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Invoice automation

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Capture ACH details from an invoice

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

Capture: International date formats

We have seen a scenario where a bill was of UK country and the date format is dd/mm/yyyy and the nanonets didn’t interpret correctly as currently we interpret only US date formats Hence the ask is to interpret international date formats as per bil...
Stella Rafaelidys about 2 years ago in Invoice automation 0 In progress

Approvals: Assigning a "back up" while on PTO

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

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

Approval: Confirmation summary request

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

Approval: Re-review documents when policies change

Feature request: invoice workflow When a policy is changed or added, please scan all unposted documents that are not in the Needs Approvals state (there may be other states) to see if we can assign one of the new policies to the documents. Right n...
Stella Rafaelidys about 2 years ago in Invoice automation 0 In progress

Code: Mark paid when uploaded

Ability to mark a bill paid when you upload it. Workaround: Mark as approved (documents) > Post (documents) > Mark as paid (unpaid) --> we won't support this flow as breaks proper AP workflow and audits and its an infrequent use case
Stella Rafaelidys about 2 years ago in Invoice automation 0 Will not implement

Approval: Modify approval policy from document coding panel

Approval policy modification: IF the user modified the approver when coding a document, provide the option to modify the existing rule OR create a new rule. OR ability to add users to an existing policy from the approval view.
Stella Rafaelidys about 2 years ago in Invoice automation 0 Needs validation

Process: Consolidated invoice breakdown

Ability for the customer to break one PDF into multiple invoices from the document tab in Centime
Stella Rafaelidys about 2 years ago in Invoice automation 1 Needs validation

Additional file formats .docx or .xls

Ability to upload .docx or .xls file formats in invoice automation.
Stella Rafaelidys about 2 years ago in Invoice automation 0 In progress