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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

Approval: Add approver from document coding panel

Ability to add a new limited access user within the document review stage. Raised by Barb
Stella Rafaelidys about 2 years ago in Invoice automation 2 Released

Partner Field: Partner > Client hierarchy

We had a prospect, FastPath, who uses the Partner field (standard field in NetSuite). The goal sounds similar to that of job/project hierarchy. Some customers are at an individual level and then others have a partner structure (10 customers under ...
Stella Rafaelidys about 2 years ago in AR Enhancements 0 Released