Centime Ideas

Intake form guidelines & best practices

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Difficulty editing and viewing line details

Unable to see the line description that has been captured and edit it in its entirety. Very hard to see multiple values at once. User Experience: Miami Beef pointed out that it would be helpful to be able to expand the coding half of the Invoice R...
Sophia Yu over 1 year ago in Invoice automation 5 Released

Supplementary attachments

Requirements: The ability to add additional attachments to an invoice Option to included attachments in email communication Sync attachments from the ERP - not required. Client examples: AR: BDI would like the ability to attach supporting material...
Stella Rafaelidys about 2 years ago in Payables / Receivables 5 Released

Bulk update payment/receivable/planning date

Summary: When scheduling payments, or updates receivable plans - the user often wants to update multiple invoices at once. If I have 10 bills that I want to pay on the same day, ability to check them off (like you can today) and schedule them all ...
Stella Rafaelidys about 2 years ago in Cash flow forecasting / Payments automation 2 Released

Copy workflows

We have seen examples of client's utilizing multiple campaigns for their customers, with each campaign being very similar to the others. For example, JobGet has three unique customer types, corporate payers, agency payers, and COS payers, in which...
David about 2 years ago in AR Enhancements 4 Released

Auto-assign / default campaigns

Friction: There is no way to assign all clients to a campaign, as invoices are issued for clients they come into view. How can the AP manager ensure all clients are on a campaign. Ensure clients are all assigned and do not fall through cracks Faci...
Stella Rafaelidys about 2 years ago in AR Enhancements 1 Released

Invoice approver: Ability to see when payments are made

Limited user, Invoice Approver - Invoice approver will want to see if the invoice was paid. The invoice approver does not have or need access to other accounting tools. However, they may want to know when their supplier is paid OR when they have n...
Stella Rafaelidys about 2 years ago in Invoice automation 3 Released

Change "No action"

I strongly feel that everything our clients are doing in Centime has a purpose, and No Action suggest that they are not doing anything. I think that Review would be a more positive name for this tab. Other ideas: "View all" "Review" Move it out th...
Wyeth almost 2 years ago in Foundation 1 Released

Details tab - scrolling issue

Friction: Left & right scrolling should be independent Working side panel on on the right can be very small when updating the capture & coding - could we enlarge the right panel giving the user more space? How can I update coding for items...
Stella Rafaelidys almost 2 years ago in Invoice automation 2 Released

Recapture lines once supplier is added

Recapture lines once supplier is added if the supplier has line level capture enabled. This came up for me when I was entering fake invoices in the demo account and this was a blocker with Synergy Homecare - She added an invoice, added supplier ma...
Stella Rafaelidys almost 2 years ago in Invoice automation 0 Released

Ability to add a negative value for Discounts

For line-level capture, the line values have to equal the invoice total. When there is a discount, there is no accurate way to add this to the invoice. It requires the ability to add a negative value.
Stella Rafaelidys almost 2 years ago in Invoice automation 1 Released