Capture ACH account number and routing number from the invoice and then 1) Compare with saved details for the supplier and flagging differences 2) Save ACH details (from invoice to supplier side panel) Some concerns: Fraud: fake invoice could have...
Stella Rafaelidys
about 2 years ago
in Invoice automation
2
Future consideration
When an approver is out of office, how does the AP manager know and keep approvals in motion. Can we note OOO Assign a back up approver / escalation email Alternative solutions: Send automatic replies to the AP manager?
Stella Rafaelidys
about 2 years ago
in Invoice automation
0
Future consideration
Billing address updates. When we receive an invoice with an updated address, how does the user make this change? Do they have to update it manually in Centime? Should they update it in NetSuite?
Stella Rafaelidys
about 2 years ago
in Invoice automation
0
Future consideration
Multiple billing addresses: state tax department has multiple PO boxes & check addresses. How can we allow user to update the address on a one off basis? Planning to pull ALL addresses in from the GL Allow user to change address at time of pay...
Stella Rafaelidys
about 2 years ago
in Payments automation
0
Future consideration
Discount flexibility: ability to edit discount amount Instance 1: Some vendors have specific early pay discounts: 6/10 5/30 Instance 2: Discount can be taken on a portion of the bill (only on material not on additional line items) & not the en...
Stella Rafaelidys
about 2 years ago
in Payments automation
0
Future consideration
When you are sending invoices for approval, the confirmation pop up does not tell you who the invoices are being sent to. It would be useful to include approver or approval policy in this window.
Stella Rafaelidys
about 2 years ago
in Invoice automation
4
Future consideration
2
Future consideration