Ideas

Ability to know the PO number without creating a PO

Here is an example If I’m on the phone with Napa auto parts ordering some car parts. I don’t know yet what I’m buying and for how much money. After discussing with ...
Suggested by: Mathieu Touchette (13 Jul, '21) Upvoted: 13 Jul, '21 Comments: 1
Done

Close a PO with balance on it

A PO is created for multiple line items say for CAD 200, in the end, the total amount after the final bill comes to CAD180. I want to be able to close the PO is ...
Suggested by: Kelvin Iwerinwa (06 May, '21) Upvoted: 06 May, '21 Comments: 1
Done

Date Format

In US typical date format is Month, Day, Year not Year, Month, Day. Please provide capability to revise
Suggested by: Jerry Stanley (04 May, '21) Upvoted: 04 May, '21 Comments: 1
Done

Request to give products their own tab.

Currently to be able to take actions on your products in the system you need access them from the Suppliers tab. This is a request to give the products tab their ...
Suggested by: Elandré Niemand (20 Nov, '20) Upvoted: 20 Nov, '20 Comments: 1
Under consideration

Supplier contract in PO

Hey, There is an option to upload a file to the supplier card so we can upload the contract there. We need to have an option to see the contract from the PO we ...
Suggested by: Igal (03 Jun, '20) Upvoted: 03 Jun, '20 Comments: 1
Done 9394

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 ...
Suggested by: Kent (08 May, '20) Upvoted: 08 May, '20 Comments: 1
Under consideration Under analysis

Ability to Navigate to the supplier tab from PO screen

You should be able to navigate to a specific supplier by clicking on their name on the Purchase Order screen. Steps to follow: Go to the PO screen Click on the ...
Suggested by: Elandre Niemand (10 Feb, '20) Upvoted: 10 Feb, '20 Comments: 1
Done

Export

export po's to QuickBooks
Suggested by: Suzanne (09 Jan, '20) Upvoted: 09 Jan, '20 Comments: 1

Showing Only 10 items for PO Filter

From the PO listing page, and applying filter options - Seems I can only see the first ten (10) item, starting from A.... Was the number of items shown, ...
Suggested by: Kent (18 Dec, '19) Upvoted: 18 Dec, '19 Comments: 1
Done

Purchase order custom fields based on department

Suggested by: Miriam Klein (12 Dec, '19) Upvoted: 12 Dec, '19 Comments: 1
Done

Ability to upload a Text (Tab delimited) (*.txt) file containing long lists of components tp PO

I really want the ability to upload a list of parts in a .txt (Tab delimited) text file to automatically add them to the PO line items.
Suggested by: Colton Stiffler (02 Oct, '19) Upvoted: 02 Oct, '19 Comments: 1
Done

Slack Integration

Add a Slack integration for PO creation shortcuts
Suggested by: Josh (10 Nov) Upvoted: 10 Nov Comments: 0
Under consideration

Allow users to create customer CSV downloads.

Currently, in the system, in order to create a custom CSV download for import into a third party system. users have to get the development team to write a custom ...
Suggested by: James Kennedy (09 Nov) Upvoted: 09 Nov Comments: 0
Under consideration

Add a photo catalogue to the products list

We want the ability to attach pictures to our products to make sure it's the correct product/color when creating a request. This will also be more engaging for our ...
Suggested by: Mariska (19 Oct) Upvoted: 19 Oct Comments: 0
Under consideration

Pick bundles of products to create a purchase request

Add the ability to create bundles of products. So we can pick bundles that we frequently buy together and then just update the totals.
Suggested by: Mariska (19 Oct) Upvoted: 19 Oct Comments: 0
Under consideration

Add "Buy Now" for other e-commerce stores too

Today, you can use the "Buy Now" button to create the Amazon Cart in your own account, straight from the PO. We need this to be available on all Punchout stores.
Suggested by: Mariska (19 Oct) Upvoted: 19 Oct Comments: 0
Under consideration

Bulk Delivery option for POs

Have the ability to select multiple POs to mark as delivered with a single action.
Suggested by: Karl (16 Sep) Upvoted: 16 Sep Comments: 0
Under consideration

