Release Notes

AI Invoice Processing Enhancements

Improved AI-powered invoice capture and OCR processing to extract invoice details faster and improve accuracy across vendor invoices. Added better handling for invoice numbers, line items, vendor details, and payment information.

Dark Theme Support

Quick Payable now supports Dark Theme for an improved viewing experience.

Users can switch the Quick Payable interface to Dark Mode and view supported pages and components using the dark theme. Reports and dashboards can also be configured to use the dark theme, providing a consistent viewing experience across the application.

This enhancement gives users the flexibility to choose between light and dark themes based on their preference and viewing environment.

Approval Workflow Improvements

Enhanced approval workflow configuration with more flexible routing options based on invoice amounts, departments, vendors, and approval requirements. Improved visibility into pending approvals and workflow status tracking.

ERP and Accounting Integration Updates

Expanded integration capabilities for connecting Quick Payable with accounting and ERP systems. Improved data synchronization workflows to help teams manage invoice processing and payment operations more efficiently.

BILL Payment Integration

Quick Payable now integrates with BILL to support payment processing for approved invoices using connected bank accounts or cards.

The integration supports vendor synchronization, secure BILL authentication and MFA, and payment status tracking. Quick Payable periodically checks BILL for payment updates and automatically marks the related invoice as Paid when the payment is confirmed as cleared. Users can also manually refresh the payment status when needed.

2-Way / 3-Way PO Matching

Quick Payable now supports configurable 2-Way and 3-Way Purchase Order matching.

With 2-Way Matching, invoice line items are validated against the corresponding Purchase Order line items, including applicable details such as product, quantity, unit price, amount, and subtotal.

With 3-Way Matching, invoice line items are additionally validated against the corresponding Goods Receipt.

If the configured matching criteria are not met, Quick Payable generates an Exception Record with the reason for the failed match, allowing users to review and resolve the discrepancy.

Verify OCR Support

Quick Payable now supports Verify as a third-party OCR provider for invoice document processing.

When Verify is enabled, Quick Payable sends uploaded invoice documents to Verify for OCR and data extraction.

The extracted information can include key invoice details such as:

• Vendor name
• Invoice number
• Invoice date
• Due date
• Subtotal
• Tax
• Total amount
• Purchase Order number
• Invoice line items

The extracted data is then populated in the Quick Payable invoice record, allowing users to review and correct the information before continuing with the invoice processing workflow.

Verify can be selected as the active OCR provider through Quick Payable's configuration, providing flexibility to use the supported OCR processing option configured for the organization.

Intelligent Vendor Matching Enhancement

Quick Payable now uses enhanced multi-level vendor matching logic to identify vendors from OCR-processed invoices.

The system can account for variations in vendor names, formatting, OCR results, and other available vendor information when determining the appropriate vendor record.

This enhancement reduces manual vendor selection and improves the reliability of automated invoice processing.

Purchase Order PDF Generation

Quick Payable now allows users to generate a PDF for Purchase Orders and Purchase Order Line Items.

Generated PDFs are stored in Salesforce Files for easy access and reference.

Standard Email Messages on Payable Invoice

Quick Payable now uses Salesforce's standard Email Messages related list on the Payable Invoice record to display incoming invoice-related emails.

A new lookup relationship was added between the EmailMessage and Payable Invoice objects, allowing incoming emails to be associated directly with the relevant Payable Invoice.

As part of this enhancement:

• Incoming emails are stored in Salesforce's standard EmailMessage object.
• The related Payable Invoice is associated with the EmailMessage record.
• The custom Email Message component was removed in favor of Salesforce's standard Email Messages functionality.
• Users can view email communication related to an invoice directly from the Payable Invoice record.