When an approver is out of office, how does the AP manager know and keep approvals in motion. Can we note OOO Assign a back up approver / escalation email Alternative solutions: Send automatic replies to the AP manager?
Stella Rafaelidys
about 2 years ago
in Invoice automation
0
Future consideration
Ability to limit what suppliers an AP manager can see, ability to assign suppliers to an AP manager. Hesitation around seeing all contract workers and ALL open AP.
Stella Rafaelidys
about 2 years ago
in Payables
0
Needs validation
Use case: When new users join some have an excessive amount of old AP & AR invoices in their GL. While the “proper” way to handle this is to clean the GL, not all clients want to. For example, K9 Bookkeeping often inherits a GL in bad shape. T...
Stella Rafaelidys
about 2 years ago
in AR Enhancements
0
Needs validation
Approval email: When you have multiple GL entities. It is unclear what entity the approval is required for: Email does not say what entity it is for The approval email link sends user to the GL account they were previously in and not the GL accoun...
Stella Rafaelidys
about 2 years ago
in Foundation / Payables
5
In progress
Billing address updates. When we receive an invoice with an updated address, how does the user make this change? Do they have to update it manually in Centime? Should they update it in NetSuite?
Stella Rafaelidys
about 2 years ago
in Invoice automation
0
Future consideration
Multiple billing addresses: state tax department has multiple PO boxes & check addresses. How can we allow user to update the address on a one off basis? Planning to pull ALL addresses in from the GL Allow user to change address at time of pay...
Stella Rafaelidys
about 2 years ago
in Payments automation
0
Future consideration
Discount flexibility: ability to edit discount amount Instance 1: Some vendors have specific early pay discounts: 6/10 5/30 Instance 2: Discount can be taken on a portion of the bill (only on material not on additional line items) & not the en...
Stella Rafaelidys
about 2 years ago
in Payments automation
0
Future consideration
When you are sending invoices for approval, the confirmation pop up does not tell you who the invoices are being sent to. It would be useful to include approver or approval policy in this window.
Stella Rafaelidys
about 2 years ago
in Invoice automation
4
Future consideration
Approval: Re-review documents when policies change
Feature request: invoice workflow When a policy is changed or added, please scan all unposted documents that are not in the Needs Approvals state (there may be other states) to see if we can assign one of the new policies to the documents. Right n...
Ability to mark a bill paid when you upload it. Workaround: Mark as approved (documents) > Post (documents) > Mark as paid (unpaid) --> we won't support this flow as breaks proper AP workflow and audits and its an infrequent use case
Stella Rafaelidys
about 2 years ago
in Invoice automation
0
Will not implement
5
In progress