In this release:
Receivables
ACH Discounts
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In the event that a client wants to offer their customer a discount to incentivize them to pay with ACH instead of a credit card or check. This is set at a global and customer level.
Add additional recipients to workflow emails
- Users can specify additional contacts on a workflow node. Users can add Centime Users, comma separated emails, or a Contact Role as the recipients. A maximum of 15 recipients will be supported in total for each email including any communication contacts of a customer. Use cases:
- Building trust with workflows (Clients’ AR users can see exactly what their customers see by adding themselves as additional contacts in the reminder emails)
- Internal or external escalation contacts
Add additional Contacts
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Ability to add, edit, and delete customer contacts directly in Centime
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Note that any new contacts created in Centime live and are managed in Centime and do not get pushed back to the General Ledger
Payables
Bulk update payment dates
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When Users prepare payment runs, oftentimes they need to pay multiple invoices on the same day. This means that Users need to “bulk” change details of multiple invoices at the same time. To support this, we are launching a “Bulk apply” feature that helps users bulk edit multiple payment dates at the same time on the Pay, Approve, and Mark Paid tabs.
Invoice Posting Period Field
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For NetSuite clients, the posting period field is now on the invoice header section. The field is an optional field and is set by default to the period corresponding with the invoice date. Users can update the value manually.
Invoice Automation Enhancements
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We have been making incremental changes to our invoice automation experience the last few sprints. In this sprint, we:
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Added a drag/drop feature to be able to rearrange expense and item lines
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Users can add a reason for rejecting/deleting/putting invoices on hold
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Quick invoice navigation in the document viewer instead of returning to the table view
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