New Releases

In case of any issues during booking with an online booking tool, Mesh will automatically fall back to using offline booking with a TMC or travel agent.

Itineraries will be updated, even if changes made are not part of an automated workflow. This ensures that the right information appears in the right places and relevant travel budgets are calculated correctly.

OBT search results now contain additional information, displaying airline fees for changes and cancellations. This gives users instant insight to overall costs.

Employees now receive a daily update of their expenses, including their approved expenses, declined expenses, and expenses with missing items. Employees are automatically subscribed, but can toggle push notifications from their user profiles.

Save time and make uploading multiple expenses easy with the ability to bulk upload expenses via .csv file. Bulk expenses will be uploaded as incomplete and will require a spend category, receipt and memo to be added based on your company’s policy settings.

If an expense has been declined by an approver, the employee can easily see the reason for the decline, but can now also choose to resubmit the expense. When expenses are resubmitted, they are flagged as such and linked to the “parent expense” (the declined expense). This saves employees time, as declined expenses don’t need to be submitted again from scratch.

We’ve updated the flight search results page, making it simpler to compare and select flights when using an OBT. Options can now be grouped by cabin class (economy basic, economy standard, premium economy, and business class), with clear details on refund-ability, baggage, and policies to ensure you’re selecting the best flights for your employees.

Travelers are now able to see travel-related documents (e.g., flight tickets or hotel vouchers).   Agents can send the travel documents to the company inbox and travelers will be able to see them on the documents tab and attach them to their trip.

Support finance teams in reviewing trip expenses with automatically closing trips after 60 days. Trips will be closed even if data (e.g., receipts) is missing, though travelers will be given multiple prompts to submit missing information. Note that travelers can close the trip before the 60 days and admins can open closed trips in case travelers need to make any changes.

Mesh users can view and filter payments pages according to custom fields, making it easier to locate specific payments information.

Users now have the option to add a memo box with the names of multiple attendees. The ‘multiple attendees’ function needs to be enabled for the relevant spend category to be selected. This keeps your records up-to-date with the number and name of participants for expenses like business lunches.

Onboarding new employees just got easier. You can now toggle the option to invite employees automatically—sending new employees invites directly through your HRIS.

Mesh allows users to modify information within the current page/view, eliminating the need to navigate to a separate screen. The ‘Transactions’ page lets users add or update memos, and select or modify spend categories and custom fields.

Admins and travel managers now have enhanced control over types of booking (direct, online, offline) for flights and hotels. Admins and travelers can use all booking methods, even if configured differently for individual travelers.

Flight loyalty programs can now be included in their traveler profiles. This ensures that the TMC is aware of any relevant loyalty programs and employees can earn points on eligible bookings.

Automatically collect trip mileage by selecting routes on a map. In addition to saving time, this allows for more accurate reporting and proof of routes traveled.

Approvers can now gain extra visibility by adding trip numbers to their list of approval requests. This feature can be used by going to ‘pending my approval’ and then ‘expenses.’

The trips table menu now includes a new submenu with options for downloading reports.

Create custom fields from HRIS integrations to minimize mistakes ensure that correct trip budgets are assigned to the correct users.

The company mailbox address and trip request details now appear in the agent portal so documents (i.e. receipts, invoices) can be easily sent and managed.

Hotel booking capabilities just got better. Mesh now offers more search results, while improving the user experience. The map searching feature now allows users to move easily within the map, zoom in and out, and view the map in fullscreen—all while retaining applied filters.

Ensure that trip itineraries align closely with actual travel dates, preventing the allocation of irrelevant budgets and miscalculating business intelligence data for each trip.

Ensure each user gets assigned the right budget by syncing your travel policy groups directly from your HRIS.

Now with the Mesh mobile app, you can quickly and easily access everything you need in one place. Manage your cards, quickly complete tasks and see any upcoming trips. Download on the App Store or get it on Google Play.

See all approved trip quotes, available to download as a CSV or Excel file. You’ll see all the important information from who’s traveling and when to how it was booked and how much it cost.

Different employees may require different budgets for travel. Now you can create different groups. For example for your “C suite” and “Directors and VPs”.

You can now:

• When syncing as an expense report, you can choose Expense Reimbursements Accounts Payable
• Sync the payout as an expense report including taxes

You can now see who the next approver is from both Expenses in Review and Pending My Approval.

You now have the option to cancel an expense you’ve submitted.

Give approvers all the info they need to know to make informed decisions.

For tax reporting purposes, you can now add multiple attendees to an expense.

It’s now possible to assign a user a manager from a different entity.

