TABLE OF CONTENTS

• Notes incorporated into the invoice document viewer
• PO Enhancements 
• Supplier portal enhancements
• Customer Portal Access  

Module: Accounts Payables >> Area: Invoice automation  

Notes incorporated into the invoice document viewer

• Use case: Facilitate collaboration between the AP manager, approvers, purchasers, and receivers as they review invoices. 

• Summary of update: 

  • Access Notes from Document Viewer: Allow users to access the Notes side panel from the Document Viewer. Enabling them to view and create notes. 

Module: Accounts Payables >> Area: Invoice automation  

PO Enhancements 

• Use case: Provide necessary information and facilitate team member onboarding to further help the AP manager process PO-based invoices. 

• Summary of update: 

  • Unit of measure: Include Unit of Measure in PO line details for users to compare with the invoice while reviewing line matches. 

  • Limited Access Users - PO Invoice Approver: A new type of limited access user that can resolve invoice-PO-receipt mismatches and approve PO-invoices, without access to any other accounting information.

  • Learn more: Knowledge base 

Module: Accounts Payables >> Area: Payments automation >> Product theme: Streamlining Supplier Management & Optimizing AP payments 

Supplier portal enhancements

• Use Case: Simplify collaboration between our customer and their suppliers by giving the suppliers visibility to their unpaid invoices.

• Update Summary: Allow the supplier to view their unpaid invoices in the supplier portal. 

• Learn more: Knowledge base 

Module: Accounts Receivable >> Area: Customer portal >> Product theme: Payment optimization >> 

Customer Portal Access  

• Use case: Enable all customer contacts to access the Customer Portal. Access to the Customer Portal was previously tied to receiving automated emails. 
• Summary of capabilities: This is purely a back-end change; now, all customer contacts can access the Customer Portal. 
• Learn more: Knowledge base