year 2024<\/strong><\/strong><\/p>\n\n<p>The VAT recovery rates for the year 2024, for the pre-embarked categories, are now correctly defined.<\/p>\n\n<p><img decoding=\"async\" class=\"wp-image-9254\" style=\"width: 89px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNCorrige-en.png\" alt=\"\"\/> <strong><strong>Support for HEIC credentials<\/strong><\/strong><\/p>\n\n<p>Receipts in HEIC format are now correctly supported by the application.<\/p>\n\n<p><img decoding=\"async\" class=\"wp-image-9254\" style=\"width: 89px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNCorrige-en.png\" alt=\"\"\/> <strong><strong>Rotate images<\/strong><\/strong><\/p>\n\n<p>Fixed an issue with the rotation of some receipts.<\/p>\n\n<h2 class=\"wp-block-heading\">V7.1.0<\/h2>\n\n<p><img decoding=\"async\" class=\"wp-image-9254\" style=\"width: 89px;\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/02\/RNCorrige-en.png\" alt=\"\"\/> <strong><strong>Expense report validation workflow<\/strong><\/strong><\/p>\n\n<p>Deleting the expense report approval workflow was not possible due to an error.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>News v7.1.5 Expense search The &#8220;Search for expenses&#8221; function is available to users with the Expense Report Supervision permission. This new feature allows this supervisor to search for their employees&#8217; expenses using several filters to narrow down the results. These expenses can then be exported to a .zip file, either flat or by user folder. [&hellip;]<\/p>\n","protected":false},"author":93,"featured_media":0,"parent":22061,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-22131","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22131","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/93"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=22131"}],"version-history":[{"count":5,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22131\/revisions"}],"predecessor-version":[{"id":29217,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22131\/revisions\/29217"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/22061"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=22131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}