At Cledara, we’ve heard your feedback loud and clear!
Many of our customers have requested enhancements to simplify the manual invoice upload process. We understand the challenges Finance teams face in tracking down missing invoices and reconciling transactions, particularly at month-end.
To address these pain points, we’ve introduced several powerful improvements to make invoice management smoother and more efficient.
Here’s a look at the new features we’ve implemented to help Admins and Finance teams better manage missing invoices:
1. Simplified Invoice Management with My Tasks
Admins and Finance users can now easily see and take action on pending invoices across the whole workspace directly from the My Tasks section. This new feature centralises outstanding tasks, speeding up the bookkeeping process and allowing better oversight of missing documents.
2. Enhanced Payment Details for Transparency
More details about your invoices and payments are now available in each application's Payments tab. You can see who uploaded an invoice and view any comments associated with the transaction.
This data is also included in the CSV export from the Transactions tab, making it easier to keep records accurate and perform analysis.
3. Flexible Invoice Resolution
Admins and Finance users can now change the resolution of an invoice. This gives teams greater control over managing invoices and ensures that updates or corrections can be made as needed without hassle.
4. Customisable Email Reminders for Missing Invoices
Admins can now customise invoice reminder settings to better suit their workflows. Additionally, they can decide whether users can turn off invoice reminders to ensure that important tasks like uploading invoices don’t fall through the cracks.
5. Individual Reminder Notifications
Need to nudge someone about a missing invoice? Admins and Finance users can now send additional reminders for individual users about missing invoices, making it easier to follow up on specific transactions without overloading team members with general notifications.
6. Improved Email Integration for Invoice Capture
Admins and Finance users can now see inboxes connected through the email integration feature for invoice capture. This ensures a quick reconnection of essential invoice mailboxes if any of the connections drops.
Why These Changes Matter
These enhancements are designed to save Finance teams time and effort by improving visibility and control over invoice management. With these tools, teams can focus less on chasing down missing invoices and more on ensuring smooth financial operations.
By empowering Admins and Finance users with these features, we’re making it easier to keep the house in order - so that App Owners and other team members can concentrate on their core tasks without unnecessary distractions.
We’re excited to see how these improvements make a difference for your team! Have more feedback or suggestions? We’re always here to listen.