Helios - Expense management

1.Itinerary push for Travel Requests depends on configurations such as the TMC. When a push error occurs, delivery and operations teams need to repeatedly compare historical push data with current configurations to identify the cause, making troubleshooting difficult and communication inefficient. This update introduces “Simulated Itinerary Push”, allowing users to identify potential configuration adjustments based on historical itinerary push data or simulate a push using the current configuration to quickly verify whether the configuration is correct. 2.After a vendor updates their bank account, payments to the old account via the bank-enterprise direct link may fail. Currently, for the same AP document, employees must locate payment records for the same payee one by one and update each record individually. This repetitive process is time-consuming and prone to missed updates. This update allows users to update the payee's bank account once in unsettled business details, automatically updating payment lines associated with the same document, vendor, and account to keep payment data consistent. 3.A single business trip may span multiple cities and dates, and different daily travel allowance amounts may apply on different dates. Employees may also receive complimentary meals on certain days and need to record the applicable deduction items for each date. This update allows enterprises to enable “daily entry” in the relevant travel allowance settings. Employees can select applicable deduction items in the itinerary details for each date. The system calculates the allowance for each day based on the applicable daily amount and aggregates the results, making the allowance amount more accurately reflect actual circumstances. 4.For international invoices and receipts, enterprises may configure multiple rules to identify suspected duplicate invoices, with different risk levels assigned to different rules. If all rules enforce blocking, legitimate expense claims may be affected; if all rules only trigger reminders, high-risk duplicate documents may not be prevented. This update allows the control level to be configured separately for each enabled rule. High-risk rules can block expense claims, while rules requiring manual judgment can issue reminders and allow the process to continue. 5.Approval to-dos and approval or rejection notifications often need to include dynamic information from the document so employees can quickly identify the relevant business matter. If notification bodies can only contain fixed text or predefined fields, users may need to open the document to check key details. This update allows users to insert formula-based dynamic text into the bodies of relevant approval messages in the Message Center, so notification content can be generated based on document data.