Ideas
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
Ability for suppliers to archive processed POs from supplier portal
Suppliers should have the option to archive processed POs. This way they can track what still needs to be actioned.
Under consideration
Invoice notifications
At the moment everyone with the same role is notified when a new invoice is uploaded and they can see it in the notification center, we want to select who gets ...
Under consideration
Add AHC payment option to to the system
When making a payment under Payment Type we would like the option AHC Payment.
Under consideration
Unpaid Po notification for Admin and Finance
A text box should appear under the Notifications options of a Company Admin and Finance User to allow them to be notified about unpaid PO's.
For example: Notify on ...
Under consideration
Pending Approval PO on Dashboard
The dashboard should have the tile for all Pending PO approval PO's for approver like Approved, Send to Supplier . See attachment screenshot
Under consideration
Notification on invoice approval
Send email to Finance users on invoice approval as is currently done on received items
Under consideration
Have to option to auto-populate all the Quickbooks custom fields
Have to option to auto-populate all the Quickbooks custom fields. At the moment only the account field is auto-populated and we would like to have the Class and the ...
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
Provide Date Range for Holiday setting
Rather than having to remember to turn on/turn off holiday setting, provide a date range while setting is active.
Under consideration
PO approver to be selected by departement approver
PO should be rooted for approval to the departement approver, not necessarily the budget approver
Under consideration
Ability to de-activate all email notifications
This is a request to give the customer the ability to deactivate all email notifications as some customers would only use PEX in the app, and would not rely on emails ...
Planned
Granularity with user role permissions / Creation of custom roles
Allow the ability to create custom roles within the company. For example, you could create a finance user who can edit purchase order requests, cancel requests, and ...
Under consideration
Add extra information on the invoice rejected email that is sent to suppliers
If you reject an invoice that a supplier uploaded onto the supplier portal, they get an email notification to say that the invoice they uploaded was rejected. ...
Under consideration
Suppliers should be able to update their details in the supplier portal
Suppliers should be able to update details in the supplier portal once this is done the company should be informed about this. Adding approval to the changes would be ...
Under consideration
Make the Supplier notes section optional on the PO creation and edit pages
Add an option to make the supplier notes optional, as we do not want our users to use this.
Under consideration
Add custom fields that populates based on selected budget.
Add a custom field type to the system that can be set on the PO creation page on the line item level that will be linked to the budgets. Once the user selects a ...
Under consideration
Processing Expense Reports
We currently exploring how we could move away from our existing forms based employee expense report templates. While there are lots of expense report systems ...
Under consideration
Under analysis
Add a discount field to line items
Be able to have the list price of the product as the default but then add a discount to automatically total the new cost
Under consideration
Add "billable" checkbox in PX to be synced with QBO
In QBO, we have a Billable checkbox on expenses. It would really help us to have that in ProcurementExpress.com too and have it sync to QBO.
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 comma and dot separators to unit price and totals on the PR creation page
When an amount reaches or exceeds a thousand on the PR creation page, the software should add comma or dot separators to make it easier to read and identify the ...
Under consideration
Additional Status for invoices and Purchase Order
As our Procurementexpress is synchronised with other software, we need additional status for "invoice". In addition to "ready to pay", "outstanding" and "settled", we ...
Under consideration
Allow custom fields to be added to the Payment tab
Give the user the ability to add custom fields to the payments screen and allow for those fields to be displayed on the payments listing page as column headers.
Under consideration
Show amount outstanding on Unpaid Purchase Order listing page
At the moment there is no outstanding amount / unpaid amount / paid amount on the unpaid purchase order listing page. This makes it time consuming to create a report ...
Under consideration
Stop suppliers from using the old PO number on the invoice after cancel and revising a PO
Once an order is cancelled and revised and then sent to the supplier, the supplier can still upload invoices to the new PO containing the old PO number. This should ...
Under consideration
Option to auto-archive budgets once end date is reached
When the end date of the budget is reached, we should have the option to automatically archive the budget.
