This article applies to lenders and forwarders We’re excited to share, that on December 6th, 2023, we completed a Smart Invoicing refresh! Don’t worry, it’s still the same system and processes you rely on, but now with more optimizations and features. At MBSi, we're dedicated to bringing you the products you want and continue to enhance those features to make your experience even better.
The refresh includes:
Smart Invoice Audit tool - You can now review each invoice for details on the approval logic for total transparency and complete confidence. Learn more about the audit tool HERE
A new auto-approval threshold - allowing you to set an auto-approval limit per contract. Check out this article for more details: HERE.
Improved efficiency in the invoicing approval process
Enhancement to the user experience for invoice approval
Do I need to update my contracts with the new auto-approval threshold field?
We'll automatically update the new auto-approval threshold to fall right below your staff thresholds. You're welcome to update this threshold anytime!
What about invoices from the past?
This update won't affect any invoices in the submitted queue before our deployment or any invoices from the past.
That means some of the refreshed approval logic may not apply to the recently submitted invoices (if submitted before 12/6/23). The Smart Invoice Audit tool will only appear on invoices submitted after 12/6/23.
What if I need a refresher training for me and my team?
Now’s the perfect time! Contact your account rep to set up a training!
Related Articles:
Smart Invoicing Approval Logic
Smart Invoicing Total Permissions