Centime Ideas

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Payables

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Updating Payment Approval Policy does not give adequate notification to User to resubmit payments

It is unclear that approval needs to be resent when the approval policy is changed.
Sophia Yu about 1 year ago in Payments automation 0 In progress

There is no efficient way to see who Approved/Rejected which payments

CS & BO team would benefit from it when reviewing payments i.e. when ACH limit exceeded Client benefits from it to see Approver at a glance if there are multiple payment authorizers It is also difficult to quickly see invoice history
Sophia Yu about 1 year ago in Payments automation 0 In progress

Process: Supplier coding logic

Vendor linking to differentiate between suppliers with the same name. Options to consider: billing address, account number or account name. Plan is to have this specified Specific feedback came from National Auto Care. Will be relevant for all cli...
Stella Rafaelidys about 2 years ago in Invoice automation 0 In progress

Cannot see if 1099 status in Centime

AP module - Supplier Profile Mission Driven Finance reports on 1099 status. When they create a vendor in QBO they mark the "track 1099" field in QBO, but when they pull a report it does not reliably capture all 1099 vendors - this sounds like a QB...
Sophia Yu over 1 year ago in Payables 1 In progress

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

Capture: International date formats

We have seen a scenario where a bill was of UK country and the date format is dd/mm/yyyy and the nanonets didn’t interpret correctly as currently we interpret only US date formats Hence the ask is to interpret international date formats as per bil...
Stella Rafaelidys about 2 years ago in Invoice automation 0 In progress

Notification link for proper entity

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

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...
Stella Rafaelidys about 2 years ago in Invoice automation 0 In progress

Additional file formats .docx or .xls

Ability to upload .docx or .xls file formats in invoice automation.
Stella Rafaelidys about 2 years ago in Invoice automation 0 In progress