Now under “Pending My Approval”, you can see all your requests from every entity. This means, you won’t need to switch entities to quickly approve or decline a request.

Found a better price elsewhere? You can now switch your booking method to book directly on that site, even after getting options from the TMC.

After an expense has been paid, Admins and Pros can now edit custom fields before syncing to the ERP.

Admins, Pros, travel managers and the next approver can now reassign requests to someone else.

If you manage travel with Mesh, you can now book flights and hotels from the Mesh mobile app.

You can now give specific employees access to view travel analytics dashboards.

Now when employees request a new trip, they’ll know which travel policy group they belong to.

Now you can set a minimum purchase amount that requires a receipt for travel card transactions.

Now you can easily update an employee’s travel policy group.

This will make it possible for someone else to submit expenses on your behalf.

Now you can export reimbursement payments as expense reports to Netsuite.

Approvers can now select multiple expenses to approve at once.

Reimbursing employees? Now you can download a report of any scheduled payments.

Now Admins and Pros and have the option to approve on behalf of the next approver. This will help you keep requests from getting stuck if someone is out of the office.

Instead of submitting each trip expense one by one, employees can submit them all together as a batch.

Make it easier for travel managers to stay up-to-date by notifying them about all comments made on trips and trip requests. To request this, please contact your Customer Success Manager.

You’ll now see their Travel Policy Group in both the employee’s profile, as well as in the trip order form where agents add trip options.

Previously, you could see the approval process only for pending or declined trips. Now you can also track the approval process of an approved trip by selecting a trip and clicking “View trip request”.

If you select this option, Mesh will automatically calculate the amount and submit a reimbursement request, saving your team time.

Now you can set an individual employee’s currency for reimbursements.

Clear up questions right then and there. Now you can add comments directly to card requests, trip requests and transactions.

Better control corporate travel spend. Now you can set up dedicated policies according to employee tier (such as employee, VPs, and C-suite) and location.

Now you can easily edit the name of each step in your approval workflow. For example, you may want to rename “Step 1” to “Manager approval”.

Easily set up your approval workflow exactly the way you want and create group budgets. 

You’ll now know who’s set to approve next or if a request has been declined in the All Requests Page.

It is now possible to create a trip without creating cards; budgets assigned to the traveler will still be eligible for reimbursements.

Trip tables now include a progress bar for each trip budget for easy representation of how much has been spent. 

The amount shown includes the dedicated traveler’s budget and travel manager’s/booking budget if applicable. 

Charges from general purpose cards can now be associated with specific trips, giving users more flexibility while on-the-go for business travel. 

A new feature update from Mesh allows you to let employees see invoice ID and date fields in the transaction module for additional clarity.

To enable this feature, navigate to Company Settings → Accounting and then toggle “allow employees to see invoice ID and date.”

You are now able to map an HRIS custom manager to a Mesh approving manager, increasing efficiency and accuracy.

This requires setup by contacting Chen or Kevin.

The total budget shows users the lifetime amount that has been allocated to a card/budget. Find the amount in the ‘Details’ section of any virtual card.

It is now possible to request a card/budget with a future start date. By customizing the activation date, finance teams gain additional control — ensuring the cards are used properly and unexpected charges are avoided.

This update gives users more flexibility in finding and matching custom fields pulled from a human resources information system (HRIS).

NetSuite expense reports can now be linked with expenses on the Mesh platform. Trace expense report records for better visibility.

Closing out trips and submitting expenses is even easier now. Mesh has optimized the submission process and streamlined financial workflows — for both travelers and bookkeepers.

Mesh has introduced a brand new look to our trip requests form, designed to streamline the user experience and make the process easier.

Mesh has added support for Canadian taxation in vendor bills for Netsuite.

Users will now receive a notification when their requests (i.e. to create or edit cards) are approved. It will be sent once the request has moved through the final approval stage.

The default Custom Fields values assigned to an employee are now displayed on the employee’s profile page for better clarity.

We’ve cleared up the dashboard a bit for you to enhance the pending request notification mechanism.

The more the merrier! Mesh has increased the group size limit from 20 to 50 users to give you more flexibility when creating workflows.

In our ongoing mission to make things as easy as possible for users, we’ve updated the Requests page. The user will now land in the first tab that has items in it.

Now, employees adding their bank accounts for ACH reimbursement payments can have their accounts verified by Plaid, a leading financial services company.

Now, when an employee requests a card, custom fields can be auto-populated with default values when those values have been added to the Mesh backend. This supports Travel, General Purpose, and Subscription cards and budgets.

We improved and streamlined the Mesh login page. Now email and SSO login options have been merged and standard and SSO users are redirected to the relevant login pages.

