Helios - Expense management

1.Currently, when employees select a region rather than a specific city when submitting a Travel Request, budget standards for flights, trains, hotels, ride services, meals, and other expenses cannot be properly retrieved. In actual business scenarios, companies often want to designate a representative city for each region and use the standards of that city to generate budgets or push itineraries. This update supports configuring a default city for each region and using the standards of that city when generating budgets and pushing itineraries. 2.In business scenarios involving tax deducted at source (TDS), such as in India, the amount of the company's prepayment available for offsetting differs from the actual amount paid to the vendor through the bank: one portion is paid to the vendor, while the other is withheld and subsequently paid to the tax authority. This update supports displaying the withholding tax amount and the actual amount paid to the vendor. When offsetting the prepayment subsequently, the system will calculate the offset amount based on the sum of the actual amount paid to the vendor and the withholding tax amount, ensuring that the business transaction is accurately and completely reflected. 3.Currently, when the total expense amount of Expense Claims associated with a Request exceeds the request control limit, the system recursively searches for all interrelated Requests and Expense Claims and combines their expenses for validation. This update supports prioritizing the validation of the total amount against the request control limit based on the expenses of the current document and the amount of the Request directly associated with the current document. 4.Some companies manage Helios hotel expenses through a monthly fixed limit, with different limits assigned to different employees. The limit is deducted based on the actual month in which the expense is incurred. However, employees may book hotels across months. If the limit for the following month has not yet been issued at the time of booking, the system may fail the limit validation and prevent the employee from completing the booking. This update allows the limit to be made available in advance, enabling employees to use their assigned limit earlier while complying with the company's policies. 5.In enterprise budget management, the department responsible for budget preparation may differ from the department that actually handles the business. For example, HR may centrally prepare the budget for employee team-building expenses, while individual business departments actually submit reimbursement requests. If queries can only be viewed by the handling department, it is difficult for finance users to analyze data from the responsible department perspective. This update adds the Responsible Department dimension to budget balance queries, helping finance users view balances and details from the perspective of the responsible department.