Ideas for DevelopmentIdeas for Development as submitted to our Feature Upvote board. Ideas are ordered by 'new' and the 50 top matches are included.pr_csc5aogkupgcreq2025-12-11T10:23:10ZAdvanced Analyticssug_aadggwrdls1u2op2025-11-07T12:06:09Z2025-11-07T17:21:13ZEmbed advanced analytics into ProcurementExpress which includes:
- Query builder to allow you to get answers on your data all on your own
- Analytics dashboard with preset data, allowing you to filter and drill through your dataAI Powered Scan & Matchsug_3x2ikyqvvogwbn72025-08-20T09:29:15Z2025-10-21T07:52:02Z1. Automated Exception Analysis/Summary – AI explains causes and suggests resolutions
2. Improved OCR & Data Capture – Contextual AI extraction from PDFs/scansCreate and Edit PO Lines while matching Invoice Lines to PO Linessug_dya0be2lndvggo22024-11-13T19:20:32Z2025-08-20T21:52:39ZIt would be beneficial to add a feature that allows users to directly add invoice items to the PO when uploading an invoice and matching items. Currently, users must exit the invoice, edit the PO separately, and then return to match line items. A button should be introduced to copy invoice items directly to the PO. If the item doesn’t already exist on the PO, the button should create and link it, updating the PO accordingly. Additionally, provide a filter option for users to view only items with discrepancies, where linked PO and invoice items have mismatched descriptions, unit prices, or quantities.Policy Checker Surfaces Grant-Level Compliance Requirements at the Invoice Levelsug_ztgofk9jfwbdmfd2026-05-29T11:11:04Z2026-05-29T11:11:04ZSeveral compliance findings raised during invoice and PO scans relate to grant-level obligations, such as annual audit requirements, local match tracking, and insurance certificates that are not relevant to individual invoices. These findings require users to source documentation (e.g. insurance certificates from prior years) that has no bearing on whether a specific invoice should be approved.
Suggestion:
Support uploading standing compliance documents (e.g. insurance certificates, audit confirmations) at the company level for broad applicability, or at the policy level for grant-specific requirements, so they are automatically available to the compliance checker without manual re-attachment each time.Policy Checker Flags Missing Cumulative Billing Data Even When That Information Is Present in the Dosug_tohorlx0a1qidzx2026-05-29T11:05:41Z2026-05-29T11:05:40ZThe policy checker is unable to extract cumulative billing totals and task descriptions when they appear in a cover letter or narrative section of an invoice rather than in the line-item table. This results in false-positive compliance flags that require manual justification, even when the required information is clearly present in the uploaded document. The system should parse all pages of an uploaded document, including narrative and summary sections before generating compliance violations.Policy Checker: Documents Already Attached to PO/Invoice Should Auto-Load for Compliance Scansug_8rc2fjmbduzjnyh2026-05-29T11:03:31Z2026-05-29T11:03:31ZWhen running a compliance scan in the policy checker, users are currently required to manually re-upload documents that are already attached to the associated PO or invoice. This creates unnecessary duplication and significantly slowing down the process. The policy checker should automatically inherit all attachments already linked to the PR or invoice so that users only need to upload supporting documentation once.AI-assisted quote comparison in RFQsug_cxd4tdlqkgzlnib2026-05-29T10:57:03Z2026-05-29T10:57:03ZWhen multiple vendor quotes are received on an RFQ, use AI to compare them against each other on a like-for-like basis. Vendor quotes often differ in structure, some may be missing line items, others may list slightly different product specifications or descriptions for what is essentially the same item. Rather than leaving buyers to reconcile these differences manually, AI could normalise the quotes, flag discrepancies, and surface a clear comparison so buyers can make an informed decision. Similar to how the Policy Checker and Price Check features apply AI to purchasing decisions, this would bring the same intelligence into the vendor selection stage of the RFQ process.Auto-populate PO fields based on selected vendorsug_ufmmitdrhnj2wqy2026-05-29T10:46:38Z2026-05-29T10:46:38ZWhen a vendor is selected on a PO or RFQ, automatically populate relevant custom fields such as contract number, cost code type (e.g. CISPO vs ADPMO), or other vendor-specific