📌 Accounts Payable – Invoice Automation
🔄 Enhanced Invoice Navigation
- Use Case: AP users need to be able to review invoices in an order specific to their process.
- Update: Invoice navigation will now mirror the filters applied in the Documents tab.
- More info →
👥 Multi-User Visibility in Document Viewer
- Use Case: Multiple AP users may review or edit a document simultaneously.
- Update: Document viewer now shows initials and names of users actively reviewing/editing a document.
📌 Accounts Receivable – Collection Management
✅ Complete Task Visibility
- Use Case: Collections teams need visibility into all tasks—assigned, completed, or delegated—to operate collaboratively.
- Update: All users can now see all tasks regardless of ownership, improving team coordination.
✉️ Email Delivery Insights
- Use Case: Receivables teams must confirm successful delivery of critical client communications.
- Update:
- Failed deliveries are flagged with detailed failure reasons.
- Delivery activity (sent, opened, clicked) is viewable and refreshable on demand.
- More info →
📦 Grouped Invoice Support
- Use Case: Some collection workflows require invoices to be created immediately but delayed for sending until additional work is completed, using invoice grouping.
- Update: Grouped invoices are pulled into Centime while individual invoices are hidden; users can now chase and collect against the grouped invoice.
- More info →
🕒 Early Pay Discount Improvements
Weekends & Holidays- Use Case #1: Autopay invoices due on weekends miss early pay discounts when charged on Monday.
- Update: Weekend autopay invoices now charge the preceding Friday to preserve early pay discounts.
Accurate Discounts
- Use Case #2: Customers should benefit from early pay discounts based on system settings.
- Update:
- NetSuite: Centime honors global settings to include tax and shipping for discounts when configured.
- Sage Intacct: Discounts apply to the subtotal.
- QBO/QBD: No changes to current behavior.