PLATINUM to MERCURY Quick-Start Guide · PLATINUM to MERCURY Quick-Start Guide +1 888 781 0088 ext. 2 ADMIN MENUS Chrome River MERCURY’s admin screens give you access to the same

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PLATINUM to MERCURY Quick-Start Guide

+1 888 781 0088 ext. 2 www.chromeriver.com

ADMIN MENUS Chrome River MERCURY’s admin screens give you access to the same functionality found in PLATINUM via

new, streamlined menus and submenus. In some cases, we have combined multiple admin screens into

one or created new screens that replace their PLATINUM counterparts with enhanced functionality.

This chart shows you where to find each PLATINUM admin screen in MERCURY (if applicable).

PLATINUM SCREEN MERCURY LOCATION & NAME

Cost Code Master Data > Cost Codes

Customer Address Rates & Locations > Customer Addresses

Customer Terms & Conditions Tracking & Notifications > Customer Terms & Conditions (coming soon)

Data Dictionary Updated IBI functionality eliminates the need for this screen

Delete Transactions Transactions > Delete & Reassign OR Delete & Reassign Travel

eInvoice Templates Maintenance > eInvoice Templates

Entity Master Data > Entities

Expense Type Master Data > Expense Type

Expense Mapping Master Data > Expense Mapping

Export Approved Expenses Export > Approved Expenses

Feedback Emails MERCURY functionality eliminates the need for this screen

Feeds Maintenance > Data Feeds

http://www.chromeriver.com/

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PLATINUM SCREEN MERCURY LOCATION & NAME

Invoice Export Export > Invoices

Invoice Tax Codes Rates & Locations > Invoice Tax Codes

Invoice Vendors Master Data > Invoice Vendor

Manage Failed Transactions Transactions > Failed Transactions OR Failed Travel Transactions

Matter Master Data > Allocations

Messages User Interface > Messages OR Rule Messages (more details below)

Menu Bar User Interface > Mosaics & Tiles (more details below)

Menu Buttons User Interface > Mosaics & Tiles (more details below)

Mileage Rate Rates & Locations > Rates

Notifications Tracking & Notifications > Notifications

People Master Data > People

Per Diem Locations Rates & Locations > Per Diem Locations (coming soon)

Per Diem Rates Rates & Locations > Per Diem Rates

Pre-Approval Import Maintenance > Import Pre-Approvals (coming soon)

Pre-Approval Tracking Tracking & Notifications > Pre-Approval Tracking

Reports Schedules Tracking & Notifications > Report Scheduler

Report Tracking Tracking & Notifications > Report Tracking

Roles Master Data > Roles

Rules Tester Use Interface > Rules Tester (coming soon)

Screen Objects User Interface > Messages OR Mosaics & Tiles (more details below)

Tax Locations Rates & Locations > Tax Locations

Travel Emails MERCURY functionality eliminates the need for this screen

Unused Pre-Approvals See “Expire Pre-Approvals” in the Chrome River Help Center.

View Receipt Versions Tracking & Notifications > Receipt Version Tracking (coming soon)

Web Services Security > API Key Management

Welcome Message User Interface > Message of the Day


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PEOPLE ADMIN The functions of the MERCURY People admin are identical to those in PLATINUM. Once you have located

the desired person in the search box, click EDIT to make changes to the person record or click

RELATIONSHIP ATTRIBUTES to jump down and manage those settings.

MESSAGES, WELCOME MESSAGE, MENU BARS & BUTTONS All these functions are found under the User Interface menu in MERCURY, and all require you to select or

create a new changeset in order to edit them.

CHANGESETS

A changeset is a safe way to publish

changes to the Chrome River user

interface that creates an audit trail

and makes it easy to deploy or

reverse changes.

For example, you could create an

“Edit Labels” changeset to easily

update the name of a label that

appears in messages and in

expense-type mosaics, wherever it

appears in the user interface.

For more details, see “Changeset Manager” in the admin version of the Chrome River Help Center.


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MESSAGES

MERCURY’s Messages admin gives access to every message in the user interface, but the Rule Messages

admin screen is the direct equivalent of PLATINUM’s Messages admin. It allows you to easily create and

edit the short and long messages associated with business rules.

Select or create a changeset, then choose the application (EXPENSE, PRE-APPROVAL, INVOICE or

PURCHASE ORDER), the type of rule (Compliance, Submit Compliance or Approval Routing), and the

desired language and click VIEW. Now you may click ADD MESSAGE to create a new one or click to edit,

clone or delete an existing message.


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WELCOME MESSAGE

In MERCURY, the Welcome Message admin is called Message of the Day. While PLATINUM required users

to write their own HTML code, MERCURY has a user-friendly WYSIWYG editor that allows you to create and

edit the Message of the Day exactly as it appears onscreen.

For complete details on the options available, see

“Customizing the Message of the Day” in the admin

version of the Chrome River Help Center.

MENU BARS & MENU BUTTONS

In PLATINUM, expense types were selected using various menu bars containing menu buttons. In

MERCURY, expense types are selected using various mosaics containing tiles. You may create and edit

these via the Mosaics & Tiles screen in the User Interface section of the Admin Settings.


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ENTITY ADMIN The functions of the MERCURY Entities admin are identical to those in PLATINUM’s Entity admin. Once

you have located the desired entity type in the search box, click EDIT to make changes to the entity type

or its entities.

REQUEST IMAGES There are two types of image requests:

• Request Images via Inquiry reports allows users to see their own expense and invoice images.

• The Request Digital Receipts admin allows administrators to see any user’s expense images.

REQUEST IMAGES

In Inquiry for PLATINUM, users had to manually enter each Expense Line Item Detail ID or Invoice ID to

request a PDF of all the associated images. In Inquiry for MERCURY, users simply run the My Expense

Items or My Invoices report for the desired period, then click REQUEST IMAGES to be emailed the images

associated with all the expenses or invoices returned by the report within the selected timeframe.


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REQUEST DIGITAL RECEIPTS

The Request Digital Receipts admin in MERCURY allows administrators to request a PDF containing

digital XML receipts or receipt images for any user’s expense line items. You can request images from

expenses of any status except Draft. Check the desired expenses and click REQUEST to be emailed a PDF.

REPORTS SCHEDULES The MERCURY Report Scheduler includes all the functionality of the PLATINUM Reports Schedules

screen, plus more filters on many of the reports. Complete details can be found in the “Report Scheduler”

topic in the admin version of the Chrome River Help Center.

• To add a report, click the PLUS button.

• To add a schedule, click ADD CONFIGURED REPORT.

• To edit a schedule, hover over it and click EDIT.

• To add users and groups to the Opt-Out list, click ADD NOTIFICATION EXCLUSION.

• To run a report manually, hover over it and click RUN NOW.


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NOTIFICATIONS There are several key differences between the Notifications screens in MERCURY and PLATINUM:

• In MERCURY, you may opt-out of an email notification for your entire organization.

o Unchecking a notification on the Notifications admin screen turns it off regardless of the

choices users make on their user Notification Settings screen.

o Checking a notification on the Notifications admin screen will result in all users receiving

the notification unless they opt out on their user Notification Settings screen.

• In MERCURY, there is no way to add individual users to the list of subscribers.

• MERCURY does not show the total number of users subscribed to a notification.

Please Note: This document will be updated as the Product team introduces more functionality.


Documents

PLATINUM to MERCURY Quick-Start Guide · PLATINUM to MERCURY Quick-Start Guide +1 888 781 0088 ext. 2 ADMIN MENUS Chrome River MERCURY’s admin screens give you access to the same