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Unable to explain why an invoice is being rejected

Add a new reason for rejecting an invoice: Inaccuracies on invoice document. Currently the only 3 reject invoice approval reasons are "duplicate bill, data entry error, and incorrect approver". In instances where there is something wrong with the ...
Sophia Yu over 1 year ago in Invoice automation 0 Will not implement

AP - Capture additional invoice fields

Broader Problem Statement: Customer (Erdman) has additional, business specific fields that they would like captured from invoices and saved in the memo field. Today, they must type these in manually from the invoice image. Is this feasible with Na...
Sophia Yu over 1 year ago in Invoice automation 0 Will not implement

Copy a previous invoice

Related Idea Coding templates / allocations - CPB-I-252 Challenge: Users need to input the same coding details in multiple invoices which have the same format. Most of the invoices have almost the same coding. Request: Users would like to have the...
Sophia Yu over 1 year ago in Invoice automation 3 Will not implement

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

Code: Mark paid when uploaded

Ability to mark a bill paid when you upload it. Workaround: Mark as approved (documents) > Post (documents) > Mark as paid (unpaid) --> we won't support this flow as breaks proper AP workflow and audits and its an infrequent use case
Stella Rafaelidys about 2 years ago in Invoice automation 0 Will not implement