Centime Ideas

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Payments automation

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Cancel/Stop ACH & Check feature

Allow client to cancel an ACH & Check payments in the UI before the payment has been sent/pulled. Is there a grace period for checks? Is there a grace period for ACH txns? Feedback: Considering this in the BO portal. My reference is online sho...
Sophia Yu over 1 year ago in Payments automation 1 Future consideration

Importing Preferred Payment Methods from NS

In Netsuite, customers can mark the preferred payment method for their suppliers. BDI mentioned it would be great to at least have that import into Centime, so that they don't have to go back and forth from NetSuite to remember if a vendor is a ch...
Joe about 2 years ago in Payments automation 0 Future consideration

Recurring Payments

Recurring/autopay payment functionality in order to allow clients to permit repeat payments without requiring Payment Approval or Scheduling payment. Automate recurring payments from start to finish - currently this full workflow can be automated ...
Sophia Yu over 1 year ago in Payments automation 7 Needs validation

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

User is not prompted to Save Changes after altering Payment Amount

This will ensure accurate payment amounts if user accidentally changed the value.
Sophia Yu about 1 year ago in Payments automation 3 Needs validation

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

Payments: ACH info verification, alert and/or approval workflow

Additional step in updating ACH (check address or CC) information to alert and require approval for any changes. Ability to see full audit history of changes & approver. Approver for ACH changes has to be set in Centime. Important security con...
Stella Rafaelidys about 2 years ago in Payments automation 2 Pending prioritization

In-App interactive warning for unusual payment activity

AP - payments Requesting an interactive warning in the UI anytime a payment seems to be a red flag, allowing the payment authorizer to "confirm" or "reject" the unusual payment and record such in the invoice history. Context: BO team frequently re...
Sophia Yu over 1 year ago in Payments automation 0 Future consideration

Adding ACH info enhancement

In the supplier side panel, auto search for Bank name when entering ACH account details (instead of always having to enter the routing number) Unsure if there are proper API to search
Stella Rafaelidys about 2 years ago in Payments automation 0 Will not implement

Approval: Line level payment approvals

Some construction companies are invoiced across multiple phases in 1 invoice. So an invoice will contain multiple payments across a project: Immediate payment for security deposit, supplies Phase 1 completion Phase 2 completion Currently users can...
Stella Rafaelidys about 2 years ago in Payments automation 0 Will not implement