snap v7.2.1 introduces improvements to existing features alongside bug fixes.
We are making improvements to various elements of snap to improve search functionality across the product as well as increasing the amount of data that is displayed to the user.
When viewing a deployment in snap, the unique invoice collection email address will be displayed.
We are adding the following additional columns to the deployment search results:
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Card recipient—indicating which user the card deployment was sent to.
We are adding the following additional columns to the document search results:
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Transactions—indicating whether a document has been matched to a transaction.
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Upload method—indicating which product was used to upload the document, i.e. Conferma Online, snap, or the Conferma App.
We are adding the following additional search options to Transaction and Document search criteria:
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'Transactions matched' with the options 'Yes, No, Both'.
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'Documents matched' with the options 'Yes, No, Both'.
We are adding an additional section when viewing a deployment labelled 'Additional deployment data', which will display the following data:
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Requested by
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Card recipient
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Approved by
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Approval date
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Advanced card control template used
We are improving snap functionality by adding a workflow that will allow users to manually match documents to transactions, linked documents will be shown when viewing a transaction. This workflow will match the current process of matching invoices to documents or matching transactions to deployments.