AP Release Notes: March 2, 2023

Invoice-PO Comparison for UBA

Certify AP has added Apply Inv-PO Match Comparison, a new company preference allowing companies to apply invoice-PO comparison logic for User-Based Approval routing. This comparison is currently used only for SAF approval routing. If the invoice line item is matched to PO/PL then invoice will bypass the invoice approval and go to Accounting Review queue.

NOTE: if your company has enabled the approval modal on route, the modal message will say the invoice requires User-Based Approvals even when the invoice is within the threshold. We will be correcting the message in the next release but the invoice will still go to Accounting Review. 

Invoice OCR Enhancements

Certify AP has enhanced the new invoice OCR to ensure invoices are created even when the data is not fully captured via OCR. We

 

  • If Qty/UnitPrice is missing/NULL (refers to data that is not captured)

Amount

Qty

UnitPrice

Result

NULL

NULL

NULL

Validation Message: One or more line items couldn't be created due to required missing field

NULL

NULL

NOT NULL

Qty = 1

NULL

NOT NULL

NULL

Validation Message: One or more line items couldn't be created due to required missing field

NULL

NOT NULL

NOT NULL

Qty = Qty, UnitPrice = UnitPrice

NOT NULL

NULL

NULL

Qty = 1, UnitPrice = Amount

NOT NULL

NOT NULL

NULL

First, do Amount/Qty and if result is integer then UnitPrice = result, else Qty = 1 & UnitPrice = Amount

NOT NULL

NULL

NOT NULL

First, do Amount/UnitPrice and if result is integer then Qty = result, else Qty = 1 & UnitPrice = Amount

NOT NULL

NOT NULL

NOT NULL

Qty = Qty, UnitPrice = UnitPrice

 

  • If InvoiceNumber field= NULL then the InvoiceNumber = INV+[currentdatetime].
  • If Description/SKU is longer than 125/50 characters, then the value will be truncated.


Bug Fix Notes

 

Issue

Description

CAP-6886 | Prevent unchanged vendor from syncing to Pay

An issue was found where if you clicked Save on the vendor profile without changing the data, it triggered an update to the Pay sync which caused some ach payments to fail. This has been resolved.

CAP-7097 | RoleUser not visible for AIA

An issue was found where the users with Enter Invoice permission via Role was not visible in the User drop-down for Automated Invoice Assignment. This has been resolved.

CAP-7117 | Correction to invoice OCR total validation

An issue was found where the ocr validation message was displayed in single row rather than separate row. This has been resolved.

CAP-7125 | Incorrect BillToDept drop-down behvaiour

An issue was found where BillToDepartment drop-down on the invoice was not following the restriction when Vendor/Dept is enabled. This has been resolved.

CAP-7128 | AR email not filtering out email suppressed user

An issue was found where the accounting review email notification was not filtering out the users with email suppression enabled. This has been resolved.

CAP-7180 | Unable to quick approve invoices

An issue was found where invoice approvers was not able to bulk approve if they had email suppression enabled. This has been resolved.

 

Was this article helpful?