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Centime Ideas
Status Future consideration
Categories Invoice automation
Created by Sophia Yu
Created on Apr 23, 2024

Reminder Notifications to Invoice Approvers of invoices on Hold

No description provided
What is the use case?

Enhance reminders so that Invoice Approvers are reminded of the invoices they put On Hold, with their daily notification digest.

Impact?
  • Invoice Approvers are notoriously slow

  • Currently Centime treats putting an invoice On Hold as completing the task, so these invoices will no longer be included in the IAs' daily reminders.

  • IAs may forget about the invoices they put On Hold and probably don't go into Centime unless they are notified about an invoice to approve/have a Task

Is there a work around?
  • Create a manual task to review the invoice

  • IAs have to own the invoices they put On Hold, self-remember to take action

  • AP personnel have to remind IAs about the invoices they see On Hold

Proposed solution?

Include invoices On Hold in the daily reminders

Client interested: Lytho

Client / Prospects AWAITING (internal only) Lytho
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