TABLE OF CONTENTS

• Document viewer enhancements 
• Project fields 

Module: Accounts Payables >> Area: Invoice automation  

Document viewer enhancements 

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

• Summary of update: 

  • Enable Tasks: Allows users to quickly create a task for a colleague while working on an invoice, by accessing the tasks side panel from within the Document Viewer. 

  • Reject/Hold Reason: Users can now type in any reason for rejecting or holding an invoice, instead of just selecting from a few canned responses.

Access Tasks from the Document Viewer:

Include reason when rejecting or putting an invoice on hold: 

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

Project fields 

• Use case: Clients that use projects often code values to a specific project.

• Summary of update: Centime to pull in standard and custom fields for projects. 

• Learn more: Enable Custom and Standard Fields