defaults. This would reduce manual data entry and the risk of errors when the same vendor is used repeatedly.Real-time vs historical pricing clarity (Price check feature)sug_hwo4wgdirmyqchj2026-05-29T10:45:13Z2026-05-29T10:45:13ZClearly indicate whether the comparison prices shown are pulled in real time or based on data from when the PO was originally submitted. If prices are not current, the savings estimates may be misleading — especially in markets where costs have changed significantly.Lead time and delivery fee capture in price comparison (Price check feature)sug_05l9cekebkrract2026-05-29T10:43:16Z2026-05-29T10:43:16ZInclude estimated lead time and delivery fees alongside the unit price in comparison results. A lower unit price can easily be offset by shipping costs or a longer delivery window, so buyers need the full landed cost picture to make an informed decision.Vendor legitimacy verification (Price check feature)sug_99jkdspenzux3582026-05-29T10:41:43Z2026-05-29T10:41:42ZAdd a trust signal or legitimacy check for websites surfaced in price comparison results. When the tool returns results from unfamiliar sites, buyers have no way to confirm whether the vendor is reputable. A basic verification (e.g. flagging known legitimate retailers vs unknown domains) would significantly increase confidence in acting on the suggestions.Bulk multi-vendor ordering from price comparison results (Price check feature)sug_ophqtkbdhyxw0mr2026-05-29T10:40:03Z2026-05-29T10:40:03ZWhen price comparison surfaces better pricing across multiple vendors, allow users to select items from different vendors and group them into separate POs in one action. Currently, users would need to create each vendor's PO manually, which is cumbersome when splitting a large order across three or more suppliers.Ad-hoc item search outside order history (Price check feature)sug_fy41t8fh7yjmlue2026-05-29T10:38:37Z2026-05-29T10:38:37ZAllow users to search for any item in the price comparison tool, not just items from past orders. This is particularly useful for new or one-off purchases where no order history exists, letting buyers quickly check market pricing before reaching out to vendors.Price comparison from RFQ / quote uploadsug_rgfkqnmu1cx4atw2026-05-29T10:35:21Z2026-05-29T10:35:21ZAllow users to upload a quote or initiate a price comparison directly from an RFQ, before a PO is created. This would let buyers compare market prices against vendor quotes earlier in the process, without needing to create and save a draft PO first.Add an 'old price' field on productssug_3vrhej97w20npln2026-05-26T13:55:29Z2026-05-26T13:55:28ZIt would be great to show what the old price was, or keep a history of price changes for products to keep track of increases and decreases.Hybrid line item and category QBO integrationsug_dvejag3wsdqrvhf2026-05-20T14:12:47Z2026-05-20T14:12:46ZCurrently, the QuickBooks Online integration requires customers to choose between category-based sync or line item-based sync — but in practice, many customers need both.
You may want line items for detailed PO tracking and reporting inside ProcurementExpress, while also needing category mapping to ensure expenses post correctly to the right accounts in QBO. Forcing an either/or choice creates a workaround burden: customers either lose granularity on the QBO side or lose meaningful categorisation on the PEX side. The request is to support a hybrid sync model where line items are passed through to QBO and category mapping can be applied simultaneously, giving customers accurate data in both systems without compromise.Make invoice attachment mandatorysug_7zsc29xa6jeq0sa2026-05-13T21:39:06Z2026-05-13T21:39:18ZIt would be useful to have the ability to make invoice attachments mandatory. At the moment, the attachment can be missed by mistake.Allow a custom field to be optional for some departments, but required for others.sug_9u5v8qdwnlo73hp2026-05-12T19:00:26Z2026-05-13T21:38:03ZThere are often multiple teams using ProcurementExpress.com and each requires their own fields. It would be useful for custom fields to be required for some departments, while not required for others.Add the QBO synced/not synced status to the invoice report / or to the invoice listing page filterssug_ytqdvrbbu4innqv2026-04-30T18:24:38Z2026-04-30T18:26:39ZWe need to see which approved, QBO synced POs have invoices did not sync to QBO.Limit the information shown in the supplier portalsug_jd6rp1cl8yjdpdu2026-04-29T11:49:36Z2026-04-29T11:49:36ZThe information available on the supplier portal should be configurable or match the PDF settings.
