- \n
- Set Up Before You Start:<\/strong> <\/li>\n<\/ul>\n\n\n\n
- \n
- Create Expense Heads<\/strong> (e.g., Travel, Office Supplies). <\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/Expense-Heads.webp\")
<\/figure><\/div>\n\n\n- \n
- Create Expense Statuses<\/strong> (e.g., Pending, Approved). <\/li>\n\n\n\n
- Add Company Expenses:<\/strong> \n
- \n
- Fill in date, expense head, item, amount, optional comments, and attachments. <\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/date-range.webp\")
<\/figure><\/div>\n\n\n- \n
- Use filters to view expenses by date range<\/strong> or expense head<\/strong>. <\/li>\n<\/ul>\n\n\n\n
- \n
- Add People Expenses:<\/strong> \n
- \n
- Select the person, date, expense head, item, amount, and status. <\/li>\n\n\n\n
- Special Travel Expense<\/strong> option lets you add a route. <\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/Travel-Expense.webp\")
<\/figure><\/div>\n\n\n- \n
- Automatic Reports:<\/strong> \n
- \n
- All expense data appears in Analytics > People Expense Report<\/strong> and Analytics > Company Expense Report<\/strong> for quick viewing and filtering. <\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
Note:<\/strong> Reports are view-only; editing or exporting is not available from this section. <\/p>\n\n\n\n
Travel Expense Automation via Field Tracking <\/h2>\n\n\n\n
Easily manage travel allowances for your field staff with automatic expense generation<\/strong> from Field People Logs. <\/p>\n\n\n\n
How It Works:<\/strong> <\/p>\n\n\n\n
- \n
- Enable Field Tracking<\/strong> in Settings<\/strong>. <\/li>\n<\/ul>\n\n\n\n
- \n
- Set Travel Allowance (TA)<\/strong> for each field employee directly from the Field Tracking page. <\/li>\n<\/ul>\n\n\n\n
- \n
- Generate bills in Field Ops > People > Generate Bill<\/strong>. <\/li>\n<\/ul>\n\n\n\n
- \n
- View calculated travel expenses instantly in People Expense<\/strong> or People Expense Report<\/strong>. <\/li>\n<\/ul>\n\n\n\n
Perfect for field teams \u2014 no more manual travel expense calculations. <\/p>\n\n\n\n
Set Travel allowance from Field Tracking Settings <\/h2>\n\n\n\n
Managing travel expenses for your field team just got simpler! Here\u2019s how you can quickly set up and customize travel allowances within your account: <\/p>\n\n\n\n
- \n
- Navigate to \u2018Settings\u2019<\/strong> <\/li>\n<\/ol>\n\n\n\n
Head to Settings > Field Force Setup > Enable Field Tracking<\/strong>. You\u2019ll see a list of all field employees along with their respective travel allowance rates. <\/p>\n\n\n
\n![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/Enable-Field-Tracking.webp\")
<\/figure><\/div>\n\n\n2. Edit Travel Allowance per Kilometer<\/strong>
Each employee\u2019s allowance rate (e.g., 300 Yen per km<\/strong>) is displayed next to their name. Want to adjust it? Just click on the figure<\/strong> and update it instantly. <\/p>\n\n\n\n![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/Edit-Travel-Allowance.webp\")
<\/figure><\/div>\n\n\n- \n
- Change the Default Currency<\/strong>
If you want to update the allowance currency: <\/li>\n<\/ol>\n\n\n\n- \n
- Go to Settings > Organization <\/strong> <\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/Change-the-Default-Currency.webp\")
<\/figure><\/div>\n\n\n- \n
- Find the Default Currency<\/strong> field and click the dropdown arrow <\/li>\n<\/ul>\n\n\n\n
- \n
- Select your preferred currency (e.g., USD, INR, GBP, etc.) <\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/Default-Currency.webp\")
<\/figure><\/div>\n\n\n- \n
- Hit Save<\/strong>, and you\u2019re done! <\/li>\n<\/ul>\n\n\n\n
Expense Report Analytics <\/h2>\n\n\n\n
We\u2019ve made tracking your company and employee expenses easier than ever! <\/p>\n\n\n\n
Company Expense Report <\/strong> <\/h4>\n\n\n\n
Quickly view and analyze company-wide expenses by date, expense head, and expense item. Instantly track spending on travel, office items, and more. <\/p>\n\n\n
\n![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/Company-Expense-Report-1.webp\")
