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Invoice automation

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Accounts payable default account can only be chosen at the global level

No description provided
Sophia Yu 6 months ago in Invoice automation 1 Review

PO Matching - it's not possible to see Open POs unless you Add a document

No description provided
Sophia Yu 6 months ago in Purchase order processing 1 Review

AP Coding tab does not have ability to add or delete lines

If it can also be made possible to slide the Invoice Summary tab with a left-right slider to make the Document screen smaller/larger that would be ideal too.
Sophia Yu 6 months ago in Invoice automation 0 Review

Post: Include the specific posting error

Posting failure errors (4): Accounting period is closed, invalid. & something
Stella Rafaelidys about 2 years ago in Invoice automation 2 Pending prioritization

AP coding does not allow indicating 1099 eligible at the line level

Needed for 1099 tracking purposes. For example, Time is 1099 eligible; Expenses are not.
Sophia Yu 11 months ago in Invoice automation 5 Pending prioritization

Filter & Search Supplier Profile History

A hybrid option - hyperlink the Document as an entry in Supplier History once, links to the invoice.
Sophia Yu 12 months ago in Foundation / Invoice automation / Payables / Receivables 0 Pending prioritization

Reminder Notifications to Invoice Approvers of invoices on Hold

No description provided
Sophia Yu about 1 year ago in Invoice automation 0 Future consideration

AP Coding tab dropdown views are restrictive

No description provided
Sophia Yu about 1 year ago in Invoice automation 0 Future consideration

Is it possible for Invoice Capture or Auto Coding to detect fraudulent or suspicious invoices?

Swank Motion Pictures informed me they received a fraudulent invoice that appeared to be from LinkedIn. "There were a couple things suspicious about the email but the invoice was an exact match except for the customer number. I am curious would Ce...
Sophia Yu about 1 year ago in Invoice automation 1 Future consideration

AP KPI for internal workflows

Goal: Measure Centime's impact on Payment workflow See bottleneck in workflow Which approvers slow things down? Suppliers that cause delays - invoices that are on hold Understand teams performance Measure team performance: How long does it take fo...
Stella Rafaelidys about 2 years ago in Invoice automation 0 Future consideration