Problem statement: When reviewing payables & receivables in the cash planner there can be a large volume of late receivables or payables the user wants to schedule. It is very tedious to go through 1 by 1 and update the scheduled date. Solutio...
Invoice Approver visibility to history of invoices they approved/paid history
Customer interested: Lytho No procurement team | department heads/IAs manage the relationships in combo with CFO & CEO for approval Time consuming: IAs always come to Finance team for historical documents because they typically do not like to ...
When updating copy for an email, either a template a campaign or a reminder, it is very hard to see the full content because the indow is very small. Can we increase the size dynamically so it is easier to review and edit the content.
Stella Rafaelidys
about 2 years ago
in AR Enhancements
1
Released
Facilitate the user to send the invoice from centime for the first time. Ideally all communication should be delivered from 1 source, this will streamline communication and create a more consistent experience for the customer. Workarounds: One off...
Stella Rafaelidys
about 2 years ago
in AR Enhancements
0
Released
Control the forecast duration & address graph scale
Ability to control the CFF duration. Pain points: Want to see forecasted total amounts at week intervals With a longer time frame the graph can show "too" much, as the time frame extends the accuracy of the forecast declines. The ability to restri...
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 ...
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.
0
Released
1
Released