Enhancements to Bill Capture
Scanned Vendor Bills Page Improvements
- You can now delete uploads in bulk. Check the box next to one or more uploads and click Delete.
Change
- A Reference No. column is now displayed on the Scanned Vendor Bills page. Previously this was only available on the Review Scanned Bill page.
- A duplicate detection warning is shown on both the Scanned Vendor Bills and Review Scanned Bill pages if the reference number has already been used. This helps you identify if you have uploaded a duplicate bill.
- You can now add user notes on both the Scanned Vendor bills and Review Scanned bill pages. These user notes are carried over to the bill in the User Notes section of the Communication subtab.
Review Scanned Bill Page Improvements
- NetSuite SuiteTax Engine is now supported. NetSuite India Localization SuiteTax Engine and NetSuite LATAM Engine are currently not supported.
- Templates are now available. Templates save data for select fields for specific vendor and subsidiary combinations. Template data will override scanned bill data.
- Discounts are now supported, including percentages and negative rates.
- You can now apply payment holds when reviewing your bill. Check the Payment Hold box to apply a payment hold on a disputed bill.
- Files can now be downloaded from the Review Scanned Bill Page. Select the download icon on the left side of the split view.
- For line items, if there is no PO linked or scanned value found, item rates are carried from the item record.
- When selecting a PO number for a line item, the Billed Quantity is now displayed in the Purchase Order pop-up.
Bill Creation Improvements
- To create bills using Bill Capture, the Create level of the Documents and Files permission is now the minimum requirement. Previously, Full access level was required.
- After creating a bill using Bill Capture, the uploaded file can be viewed in a split view next to the created bill.
- If a bill was created using Bill Capture, this is indicated in System Notes. (Bill > System Information subtab > System Notes)
New Bill capture Preferences
- When a PO is linked, you can now use PO data for all applicable fields, except line items and expenses, and require a review. (Bill Capture Preferences > Review Page field Sourcing > Purchase Order)
- Scanned item lines can be aggregated as one line. Previously, this was only available for expense lines. (Bill Capture Preferences > Review Page Line Display > Item Line Total)
- You are no longer required to select tax and shipping preferences for Bill Capture. They can be left empty. (Bill Capture Preferences > Review Page Field Sourcing > Total Tax / Shipping Cost) For more information, see the help topic Email or Upload Vendor Bill Files Into NetSuite Using Bill Capture. Change