<\/figure><\/div>\n\n\nPeople Expense Report <\/strong> <\/h4>\n\n\n\n
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. <\/p>\n\n\n
\n![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/People-Expense-Report-1.webp\")
<\/figure><\/div>\n\n\nAdd Tickets Directly from Epics & Milestones<\/strong>
<\/h3>\n\n\n\nManaging your projects just got easier! You can now add tickets directly from Project Epics and Milestones<\/strong> \u2014 whether new, existing, sprint items, or tagged tickets. <\/p>\n\n\n\n
This update streamlines your workflow by letting you: <\/p>\n\n\n\n
- \n
- Add Tickets by Selecting Projects > Milestone. <\/strong> <\/li>\n<\/ol>\n\n\n\n
Click on any one from the list. A side panel opens on the right. Click on \u201cAdd Item\u201d.<\/strong> <\/p>\n\n\n
\n![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/Milestone.webp\")
<\/figure><\/div>\n\n\nYou can add items to the epic by selecting any one of the options from the list. <\/p>\n\n\n\n
- \n
- Choosing \u201cAdd New Ticket\u201d:<\/strong> <\/li>\n<\/ul>\n\n\n\n
It\u2019s 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.<\/p>\n\n\n
\n![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/Add-New-Ticket.webp\")
<\/figure><\/div>\n\n\n- \n
- Choosing \u201cAdd Existing Tickets:\u201d<\/strong> <\/li>\n<\/ul>\n\n\n\n
You can choose any one of the existing tickets within the sprint to the epic or bulk upload all tickets to the epic.<\/p>\n\n\n\n
Note that you won\u2019t 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. <\/p>\n\n\n\n
You can select sprint items to the epic from the list.<\/p>\n\n\n\n
Choosing \u201cAdd Tagged Tickets\u201d:<\/strong> <\/p>\n\n\n\n
You can add only those tickets that are tagged to the epic.<\/p>\n\n\n\n
- \n
- Add Tickets by Selecting Projects > Timeline > Epic <\/strong> <\/li>\n<\/ol>\n\n\n\n
The options of adding tickets will be the same as discussed above. You just need to select from the following options: <\/p>\n\n\n\n
- \n
- Add new ticket <\/li>\n<\/ul>\n\n\n\n
- \n
- Add existing tickets <\/li>\n<\/ul>\n\n\n\n
- \n
- Add sprint items <\/li>\n<\/ul>\n\n\n\n
- \n
- Add tagged tickets <\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/Timeline-.webp\")
<\/figure><\/div>\n\n\nNote: <\/em><\/strong>This method of adding tickets to the epic is for scrum. In case of kanban, the option of \u201cAdd sprint tickets\u201d is not available. <\/em> <\/p>\n\n\n\n
Task Dependency Info at Your Fingertips <\/h2>\n\n\n\n
Tackling complex projects just got simpler! Now, when you select any task under Projects<\/strong>, you can click the \u2018i\u2019 icon<\/strong> next to Linked Tasks<\/strong> to instantly view Task Dependency Info<\/strong>. <\/p>\n\n\n\n
This feature helps you: <\/p>\n\n\n\n
- \n
- Understand real-world dependencies between tasks. <\/li>\n<\/ul>\n\n\n\n
- \n
- See exactly how one task\u2019s start or completion affects another. <\/li>\n<\/ul>\n\n\n\n
- \n
- Get clear rules and UI behavior for Finish to Start (FtS)<\/strong>, Finish to Finish (FtF)<\/strong>, Start to Start (StS), <\/strong>and Start to Finish (StF) <\/strong>dependencies. <\/li>\n<\/ul>\n\n\n\n
- \n
- Avoid scheduling conflicts with automatic alerts when dependency conditions aren\u2019t met. <\/li>\n<\/ul>\n\n\n\n
With Task Dependency Info, you can make faster decisions and keep your project timelines error-free. <\/p>\n\n\n
\n![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/Task-Dependency-Info-converted-1.webp\")
<\/figure><\/div>\n\n\nSaved Views for Projects & Tasks (in Filters) <\/h2>\n\n\n\n
We\u2019ve made navigating your projects and tasks a whole lot easier! With our new List\/Board Filter Saved Views <\/strong>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. <\/p>\n\n\n\n
Here\u2019s how it works: <\/strong><\/p>\n\n\n\n
- \n
- Select any project (e.g., Showpilot 2.0<\/em>), then go to Tasks<\/strong> and choose either List View<\/strong> or Board View<\/strong>. <\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/Board-View.webp\")
<\/figure><\/div>\n\n\n- \n
