View-only documents permission

30 Oct 2024

The view-only documents permission allows users to view and download documents but not add, edit, archive, or view history and the archive tab.

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21 Nov 2024

Card on File - Creating and Collecting Incidentals

Easily submit incidental requests from an existing payment request, simplifying the process for additional expenses on paid trips and minimizing the time and effort spent chasing payments.

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21 Nov 2024

Card on File - Auto Holds

Experience a smoother payment process with our time-based auto-hold feature that automatically secures funds for pending transactions, ensuring financial protection without manual oversight. The hold is easily released once the payment is received, providing a seamless and reliable experience.

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21 Nov 2024

Card on File

Securely store card details on our platform for easy payment collection and enhanced security. Our payment solution streamlines the card collection process by securely storing client card details, ensuring timely payments for services and outstanding charges before and after trips.

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