Ideas
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.
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.
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
Adding thresholds to PO re-approval
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 ...
Ability to include approval flow for invoices
Approval flow for received invoices. Once an invoice is uploaded to the PO it would be nice to have an approval flow for the invoice before payment. Should be a ...
Planned
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
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
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
The ability to drag and drop Line items when creating/editing a PO
When creating/editing a PO to have the ability to arrange the order of the line items.
For example to move a line item that was created at item number 50 to line ...
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
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
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
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
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
Bulk Delivery option for POs
Have the ability to select multiple POs to mark as delivered with a single action.
Under consideration
Automatically send supplier the purchase order when the PO is approved
When a PO is approved, and if the supplier has a valid email address, it would be good if the system just sent the purchase order.
Under consideration
MYOB intergration
Integrate Procurement Express with Australian accounting software MYOB.
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
Show 'Total Quantity' of Line Items on a PO
It would be good to have an additional indicator for the 'Total Quantity' of the Line Items on a PO along with the Gross and Net values.
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
Invoice Posted
Want to be able to select Multiple POs at once to choose YES or NO on Invoice as posted ; just the same way i can mark several POs as paid. Thank you
Not planned
User language settings include the notification emails sent to the users.
If a user has a language setting, that language setting with also include emails that are sent to the user. At the moment emails are only in English.
Under consideration
Create new supplier from the PunchOut screen
When we use a new supplier for the first time and PunchOut already supports that supplier, I want to create the new supplier on the PunchOut form.
Today, I have to ...
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
Sub-Custom Fields
I think it would be helpful to have these. What I would like to see is that I can set up a dropdown field, and based on what is chosen within that field, another ...
Under consideration
Custom fields by department
Department custom fields, not in info for dept setup but as in this department has these custom PO fields and this department has a different set, like assigning ...
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
Pull 'Account Code Number' from QuickBooks into the account field
We mostly track our accounts with codes. With the integration, we cannot see the codes only the account names.
Under consideration
Add partial payments as a menu tab or filter
I can partially pay a PO, but I don't have the option to filter by partially paid POs in the app. A partially paid status is also needed.
Under consideration
Approval emails should contain Reserved PO Numbers
When an approval email is sent to the approvers, it should contain the PO number if the setting that allows a PO number to be reserved before approval is turned on.
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 an Export option for Departments
Add an option to export the department information to a CSV file. It should function similarly to the budget export and include all fields and entries on a ...
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
Add the option for user to remove their comments left on the PO.
Add the ability for the user that left a comment on the PO section to be able to delete their own comment when needed.
Under consideration
Whitelabel Purchase Order 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
Allow the option to prevent a specific Purchase Order from syncing with QuickBooks
This feature will allow an option upon creating a purchase order that will prevent it from syncing with Quickbooks.
Under consideration
Add a "past delivery date" option to the weekly Outstanding Delivery report for PO tracking.
There should be an option added to the weekly Outstanding Delivery Report that would show you if a Purchase Order is past its expected delivery date.
If the current ...
Under consideration
Option to turn off email notifications for personal comments made on POs
Would like to turn off email notifications on comments I make personally on purchase orders. Currently if you are an approver, an email notification gets sent on ...
Planned
Add the ability to remove rejected invoices
When an invoice has been rejected we want to delete it from the PO. At the moment the invoice only shows that it was rejected.
Under consideration
Split a request into multiple POs
In cases where the requester does not know which supplier should be used, they should be able to omit the supplier and have someone else along the approval chain ...
Under consideration
Back orders
In many cases POs are not fully executed and having the option to keep the non-delivered items as back order is best practice. It may also serve (number of ...
Under consideration
Credit Notes
Have the ability to create a credit for goods being returned. For instance if product was ordered in error, so has been received in and PO complete but then at a ...
Under consideration
Include a Total QTY in the POs (currently only Total Amount € is visible)
Under consideration
Multiple Archive Supplier Items
Be able to archive multiple items at a time under a supplier. Currently, you have to go into each item and archive it, which is time consuming.
Under consideration
Allow the admins to add approvers to a PO at any point in the approval flow
When creating a PO, I want the ability to add specific individual approvers, irrespective of their approval limit.
For example, a PO may only have a value of $500, ...
Under consideration
Improve send to supplier email formatting to support paragraphs
The send-to-supplier template has open line spaces. The email sent to the supplier is all in one flowing string without the spaces. To get those elements, you have to ...
Under consideration
Add formatting to the Supplier notes section on the PO
Make the supplier notes section format-able because the information "tends to bunch up.
Add the ability to put bullets or - marks on different lines to ...
Under consideration