Centime Ideas

Intake form guidelines & best practices

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Payables

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Credits application

Allow the users to see the specific credits available and to use a specific credit. Include the specific credit detail in remittance email & check. It would helpful to see have a hover that shows the credit amount (available and/or used) when ...
Stella Rafaelidys about 2 years ago in Payments automation 1 Released

Warning of "Payment Date Has Passed" is concerning to some users

The current error "Payment date has passed" makes it unclear if the payment will process and makes the user think that action is required. When the payment will in fact process after authorization.
Sophia Yu about 1 year ago in Payments automation 0 Released

Line item rate to include 4-5 decimal places

Gap/challenge: Rate may include 4-5 decimal points but we only show 2 May need to change for Amount as well, consider Quantity (just to confirm) This can cause an error in the invoice total, while this can be corrected in Centime. The error will b...
Sophia Yu over 1 year ago in Invoice automation 0 Released

Line Item Calculation should update when coding invoice

Line Item "Amount" should calculate automatically when altering the quantity or rate during invoice processing. This will be helpful to clue the user in when there is a unit or rate mismatch from the invoice, as they will see the calculation again...
Sophia Yu over 1 year ago in Invoice automation 1 Released

AP - Change the "Notes" field to say "Remittance Memo"

When confirming a payment, the "Notes" field may mislead the user into thinking they're entering a note into the invoice when really it's entering a remittance memo. I think if it specifies that it is a "Remittance Memo" in this field with perhaps...
Sophia Yu over 1 year ago in Payments automation 0 Released

Resend remittance action

Ability to resend the remittance, probably as a singular action and even before doing all the work on new accordion / payment timeline etc
Stella Rafaelidys about 2 years ago in Payments automation 0 Released

Rules: Notification of Payment for Invoice Approvers

Tomorrow.io has requested an email notification to be sent to Invoice Approvers when invoice they have approved have been paid. I believe that if we do create this email notification, that invoice approvers should have the ability to turn this not...
Wyeth about 2 years ago in Payables 0 Released

Filter by discount date

If customers are wanting to take advantage of early pay discounts, it would make sense to allow them to filter by the discount date in both the invoice automation and payment automation workflows.
Barbara about 2 years ago in Payments automation 0 Released

Approve, hold, reject invoices from document viewer

Invoice approvers would have an easier time processing invoices if they could take action on it directly from the document viewer.
Barbara about 2 years ago in Invoice automation 0 Released

ACH Limit

When FNBO approves a client for ACH, they allot a daily ACH limit, meaning, a daily volume limit a customer can approve via ACH within a single day. Problem: today, if a client approves enough ACH payments and exceeds their daily limit, every paym...
Stella Rafaelidys about 2 years ago in Payments automation 0 Released