New Feature Suggestions
Explain how this feature will improve your workday.
AI Powered Scan & Match
1. Automated Exception Analysis/Summary – AI explains causes and suggests resolutions
2. Improved OCR & Data Capture – Contextual AI extraction from PDFs/scans
Pinned
Under consideration
Create and Edit PO Lines while matching Invoice Lines to PO Lines
It would be beneficial to add a feature that allows users to directly add invoice items to the PO when uploading an invoice and matching items. Currently, users must ...
Suggested by:
elandre.niemand@procurementexpress.com
(13 Nov, '24)
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Upvoted: 27 Oct, '25
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Comments: 1
Pinned
Under consideration
Advanced Analytics
Embed advanced analytics into ProcurementExpress which includes:
- Query builder to allow you to get answers on your data all on your own
- Analytics dashboard with ...
Pinned
Under consideration
Do not allow a user to upload an invoice to a PO if it will over-invoice the PO
Could you please ensure that the system enforces rules to prevent over-invoicing against purchase orders? For example, if a purchase order has a value of 100 and an ...
Suggested by:
Bradley Slater on behalf of Brandon Layne
(06 Nov, '24)
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Upvoted: 26 Mar
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Comments: 1
Planned
Recurring PO's
It would be good if you could setup up recurring PO's automatically to go out for approval each week/month. Would save time & having to remember to raise them.
Close POs Based on Invoice Actuals
Add a bulk action on the invoice listing screen to automatically close related purchase orders based on the invoiced quantities and amounts. Users could select ...
Under consideration
Dashboard for Approvers Too!
Adding check-box option, for providng the approvers access to a dashboard too. It's super powerful and useful for approvers, to know at a glance what's happening ...
Under consideration
Ability to change Budget after approval
It would be helpful if at least one level of user, maybe Finance, could change the budget at anytime in the process.
Custom Field Rules
- Limit the options within a dropdown custom field based on other fields on the purchase order.
- Allow the option to configure which PO or Line Item Level custom ...
Under consideration
Improve the invoice filters to filter out a supplier
The supplier filter on the invoice lists only allows filtering one supplier at a time. The requirement here is to see all invoices that are NOT against a specific ...
Under consideration
Support Credit Notes
It would be great to add a credit to a paid PO without having to mark is as unpaid first, adding the credit item, and then marking it as paid again.
It should also ...
Suggested by:
Bradley Slater on behalf of Angela Petry
(06 Dec, '23)
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Upvoted: 16 Apr
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Comments: 8
Under consideration
Possibility to re-route approver
there should be a possibility for the "super user" to re-route a PO to another approver as long as the PO is in pending stage
Under consideration
Add Invoice Upload via CSV (listing page and line items)
Just like PO CSV upload is supported, it would be greato have a similar functionality for invoices.
This can be controlled via permissions as well.
Under consideration
Support SAML2.0 on the mobile app as well.
We support SAML2.0 login methods for Azure and Okta on the webapp, however the mobile application does not support this at the moment, and you have to log in with the ...
Suggested by:
Bradley Slater on behalf of Brandon Layne
(24 Sep, '24)
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Upvoted: 08 Apr
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Comments: 0
Under consideration
Executive Assistant read-only login to provide updates to their boss
Giving a new role for employees to grant view-only rights for an approver. Also copy them on notifications the approver receives. This role would help the EA to track ...
Under consideration
When an Invoice is approved or rejected the Supplier needs to be notified.
When a user rejects an invoice uploaded to a PO by a supplier. The supplier needs to receive an email notification that the invoice has been rejected.
The same ...
Bulk Delivery option for POs
Have the ability to select multiple POs to mark as delivered with a single action.
Under consideration
Ability to add Discount per line item.
Some Vendors offer a discount on specific items.
Add the function to be able to enter a discount percentage per item.
The user would then add a discount ...
Under consideration
Dropping the *cents* from the view
Overall readability would significantly improve readability throughout - if we just show the whole dollar figures.
Being able to control the signal to noise ...
Planned
Add email notification option for when an invoice is approved
It would be great if there was an option in settings to receive an email notification once an invoice is approved and not just uploaded. As this will be the perfect ...
Under consideration
Allow Users to create Sub Budgets from a Main Budget
With this feature, users will be able to create sub budgets from a main budget. The main budget amount can be allocated to the sub budgets. When sub budgets are used, ...
Under consideration
Allow the user to change the department when editing a PO
At the moment you have to cancel and revise a PO if the incorrect department was selected when raising a PO. It would be helpful to the user to be able to simply edit ...
