Ideas
SKU Column to Invoice tab
When entering invoices on the new invoicing tab feature, it would be extremely helpful if the SKU column was added so I can see which SKU is for which item. The ...
Under consideration
Add a warning or limit for over-invoicing on POs
It would great to give the user a warning when they are about to create an invoice that has a total value greater than the PO total value to stop users from ...
Under consideration
Option to disable send request shortcut
If you fill in all the fields on the PO create screen, and then press enter, the PO will be sent for approval. Sometimes, I press enter by mistake and send the PO by ...
Under consideration
PO List View doesn't allow searching for archived Suppliers
When you archive a Supplier you can no longer search for that supplier on the PO listing page even if there are active POs associated with it.
Under consideration
Add action to merge duplicated items
In the product list you can only archive duplicated items. There is no option to merge the items in the product list.
Under consideration
Approver filter on Invoice tab should show Invoice attached to the POs this user approved.
When you apply a filter on the invoice->outstanding pages to filter out the Approver and select a user's name under the filter it should only show the invoices ...
Under consideration
Add notification for vendor when PO that has been sent to the supplier has been updated
There should be a notification option to tell the vendor that the PO that was previously sent to them has been updated.
Under consideration
Better logic for recording and managing deliveries
Request to add the following abilities to the receiving of items.
Ability to edit the details of recorded deliveries
Decide if you want prefilled quantities or not ...
Under consideration
Extend the search for a supplier with multiple criteria
A user should be able to search for a supplier based on a supplier's characteristics
Name
Address
Notes
Contact person
Category tags
The uer should be able to ...
Under consideration
Add ID column to an editable export for employee import
All exports on the system currently have ID's to identify the unit, expect for the employee export. You can make changes to the employees using the export/import as ...
Under consideration
Ability for Finance Members to change the currency of a PO after it has been approved
We want the ability to modify an approved purchase order and update the currency used for its creation.
Under consideration
Allow custom fields to pull through to QuickBooks with integration
Create a custom field button on the QuickBooks integration page that once a customer click on it they will have a list of there PEX custom fields next to the QB ...
Under consideration
Request for Team members to have their own dashboard
A dashboard like the screenshot below should appear but only displaying information that team members have access to,
.All that needs to be displayed is the ...
Under consideration
Expand down a list of all budgets in the Dashboard
It would be good though if when you clicked on “view full list” it just expanded down instead of taking you into the budgets page. The bar-filled graph is a lot ...
Under consideration
Supplier Receiving email in their own language
We want it so that when a PO is sent to the supplier the supplier will be able to receive the email in their own language. They deal with international companies.
Under consideration
Restricting the approval of invoices by department
Currently any user role can approve an invoice. It then goes into the "ready to pay" status where finance are able to review the invoices and still have the option to ...
Under consideration
Adding a option for user to select which PDF template type needs to be sent to the supplier
We would like to continue to use the current templates. We use the Default Tax Template for our PDF Settings currently. The main issue is that we have 2 specific ...
Under consideration
Unable to import suppliers into a QBO linked account
Users should be able to import a supplier list from ProcurementExpress.com rather than create them in Quickbooks
Under consideration
Finance can modify a PO budget(s) after approval
Allow Finance to modify the budgets in line items at any time after approval
Under consideration
Add a column to the Invoice ready to pay tab to show the amount of days since invoice due
If the invoice due date is, for example, Feb 21, and the current date is Feb 25, then the "Overdue" column will show "4 Days"
Under consideration
Allow any user to choose which page is their homepage when they login PO
Allow any user to choose which page is their homepage when they login (PO listing page / requests pending their approval list / dashboard / etc)
Under consideration
Add option to Upload document when receiving items
Usually we will receive a receipt document when orders are received, it would be amazing to be able to upload this document when items are received on Procurement ...
Under consideration
When you archive a department, append the text (archived) to the end of it
When creating a new department, if you use the same name as an archived department, the system won't let you create that department because there's an archived ...
Under consideration
Partially pay an invoice linked to two purchase orders
If an invoice is linked to two or more POs and you click on pay invoice, you can have the option to remove some of the purchase orders that are linked to only fully ...
