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Invoice automation

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Difficulty editing and viewing line details

Unable to see the line description that has been captured and edit it in its entirety. Very hard to see multiple values at once. User Experience: Miami Beef pointed out that it would be helpful to be able to expand the coding half of the Invoice R...
Sophia Yu over 1 year ago in Invoice automation 5 Released

Invoice approver: Ability to see when payments are made

Limited user, Invoice Approver - Invoice approver will want to see if the invoice was paid. The invoice approver does not have or need access to other accounting tools. However, they may want to know when their supplier is paid OR when they have n...
Stella Rafaelidys about 2 years ago in Invoice automation 3 Released

Details tab - scrolling issue

Friction: Left & right scrolling should be independent Working side panel on on the right can be very small when updating the capture & coding - could we enlarge the right panel giving the user more space? How can I update coding for items...
Stella Rafaelidys almost 2 years ago in Invoice automation 2 Released

Recapture lines once supplier is added

Recapture lines once supplier is added if the supplier has line level capture enabled. This came up for me when I was entering fake invoices in the demo account and this was a blocker with Synergy Homecare - She added an invoice, added supplier ma...
Stella Rafaelidys almost 2 years ago in Invoice automation 0 Released

Ability to add a negative value for Discounts

For line-level capture, the line values have to equal the invoice total. When there is a discount, there is no accurate way to add this to the invoice. It requires the ability to add a negative value.
Stella Rafaelidys almost 2 years ago in Invoice automation 1 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

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

Code: Ability to save partial work

Allow users to complete partial work and save it.
Stella Rafaelidys about 2 years ago in Invoice automation 0 Released

Approval: Allow approver to update coding

Setting to allow approver to update invoice coding (+ setting)Settings defined at global, policy and or client level.
Stella Rafaelidys about 2 years ago in Invoice automation 1 Released