- Apply your desired filter \u2014 for example, set Status = To Do<\/strong>. <\/li>\n<\/ul>\n\n\n\n
- \n
- Click Create View<\/strong>, give it a name (e.g., All To Do<\/em>), and save it. <\/li>\n<\/ul>\n\n\n\n
- \n
- That\u2019s it! Now you can switch back to your saved view anytime from the drop-down menu. <\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/drop-down-menu.webp\")
<\/figure><\/div>\n\n\nHere\u2019s how it works for \u2018Tasks\u2019:<\/strong> <\/p>\n\n\n\n
First, create a view. For instance, selecting High priority<\/strong> as the filter and creating a view against this very filter here. <\/p>\n\n\n
\n![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/High-priority.webp\")
<\/figure><\/div>\n\n\nNow, enter the view name<\/strong> to add the view. <\/p>\n\n\n\n
All those tasks with high priority <\/strong>will then appear on your screen. <\/p>\n\n\n
\n![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/appear-on-your-screen.webp\")
<\/figure><\/div>\n\n\nWhy this matters:<\/strong> <\/p>\n\n\n\n
- \n
- Instantly jump to specific tickets (To Do, In Progress, Done, High Priority, etc.) without reapplying filters. <\/li>\n<\/ul>\n\n\n\n
- \n
- Create multiple custom views tailored to your workflow. <\/li>\n<\/ul>\n\n\n\n
- \n
- Edit or delete saved views anytime for full flexibility. <\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/Instantly-jump-to-specific-tickets-.webp\")
<\/figure><\/div>\n\n\n- \n
- Works across both List<\/strong> and Board<\/strong> views. <\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/across-both-List-.webp\")
<\/figure><\/div>\n\n\nFor example: <\/p>\n\n\n\n
- \n
- A saved view for All High Priority<\/em> tasks lets you focus only on critical items. <\/li>\n<\/ul>\n\n\n\n
- \n
- Another view for In Progress<\/em> tickets keeps your daily standups streamlined. <\/li>\n<\/ul>\n\n\n\n
This feature saves time, reduces clicks, and ensures you always have the exact perspective you need \u2014 whether you\u2019re tracking deadlines, priorities, or team progress. <\/p>\n\n\n\n
Updated \u2018People Logs\u2019 Under \u2018Field Ops\u2019 <\/h2>\n\n\n\n
Easily track and manage your field workforce with the new enhanced People Logs<\/strong> under Field Ops<\/em>. <\/p>\n\n\n\n
Select \u2018Field Ops\u2019 > People Logs<\/strong> to see what\u2019s new: <\/p>\n\n\n\n
Timeline Tab<\/strong> <\/p>\n\n\n\n
Get a complete timeline of a field employee\u2019s day. View punch-in details, live location coordinates, and tasks completed \u2014 along with precise start\/stop times and locations. <\/p>\n\n\n
\n![\"\"](\"https:\/\/www.teamtrace.app\/blog\/wp-content\/uploads\/2025\/08\/Timeline-Tab-.webp\")
<\/figure><\/div>\n\n\nTasks Tab <\/strong> <\/p>\n\n\n\n
See exactly how much time an employee has spent on each task. This gives you clearer visibility into productivity and accountability. <\/p>\n\n\n\n
Punch In\/Out Log <\/strong> <\/p>\n\n\n\n
Access detailed punch-in and punch-out records, including total logged duration and location coordinates for complete transparency. <\/p>\n\n\n\n
With these updates, monitoring field activities is now smarter, clearer, and more reliable<\/strong>. <\/p>\n\n\n\n
With these July updates, we\u2019re shaping a smarter way to track work, manage teams, and drive accountability<\/strong>. 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. <\/p>\n\n\n\n
Now it\u2019s your turn! Explore these features inside TeamTrace, put them to work, and experience how small tweaks can create big wins in productivity and transparency. <\/p>\n","protected":false},"excerpt":{"rendered":"People & Company Expense Module You can now easily track and manage both company and individual expenses in TeamTrace. 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 […]","protected":false},"author":2,"featured_media":996,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[],"class_list":["post-970","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-updates"],"acf":[],"yoast_head":"\n
