Release v2.26 - New Features

Date: 05.02.2023

In this release, Centime has made its invoice automation process more efficient by introducing a key new feature that lets users of Manage Payables add new invoice approvers from the ‘Approvals’ tab of the uploaded document.

Feature 1: Users can now add a new user as an invoice approver from the ‘Approvals’ tab of the document viewer as well as from the ‘Invoice approvals' tab in the ‘Policies’ section of the ‘Payables’ settings.

Details:

1. Adding a new user as invoice approver from the ‘Approvals’ tab in the document viewer:

1.1. Users can now add new invoice approvers in an uploaded document from the ‘Approvals’ tab in the document viewer.

1.2 Users will have to input the desired user's first name, last name and email address to be added as an approver. Once this information is submitted, users can assign invoices to the new invoice approver.

1.3 To assign the role of invoice approver to an existing Centime user without the approve invoices permission, users can add them as invoice approver from the 'Approvals' tab and the necessary permissions will be assigned to the desired user's profile automatically.

Permissions needed to access this feature:

2. Adding a new user as invoice approver from the ‘Invoice approvals’ tab in the 'Policies' section of 'Payables' settings:

2.1 To add a new user as an invoice approver from the Invoice approvals tab, users can click on an existing policy or create a new policy by clicking on the ‘ADD POLICY’ button.

2.2 In the policy side panel, users can scroll down to the ‘Approvers’ section under First approval, Second approval or Third approval and click on ‘+Add new approver’ from the drop-down.

2.3 After submitting details like first name, last name, and email address of the desired user, the user will now be added as an Invoice approver and can be assigned invoices to approve.

Permissions needed to access this feature:

Fixes for 2.26:

1. Invoice approvers will now see only invoices pending their approval when they land on the ‘No action’ page of the ‘Documents’ tab in Manage Payables.

If you want to know more about this release, please contact our Customer Success team at [email protected]