2022-06-15 Release Notes

PO:

• SourceDay Insights:
  • Several UI and styling changes were made:
    • Hovering over the Cash Flow Protection pie chart on the dashboard shows the line count for the section hovered on.  The pie chart also has a legend describing what each section of the chart means, and the total number of lines moved out in the last 90 days is displayed.
    • The navigation buttons are now all green.
    • The up/down indicators on the SourceDay Stats page are always gray, never green or red.

AP:

• Reports and Export
  • Provide our clients access to a "Vouchered" report, that will allow the user to view all invoices that were Vouchered by SourceDay, over a given date range.
  • Modified the Tab Export to include the following field level details:

    • Invoice Number

    • Invoice Date

    • Voucher Number (If exported from Vouchered, Posted, or Paid)

    • Paid Date (If exported from Paid)

    • Invoice Age

    • Status Date

    • Status

    • ERP Vendor ID

    • Vendor Name

    • Invoice Line Number

    • Line Status 

    • PO-Line-Rel

    • Buyer Name

    • Item

    • Vendor Part Number

    • Mfg Part Number

    • Qty (PO)

    • Qty (Rec’d)

    • Qty (Vouchered)

    • Unit Cost (PO)

    • Unit Cost (Invoice)

    • Calculated Unit Cost (Invoice)

    • Line Total (PO)

    • Line Total (Invoice)

    • Notes (last entered note)

    • Reason (Reasons captured on the invoice)

• Enhanced Workflow
  • Invoice Reason - provides the user with the particular reason an invoice is in the current status.  

    • If an invoice lands in Awaiting Receipt, the reason shall be “Material has not been received”

    • If an invoice lands in Mismatched, we should evaluate the thresholds:

      1. If the Unit Price does not match, the reason shall be “Invoice Unit Price (Invoice Unit Price) does not match PO Unit Price (PO Unit Price)”

      2. If the Extended Line Amount does not match, the reason shall be “Invoice Extended Line Amount (Ext. Line Amt) does not match PO Line Amount. (PO Line Amt)”

    • If an invoice lands in Vouchered, the reason is “Invoice has been vouchered in your ERP”.

    • If an invoice lands in Posted, the reason is “Invoice has been posted in your ERP”.

    • If an invoice lands in Paid, the reason is “Invoice has been paid in your ERP”.

  • Needs Review has been updated to allow the user to sort by Vendor Name.