We are able to hide the department in the PDF settings, but the vendor can still see it on the supplier portal. This is confidential information and they should not be able to see it.Also show the invoices that are attached to the PO on the PO reportsug_g6ytaagsmsrhvpz2026-04-28T20:22:43Z2026-04-28T20:22:43ZIt would be very helpful to be able to see invoice data on the default PO report. Both the invoice references attached, and the total invoiced amount against the purchase order on the default purchase order report.Show the approver of an invoice on the invoice reportsug_ktmdaesdergnaf12026-04-27T21:27:25Z2026-04-27T21:27:25ZIt would be very useful and helpful to show who approved an invoice on the normal invoice report.Allow automatic Xero sync of a purchase order when it becomes approved in Procurement Expresssug_cbr5rmiutfvg3zz2026-04-23T20:52:37Z2026-04-23T20:53:21ZAllow automatic Xero sync of a purchase order when it becomes approved in Procurement ExpressAdd a auditor (view / read only) user rolesug_jzb9sgb7hbjmszn2026-04-22T18:45:15Z2026-04-22T18:45:14ZIt would be great to have a read-only user role to allow auditors full access to the account without being able to change anything.Weekly digest to suppliers of POs awaiting invoice uploadsug_d99qmb5xzxlolnp2026-04-15T15:16:16Z2026-04-16T18:29:53ZDescription
When a PO is sent to a supplier via ProcurementExpress.com, the supplier is expected to upload the corresponding invoice through the supplier portal. There is currently no automated follow-up if they don't.
Request: Send suppliers a weekly digest email listing all their POs that have no invoice uploaded yet. One email per supplier, aggregating all outstanding POs, with a direct link to upload against each.
Suggested logic:
Trigger: PO sent to supplier + no invoice uploaded after X days
Frequency: Weekly
Recipient: Supplier email on the PO
Admin toggle to enable/disableAdd allocations on PO level and show budget remaining for budgets on allocation levelsug_evtgjclofkhf9sd2026-04-16T16:27:03Z2026-04-16T18:29:53Z1. Remaining budget balance within allocations — when splitting a line item, show the available balance for each allocated budget inline, so users don't have to navigate away to check.
2. Whole-PO allocation option — currently allocations are set at line item level only. Option to apply a split across the entire PO would save time for users who split everything the same way.Food Trucksug_pryleyzucf7jemb2026-04-02T17:10:57Z2026-04-08T23:05:42ZGrantRestrict approval override feature to specific userssug_wknldpti1tov3pn2026-03-23T22:41:54Z2026-03-23T22:41:53ZIt would be great to restrict the approval override to specific users instead of allowing it or disallowing it for the finance user role.Create a notification matrix for supplier chat message notificationssug_mi60ljuswmqbvag2026-03-20T21:13:15Z2026-03-20T21:13:15ZThe idea is to create a notification matrix to have a versatile supplier chat message email notification system to notify specific users when a message is sent to specific vendors and departments.Swap the quantity and unit price columns on the PO forms.sug_1povxftwa6pgdlk2026-03-20T17:42:36Z2026-03-20T17:42:36ZMany suppliers format their quotes showing quantity first and then the unit price afterwards. It would be nice to have the PO form in ProcurementExpress.com reflect this.Auto-populate line item description from previous line - QBO line item integrationsug_td9ejj2gvnqjt9n2026-03-20T14:41:40Z2026-03-20T17:36:30ZWhen adding a new line item to a purchase order, the system should automatically populate the description field with the value from the previous line. This is particularly useful where POs contain multiple lines of the same category (e.g. consumables), saving users from retyping or copying the same description repeatedly and reducing the risk of error. The unit price, quantity, and other fields should remain blank as these will differ per line — only the description should carry over.
