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Intake form guidelines & best practices

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Capture & coding: Copy/Split lines

Challenge: manual work (possibility of errors) of splitting 1 line The user may want to use the exact same line description Often manually splitting a line only requires 1 coding field to be changed Users can make mistake when dividing the amount ...
Joe over 1 year ago in Invoice automation 0 In progress

Approval Reporting / Invoice history

Gap/challenge Audit process may require a full review of invoice approvals We currently show the approval history on an individual invoice level, however, auditors or internal review may require the ability to see this at a company or customer lev...
Sophia Yu over 1 year ago in Invoice automation 3 In progress

Payment Total Alert when processing invoice

Gap: The total is calculated based on the lines. Updating lines changes the total The lines total cannot match the correct invoice total An alert when the payment Total differs from the OCR-captured total can be helpful against making errors durin...
Sophia Yu over 1 year ago in Invoice automation 0 Pending prioritization

Need to collect payment from a sales order

As the client, I need to take a deposit on the sales order before I can create an invoice.
Stella Rafaelidys over 1 year ago in AR Enhancements 0 In progress

Refunds

Ability to issue refunds or partial refunds. Requirements: Refund option in AR. Adyen handles it Journal postings and charging customer Prahlad: there are two options we can do it manually via adyen portal or build it as a feature. Within app, Ide...
Stella Rafaelidys almost 2 years ago in AR Enhancements 0 Future consideration

Invoice level billing contacts

Use case: as the AR operator, I have to send specific invoices to specific contacts for a customer. This is dependent on Custom Fields for NetSuite This is available out of the box in Intacct This is not available for QB This is critical for proje...
Stella Rafaelidys almost 2 years ago in AR Enhancements 0 Pending prioritization

Support Grouped Invoices / Consolidated Invoices

Overview : Invoice Groups (consolidated invoices) is a mechanism for Netsuite users to select and deal with invoices in a group. For example post a single payment by selecting a group. However, the unit of document still remains an invoice - i.e:-...
Stella Rafaelidys almost 2 years ago in AR Enhancements  / Customer Portal 0 Future consideration

mobile users ui notification

We currently have very few users trying to log in via mobile devices. However, for those users, can we show a message like - 'For the best experience, please view the page on your desktop.'
Anirudh almost 2 years ago in Payables 2 Pending prioritization

Multi-subsidiary view

Ability for a user with multiple subsidiaries to see a summary and high level overview of all account and open items. AP view Open documents Unpaid invoices Payment failures, posting failures AR view Open AR Overdue AR CFF summary 13 week forecast...
Stella Rafaelidys almost 2 years ago in Foundation 1 Future consideration

Adding ACH info enhancement

In the supplier side panel, auto search for Bank name when entering ACH account details (instead of always having to enter the routing number) Unsure if there are proper API to search
Stella Rafaelidys about 2 years ago in Payments automation 0 Will not implement