|Release 5.5 adds new invoice routing settings aimed at supporting those communities with a centralized purchasing model, as well as further enhancements to supplier information by allowing suppliers to upload proof of their bank account.|
Release 5.5 has been released to Demo for review and will be in Production on Monday the 27th of February.
Route Invoice Approvals to the Requester
In cases when the person who requests the order is different from the buyer (i.e. Browsers and Buyers), then you may want the Requester to be the person approving any mis-matched invoices. To accommodate this, we have added a configuration option that allows you to set up the community to send invoices for approval to either Buyers or Requesters. The invoice administration setting now has a drop-down that allows you to choose whether the approval routing should go to the Buyer or the Requestor.
For a help article with additional information on the Invoice Administration Module, click here.
Supplier Proof of Bank Account
Suppliers in Australia and New Zealand can now add their bank account details to their supplier profile. We understand that validating whether a bank account is correct and belongs to the specified supplier is important, so in this release we have added the ability for suppliers to attach proof of their bank account, such a scanned deposit slip.
The help article describing how to update your Company Profile in Unimarket, including doing so in the Invoicing and Payment tab, has been updated here.
Other Small Changes
- We have added a new type of rule which allows approvals to be triggered if the requisition value falls within a value range. For example, if the requisition falls between $10,000 and $20,000, you may need more than one approver versus any requisitions that are below or above the dollar range, so this rule can be used to trigger additional approvals.
- We have added the attachment icon to the non-invoiced orders page to make it easier to see which orders have attachments.
- We have added better explanations on invoices with matching exceptions so that it is easier to determine the issue of why the invoice has been rejected or routed for approval. See the help article here.
We continue to work fastidiously on the invoice scanning solution and will be introducing the ability to route invoices directly from the invoice inbox to the buyer for review. We will also be adding an administration upload for account code restrictions by organization units and improvements to the search results screen.