Introduction:
In this release, Centime has introduced the facility for its Manage Receivables users to provide a branded Customer Portal experience to their customers.
Features in this release:
Features
Feature 1: Manage Receivables clients can now provide branded experience to their customers using the Customer Portal
Details:
- Clients of Manage Receivables can now provide a branded experience to their customers using the Customer Portal.
- Clients will have to upload their business logo in the Company Information field under the Company profile section of the Settings page.
- Once the logo upload is successful, the client’s customers will be able to view the branding on the login page as well as on the dashboard of the customer portal.
Permissions required to upload the logo on Centime:
|
Permissions in |
Permissions title |
|
Administration |
Manage company profile and define ownership and control individuals |
Feature 2: Modified schedule for workflows in Manage Receivables
Details:
- For increased efficiency of the workflows, all the default workflows will now have an extended 7-day active interval added to the schedule.
- Default workflows such as ‘Prompt payers’, ‘Slow payers’, and ‘Other payers’ will now include the modified schedules.
- The schedules for an existing workflow (default or other workflows that are active) will not change unless changed manually by the user.
Permissions required to access this feature:
|
Permissions in |
Permissions title |
|
Manage Receivables |
Set up and manage invoice workflows |
Fixes in R2.37
|
Solution |
Details |
|
Manage Receivables |
The payout description for payments received from the Customer Portal or Pay-by-links will now include the customer name and the invoice number for easier reconciliation. |
|
Manage Payables |
When an invoice document is uploaded and the Supplier is identified as an existing Supplier, then the default currency set for the Supplier will be auto-applied while capturing the invoice details |
If you want to know more about this release, don't hesitate to get in touch with our Customer Success team at cs@centime.com