Change
- Vendor Bill Sender Permission for Transaction Email Capture
- Brazil Certification Tax Authorities Enhancements
Enhancements to Bill Capture
The Scanned Vendor Bills page provides more control over how content is uploaded and displayed:
- Upload multiple files – You can upload multiple files on the Scanned Vendor Bills page. Previously, files could only be uploaded one at a time. Notifications alert you of successful and unsuccessful file uploads.
- Hide and delete rows – Rows of scanned bills can be hidden or deleted from the Scanned Vendor Bills
page. This reduces the number of rows on the page, improving user experience and performance of
the page, for example, when filtering.
- Rows of scanned bills that have been reviewed and generated can be hidden. Hiding a row does not delete the file from the File Cabinet.
- Rows of scanned bills that have been uploaded but for which the bills have not been generated yet can be deleted. Deleting a row also deletes the file from the File Cabinet.
- Auto-refresh – The list of scanned bills is automatically refreshed after a new file is uploaded. The Review Bill page has several improvements:
- Subsidiary mapping – If you have access to multiple subsidiaries, Bill Capture attempts to select the correct subsidiary. If an incorrect subsidiary is suggested, you can manually update it. Bill Capture learns from these corrections and suggests the correct subsidiary the next time you upload a similar bill.
- Expense line mapping – Accuracy of expense line mapping is improved by matching what is on the bill to the items and expenses on the purchase order. If no purchase order is matched, historical transactions are considered to categorize lines as items or expenses. This takes into account multiple similarities when examining previous bills from your matched vendor.
- Reference number duplicate detection – Reference numbers are validated to check if they have already been used for the vendor. If the reference number is not unique for the vendor, a warning message is displayed. You can save the duplicate or change the reference number. For more information, see the help topic Email or Upload Vendor Bill Files Into NetSuite Using Bill Capture. Change