Centime Ideas

Intake form guidelines & best practices

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Table - Filters are difficult to use & understand

Our filters are confusing to new and seasoned users. Unclear when filters are in place - confusion caused that they persist Multiple sorting causes people to think that sorting is broken Default sorting by Due date & Payment amount Sorting has...
Sophia Yu over 1 year ago in Foundation 0 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

AP - Change the "Notes" field to say "Remittance Memo"

When confirming a payment, the "Notes" field may mislead the user into thinking they're entering a note into the invoice when really it's entering a remittance memo. I think if it specifies that it is a "Remittance Memo" in this field with perhaps...
Sophia Yu over 1 year ago in Payments automation 0 Released

Resend remittance action

Ability to resend the remittance, probably as a singular action and even before doing all the work on new accordion / payment timeline etc
Stella Rafaelidys about 2 years ago in Payments automation 0 Released

Rules: Notification of Payment for Invoice Approvers

Tomorrow.io has requested an email notification to be sent to Invoice Approvers when invoice they have approved have been paid. I believe that if we do create this email notification, that invoice approvers should have the ability to turn this not...
Wyeth about 2 years ago in Payables 0 Released

Turn off ACH Payment Option

Tomorrow.io is very excited about offering CC payments via CentimePay to their monthly contracts. They would like the flexibility to turn off ACH and only offer CC. I realize that this is the opposite of most clients, who have requested the abilit...
Wyeth about 2 years ago in Customer Portal 0 Released

View all client contact types

User frequently adds additional contacts to communication. They also work with Partners where sometimes the partner is billed instead of the customer. They would want to communicate with both and see all contacts available in Centime. This is also...
Stella Rafaelidys about 2 years ago in AR Enhancements 0 Released

Filter by discount date

If customers are wanting to take advantage of early pay discounts, it would make sense to allow them to filter by the discount date in both the invoice automation and payment automation workflows.
Barbara about 2 years ago in Payments automation 0 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