Now, when there is no ERP integration in place, we’ve added the ability to split transactions across multiple Custom Fields. You can decide how to split the transaction, either as an even split or by custom amounts.

We updated the Approvers component in workflow forms to more accurately reflect the conditions used. Now, approvers can be identified as a Potential approver in those circumstances where their approval might be needed.

Now, you can add Groups to approval workflows. A Group can include up to 20 members and any of the Group members can approve requests for that Group.

Mesh has unveiled a new powerful workflow engine that will make it easier to automate and streamline requests for payment cards. This gives you fine control over requests, how they need to be approved and by whom.

We’ve improved the experience of inviting users for companies that have multiple entities. Now, users only need to be verified once, and when they are added to additional entities they are considered verified immediately.

We’ve added the option to export a table with all trip details to make the information more accessible.

Now, when you view spending across multiple entities in different currencies, the spending can be aligned to US dollars as a unified currency to present a clear picture of worldwide spending.

To help ensure compliance with tax regulations, you can now set up custom memo policies requiring users to add justifications for expenses.

We have added a new Travel Spend Analytics Dashboard that provides spending analysis on travel-related expenses and can be accessed from the main Travel menu.

Additionally, the dashboard can display analytics on the Organization level, allowing for comparison across multiple entities.

We have now added native push notification support to the Mesh app on iOS. See the guide in the link below to setup notifications.

It is now possible to configure reimbursements so that they will only be associated with new budget requests and not from existing budgets. Additionally, users can configure auto-approvals for reimbursements associated with existing budgets.

We made a host of improvements to our web and mobile UIs, and also implemented changes to the UI of the Requests page. These changes have been made to simplify the user experience and make it easier for users to navigate the UI and locate frequently used features.

We are in the process of rolling out several improvements and changes to our UI that put budget management in the focus of the user experience. This means that instead of virtual cards being the main building block of Mesh, budgets will take on that role.

This will allow users to create a budget for a specific purpose, and then draw on that budget via a virtual card, physical Plug & Pay card, or via reimbursements.

Now you can see analytics from all your organizations in one place. Organizations Analytics lets you analyze data from all the companies in your organization from one place, providing a more complete, holistic view of the data.

We added the Plug & Pay cards’ CID to transaction exports, helping you streamline reconciliation and monthly close.

We’ve added additional receipt filters to the Transactions page. Now you can filter for transactions that have receipts attached to them, but that haven’t been matched yet.

We’ve clarified the different transfer options –  ACH and Wire transfers – to make the differences between them easier to understand.

Added a group budgets column to CSV/EXCEL exports of transactions, cards, and subscriptions tables.

We’ve added a new decline reason when a Plug & Pay card is being used but is not active or connected to any virtual card.

We’ve introduced new user-level traveler profiles that allow quick and convenient access to traveler details in one place. These details include passport information and airline preferences. As regulated by GDPR, accessing them is protected by MFA.

Now you can edit the viewing permissions of employees, even if the employee hasn’t completed the login and verification process.

We’ve released a new tool to make it easy to set up custom, automated workflows for travel requests. This can help your team accelerate and streamline key parts of the travel approval process.

Now, you can see an overview of your organization’s spending across multiple companies or entities. It provides a one-stop-shop to see information such as balances, travel details, spending requests, and more, all in one convenient place.

We’ve added support for biometric authentication methods such as laptop codes and fingerprints in addition to the existing support on mobile devices.

Now, the Employees Page filter settings are set to display only active employees by default. This helps present a more up-to-date picture of the organization.

We’ve improved the way vendor credits and expenses are described in QuickBooks by adding the ability to add merchant names to the description.

Now you can push Receipts and Invoices into NetSuite Vendor Credit. 

Now, when you create a card via the Issue Card API, you give it a meaningful name, making it easier for end users to identify.

Now you can set Card Assignee as a required field for the card issuing process.

Now, API users can change the end date of expiring cards and re-use them via an API.

This applies to the Mesh end date, not the VISA “good thru” date, which is still five years from the day the card was issued.

We are excited to announce the release of our new “Duty of Care” analytics dashboard for our Travel solution. This feature is designed to help our customers ensure the safety and security of their travelers during their journeys.

The “Duty of Care” dashboard provides a centralized view of your travelers’ travel locations and contact information, enabling you to respond quickly to any incidents and take necessary steps to mitigate potential risks.

Some of the key features of the “Duty of Care” dashboard include:

• A real-time map that displays all your travelers’ locations and contact information, making it easy to keep track of where everyone is and respond to any issues immediately.
• Customizable filters that allow you to view data by location, traveler, and travel timeline.

