TABLE OF CONTENTS

• Module: Accounts Receivable >> Product Theme: Management & Prioritization
  • Customer-Level Workflows (NEW!!!)
  • AR Automations (NEW!!!)
  • Dynamic Email Customization (Significant Enhancement)
  • Functionality Clarity (Copy update)
• Module: Accounts Payables >> Area: Enable Rapid Invoice Processing
  • Deliverable: Invoice Capture Formats - Enhancement 

Module: Accounts Receivable >> Product Theme: Management & Prioritization

Customer-Level Workflows (NEW!!!)

Use Case: Efficiently manage high invoice volumes per customer.
Update: Customizable customer-level workflows summarize open invoices with flexible cadences (weekly, bi-weekly, monthly). Conditions help avoid unnecessary reminders, reducing “spam.”
More details in Knowledge Base

AR Automations (NEW!!!)

Use Case: Automate client communications and internal escalations based on specific events and conditions. 

1. Escalate customers and invoices to the greater team (Sales, Customer Success, Branch managers, etc.) based on your company's specific thresholds. 
2. Customize communication based on invoice type to reflect the specifications of your invoicing process. 

Update: Trigger internal/external communication and task assignment automatically when certain conditions are met. 
This is the first of many automation releases targeting the full invoice journey.
More details in Knowledge Base

Dynamic Email Customization (Significant Enhancement)

Use Case: Improve email communication with customizable fields and formatting. 
Update: Dynamically add customer/invoice-specific information in emails with new formatting options (bold, bullet points, hyperlinks). 

This release includes the Customer and Invoice delivery emails. The next release will target all Receivables emails. 

Functionality Clarity (Copy update)

Use Case: Users can send company broadcasts from the Customer table in Receivables.  
Update: “Invite to Portal” has been renamed “Send Email” to help users understand that this action is not limited to inviting users to the portal. 

Module: Accounts Payables >> Area: Enable Rapid Invoice Processing

Deliverable: Invoice Capture Formats - Enhancement 

Use Case: Improve efficiency in processing supplier invoices for AP customers.

Summary of Update: Our invoice capture system now supports invoices in .xlsx format.