In our March release, we proudly introduce two new features designed to streamline and simplify our AP Automation customers’ workflow. No need for a bespoke solution anymore – now you can effortlessly leverage user data on purchase orders with our newly standardized features. Simply activate and start enjoying the benefits.
Handling matching discrepancies is now simpler. User visibility in connection with matching purchase orders is enhanced by incorporating user information into the purchase order details. Users can be associated with specific roles like "Buyer," "Owner," "Reference person," and "Other." The system automatically populates roles where users are designated, aiding in resolving discrepancies between invoices and matched purchase orders.
This improvement makes it easy to identify users with relevant information about the purchase order. Previously, customization was needed for automatic assignment of recipients for manual invoice tasks. Now, the solution allocates tasks like header review and approval to specific user roles, streamlining the process.
If your organization doesn't currently include user information in the matching purchase order details, the user information field in the purchase order details view will be empty.
The system can assign manual invoice tasks to all connected users or only those linked with purchase order lines with discrepancies. Connecting the resolver to the manual task makes the process smoother by automatically populating user selections in the user picker interface when manually assigning tasks.
For detailed information on these updates and more, visit our features page. You can start enjoying the benefits of these new features by contacting your Basware consultant or Basware support.
