Module: Accounts Payables >> Area: Invoice automation
Document viewer enhancements
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Use case: Facilitate collaboration between the AP manager, approvers, purchasers, and receivers as they review invoices.
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Summary of update:
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Enable Tasks: Allows users to quickly create a task for a colleague while working on an invoice, by accessing the tasks side panel from within the Document Viewer.
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Reject/Hold Reason: Users can now type in any reason for rejecting or holding an invoice, instead of just selecting from a few canned responses.
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Access Tasks from the Document Viewer:
Include reason when rejecting or putting an invoice on hold:
Module: Accounts Receivable >> Product theme: Management & Prioritization
Project fields
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Use case: Clients that use projects often code values to a specific project.
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Summary of update: Centime to pull in standard and custom fields for projects.
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Learn more: Enable Custom and Standard Fields