Release – October 25, 2020

134 views November 19, 2020 awalshavidxchange-com 2

AvidXchange Strongroom strives to create a product that is easy to use, high performing, and provides our customers with superior paperless invoice products. We create release notes to communicate best the changes and updates we are making, as well as improvements to features to serve your needs better, as we continue to improve our products.

Missing Invoice Alerts (MIAs)

Close MIA Reason Codes

Added the ability to create, delete, edit, and save new MIA reason codes (116826)

We added the ability to create, delete, edit, and save new Missing Invoice Alerts (MIA) Reason Codes (see Figure 1).

To create a new MIA Reason Code, select the Add New button and fill in the Code and Description. You can set the MIA Reason Code as the default.

You should set one (1) reason code as the Default Reason Code to ensure that one (1) MIA Reason Code is available to use. Only one (1) MIA Reason Code can be set to default at a time.

You can also Delete a reason code to remove it from the list of available MIA Reason Codes if that reason code is longer needed. The Undelete option is also available if you need to reactivate the MIA Reason Code.

Path: Administration>>Site Setup, then MIA Reason Codes

Figure 1: MIA Reason Code

Added the ability to view the Open and Closed MIAs from the MIA History Table (120913)

On the Missing Invoice Alerts Details page (see Figure 2), the open and closed statuses for Missing Invoice Alerts (MIA) are now viewable on the MIA History table shown with the following actions:

Note: This MIA History only applies to the MIAs moving forward.
  • Open MIA by System
  • Open MIA by User
  • Close MIA by Data Entry
  • Close MIA by System
  • Close MIA by Invoice Import
  • Close MIA by Save Invoice
  • Close MIA by User

Path: Invoices>>Missing Invoices Alerts, and then click Details

Figure 2: MIA History

Added a dropdown menu to select a reason code option and add a comment to communicate why the MIA was closed manually (125261)

On the Missing Invoice Alert Details page (see Figure 3), the Mark as Close button was added to enable you to input a reason code from the Reason Code dropdown menu.

We added An Add a Comment field box to enable you to add additional information on why this MIA was closed.

Note: The Reason Code field is required, but the Add Comment field is optional.

Path: Invoices>>Missing Invoice Alerts>> select Details>>and then click the Mark as Close button

Figure 3: MIA Mark as Closed

Bank Holiday

Bank Holiday Configuration for 2021 and 2022

Added the Bank Holiday Configuration for 2021 and 2022 for all customers – (120706)

Note: These Bank Holidays follow the published Federal Reserve calendar.

The following holidays have been added for the 2021 calendar year:

  • New Year’s Date = 01-01-2021
  • Martin Luther King Day Date = 01-18-2021
  • Washington’s Birthday Date = 02-15-2021
  • Memorial Day Date = 05-31-2021
  • Independence Day Date = 07-05-2021
  • Labor Day Date = 09-06-2021
  • Columbus Day Date= 10-11-2021
  • Veterans Day Date = 11-11-2021
  • Thanksgiving Day Date =11-25-2021
Note: In 2021, July 04 is on a Sunday, so the Federal Reserve banks are closed on Monday, July 05. Christmas Day is on a Saturday, so the Federal Reserve banks are open on Friday, December 24.

The following holidays have been added for the 2022 calendar year:

  • Martin Luther King Day Date= 01-17-2022
  • Washington’s Birthday Date= 02-21-2022
  • Memorial Day Date= 05-30-2022
  • Independence Day Date=07-04-2022
  • Labor Day Date= 09-05-2022
  • Columbus Day Date= 10-10-2022
  • Veterans Day Date = 11-11-2022
  • Thanksgiving Day Date = 11-24-2022
  • Christmas Day Date = 12-26-2022
Note: In 2022, January 01 is on a Saturday, so the Federal Reserve banks are open on Friday, December 31. Christmas Day, December 25, is on a Sunday, so the Federal Reserve banks are closed on Monday, December 26.

Integrations

TOPS Pro/IQ

Invoice Transaction Date (125437)

Previously, when you voided out an Invoice record, it should create a record to reverse the original invoice. However, the newly created record was posted to the initial paid date instead of the original invoice trxn date.

We modified the AvidXchange Strongroom application to void and reissue a transaction and then pass that Invoice Transaction date into Tops.

Figure 5: Tops– Invoice Transaction Date

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