At SquareWorks, we’re constantly working to improve Automate, our NetSuite-native accounts payable (AP) automation platform. This month’s updates focus on expanded automation capabilities, platform improvements and some exciting developments on the horizon.
Zero-Touch Invoice Processing
We’re currently testing touchless invoice solutions with a group of early adopters. To help us determine if you’d be a good fit and to influence future development, we created this quick 6-question survey for SquareWorks customers. (As a thank you, you will be entered into a drawing for a $100 Amazon gift card for completing the survey.)
Accrual Automation
Expanded Account Type Support
We’ve removed restrictions on offsetting account types in Accrual Automation, giving you complete flexibility to handle accruals according to your specific accounting practices. Previously, the system assumed you’d always offset against certain account classifications. Now you can offset against any account type in your chart of accounts.
This update is especially valuable for:
- Organizations with specialized expense tracking approaches.
- Companies accruing items that post to non-standard account types.
- Businesses with unique accounting requirements beyond typical expense workflows.
Combined with our enhanced type-ahead functionality in dropdown menus (see platform improvement below), finding and selecting the right offsetting account is now both flexible and efficient.
Payment Automation
International Payments Coming Soon
We’re in the final stretch of development for the upcoming international payment capabilities within our Payment Automation solution. This expansion will:
- Simplify global transactions directly within NetSuite.
- Provide transparent fee structures and competitive exchange rates.
- Eliminate external payment systems for international vendors.
- Integrate seamlessly with your existing SquareWorks Automate environment.
This addition will provide a comprehensive payment processing solution—whether you’re paying vendors locally or globally—all without leaving NetSuite.
Click here to request early access when international payments become available.
Streamlined Payment Status Options
We’ve simplified bill payment status options to those which affect payment processing. The updated interface now presents a cleaner, more intuitive workflow that focuses on the actions that matter—creating, approving, and releasing payments efficiently.
Enhanced Remittance Communication
We’ve also improved payment communication with vendors by clarifying payment dates in remittance emails (now showing actual settlement dates) and adding invoice total as a custom remittance column option for better transparency when credits or adjustments affect payment amounts.
Platform Improvements
Scalable Performance for Large Record Sets
We’ve enhanced our system architecture to better support organizations with extensive employee lists (e.g. 4,000+ employees), resolving query limitations that could impact dropdown performance. As part of this improvement, we’ve also implemented intelligent type-ahead functionality across all dropdown menus, allowing users to quickly filter through large lists by typing.
This combined enhancement means that whether you’re selecting from a small subsidiary list or searching through thousands of employees, the system performs efficiently while making navigation faster and more intuitive. No matter how large your organization grows, SquareWorks Automate scales with you.
Ready to explore how SquareWorks Automate can transform your financial operations? Schedule a consultation with our team of NetSuite and AP automation experts.
