Date: 05.26.2023
Features in this release:
Solution | Feature |
Manage Payables | Enhanced table features for all tabs in the Manage Payables solution |
Manage Receivables | Addition of the Company Legal Name field in the subject of reminder emails |
Feature I - Enhanced table features for all tabs in the Manage Payables solution
Details:
- The following enhancements are introduced to the tables in the Supplier, Document, Unpaid Invoices, and paid invoices tabs:
- When clicking on an element to open a side panel (supplier name, notes, etc.), the view on the table remains unchanged.
- Improved date filter to sort the table via the desired due date or Payment date range.
- The amount value filter now responds to GBP currency.
- Users can now reset the entire table width to default column values.
Permissions needed to access this feature:
Users who can access the Manage Payables solution can access this feature.
Feature II - Inclusion of Company legal name in the reminder email subject field
Details:
- Users can now add the Company legal name in the subject field of the reminder emails sent to their customers.
- Users can select from ‘Our company name’, ‘customer name’ or ‘company legal name’ in the subject field.
Permissions needed to access this feature:
Permissions in | Permissions title |
Manage Receivables | Set up and manage invoice reminder campaigns |
Send one-time reminders against open invoices |
Fixes in 2.28:
To make ACH transaction descriptions in the statements more meaningful for the Centime client and their Supplier, the following changes are made to the descriptions:
ACH Debit Leg: | Sample transactions description: ACH DEBIT <Supplier name> INVOICE CENTIME AP 453305 3842568838 |
ACH Credit Leg: | Sample transactions description: ACH CREDIT Client_Name INVOICE - 453305 3842568838 |
If you want to know more about this release, please contact our Customer Success team at cs@centime.com
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