Enhancements to Bill Capture View the Bill Capture New Feature Preview (Article available only in English).
New Filters on the Scanned Vendor Bills Page
Filters for Vendor, Upload Source, and Email Source fields are now available on the Scanned Vendor Bills
page. This enhancement helps you filter large numbers of uploaded bills more effectively.
New Fields on the Review Bill Page
Several additional fields are now available at the header and line level of the Review Bill page. These fields
give Bill Capture more data to work with, which reduces your need to edit the bill post-creation.
New fields at the header level include:
- Custom Segments – Custom segments are used to create custom classification fields, similar to class, department, and location. You can now use custom segments in Bill Capture to classify vendor bills more accurately.
- PO Number – By including the PO Number field in the primary information of the Review Page, you can update the PO in all lines at the same time. If a new PO is selected, fields that are sourced from the PO will be remapped.
- Discount Date – The discount date is automatically calculated based on the payment terms for the bill.
- Posting Period – The posting date is the date that is used to post the transaction in the General Ledger in NetSuite.
- Memo – The Memo field reduces the need for editing the bill post-creation.
New fields at the line level include:
- Custom Segments – Custom segments are now also available on the line level.
- Customer – Customer is available on the line level.
- Project Task – You can now organize items and expenses by different projects. This helps differentiate between multiple projects depending on the item or expense.
- Billable box – Use the Billable box to classify whether an item or expense is billable or not. When this option is selected, the item or expense will be ready to be billed when bill creation is complete.
Updated Bill Capture Preferences Page
The Bill Capture Preferences page now has subtabs to categorize preferences, making it easier to find the preference you are looking for. A new preference to source due date from the scanned file or payment terms is now available.
Enhanced User Experience Regarding Purchase Orders
For items and expenses, an icon now appears when there are potential POs that could be linked to a certain line. The Purchase Order popup window, where you can link a PO to a specific line, now includes the Ordered Quantity and Received Quantity. Clicking a PO number opens the PO record. For more information, see the help topic Email or Upload Vendor Bill Files Into NetSuite Using Bill Capture.