Anomoly Detection

Using all the data in the system, the system would pick out unusual transactions through across all customers. These would be used to notify leaders in organisations ...
Suggested by: James Kennedy (30 Aug) Upvoted: 30 Aug Comments: 0
Under consideration

Attachment to a PO to be included in the pdf

We need the option when we attached something to a PO that this is added to our PDF, this needs to be a separate page on the PDF. Would be great if we can have this ...
Suggested by: David McClure (25 Aug) Upvoted: 25 Aug Comments: 0
Under consideration

Remove empty cells on custom fields table that show on PDF (related to Label custom fields)

When we use a label custom field on the PO, it adds an empty cell on the PDF. To save space, we would prefer if the labels were next to each other instead of ...
Suggested by: Cynthia (19 Aug) Upvoted: 19 Aug Comments: 0
Under consideration

Remove "Pending" status from Administrator PO's

Please remove the watermark of Pending across the PO's. It causes more work as another administrator must approve & re-print, to not show the Pending. All approval ...
Suggested by: Sara (05 Aug) Upvoted: 05 Aug Comments: 0
Under consideration

Use Google Document AI to parse invoices

Google have released Docuent AI. Can’t we use this to automagically parse uploaded invoices so you don’t have to key in the data values. ...
Suggested by: James Kennedyja (03 Aug) Upvoted: 03 Aug Comments: 0
Under consideration

Edit draft via app

I cannot currently edit draft POs on my phone.
Suggested by: Jack (05 Jul) Upvoted: 05 Jul Comments: 0
Under consideration

Customiseable PDF templates specific to Suppliers

Add the ability to create templates for the PDF's sent to Suppliers and allocate these templates to specific Suppliers.
Suggested by: Karl (05 Jul) Upvoted: 05 Jul Comments: 0
Under consideration

Link QuickBooks Customer/Project field to Budget as is done with the Account field

Suggested by: Karl (05 Jul) Upvoted: 05 Jul Comments: 0
Under consideration

Prevent User from copying a PO

Add the ability to prevent certain users from copying a PO.
Suggested by: Karl (05 Jul) Upvoted: 05 Jul Comments: 0
Under consideration

Add 'Supplier Code' field to 'Add Supplier' function

When a new Supplier is created there will be a field for adding a 'Supplier Code' along with the other information.
Suggested by: Karl (05 Jul) Upvoted: 05 Jul Comments: 0
Under consideration

Custom Language options for PO sent to a Supplier

The feature would give you the option to select a language in which a PO is sent to a Supplier.
Suggested by: Karl (05 Jul) Upvoted: 05 Jul Comments: 0
Under consideration

Add Keyboard Shortcuts

Products like Slack and Stripe, offer keyboard shortcuts to make common tasks quicker to do. For example, in Stirpe, you can hit back slash to move the cursor to ...
Suggested by: James Kennedy (17 Jun) Upvoted: 17 Jun Comments: 0
Under consideration

Send the PO to the higher level approver if the PO creator is an approver in the chain.

When an approver creates a PO using a budget that they are assigned to in the chain of approval, the order will need to be sent to the approvers in the chain that has ...
Suggested by: Hannah Godbeer (08 Jun) Upvoted: 08 Jun Comments: 0
Under consideration

Disable Email Reports

After clicking on Profile -> Reports -> Run Report, the system sends an email copy of an Excel file containing the report detail. There is a security concern around ...
Suggested by: Michael Foley (31 May) Upvoted: 31 May Comments: 0
Under consideration

Notification of partial receipt of goods

It appears that an email notification gets sent only when a PO is delivered in full. It would be a tremendous benefit to receive an email notification for partial ...
Suggested by: Angela Petry (31 May) Upvoted: 31 May Comments: 0
Under consideration

Add "Fulfillment Status" as a filter for Purchase Order interface

Current filters include the fields Supplier, Requester, Department, Duration, Payment Type, etc I would find the addition of the "Fulfillment Status" field to the ...
Suggested by: Jodi M. (06 May) Upvoted: 06 May Comments: 0
Under consideration