Under consideration
Automatically Generate Backorders when stock is only partially delivered
When Orders have only been partially received, a purchase order is automatically generated as a 'Backorder' with all outstanding stock (keeping the same PO numbers ...
Under consideration
Add the option to filter by line item custom fields to PO listing pages
It would be helpful if there was a filter option added to the PO listing pages that would allow the user to filter by the line item custom fields and the QuickBooks ...
Under consideration
Allow filtering the dashboard by department/project
There is a filter for the dashboard to show data for a time span (month/year) etc. Add a filter for departments/projects as well. It would be super useful to see an ...
Under consideration
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
Show both the send to supplier and receiving items buttons when PO is approved
When the PO is approved, unpaid, and undelivered, the blue button next to 'actions' is 'send to supplier'. Add another button 'receiving items' as well so that there ...
Under consideration
@mention Users in all comments sections including invoice, deliveries, and payments
Add the ability to @mention users in all comment sections including deliveries, payments, and invoices.
Under consideration
Replying to the @mention notification email
When you reply to the @mention notification email, it sends an email notification to the person you're replying to.
Under consideration
All Attachments for a PO show in the Attachments area of the PO view
Attachments reflect in two areas on a PO view.
1. In the internal comments section when a user uploads an attachment by clicking Add Comment / File on the PO view ...
Under consideration
Allow users to specify is a PO should sync over to QBO or not.
At the moment a PO will sync over to QuickBooks once it has been approved. It will be useful to have an option available for the user to specify which orders get ...
Under consideration
Set supplier-based approval limits for Purchase Requests.
It would be great to be able to have a single approver that has multiple approval limits based on the supplier selected when creating a new Purchase Request. ...
Under consideration
Add a class code to the QuickBooks Desktop IFF Interface.
Add a field to the Purchase Request page that will allow the user to enter their QuickBooks Classes on the POs. Once the IIF file for QuickBooks Desktop is generated ...
Under consideration
Default the selected Budget for a PR based on the products being purchased.
It would be great to have an option when creating a Budget to link it to a product or multiple products so that when said products are selected in a new Purchase ...
Under consideration
Copy Departments
Add the ability to copy a Department with the relevant information like budgets and users and allowing the user to change the name of the newly copied Department.
Under consideration
Allow for the separate entry of invoice tax, gross and net amounts
Sometimes, there is a discrepancy on the amount of sales tax (VAT) to be applied between the original PO and the invoice that is received. For example, the PO may ...
Under consideration
Ability to add receipts to PO creation in Phone App
It would be great to have the ability to attach a picture of a receipt in the phone app when creating a new PO, as now you have to create the po, find the po, go back ...
Under consideration
Items with the same name reading the old unit price
Create a PO. Select a supplier. Go to the item description section and click dropdown click on "New Item". Enter the name of an item that already exists in the list. ...
Under consideration
Add ID column to an editable export for employee import
We need the employee import to function the same as the supplier, product, and budget import.
We need to be able to update existing user's information in bulk ...
Under consideration
PO that has been marked as Paid shows up as ready to pay in the Invoice tab
look for a PO that needs an Invoice, Attach the Invoice to the PO. Approve the Invoice
Go to the PO tab. Open the PO. Click on Actions and Mark the PO as paid
Go to ...
Under consideration
Add the ability to filter by cost code on the PO listing page
When you go to the PO listing page and have a look at the filter options. Notice that the user does not have the ability to filter by the cost codes. We need the ...
Under consideration
Ability to Move around the "New Items" prompt
When adding a new item. The background goes dark grey and the "New Items" prompt is stationary. The user does not have the ability to move the Prompt around. we would ...
Under consideration
Improve the Global search
The search bar could perform a wide general search based on 'keywords / #s for all PO items regardless of the status of the PO (approved, pending, draft, canceled, ...
Under consideration
Add a "Select All' Option to the Department section on the Supplier creation and Edit page
Add a setting that will allow the user to select all departments when creating/editing a supplier
Under consideration
Add a custom field option that works like tax called add on tax
We need an extra tax field as some of our suppliers need to pay a 1% tax on top of the normal tax.
I have added an image explaining this a bit better.
Under consideration