At Charted, we’re constantly working to improve our NetSuite-native AP automation platform. Our September updates focus on invoice processing efficiency, expanded international payment capabilities, and enhanced workflow controls.
Invoice Automation: streamlined processing and touchless capabilities
Save & Next for Faster Invoice Processing
Processing high volumes of invoices just got significantly faster. Our new Save & Next functionality eliminates the manual navigation between bills:
- Streamlined Workflow: Save the current bill and automatically load the next one from your filtered inbox view.
- Automatic Submission: Bills are saved and submitted for approval in one action, maintaining your approval workflows.
- Reduced Context Switching: No need to open multiple tabs or manually navigate back to the inbox between each bill.
This enhancement is perfect for AP teams to stay in the flow when processing invoices, dramatically reducing the time spent on navigation and repetitive actions.
While Save & Next accelerates your existing workflow, our latest touchless capabilities take efficiency a step further by eliminating manual clicks entirely for routine transactions.
Early Access: Touchless Invoice Processing
Now available to Early Adopter Program participants, Touchless Invoice Processing eliminates manual steps for routine transactions:
- Auto-Create PO Bills: Global setting automatically generates bills when invoice quantities match what’s available for billing on purchase orders.
- Vendor-Level Auto-Create: Opt-in specific vendors for automatic bill creation—ideal for utilities, subscriptions, and trusted vendors with consistent patterns.
These capabilities include built-in safeguards with strict matching criteria, with general availability planned for November. Interested in early access? Contact our team to join the program.
Enhanced PO Status Filtering
New inbox filtering options help AP teams focus on actionable items:
- Filter by PO Status: See which bills are pending billing, pending receipt, or ready for processing.
- Exception Handling: “No PO” and “Not Found” filters identify standalone bills and unmatched PO references.
- Streamlined Workflow: Eliminate time spent searching through irrelevant invoices.
International Payments: Expanded Global Reach
Enhanced Vendor Onboarding Experience
Our international payment capabilities include several user experience improvements:
- Currency Selection: Vendors can specify their preferred payment currency during onboarding (e.g., USD or CAD for Canadian vendors).
- Streamlined Field Ordering: Bank details and address fields are now organized more logically for faster completion.
- Dynamic Form Adaptation: Additional information sections only appear when required for specific countries.
Unified Payment Processing
International payments are fully integrated into your standard workflow:
- Batch Processing: Release domestic ACH, checks, and international payments together from one screen.
- Real-Time Status Tracking: Monitor international payment progress directly within NetSuite.
These enhancements are currently available to Early Adopter Program participants. Contact our team to join the program.
Accrual Automation Updates
More Control Over Journal Entry Structure
Accrual Automation now offers greater flexibility for organizations with specific GL reporting requirements:
- Individual Line Offsetting: New option to create separate offsetting entries for each accrual line instead of one consolidated offset.
- Enhanced Audit Trails: Each offset line includes clear memo descriptions referencing the specific line it offsets.
- Smart Line Limits: Automatic warnings prevent journal entries from exceeding NetSuite’s 1,000-line limitation.
This update adapts to your accounting practices rather than forcing you to change them.
Platform Improvements
We’ve made several enhancements to improve daily workflow efficiency:
- Cleaner Invoice Confirmation: Streamlined UI for handling invoices with missing subsidiary or PO information.
- Improved Folder Restrictions: Better handling of department-level folder restrictions in Advanced Vendor Onboarding.
Looking Forward
In the coming months, expect enhanced visibility into touchless processing metrics, expanded international currency support including FX capabilities, and continued refinements to our automation workflows.
Ready to explore how these updates can transform your AP operations? Schedule a consultation with our team of NetSuite and AP automation experts.
