Centime Ideas

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Payables

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Visibility / Centime notification when an bank account is added so it can be enabled for payments

The more a customer is a full suite customer the more helpful this will be so that we ensure not to miss anything when a bank account is added/replaced.
Sophia Yu about 1 year ago in Payables 0 Review

AP KPI for internal workflows

Goal: Measure Centime's impact on Payment workflow See bottleneck in workflow Which approvers slow things down? Suppliers that cause delays - invoices that are on hold Understand teams performance Measure team performance: How long does it take fo...
Stella Rafaelidys about 2 years ago in Invoice automation 0 Future consideration

Process: Supplier coding logic

Vendor linking to differentiate between suppliers with the same name. Options to consider: billing address, account number or account name. Plan is to have this specified Specific feedback came from National Auto Care. Will be relevant for all cli...
Stella Rafaelidys about 2 years ago in Invoice automation 0 In progress

Ability to override due date with profile terms

Some clients have negotiated terms that do not match what is on the invoice. To support this, MineralTree allowed users to choose to override due date with the terms defined in the profile. It would be valuable if this could be a global and suppli...
Stella Rafaelidys about 2 years ago in Invoice automation 0 Future consideration

Ability for Invoice Capture to capture and map custom value to custom GL field

Pure Prairie Poultry tracks the Flock number on their feed invoices. The Feed invoices are non-PO based and captured at the Aggregate Expense level. This Flock number is used for their tracking purposes. If they can capture this from Centime then ...
Sophia Yu about 1 year ago in Invoice automation 1 Future consideration

Unable to explain why an invoice is being rejected

Add a new reason for rejecting an invoice: Inaccuracies on invoice document. Currently the only 3 reject invoice approval reasons are "duplicate bill, data entry error, and incorrect approver". In instances where there is something wrong with the ...
Sophia Yu over 1 year ago in Invoice automation 0 Will not implement

AP - Capture additional invoice fields

Broader Problem Statement: Customer (Erdman) has additional, business specific fields that they would like captured from invoices and saved in the memo field. Today, they must type these in manually from the invoice image. Is this feasible with Na...
Sophia Yu over 1 year ago in Invoice automation 0 Will not implement

In-App interactive warning for unusual payment activity

AP - payments Requesting an interactive warning in the UI anytime a payment seems to be a red flag, allowing the payment authorizer to "confirm" or "reject" the unusual payment and record such in the invoice history. Context: BO team frequently re...
Sophia Yu over 1 year ago in Payments automation 0 Future consideration

Copy a previous invoice

Related Idea Coding templates / allocations - CPB-I-252 Challenge: Users need to input the same coding details in multiple invoices which have the same format. Most of the invoices have almost the same coding. Request: Users would like to have the...
Sophia Yu over 1 year ago in Invoice automation 3 Will not implement

Cannot see if 1099 status in Centime

AP module - Supplier Profile Mission Driven Finance reports on 1099 status. When they create a vendor in QBO they mark the "track 1099" field in QBO, but when they pull a report it does not reliably capture all 1099 vendors - this sounds like a QB...
Sophia Yu over 1 year ago in Payables 1 In progress