New Feature Suggestions
Explain how this feature will improve your workday.
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.
Tag in other approvers after PO partially approved
Would be good if there were 2 approvers on a PO & you wanted to tag a 3rd approver in after one person has already approved. Currently you have to cancel & revise ...
*Option to turn on Requesters cannot Approve their own PO
An option for companies to turn on an option where Requesters cannot Approve their own POs as this opens up the company to possible misappropriation of funds.
If ...
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
Notify admin of supplier email bounce backs
Currently if you email a Purchase Order to a supplier & they have an "out of office" setup we aren't notified & assume the supplier is organizing the goods.
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 the line item custom fields to the PO import option
On the PO creation page the user has the ability to import an CSV file to fill out multiple line items on the PO. Currently this file only contains the default line ...
Done
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 SKU field when receiving goods
Currently when marking goods as delivered the SKU field isn't displayed which makes it quite hard & time consuming to mark off large orders with partial delivery.
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
Refine Number on the Notifications by email and on the Indicator
Meanwhile in Finance, with our progressive approval process (which works great) a vast majority of PO's come by my desk for a quick review, if only for awareness. ...
Remove dead emails i.e. "@rubberstamp" & change to "noreply@___"
I've recently had an issue where I commented to the requester & they replied to 'inbound+LMPYNDJSOLMECAUHIGNSKKIKBTKKWEHG20200221121413@rubberstamp.io' so I never ...
Have the ability for Team members to edit their own POs.
Team members should have the ability to edit their own POs after it has been sent for approval and if the PO has already been approved they'll still need to edit the ...
Done
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
Menu 2.1 Fixed Column Sizing
Without the ability to resize columns feels like a limiting step backwards for how we operate. We've become accustomed seeing all our columns in on page, as an ...
Done
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
Add "Bulk mark as paid" functionality
I want to be able to select multiple POs and mark them all as paid together - in bulk.
Done
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
Include 'Approver' in pending list
When listing the pending purchase-orders it will be helpful to see who the approver is so that we can easily check if someone is becoming a bottleneck and not ...
Budgets Dashboard - Display & Column Formatting
Wish we had the ability to edit and control the order which column appear (like we do for the purchase order list)
Wish we had the ability to control each column ...
REMOVE INVOICE UPLOAD AS A MANDETORY FEATURE
the new update is a nightmare and pushing us to potentially cancel our subscription as it undermines our full finance process and takes all control away from us. This ...
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
Automatically send a notification to supplier when a previously approved PO is canceled.
Automatically send a notification to supplier when a previously approved PO is canceled.
Ability to edit DEPARTMENT after PO created & approved by Company Admin only
Ability to edit DEPARTMENT after PO created & approved by Company Admin only.
Otherwise PO has to be completely cancelled & re-created/approved.
Multiple email addresses in supplier card
Some suppliers have a couple of different address to email PO’s depending on whether ordering spare parts or packaging.
We can email the PO to multiple suppliers ...
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.
Done
Ability to search item#'s from PO's.
I'd like to be able to locate an item bought in the past. You type in the item# in the search field and any PO's containing that item # are pulled up. You can refine ...
Done