From Expenses to Epics: July’s Core Updates in TeamTrace 

People & Company Expense Module 

You can now easily track and manage both company and individual expenses in TeamTrace. 

• Set Up Before You Start: 

• Create Expense Heads (e.g., Travel, Office Supplies). 

• Create Expense Statuses (e.g., Pending, Approved). 
• Add Company Expenses: 
  • Fill in date, expense head, item, amount, optional comments, and attachments. 

• Use filters to view expenses by date range or expense head. 

• Add People Expenses: 
  • Select the person, date, expense head, item, amount, and status. 
  • Special Travel Expense option lets you add a route. 

• Automatic Reports: 
  • All expense data appears in Analytics > People Expense Report and Analytics > Company Expense Report for quick viewing and filtering. 

Note: Reports are view-only; editing or exporting is not available from this section. 

Travel Expense Automation via Field Tracking 

Easily manage travel allowances for your field staff with automatic expense generation from Field People Logs. 

How It Works: 

• Enable Field Tracking in Settings. 

• Set Travel Allowance (TA) for each field employee directly from the Field Tracking page. 

• Generate bills in Field Ops > People > Generate Bill. 

• View calculated travel expenses instantly in People Expense or People Expense Report. 

Perfect for field teams — no more manual travel expense calculations. 

Set Travel allowance from Field Tracking Settings 

Managing travel expenses for your field team just got simpler! Here’s how you can quickly set up and customize travel allowances within your account: 

1. Navigate to ‘Settings’ 

Head to Settings > Field Force Setup > Enable Field Tracking. You’ll see a list of all field employees along with their respective travel allowance rates. 

2. Edit Travel Allowance per Kilometer 
Each employee’s allowance rate (e.g., 300 Yen per km) is displayed next to their name. Want to adjust it? Just click on the figure and update it instantly.  

3. Change the Default Currency 
   If you want to update the allowance currency: 

• Go to Settings > Organization  

• Find the Default Currency field and click the dropdown arrow  

• Select your preferred currency (e.g., USD, INR, GBP, etc.)  

• Hit Save, and you’re done! 

Expense Report Analytics  

We’ve made tracking your company and employee expenses easier than ever! 

Company Expense Report  

Quickly view and analyze company-wide expenses by date, expense head, and expense item. Instantly track spending on travel, office items, and more. 

People Expense Report  

Easily monitor individual employee expenses by date, employee name, expense head, item, amount, category, and status. View approvals or rejections to speed up reimbursements and keep expense management hassle-free. 

Add Tickets Directly from Epics & Milestones 

Managing your projects just got easier! You can now add tickets directly from Project Epics and Milestones — whether new, existing, sprint items, or tagged tickets. 

This update streamlines your workflow by letting you:  

1. Add Tickets by Selecting Projects > Milestone.  

Click on any one from the list. A side panel opens on the right. Click on “Add Item”. 

You can add items to the epic by selecting any one of the options from the list.  

• Choosing “Add New Ticket”: 

It’s all about adding a new ticket, the process and methodology of which is akin to the established process of adding a new ticket in TeamTrace.

• Choosing “Add Existing Tickets:” 

You can choose any one of the existing tickets within the sprint to the epic or bulk upload all tickets to the epic.

Note that you won’t be able to add any ticket, whose due date (in this case, 24-06-2025), exceeds the end date of the epic (which is 05-08-2025 in this case). The following error message will pop up in such a case.  

You can select sprint items to the epic from the list.

Choosing “Add Tagged Tickets”: 

You can add only those tickets that are tagged to the epic.

2. Add Tickets by Selecting Projects > Timeline > Epic  

The options of adding tickets will be the same as discussed above. You just need to select from the following options: 

• Add new ticket  

• Add existing tickets  

• Add sprint items  

• Add tagged tickets  

Note: This method of adding tickets to the epic is for scrum. In case of kanban, the option of “Add sprint tickets” is not available.  

Task Dependency Info at Your Fingertips  

Tackling complex projects just got simpler! Now, when you select any task under Projects, you can click the ‘i’ icon next to Linked Tasks to instantly view Task Dependency Info. 

This feature helps you: 

• Understand real-world dependencies between tasks. 

• See exactly how one task’s start or completion affects another. 

• Get clear rules and UI behavior for Finish to Start (FtS), Finish to Finish (FtF), Start to Start (StS), and Start to Finish (StF) dependencies. 

• Avoid scheduling conflicts with automatic alerts when dependency conditions aren’t met. 

With Task Dependency Info, you can make faster decisions and keep your project timelines error-free. 

Saved Views for Projects & Tasks (in Filters) 

We’ve made navigating your projects and tasks a whole lot easier! With our new List/Board Filter Saved Views for projects and tasks, you can now save custom filters and return to them anytime, without the hassle of resetting filters every time you log in. 

Here’s how it works: 

• Select any project (e.g., Showpilot 2.0), then go to Tasks and choose either List View or Board View. 

• Apply your desired filter — for example, set Status = To Do. 

• Click Create View, give it a name (e.g., All To Do), and save it. 

• That’s it! Now you can switch back to your saved view anytime from the drop-down menu. 

Here’s how it works for ‘Tasks’: 

First, create a view. For instance, selecting High priority as the filter and creating a view against this very filter here. 

Now, enter the view name to add the view.  

All those tasks with high priority will then appear on your screen. 

Why this matters: 

• Instantly jump to specific tickets (To Do, In Progress, Done, High Priority, etc.) without reapplying filters. 

• Create multiple custom views tailored to your workflow. 

• Edit or delete saved views anytime for full flexibility. 

• Works across both List and Board views. 

For example: 

• A saved view for All High Priority tasks lets you focus only on critical items. 

• Another view for In Progress tickets keeps your daily standups streamlined. 

This feature saves time, reduces clicks, and ensures you always have the exact perspective you need — whether you’re tracking deadlines, priorities, or team progress. 

Updated ‘People Logs’ Under ‘Field Ops’ 

Easily track and manage your field workforce with the new enhanced People Logs under Field Ops.  

Select ‘Field Ops’ > People Logs to see what’s new: 

Timeline Tab 

Get a complete timeline of a field employee’s day. View punch-in details, live location coordinates, and tasks completed — along with precise start/stop times and locations. 

Tasks Tab  

See exactly how much time an employee has spent on each task. This gives you clearer visibility into productivity and accountability. 

Punch In/Out Log  

Access detailed punch-in and punch-out records, including total logged duration and location coordinates for complete transparency. 

With these updates, monitoring field activities is now smarter, clearer, and more reliable. 

With these July updates, we’re shaping a smarter way to track work, manage teams, and drive accountability. Every release is a step toward giving you the tools to scale with confidence, whether your team is in the office, on the field, or spread across time zones. 

Now it’s your turn! Explore these features inside TeamTrace, put them to work, and experience how small tweaks can create big wins in productivity and transparency.