|Release 5.6 contains new invoicing functionality to allow your buyers to review and process their own invoices as received from the Invoice Inbox. We've also made changes to the invoicing terminology to make it clearer and more easily understood by A/P and general users alike. Also included is the ability for approvers to change the justification type if the buyer has selected the wrong one.|
Release 5.6 has been released to Demo for review and will be in Production on Monday the 20th of March.
Buyer Invoice Inbox
Our new Invoice Inbox functionality allows you to receive invoices via email into a central community inbox, where they can be reviewed and matched to existing orders or sent for approval. Alternatively, some customers utilize a decentralized process and push the review of invoices back to the buyer who placed the order. There's no right or wrong way of doing this, so we've simply made Unimarket flexible and configurable so that invoices can either be processed centrally or they can now be pushed directly to the buyer's own Invoice Inbox to be managed there by the buyers.
For a help article with additional information on the Invoice Inbox, click Here.
Naming Changes within Invoicing
What's in a label?... It seems there has been a bit of confusion with some of our invoicing terminology, so we've re-labeled select functionality to make it clearer. It's one of those changes that takes a few minutes to do but a long time to debate!
Here's what has changed:
- Order to Invoice is now simply Invoice Order
What are we doing?... Invoicing an order!
- Create Invoice is now Enter Invoice
What are we doing? ... Entering an invoice without an order.
We hope this is helpful and makes the invoicing functionality more intuitive.
Change Justification Type
Justification Types allow you to use custom forms for capturing additional information about a purchase (e.g. IT Hardware Justification). However, buyers may sometimes get the description wrong, which can cause the requisition to be declined. To address this, we've now made it possible for approvers to change the selected Justification Type on a pending requisition to ensure accurate justification and reduce the need to decline the requisition completely.
- Unimarket now defaults the account code part if there is only 1 value available. No need to select!
- We've added customer-controlled inbound spam filtering for the Invoice Inbox.
- We fixed shipping tax on cXML invoices.
- We've made the payment details visible on a supplier before they are connected.
We continue to work on the invoice data extraction tool, as well as adding the ability to upload the account code security by organization unit rule. We're also making enhancements to the contracts workflow and developing an improved search results screen.