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AP Project Codes quantity limit of 1,000 is too few

No description provided
Sophia Yu 5 months ago in Payables 0 Review

Payment total when scheduling or approving payments

The need: what am I approving? How much have a just scheduled for payment? These are very simple questions that the user needs to anser with a calculator at the moment. This is an awful experience. Client example: HiViz would like to see a payment...
Wyeth almost 2 years ago in Payables 6 Pending prioritization

Notifications: Checking Plus and Invoice Approval Rejections

No description provided
Sophia Yu 6 months ago in Foundation 0 Review

Accounts payable default account can only be chosen at the global level

No description provided
Sophia Yu 6 months ago in Invoice automation 1 Review

PO Matching - it's not possible to see Open POs unless you Add a document

No description provided
Sophia Yu 6 months ago in Purchase order processing 1 Review

AP Coding tab does not have ability to add or delete lines

If it can also be made possible to slide the Invoice Summary tab with a left-right slider to make the Document screen smaller/larger that would be ideal too.
Sophia Yu 6 months ago in Invoice automation 0 Review

Customer.io email data

Include customer.io data: delivered, bounced, opened, clicked Consider notifications / flag when an email bounces Visibility in the table
Stella Rafaelidys about 2 years ago in AR Enhancements 5 In progress

Post: Include the specific posting error

Posting failure errors (4): Accounting period is closed, invalid. & something
Stella Rafaelidys about 2 years ago in Invoice automation 2 Pending prioritization

Cancel/Stop ACH & Check feature

Allow client to cancel an ACH & Check payments in the UI before the payment has been sent/pulled. Is there a grace period for checks? Is there a grace period for ACH txns? Feedback: Considering this in the BO portal. My reference is online sho...
Sophia Yu over 1 year ago in Payments automation 1 Future consideration

Email enhancements & customization

In our reminder emails, our templates show the table with tags such as <invoice number> and <due date>. We would like to be able to utilize these fields in the subject line and body copy of the email reminder. Being able to highlight t...
David almost 2 years ago in AR Enhancements 1 Pending prioritization