Improved Loading Spinner on Login

Deltek Tracking: 1400582

A new spinner message is added to the Login, PIN, and Biometrics screens, and is displayed until you reach your default screen. The loading spinner indicates the log in request is processing. This enhancement is available in REST Touch with no additional setup needed.

Pull-to-Refresh List Screens

Deltek Tracking: 1380687

The pull-to-refresh functionality is introduced on the Timesheet screen in Touch 3.6, which allows you to manually refresh timesheet data at any time by pressing the top of the screen and pulling downward. You can now utilize this functionality on the Expense Sheets, Mileage Sheets, Purchase Orders, Absence Requests, and Allowance Requests screens. A time stamp displays at the bottom of the screen once you refresh. By default, this feature is available for all REST Touch users and does not require setup modifications.

Missing Receipt Error in Archives

Deltek Tracking: 1323873

You can attach a receipt to your expense reports by taking a photo of the receipt or selecting a photo of the receipt either from your device's gallery or the Archives folder. The Archives folder contains all the receipts you already attached to your expense sheet lines. Previously, when you tap Pick from Archive on the Attach Receipt screen prior to attaching any receipts to other expenses, "The record was not found." error message appears. The message erroneously indicated there is a receipt in the Archives folder but you cannot retrieve it. With this enhancement, the error message is changed to "There are no available receipts."

Minor Expenses UI Enhancements

Deltek Tracking: 1323873

Receipts are regularly attached to expense sheets. Previously, it is difficult to identify if a receipt is attached to an expense sheet line on the Approvals screen, and to view or edit the details of a receipt on the Expense Sheet Line screen. To address these concerns, a Paperclip icon and a View Details icon are added.

A Paperclip icon is now visible next to an expense sheet line with a receipt on the Approvals screen, whereas the View Details icon is added to the Receipt field in the Expense Sheet Line screen which allows you to view the attached receipt. In addition, the Paperclip icon on the expense sheet lines are now center aligned and positioned next to the expense value.

Quick Capture with ICR Enhancements

Deltek Tracking: 1400564, 1400544, 1392185

Quick Capture with intelligent character recognition (ICR) is introduced with the Touch app version 3.6 and Maconomy 2.5.2. The feature essentially made expense entry automation possible through capturing photos of your receipts and converting these to machine-readable data for your expense sheets. To further enhance the feature, application performance monitor (APM) logging and the capability to browse local and cloud files on iOS devices are now added functionalities with Touch 3.7.

APM Logging

APM logging is integral in monitoring user interface performance. By extending the feature to Quick Capture with ICR, you can track some of the most time-consuming tasks in Touch like the ICR scanning of receipts and the creation of expense sheets with newly attached receipts.

File Browsing on iOS Devices

If you are using Touch on an iOS device, you can now upload photos and PDF files either from your phone storage or iCloud. You can access and manage your files in real time and simply attach these to your expense sheets as needed. Photos with JPG, PNG, or BMP formats are allowed, and these are automatically converted to JPG when uploaded to the Touch server. On the Quick Capture screen, tap the More button on the upper right corner and tap Browse. When you select a photo or PDF file, the ICR process is initiated and some of the fields in your expense sheets may be automatically filled in. It is recommended to review the expense information before saving.

Customizable Actions in REST

Deltek Tracking: 1323885

Consultants can now tailor actions according to specific customer needs, which offers function and task flexibility in Deltek Touch. You can now modify an existing action, add a new action, and even combine actions on the action menu of all Touch screens, excluding Approvals. Customizing actions require Java extension, and in some cases, changing the Touch layouts.

Modify an Action

There are various default actions already available in Maconomy. However, if you want to tweak the functionality of a specific action, you can make modifications in Java extension with no additional changes needed in the Touch layouts. It is important to consider that any changes you make also impact the functionality of the action in the Workspace Client and iAccess.

Add a New Action

Consider creating a new action when there is no corresponding Maconomy action that matches the customer requirements or when there is a corresponding Maconomy action but you prefer the action to perform differently in Touch. Unlike modifying actions, you can specify if the action applies in the Workspace Client, iAccess, Touch, or all these applications. If you prefer to use the action in Touch, the Java extension must be on the container used in Touch and you must add the action in the Touch layout.

Combine Actions

There are some instances when the customer requires an action to have dual functionality. For example, the customer wants to be able to submit a timesheet and release it at the same time. You can either modify an existing action to have both functionalities or create a new action that includes both. You should combine actions using Java extension.

Updated Calendar Widget in Daily Timesheets

Deltek Tracking: 1420186

When you are on the Daily submit mode setting, you can view your daily timesheets from the Calendar screen, which now features an updated calendar widget. You can swipe left on the calendar widget to view the next month or swipe right to navigate to the previous month. The swiping functionality works similarly to the single arrows on the calendar widget, but enables a smoother switch between months.

Access Token for 2FA Enrollment

Deltek Tracking: 1351331, 1345228

Two-factor authentication (2FA) already offers access security by requiring users to provide two types of information, specifically their account credentials and a verification code, to confirm their identity prior to logging on to Deltek Touch. With Touch 3.7, users can also be required to provide an access token before 2FA enrollment for an added layer of account security. The 2FA Account Setup screen is updated to support this enhancement.

On the 2FA Account Setup screen, two new steps are added to the previously three-step 2FA app registration process. You no longer have to go through the Enter Token screen, and instead you can directly request for an access token on the 2FA Account Setup screen. The token is sent to your registered email address and is valid for five minutes.

Detaching Receipts from Expenses

Deltek Tracking: 1323873

You can now remove receipts from an expense sheet line without deleting the document from the Archives folder through the new Detach Receipt action. This action is added to the action menu on the Expense Sheet Line screen. You can remove a receipt from submitted expense sheets if you have permission to make modifications.

Customizing Receipt Image and PDF Settings

Deltek Tracking: 1400564, 1400540

One of the best ways you can optimize Quick Capture is by enabling the intelligent character recognition (ICR) functionality. With ICR you can easily retrieve expense information through taking photos of the receipts. You also have the option to combine receipts into a PDF and attach the file to your expenses. However, when you utilize this feature, it is common to obtain large photos, which consequently lead to a large PDF if combined. Uploading large files to the Maconomy server takes more time.

With this release, consultants can now modify the default image size and PDF quality settings according to the device through new server side configuration settings. Previously, the maximum image size is 1.5 MB and the PDF quality is 2.0 by default. Modifying the file settings allows users to save expense sheet information faster without compromising the readability function of ICR.

ICRPictureMaxFileSizeAndroid and ICRPictureMaxFileSizeiOS are the new server settings which allow you to control the maximum file size of the receipts you capture. The default size of images captured using an Android device is 1 MB, whereas for an iOS device it is 1.5 MB. You can set the size as low as 200 or as high as 2.5 MB.

In addition, you can now enable or disable the stitching functionality, which allows users to combine two to four receipt images into a PDF. Update the ICRAllowStitchingAndroid or ICRAllowStitchingiOS setting to modify this functionality.

Finally, with the ICRPDFQualityAndroid and ICRPDFQualityiOS server settings you can control the quality of photos to be stitched into a PDF, which effectively reduces the PDF file size. The default quality is 1.5 for Android and iOS devices. You can standardize the quality from 1.0 to 5.0.