Summary of changes:
Payment list schedules & Approver screen now include default ALL branches invoice view which helps users to know how many schedules have been approved by him/her and what is its Approval and actual status.
Upon Viewing any schedule, its branch name will be listed on top right corner of the screen.
Roles Impacted:
These improvements will ease up the way of working for both Submitters and Approvers.
Value this change will add:
When all batches are visible:
• You can see total upcoming payouts across branches
• Identify peak outflow days
• Adjust funding accordingly.
• Group-level cash flow planning
• Clear comparison between branches
Default
ALL
view on Approvals & Schedules Tab:1. Sites with branch level Xero integration now have ALL view.
2. Branch Name column is included in the default list view.
Branch name added on Approval and Schedule screen:
1. Approvals View
2. Schedules > Approver View
Assumptions and Limitation:
• All the users have privilege added based on their roles.
• AP team has access to Schedules tab for viewing self and All schedules.
• Entity which are on Branch level integration with Xero will have a Branch column for selection and for the rest this will not appear.
Impact:
This change will have no impact on existing functioning of the application.
Support:
In case of any queries related to this change or any issues faced moving forward, please contact us on productsupport@wenodo.com
Also, for adding access to internal accounting team, product support team requires approvals from Team leads.