Centime Ideas

Intake form guidelines & best practices

ADD A NEW IDEA

Invoice automation

Showing 30 of 84

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

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

Show path of selected GL account when client uses nested GL accounts

AP - Invoice Processing Sometimes clients have nested GL Accounts, but when they select the baseline GL account, it's hard to be certain they're selecting the correct one. Example: Caddis coded their expense line to Cost of Goods Sold > Reimbur...
Sophia Yu over 1 year ago in Invoice automation 0 Review

Capture & coding: Copy/Split lines

Challenge: manual work (possibility of errors) of splitting 1 line The user may want to use the exact same line description Often manually splitting a line only requires 1 coding field to be changed Users can make mistake when dividing the amount ...
Joe over 1 year ago in Invoice automation 0 In progress

Approval Reporting / Invoice history

Gap/challenge Audit process may require a full review of invoice approvals We currently show the approval history on an individual invoice level, however, auditors or internal review may require the ability to see this at a company or customer lev...
Sophia Yu over 1 year ago in Invoice automation 3 In progress

Payment Total Alert when processing invoice

Gap: The total is calculated based on the lines. Updating lines changes the total The lines total cannot match the correct invoice total An alert when the payment Total differs from the OCR-captured total can be helpful against making errors durin...
Sophia Yu over 1 year ago in Invoice automation 0 Pending prioritization