Centime Ideas

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Status Released
Categories Payables Receivables
Created by Stella Rafaelidys
Created on Mar 2, 2023

RELATED IDEAS

Supplementary attachments

Requirements:

  • The ability to add additional attachments to an invoice

  • Option to included attachments in email communication

  • Sync attachments from the ERP - not required.

Client examples:

  • AR: BDI would like the ability to attach supporting materials to invoices & reminders. Some of their clients require supporting materials for open invoices. For example they send a receipt along with the invoice.

What is the use case?

Trustpoint.one invoice delivery today -

  • Manually pull invoice PDF from NetSuite

  • Manually pull time sheet from time keeping system

  • Send invoice presentment email from outlook, attaching both document

Goal: Automate invoice presentment with Centime

  • Ideally, they want the supplemental document in the invoice delivery as customers require it in order to pay

  • Tentatively open to have customers see it in the Customer portal & reminder emails (and not the delivery)
Client / Prospects AWAITING (internal only) BDI, McSwain, Viridi, Kwiklock, Vereigen Media, Louisville City FC
  • Attach files
  • Admin
    Stella Rafaelidys
    Reply
    |     Sep 21, 2023

    I cannot tell what document he is referring to, the invoice or the PO? I think he just wants to add the invoice, since he cannot capture PO Invoices in Centime today. Which makes total sense. Please confirm when possible.

  • Joe
    Reply
    |     Sep 21, 2023

    I'm awaiting verification, but in the email, this was their exact quote:


    "Is it possible to upload a document to an existing entry? For example, I have received an invoice which relates to an open Purchase Order. To show it as received and billed I will need to enter into NetSuite (which will then populate in Centime, once synced). Can I then go to the entry and add the document, so we have a copy of it in Centime?"

    1 reply
  • Admin
    Stella Rafaelidys
    Reply
    |     Sep 21, 2023

    Thanks Joe! Any detail on how they want to use it? Do they want it for AR or AP? I think they are AP only 1 account is updated in SCV.

    AR: Do they want to send it with the invoice in campaigns, make it accessible in the Payment hub or just keep it for internal use?

    AP: Do they want to send it in remittance? Is it only for internal reference? Any detail is helpful.

  • Joe
    Reply
    |     Sep 21, 2023

    Louisville city FC also could use this feature