In CentimeCash we can manually choose to repay a transaction without penalty. What if a customer wants to further delay a payment? In the interim we will advise customers to pull a new transaction. This could create tension with a credit limit, IF...
Recurring/autopay payment functionality in order to allow clients to permit repeat payments without requiring Payment Approval or Scheduling payment. Automate recurring payments from start to finish - currently this full workflow can be automated ...
Can we allow users to name the ungrouped group? A client would like to rename ungrouped to “other” I could see other users wanting to update this name so they do not have to move a large category to a group.
To be able to edit the forecast with your 'what-if' scenario planning, and save that as a view which you could always come back to, and eventually be able to swap easily between saved scenario planning views. This would allow customers to not need...
Ability to limit what suppliers an AP manager can see, ability to assign suppliers to an AP manager. Hesitation around seeing all contract workers and ALL open AP.
Stella Rafaelidys
about 2 years ago
in Payables
0
Needs validation
Use case: When new users join some have an excessive amount of old AP & AR invoices in their GL. While the “proper” way to handle this is to clean the GL, not all clients want to. For example, K9 Bookkeeping often inherits a GL in bad shape. T...
Stella Rafaelidys
about 2 years ago
in AR Enhancements
0
Needs validation
Approval: Modify approval policy from document coding panel
Approval policy modification: IF the user modified the approver when coding a document, provide the option to modify the existing rule OR create a new rule. OR ability to add users to an existing policy from the approval view.
Stella Rafaelidys
about 2 years ago
in Invoice automation
0
Needs validation
0
Needs validation
0
Needs validation
