New Filter - Approval Inbox Page
We have added a new filter called Payment Method to the Approval Page. If your company is using the external payment method (NACHA, CertifyPayment or B2BPayment) then you can use this filter on the approval page to filter out the transactions to review.
PO Link - Approval Inbox Page
We made a change to the approval page line item that allows approvers to click on the PO Number link if it exists. This will open the PO Page for the approvers to review the data.
New Punchout Management Process
We have now made the punchout vendor management process client-facing. As an AP Administrator with access to managing company vendors, you can add/edit any punchout vendors in your company. Historically, managing the punchout vendors can only be done by our internal Certify Support team. This new process will allow users access to this feature without having to wait on our Support team. There will be a separate document available in the Help Center to guide you through this process.
Bug Fix Notes
| Issue | Description |
| CAP-6584 | Incorrect approval status update after partial void/unvoid | An issue was found in the requisition process where the line item approval status didn’t get updated properly when one or more line items were voided during the approval process. This has been resolved. |
| CAP-7964 | Add Approver list not sorted | An issue was found where the approver list was not sorted alphabetically in the Add Approver dropdown. This has been resolved. |
| CAP-7991 | Handle Null Vendor for validation | An issue was found where the invoice was not getting created when the ocr did not pick up any vendor. This has been resolved. |
| CAP-7993 | Incorrect duplicate invoicenumber validation | An issue was found where the duplicate invoice number was not validated properly with the retracted invoice. This has been resolved. |
| CAP-7998 | Unresponsive invoice page when only using Extended Amount field | An issue was found where the page did not save the line item when the user used the Extended Amount field on the invoice line item. This has been resolved. |
| CAP-8002 | Duplicate Dept On UserMove Modal | An issue was found where the department list was duplicated on the new UserMove modal. This has been resolved. |
| CAP-8008 | CreditCard Page - Remove unnecessary column | An issue was found where the internal data field was showing as a column on the CreditCard page. This has been resolved. |
| CAP-8008 | Home Page - Remove unnecessary column | An issue was found where the internal data field was showing as a column on the AP Home page dashboard. This has been resolved. |
| CAP-8013 | Filter Icon Not Displaying # Correctly | An issue was found where the # of applied filters were not showing correctly on the approval page. This has been resolved. |
| CAP-8014 | CheckRequest Print Issue | An issue was found where the print view of the checkrequest was not showing properly when there were a lot of line items on the invoice. This has been resolved. |
| CAP-8000 | Change IncludeInActual behavior for manual PO close | We made a small change when the user manually closes the PO item via Manage Transactions page. This will remove the closed PO items to show up in some reportings. |