Product Shop for customers or employees

Offer a defined list of products through an online shop that either your customers or employees can choose from and place orders for. The orders would be processed ...
Suggested by: Christophe (25 Apr) Upvoted: 25 Apr Comments: 0
Under consideration

Attachments added to Invoice for PO - visible in invoice view

Ability to add a digital copy of a physical document into the Invoice "ready to pay" or "Outstanding" part for accounting. We have some wet signature documents it ...
Suggested by: Amanda (13 Apr) Upvoted: 13 Apr Comments: 0
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 ...
Suggested by: Jason Cox (12 Apr) Upvoted: 12 Apr Comments: 0
Under consideration

RFQ Document Description - make Optional

Currently the document description is required in order to add a document to the RFQ.
Suggested by: Amanda (12 Apr) Upvoted: 12 Apr Comments: 0
Under consideration

If possible to have a summary listing features of pending POs due for approval for the day only

Example if the approver has 10 POs in total for approval in the system, but only 3 is due for approval today… is it possible to just select those 3 POs and put it ...
Suggested by: Catherine (11 Apr) Upvoted: 11 Apr Comments: 0
Under consideration

Mandatory fields for Supplier information

The ability to make certain fields mandatory when setting up a new supplier. eg: Contact name, address, email, phone number. This would ensure we have proper contact ...
Suggested by: Christy (23 Feb) Upvoted: 23 Feb Comments: 0
Under consideration

Sort Requested date

Create the ability to sort the Requested Date
Suggested by: Heidi Geist (25 Jan) Upvoted: 25 Jan Comments: 0
Under consideration

Default Receiving/Payment Quantites/Amounts

It would be great to have a setting option to default receiving/payment quantities/amounts to 0 rather than the total per the PO or total remaining. My suggestion ...
Suggested by: Macaera (05 Jan) Upvoted: 05 Jan Comments: 0
Under consideration

don't notify person why made a comment

We have an employee that has expressed constant frustration that when they comment PE they receive a notification. They want to receive notifications when others make ...
Suggested by: Heidi Geist (05 Jan) Upvoted: 05 Jan Comments: 0
Under consideration

Copy PO from one Company to the other for Multi-Company accounts.

Add the ability to allow the user that have multi-company entities to be able to copy over a PO from one entity to another.
Suggested by: Andrew Wee (04 Jan) Upvoted: 04 Jan Comments: 0
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 ...
Suggested by: Des Directors (21 Dec, '21) Upvoted: 21 Dec, '21 Comments: 0
Under consideration

Create short cut keys for ADD A NEW ITEM

Would be great to have short cut key combination for ADD A NEW ITEM when raising POs. Finance staff largely use short cuts rather than mouse clicks to move quickly ...
Suggested by: Christine Lewis (09 Dec, '21) Upvoted: 09 Dec, '21 Comments: 0
Under consideration

Restricted additional notes/comment & adjustments after PO fully approved

Add the option to restrict the users from making adjustment and leaving additional comments and/or notes to the Purchase Orders after the PO has been fully approved.
Suggested by: Elandré Niemand (11 Nov, '21) Upvoted: 11 Nov, '21 Comments: 0
Under consideration

Change "Send" button on requests to "Send for Approval"

We don't use the approval side of the software (all requests are self-approved), but we do use the "Send to Supplier" functionality. When our users click on "Send" on ...
Suggested by: Jacob (13 Sep, '21) Upvoted: 13 Sep, '21 Comments: 0
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 ...
Suggested by: Andrew (01 Sep, '21) Upvoted: 01 Sep, '21 Comments: 0
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 ...
Suggested by: Nate (20 Aug, '21) Upvoted: 20 Aug, '21 Comments: 0
Under consideration

Remaining budget available

In addition to being able to see available budget by hovering over the budget item, it would be great to see it underneath the "gross amount" total on the request.
Suggested by: Amy-Jo Walborn (04 Aug, '21) Upvoted: 04 Aug, '21 Comments: 0
Under consideration