In this release, Centime has introduced the new auto-posting feature for approved invoices to optimize the efficiency of the invoice automation process in the Manage Payables solution.
What's new:
| Solution | New Feature |
|---|---|
| Manage Payables | Users can now toggle the Auto-post settings on or off to post approved invoices automatically to General Ledger. |
Feature 1 - Auto post approved invoices to the General Ledger
Details:
- A new setting ‘Auto-post approved invoices to General Ledger’ is introduced under the ‘Document settings’ tab of ‘Payables’ on the ‘Settings’ page. By default, this will be toggled off for all users.
- When this setting is toggled on, all invoices that have been approved by an approver or invoices that have been marked as approved (using the ‘Mark approved’ action) will be automatically posted to General Ledger after approval.
- Invoices that do not require approval, will have to be posted manually. (Ex: Invoices with invoice amount below the approval policy threshold)
- Invoices that have been posted successfully to General Ledger will be moved to the 'Unpaid invoices' tab from the 'Documents' tab.
Required Permissions:
| Permissions in | |
|---|---|
| Manage Payables | Manage document settings |
If you want to know more about this release, please contact our Customer Success team at cs@centime.com