Centime Ideas

Intake form guidelines & best practices

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Status Future consideration
Categories Foundation
Created by Stella Rafaelidys
Created on Jun 6, 2023

RELATED IDEAS

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

    • Flags? Falling below threshold?

  • Tasks

    • Open AR tasks

    • Open AP tasks

    • Open CFF tasks

Client / Prospects AWAITING (internal only) 512, Eco Terreno, Grasshopper, Supporting Strategies, SSA, Lane, Stavos , Yona, PetVisor, Plume
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  • Admin
    Stella Rafaelidys
    Reply
    |     Aug 3, 2023

    Planning to pick up in 2024.

    Need to understand what module this impacts the most. Where does this make the most sense?