Centime Ideas

Intake form guidelines & best practices

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Customer.io email data

Include customer.io data: delivered, bounced, opened, clicked Consider notifications / flag when an email bounces Visibility in the table
Stella Rafaelidys about 2 years ago in AR Enhancements 5 In progress

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

CentimeCard Statement Date

Add a statement date to the CentimeCard area of Centime so that customers know when the statement ends and not just the due date.
Barbara about 2 years ago in Payment & credit solutions 0 In progress

Exporting: AR aging, notes & invoice history

Clients want to reference / view / share all communication between them and the customer. AR managers need to be able to outline the work that they have done to collect, both to demonstrate work AND to properly understand next steps. They need to ...
Stella Rafaelidys about 2 years ago in AR Enhancements 1 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

Payment Applications: Confirmation window after clicking "Apply"

In Payment Products, it would be ideal to have a confirmation window after the user clicks "Apply". Users commonly expect there to be a confirmation screen, and after hitting Apply weren't necessarily ready for the DocuSign to send to the signator...
Sophia Yu over 1 year ago in Payment & credit solutions 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