Release v2.54 - New Features & Fixes

Modified on Tue, 28 May 2024 at 03:34 PM

TABLE OF CONTENTS


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 caseEnable 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 

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