With the “Duty of Care” dashboard, our customers can have peace of mind knowing they have the right tools to ensure their travelers’ safety and well-being.

When you add a receipt, Mesh will now automatically distinguish between US and EU date formatting, ensuring that the information is properly extracted from the receipt.

Now, when your employees submit a travel budget request, they can access all of the custom fields that have been created for other requests, such as on-demand cards.

We improved the process of adding new users through the card request and creation flow, making it easier to add new employees.

Now, when you receive a Low Balance notification, the company name will also be displayed. This can be setup in the Balance Shield screen.

You can now automatically generate a comprehensive summary of expenses from employee trips, categorized by expense type and limited to specific timeframes, helping you streamline reporting for taxation purposes.

We improved the UI of the Transactions page for mobile devices, making it easier to view transactions and enabling a better experience.

Now you can assign a new card to a user via an API.

Now you can fetch employee records via an API.

Now it’s much easier for your employees to request a travel budget using the platform. They can request travel directly from the main Actions button in the side menu.

Sometimes employees take time off during a business trip. Now it’s easy for your company’s Travel Managers to adhere to company policy and determine whether employees traveling on certain budgets need to be compensated for taking time off during a business trip.

Customers can now access a list of their custom fields including relevant metadata via an API request.

Mesh is introducing a powerful new set of tools to help you gain better insight into your expenses. Analyze spending across your business according to multiple factors including spending category, employee, location, vendor, and even per tax code.

Selecting destinations on mobile while creating a Travel is now a lot easier. The input field opens in full screen for a better experience.

Now it’s easy to Add a Company in the Company Settings screen, allowing admins to quickly organize your business’s Mesh account.

Now employees and managers will receive notifications throughout the travel request process.

We’re rolling out multiple improvements to the Travel Requests process: the traveler name has
been added to the Travel Requests page; and pending travel requests will now trigger the
counters on the main menu. Additionally, the behavior of the Approving Manager field in the
travel request now matches the one in the regular card request flow.

Now all exported travel reports will include reimbursements for that Travel.

The experience of setting a Merchant rule has been changed. Now, you can choose relevant
fields and apply the relevant value to them. Only these fields will be added to the custom rule.

When you successfully sync transactions to the ERP they are now completely locked from
modification, preventing unwanted adding/removing of receipts and invoices.

We made it easier to select Custom Fields in the mobile app.

You can push in multiple receipts and invoices when you sync.

Now, Mesh will automatically code different kinds of travel expenses so your employees won’t
have to identify them while completing expense reports.

Just click edit on a (non-fixed) travel category in Travel Creation to open a dialog where each
travel day will be available for modification.

New feature gives controllers and bookkeepers an improved user experience for the month end
process.

You can now map custom NetSuite fields to Expense report sync.

Now Admins\Pros\Employees with permission can now edit Employees\Contacts name and
phone number through the Employees screen.

You can now add more than one receipt to a single transaction and all receipts can be synced
to your ERP.

Now you can automatically issue a payment card for approved Purchase Orders (POs). This will
help your finance team streamline the purchase order process and save time.

When you split a PO into its items, Mesh will pull in the remaining amounts per each line and
make it available for the bookkeepers to sync – as is.

Priority Journal Entry has been enhanced with the following features: set JE type via
configuration, ability to customize memo passed to Details, and support for profit centers.

On the 27th of each month, all Admins will receive a notification with a list of all cards that are
about to expire during the next month. A new End Date filter was also added to the Card page
that allows filtering cards by end date.

Now there’s no need to go to the original object and understand what was changed, the Diff
component is here. All system users will be able to see the original values and the requested
values side by side, within the edit request side drawer.

We updated the Company settings page to reflect the multiple types of integrations available
alongside ERP Integrations.

Now you can export up to 70K transactions to Excel\CSV.

Connect your HR system to Mesh to save time while managing employees and their onboarding
and offboarding. Automatically sync your Employee list, as well as ongoing syncing of Employee
Onboarding and Offboarding requests.

Now you can filter transactions page by both Transaction date and Transaction completed date
separately. This makes it possible to apply both filters in a single report.

You can view the transaction amount in its original currency.

You can now sync Card Transactions and Refunds as a Journal Entry for non USD Companies
to NetSuite.

If an employee is assigned as a Travel Manager (permission level) they can now access the
company Travel Policy from the Travels page. Additionally, the local date field has been added
to exported travel reports.

The look and feel of Documents on mobile has been improved and you can now copy the
company’s email address.

Now, if you suspend or cancel a payment card, or if it’s canceled, you won’t receive notifications
if there’s a charge attempt.