This release improves CFDI uploads, alert management, and access to Travel. It also resolves issues related to PDFs generated from emails, Emburse Assurance indicators, and rejected cash advances.
Highlights
- CFDI Upload: The final action and confirmation message clearly identify the uploaded XML and PDF files.
- Emburse Assurance: Reviewers see alerts according to the permissions configured in the workflow.
- Email Invoices: PDFs generated from Outlook messages retain their content and formatting.
- Cash Advances: Rejected cash advances return to the stage configured in the workflow.
Improvements
EXPENSES
Clearer Confirmation for CFDI Uploads
For organizations with XML/CFDI uploads enabled, the final action in the modal now displays Save.
After an XML file and its required PDF are uploaded successfully, the confirmation message identifies both files. Existing validation continues to prevent the upload when the PDF is missing. Validation, duplication, or upload errors continue to display the corresponding error message.
TRAVEL
Controlled Access Between Travel Experiences
When the corresponding setting is enabled, the Travel menu opens the classic Travel page in the same tab. A button above the table provides access to the external experience.
When the setting is not enabled, the navigation behavior does not change.
INTERFACE
Consistent Branding Across the Web and Email Linking Pages
The browser tab favicon now matches the Emburse Captio logo enabled for the session.
Pages opened from messages used to link or unlink an email address also display the current Emburse Captio logo. Organizations that use custom branding are not affected.
REPORTS
Text Fields Treated as Text in PDFs
Report PDFs now display text field content without interpreting HTML markup. This change preserves the entered text and prevents unexpected formatting in generated documents.
Bug Fixes
EMBURSE ASSURANCE
Alert Visibility Respects Reviewer Permissions
Reviewers without permission to view alerts could see them in expense details, the approval preview, or review messages sent by email.
Emburse Captio now applies the permission configured for the workflow stage in all these locations. Reviewers also no longer see the alert banner when the expense contains no alerts.
Alert Indicator Remains After an Expense Is Edited
The triangular alert indicator could disappear from a report after an expense was edited, even though alerts remained associated with the expense.
The indicator now remains visible while the expense contains alerts.
EMAIL AND REPORTS
Invoices Received by Email Generate Complete PDFs
HTML formatting added by Outlook could produce clipped or misaligned PDFs or PDFs with unnecessary pages.
Emburse Captio now normalizes this formatting before generating the PDF. Invoices received by email retain their visible content and use more consistent formatting.
CASH ADVANCES
Rejected Cash Advances Return to the Configured Stage
Cash advances configured to return to an earlier stage after rejection were always returned to their owner.
Emburse Captio now sends the cash advance to the rejection stage defined in the workflow.