TeamTrace Monthly Newsletter- July Update<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.teamtrace.app\/blog\/july-monthly-updates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"TeamTrace Monthly Newsletter- July Update\" \/>\n<meta property=\"og:description\" content=\"People & Company Expense Module You can now easily track and manage both company and individual expenses in TeamTrace. 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. 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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. 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- Another view for In Progress<\/em> tickets keeps your daily standups streamlined. <\/li>\n<\/ul>\n\n\n\n
- A saved view for All High Priority<\/em> tasks lets you focus only on critical items. <\/li>\n<\/ul>\n\n\n\n
- Works across both List<\/strong> and Board<\/strong> views. <\/li>\n<\/ul>\n\n\n
- Edit or delete saved views anytime for full flexibility. <\/li>\n<\/ul>\n\n\n
- Create multiple custom views tailored to your workflow. <\/li>\n<\/ul>\n\n\n\n
- Instantly jump to specific tickets (To Do, In Progress, Done, High Priority, etc.) without reapplying filters. <\/li>\n<\/ul>\n\n\n\n
- That\u2019s it! Now you can switch back to your saved view anytime from the drop-down menu. <\/li>\n<\/ul>\n\n\n
- Click Create View<\/strong>, give it a name (e.g., All To Do<\/em>), and save it. <\/li>\n<\/ul>\n\n\n\n
- Apply your desired filter \u2014 for example, set Status = To Do<\/strong>. <\/li>\n<\/ul>\n\n\n\n
- Select any project (e.g., Showpilot 2.0<\/em>), then go to Tasks<\/strong> and choose either List View<\/strong> or Board View<\/strong>. <\/li>\n<\/ul>\n\n\n
- Avoid scheduling conflicts with automatic alerts when dependency conditions aren\u2019t met. <\/li>\n<\/ul>\n\n\n\n
- Get clear rules and UI behavior for Finish to Start (FtS)<\/strong>, Finish to Finish (FtF)<\/strong>, Start to Start (StS), <\/strong>and Start to Finish (StF) <\/strong>dependencies. <\/li>\n<\/ul>\n\n\n\n
- See exactly how one task\u2019s start or completion affects another. <\/li>\n<\/ul>\n\n\n\n
- Understand real-world dependencies between tasks. <\/li>\n<\/ul>\n\n\n\n
- Add tagged tickets <\/li>\n<\/ul>\n\n\n
- Add sprint items <\/li>\n<\/ul>\n\n\n\n
- Add existing tickets <\/li>\n<\/ul>\n\n\n\n
- Add new ticket <\/li>\n<\/ul>\n\n\n\n
- Add Tickets by Selecting Projects > Timeline > Epic <\/strong> <\/li>\n<\/ol>\n\n\n\n
- Choosing \u201cAdd Existing Tickets:\u201d<\/strong> <\/li>\n<\/ul>\n\n\n\n
- Choosing \u201cAdd New Ticket\u201d:<\/strong> <\/li>\n<\/ul>\n\n\n\n
- Add Tickets by Selecting Projects > Milestone. <\/strong> <\/li>\n<\/ol>\n\n\n\n
- Hit Save<\/strong>, and you\u2019re done! <\/li>\n<\/ul>\n\n\n\n
- Select your preferred currency (e.g., USD, INR, GBP, etc.) <\/li>\n<\/ul>\n\n\n
- Find the Default Currency<\/strong> field and click the dropdown arrow <\/li>\n<\/ul>\n\n\n\n
- Go to Settings > Organization <\/strong> <\/li>\n<\/ul>\n\n\n
- Change the Default Currency<\/strong>
- Navigate to \u2018Settings\u2019<\/strong> <\/li>\n<\/ol>\n\n\n\n
- View calculated travel expenses instantly in People Expense<\/strong> or People Expense Report<\/strong>. <\/li>\n<\/ul>\n\n\n\n
- Generate bills in Field Ops > People > Generate Bill<\/strong>. <\/li>\n<\/ul>\n\n\n\n
- Set Travel Allowance (TA)<\/strong> for each field employee directly from the Field Tracking page. <\/li>\n<\/ul>\n\n\n\n
- Enable Field Tracking<\/strong> in Settings<\/strong>. <\/li>\n<\/ul>\n\n\n\n
- All expense data appears in Analytics > People Expense Report<\/strong> and Analytics > Company Expense Report<\/strong> for quick viewing and filtering. <\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
- Automatic Reports:<\/strong> \n
- Add People Expenses:<\/strong> \n
- Use filters to view expenses by date range<\/strong> or expense head<\/strong>. <\/li>\n<\/ul>\n\n\n\n
- Add Company Expenses:<\/strong> \n
- Create Expense Statuses<\/strong> (e.g., Pending, Approved). <\/li>\n\n\n\n
- Create Expense Heads<\/strong> (e.g., Travel, Office Supplies). <\/li>\n<\/ul>\n\n\n