What's New - May 27, 2024

Redesigned Supplier Form, Supplier Diversity and Business Classifications, Email ACH file to designated email address

Redesigned supplier form 

The supplier form has a new look!  In addition to the updated UI, the main form has been organized into relevant sections for ease of supplier onboarding and management. Contact and banking details have been organized under the Settings menu.  Click here to learn more. 

Supplier Diversity and Business Classifications

You can now capture minority ownership and size details of your supplier.  On the Supplier Form, navigate to the Settings Menu and select one of the following options"

Diversity Classifications 

Use this section to define the minority ownership classification of the supplier. 

• Diversity Classification - Choose from a list of business entity Diversity classifications based on the country of the Supplier.   
• Diversity Sub Classification - If you chose  Minority-Owned as the Diversity Classification for the supplier, you can optionally choose a specific category

• Supplier questionnaires include an area for suppliers to enter the name of the organization that they have a certification from as well as the Certificate validity date, i.e. expiration date. Use the following fields to capture these details:
  • Certification Organization 
  • Certification Valid Until

Business Classifications 

In addition to the minority ownership of the supplier, you can also define the size of the business.  The list of options below is filtered based on the Country of Domicile assigned to the supplier. 

Email internet banking export file to designated user

What is it? 

Internet banking files for batch payments can now be emailed to a designated email address. 

Why it matters?

• Agencies can use the designated email inbox to centralize all payment files generated to avoid duplicate requests throughout the day. 
• This also provides the option to create separation of duties between the user generating payment file in Accountability and the user responsible for importing the file to the bank.  

How it works?

1. Assign a group distribution or an individual's email address in the Internet Banking File Email field on the Office record. 
    
   
2. Follow the steps of generating an ACH or internet banking file as usual. When you click on Create File on Page 2 of the Internet Banking Export Wizard, you'll receive an message File sent successfully, indicating that the file has been emailed to the designated email address. 
   
   
3. The payment file is received in the designated email inbox. and includes the employee code and name of the user who requested the payment. 
   
   

Easily access receipt for Freewheel client media invoice (US) 

Paid client media invoices generated from Freewheel now have the View Receipts link, consistent with other client invoice forms in Accountability.