Centime Ideas

Intake form guidelines & best practices

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Reminders are delivered before the work day starts

To improve open & payment completion rates, send reminders during the work day in the US. (Griff feedback)
Stella Rafaelidys about 1 year ago in AR Enhancements 1 Future consideration

Banking module is unable to export live cash balances for reporting

No description provided
Sophia Yu about 1 year ago in Centime Banking 0 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

Payment Applications: Confirmation window after clicking "Apply"

In Payment Products, it would be ideal to have a confirmation window after the user clicks "Apply". Users commonly expect there to be a confirmation screen, and after hitting Apply weren't necessarily ready for the DocuSign to send to the signator...
Sophia Yu over 1 year ago in Payment & credit solutions 0 In progress

In-App interactive warning for unusual payment activity

AP - payments Requesting an interactive warning in the UI anytime a payment seems to be a red flag, allowing the payment authorizer to "confirm" or "reject" the unusual payment and record such in the invoice history. Context: BO team frequently re...
Sophia Yu over 1 year ago in Payments automation 0 Future consideration

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

Cannot see if 1099 status in Centime

AP module - Supplier Profile Mission Driven Finance reports on 1099 status. When they create a vendor in QBO they mark the "track 1099" field in QBO, but when they pull a report it does not reliably capture all 1099 vendors - this sounds like a QB...
Sophia Yu over 1 year ago in Payables 1 In progress

KPI - Export Payables by Supplier table

KPI module - Payables by Supplier table Mission Driven Finance's co-controller Ronnie would find it helpful to be able to export this table in order to make pivot tables off of. He said there is no way to export this exact information from QBO.
Sophia Yu over 1 year ago in KPI 0 Pending prioritization

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