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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
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PLATINUM to MERCURY Quick-Start Guide
+1 888 781 0088 ext. 2 www.chromeriver.com
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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PLATINUM to MERCURY Quick-Start Guide
+1 888 781 0088 ext. 2 www.chromeriver.com
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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PLATINUM to MERCURY Quick-Start Guide
+1 888 781 0088 ext. 2 www.chromeriver.com
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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PLATINUM to MERCURY Quick-Start Guide
+1 888 781 0088 ext. 2 www.chromeriver.com
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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PLATINUM to MERCURY Quick-Start Guide
+1 888 781 0088 ext. 2 www.chromeriver.com
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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PLATINUM to MERCURY Quick-Start Guide
+1 888 781 0088 ext. 2 www.chromeriver.com
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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PLATINUM to MERCURY Quick-Start Guide
+1 888 781 0088 ext. 2 www.chromeriver.com
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.