Under consideration
Weekly digest to suppliers of POs awaiting invoice upload
Description
When a PO is sent to a supplier via ProcurementExpress.com, the supplier is expected to upload the corresponding invoice through the supplier portal. ...
Under consideration
Add tax as a line item when scanning in a document (Connected to QBO USA)
Because QBO USA does not allow tax, we don't have tax set up in ProcurementExpress.com when integrated (with QBO USA).
So when we scan a document using scan and ...
Under consideration
Add change orders to the system.
Add an ability for the user to submit a change order incase there are any additions, omissions, substitutions or alterations to the original PO.
Under consideration
Multiple Ship-To Locations
We have multiple locations for receiving goods & services. Head office is in another, and purchasing may be done by various departments Engineering, IT, etc. which ...
Under consideration
Expansion of Notification when Received to all roles
Currently, only staff assigned to [Finance] have the option to get notifications when goods are received? Propose this should be expanded so have an option of ...
Planned
Enforcing Receiving of Goods
Currently, we're decentralized where our front line staff make their own PO requsitions, and receive their own goods. Over time, staff aren't really receiving ...
Under consideration
add visibility on partially paid POs
there is no way to see how much of an approved PO has been consumed and what is left, which would help to build accruals, in case goods/service delivered but not ...
Under consideration
Restrict invoice uploads until goods have been received.
To ensure accurate financial records and proper three-way matching, invoices should only be uploaded after goods are received. This verifies quantities, pricing, and ...
Under consideration
Attachment Report by Grant/Program
One-click export of all grant-related documents - Exports POs, invoices, receipts, and comments by project/grant into a structured PDF or ZIP folder for audits. ...
Under consideration
Add an undo for rejected or cancelled POs
When a PO is rejected or cancelled we cannot undo that. So times a Po is rejected/ cancelled by mistake. We need an option for the user that rejected the PO to be ...
Under consideration
Add A Unit of Measure to Products
Ability to add for example, each or pack or metres etc. so cost could be each but in packs of 5 this would help to match how some suppliers invoice
Under consideration
AI-Powered Compliance Monitor
Write rules in natural language and let the AI decide whether your POs or Invoices are compliant.
The check would be done prior to sending the approval request. ...
Under consideration
Invoice line Consolidation
Consolidate all invoices Lines with 1 total per GL account (cost code) when push to QBO
Under consideration
Preserve supplier name when using import line items on draft POs
When creating a draft PO, we first select a supplier to generate the PO number, then use the import line items feature to scan the invoice onto that draft. ...
Under consideration
Remaining amount of PO item to be invoiced based off of pending invoices and not approved.
A PO item for value of 100 is invoiced for a value of 50 in the system. The remaining amount to be invoiced for that PO item is still 100. Once the invoice is ...
Suggested by:
Bradley Slater on behalf on Darach Ellison
(29 Mar, '24)
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Upvoted: 12 Dec, '24
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Comments: 0
Under consideration
Add tags to invoices to categorise them and sync those tags to QBO
In QBO, we use tags to categorise bills. You can then filter and sort by these tags which helps us manage projects easier. We would like to see that in ...
Under consideration
Add Role for Receiving
It would be helpful to have a role for someone in receiving to mark POs with items received. Many times the employee making the request, does so for others in the ...
Under consideration
Weekly reminder Undelivered PO's but only late PO's
That would be ideal to send this weekly reminder to users taking into account only undelivered PO's that are late (expected delivery date) and not all PO's.
Under consideration
Whitelabel Purchase Order Emails and RFQ emails
Emails to suppliers with the PO should be whitelabelable and the design adaptable to our CI. The current email format is not very pleasing to the eye and is full of ...
Under consideration
Different Layout Options For The PDF
The logo area is way too big; it wastes a lot of page space that could be used to display more line items.
Under consideration
MYOB intergration
Integrate Procurement Express with Australian accounting software MYOB.
Under consideration
Allow the ability to pick which fields are required when creating a new supplier
When creating a new supplier, only the Name is required. I need additional fields to be required, but there is no way for me to enforce that. As an example, I need ...
Under consideration
Budget and Accruals
Monitor and report on budgets and expenses accurately on a periodic basis. Transfer funds across projects to tailor budgets to your business execution through the ...
Under consideration
Add supplier payment terms on PDF
We currently use a custom field for supplier payment terms so that it also shows on the PDF. In the supplier records, there is already a field for payment terms, but ...
Under consideration
Supplier form - Introduce Select All for the department field
Under consideration