Under consideration
Override default item SKU if a new SKU is entered
If you enter a new SKU in the SKU field and then enter a description of an already exiting item, the SKU you entered is overridden by the SKU that was saved for the ...
Under consideration
Allow The user to choose if they want the amounts to be rounded or not
Allow the user to choose if they want amounts on PO items to round up or not.
15147
Under consideration
Allow line item import for fixed product list with QuickBooks connection
Allow the line item .csv import feature to work when a customer has a fixed product list and QuickBooks setup as well.
Under consideration
Add a "last used" column on suppliers list so I can bulk select and archive unused suppliers
For instance, I want to filter by the field "last used" and bulk-select all suppliers that were not used in the past 2 years so I can bulk-archive them.
Under consideration
Sync custom fields in Procurement Express into QuickBooks
Allow the option to sync some custom fields made in Procurement Express into QuickBooks custom fields
Under consideration
Add the ability to bulk edit user notifications across multiple accounts
At the moment a company user will have to manually edit each user's account to adjust their notification settings. It would be a great timesaver to have a function ...
Under consideration
Add ability to bulk archive invoices
We can bulk archive purchase orders, but we can't bulk archive invoices
Under consideration
Add the ability to coper over user roles when archiving a user
There is a pop up asking the customer if they want to replace the user with a new user and delegate the pending approvals and roles and responsibilities to a new ...
Under consideration
Department Column on Invoices Listing
It would be great to have an option to add the department column on the invoices listing for departmental reporting and analysis purposes
Under consideration
Allow approval override for a single approver
Sometimes, when someone is on holiday, they forget to put holiday mode on. It would be great if the finance user could approval override for that single user and then ...
Under consideration
Allow a spend limit based on suppliers
If we want to limit spend for a supplier (Amazon, for example) for a month, allow a setting on the supplier that allows you to limit spend for a duration of time.
Under consideration
Sync net amounts for line items and gross amount for total to QuickBooks Online
At the moment the Gross amount per line item is synced over to QuickBooks. This is a request to make it optional for the user can choose if they want the net or gross ...
Under consideration
Add button to toggle showing passwords as cleartext.
Have a button that toggles showing passwords as cleartext so you can see if you make a mistake when matching your passwords or typing in your password.
Under consideration
Add more PO metadata to reports.
- If a PO is approved, the Approved Date is added to the Date Approved Colum and the Date Rejected Column remains empty.
- If a PO is Rejected, the Rejected Date is ...
Under consideration
Allow option to choose whether to copy PO custom fields or not when copying a PO
Sometimes it's not necessary to copy the custom fields as well when copying a PO. When the user clicks actions -> copy, allow a pop up asking the user if they want to ...
Under consideration
Total Open PO's
Is there an easier way to get a quick total of open PO's at any given point? Currently, I am exporting the Unpaid PO to Excel, to estimate what our current ...
Under consideration
Copy attachments from a PO into an invoice
People always create a PO and attach the invoice to the PO. They then assume that this is invoice done. When I am paying an invoice I have to download the attachment ...
Under consideration
Add ability to re-shuffle line items
Allow users to re-shuffle/re-order line items on POs
Under consideration
A 'Quote me' link
Create a 'quote me' link I can share with vendors who want to work with us. It is like a meeting booking link but a quote link. It should include the vendor details ...
Under consideration
Allow user to see item details on PO listing screen with a pop up
On the PO listing pages, add a button to each PO line. If you click the button, a popup appears with the item details for the PO. This way you can quickly and ...
Under consideration
Internal comments for PO and Invoice are shared
If you create a comment on the PO view page, the comment/s carry over to the invoice comments as well so you don't have to go back to check the PO internal comments ...
Under consideration
Do not allow zero dollar PO's
Have an option that does not allow the approval of zero dollar PO's
Under consideration
Change filter behavior
I have been filtering for specific suppliers to see if a PO has been created yet for a specific order. Please change the way filtering orders results. As it is now, I ...
Under consideration
Invoice Upload on Mobile App
It would be very helpful if invoices could be uploaded through the mobile app.
Under consideration
Allow the ability to send the invoice on a PO to the accountants team
When you open an invoice, there is a button that you can click to send the invoice to the accounting team via email. After you click the button, a pop up appears ...
Under consideration