What Is New - April 2024

Modified on Tue, 28 May 2024 at 11:00 AM

This guide covers all newly-developed functionality for Quadient AP since the previous entry in this series. These features have been implemented according to our planned development and in reaction to feedback from our customers. The following new functionalities are available for customers using the NextGen UI version of Quadient AP.

New Functionality in the Invoices Module

Reopen Expense Reports

Expense reports can now be reopened from the Invoices module. To do this:

  1. Open an expense-matched invoice in one of the following statuses:
    • New
    • In Progress
    • Reset
    • Rejected
  2. Click the three dots and select Reopen Report.
  3. In the dialog, click Reopen to reopen the expense report.

The expense report changes from Submitted to Open status in the Expenses module, and the associated invoice is deleted. You can now make any necessary updates to the expense report before submitting it again.

Downloading a PDF Export Report

You can now download a PDF report for each export. This report is automatically generated for each export batch. To do this:

  1. Go to Invoices | Ready to Export.
  2. Click View Exports.
  3. Locate the export batch you want to download.
  4. Click PDF download to download a copy of the export report.

New Functionality in the Invoices and Purchase Orders Modules

Updates to Comments and Approval Progress

Comments left when resetting, rejecting, or using the Approve with a comment option are now visible under Approval Progress. Click the thumb icon in the transaction view to open the Approval Progress dialog.

Depending on the invoice status, some comments will be hidden by default. Click Show History to show any hidden comments.

Searching by Transaction Total

Searching by transaction total amount is now supported. To do this:

  1. Enter a transaction total in the Search box such as 268.50.
  2. Press <Enter> or click the magnifying glass to search.

This returns all transactions with that total amount. Note that only number amounts with decimals such as 268.50 or 500.00 will return results. Using currency symbols like $ or € before the number amounts will not return any results.

Total Tax Tooltip

A new tooltip on transactions makes it easier to see a breakdown of tax amounts. Hover over the Tax Total to reveal a breakdown of each tax amount.

Copying and Pasting Line Items

Copy and pasting is now supported in the Lines Items table. This includes copying values from spreadsheets and pasting them into Accounts Payable by Beanworks.

To copy:

Select the values on the invoice to be copied. Right-click or press <Ctrl>+<C> to copy the values. The Copy with Headers option includes the column headers when pasting the values into a spreadsheet.

To paste:

Press <Ctrl>+<V> to paste the values. For security reasons, right-click paste is not available.

Note that copying is supported across all fields in the Lines Items table. Only the following fields support pasting at this time:

  • Description
  • Subtotal
  • Unit Cost
  • Quantity
  • Tax amounts such as HST, GST etc.
  • Total

Pagination Improvements

You can now set the amount of transaction rows visible in the tab view. This allows you quickly see larger amounts of transactions on one page. To do this:

  1. Click Rows Per Page in the bottom left corner of the tab view.
  2. Select one of the following options:
    • Auto
    • 20
    • 50
    • 100

Note that Auto is the default setting for pagination. The number of invoices shown when Auto is chosen varies depending on your screen resolution.

New Functionality in Settings

You can now customize your transaction view layout by changing the location of the Header menu and Line Item table. To do this:

  1. Go to Settings | My Profile | Preferences.
  2. Select from the following options:
    • Left or Right for the Header menu placement.
    • Top or Bottom for the Line Item table placement.
  3. Click Save to update the layout.

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