|Release 5.8 and 5.8.1 both go into Demo this week. They include improvements to invoice statuses, the ability for buyers to be assigned invoices from the central inbox, and the ability to drill into Goods Received Not Invoiced from the dashboard.|
Release 5.8 is available in demo now. Release 5.8.1 will be available in Demo later this week. Both will be released to production on the 1st of May.
Improved Invoice Statuses
In recent releases we have introduced the ability to route invoices for approval when matching issues or exceptions occur. As part of this, we have now updated the process so that invoices with matching issues all go 'On Hold' rather than straight to Rejected. The On Hold status provides your AP team with the opportunity to review invoices with exceptions and decide if they should be routed for approval or finally rejected. We have also made a clearer distinction between when a buyer is reviewing and selects to 'Accept' an invoice vs. using the invoice 'Approve' function, which happens within the delegated approval process. We've also changed 'Submitted' (matched) to simply be 'Invoice Accepted'.
More details of the invoice state changes can be found in our help here.
Route Invoices by Buyer
When invoices flow into your Invoice Inbox, there may be (hopefully seldom) cases where the only recognizable piece of information is the buyer. In these cases it's often better to send the invoice to the buyer for action rather than have AP do all the legwork.
To give AP a helping hand, we have now made it possible for invoices in the Invoice Inbox to be assigned to a buyer, which routes it to the buyer for action.
We've also added the ability for a buyer to select 'Enter Invoice' directly from their inbox, which creates a retrofit requisition for coding and approval.
Drill into GRNI from the Dashboard
We are on a journey to make the Dashboards drillable so you can get to the data you need as quickly and easily as possible. As a starting point, we've made it possible to drill into the Goods Received Not Invoiced (GRNI) widget from the Procurement Dashboard, which takes users to the View Order screen pre-filtered with the GRNI information. From here, the data can be viewed or extracted in a report. There are also new filters on the View Orders page if you want to quickly view GRNI from there.
- We have been squashing bugs and making improvements to the Invoice Inbox based on the much-appreciated customer feedback.
Our invoice extraction tool is getting very close. We look forward to demonstrating this exciting new feature at our U.S. Users Conference this week!