This is relevant for the Description (not the Additional Description) for QBO line item integration companies.Add a toggle on the supplier creation form to enable the additional payment fields to be filled insug_wablhz2vppi0xf82026-03-13T15:36:08Z2026-03-13T15:36:08ZIn cases where the supplier creator already has the supplier's banking information, it would be helpful to include a checkbox such as “I have the banking details”. When this option is selected, a selection of bank account information fields should become mandatory.Allow the ability to pick which fields are required when creating a new suppliersug_my3n1gib3ndx8j52026-03-13T15:28:00Z2026-03-13T15:32:14ZWhen creating a new supplier, only the Name is required. I need additional fields to be required, but there is no way for me to enforce that. As an example, I need these fields to be required:
Name
Email
Address 1
City
Postal Code
Country
Supplier CurrencyOption to display additional description only on the PDFsug_gf3klgjjhvsj7ay2026-03-12T19:29:27Z2026-03-12T19:32:49ZPO line items currently display the default description field. For customers whose default description maps to a budget category name, this is not meaningful on the printed PO. The additional description field contains the actual item detail.
Request: Add a PDF template setting to show the additional description field instead of (or in place of) the default description on PO line items.Allow the option to choose which supplier fields show on the PDF.sug_gfsw7pkrtlsrt9q2026-03-12T19:23:57Z2026-03-12T19:28:19ZThe supplier tax number currently displays on the PO PDF by default. For some customers this is confidential information that does not need to be visible to internal PO recipients or suppliers.
We need the option to pick the supplier information that show on the PDF.Balance sheet / prepaid account support for product expense accounts (QBO line item integration)sug_fnwo7wvgapbfiwh2026-03-09T18:22:15Z2026-03-09T18:22:14ZThis is for theQBO line item integration
Currently, when creating or editing a product in Procurement Express, only expense accounts are available to assign as the linked account. This means balance sheet accounts (e.g. prepaid expenses, accounts in the 12000 range) cannot be selected.
For businesses that record certain costs - such as annual service contracts - under a prepaid account and expense them monthly over the contract period, this creates a workaround: the PO syncs to an incorrect expense account in QuickBooks, and the user then has to manually zero it out and re-record it under the correct prepaid account.
Requested behaviour:
Allow users to select any account type - including balance sheet accounts - when assigning an expense account to a product, consistent with how QuickBooks itself handles account assignment.Native recurring invoices, or reliable sync of recurring invoices from QuickBooks / Bill.comsug_vzybhequjhnehl62026-03-04T13:35:28Z2026-03-04T13:35:28ZMany businesses have fixed recurring costs (rent, retainers, subscriptions) that are invoiced on a regular schedule. These are typically set up as recurring invoices in QuickBooks or Bill.com — but they do not sync into ProcurementExpress, creating a significant manual overhead.
Current workaround: Users must manually create 12 individual invoices at the start of each year to replicate a single recurring invoice. This is time-consuming and error-prone.
Requested enhancement (either solution would be valuable):
Option A – Native recurring invoices: Allow users to create an invoice template within PEX with a defined recurrence schedule (weekly / monthly / quarterly / annually), automatically generating each instance on the due date
Option B – Improved accounting sync: Ensure that recurring invoices created in QuickBooks or Bill.com are recognised and synced into PEX correctly, rather than being silently skippedHide "Budget Remaining" feature from the Create Request screensug_ddyqohudyniwj6a2026-03-02T11:10:13Z2026-03-02T11:10:13ZI don't want the requesters to see the budget remaining. The requesters can approve their own requests up to a certain amount, so they are also approvers, but I don't want them to see the budget at all.I want to choose which roles can mark as paidsug_qeeowvddsljt0n62026-02-25T14:57:49Z2026-02-25T14:57:48ZRight now, only Finance can mark as paid, but I want to choose which roles can mark as paid.Support dragging and dropping attachment from outlook desktop onto a POsug_todhquqr7zbqb4w2026-02-24T19:55:47Z2026-02-24T19:56:09ZSupport dragging and dropping attachment from outlook desktop onto a POImprove the invoice filters to filter out a suppliersug_bnogdsffvw7tgpl2026-02-24T16:45:25Z2026-02-24T16:45:51ZThe supplier filter on the invoice lists only allows filtering one supplier at a time. The requirement here is to see all invoices that are NOT against a specific supplier.Ability to merge budgetssug_2blek7ovz9qdxsv2026-02-24T12:30:37Z2026-02-24T12:30:37ZWe created duplicate budgets and both have POs. We want to merge these budgets so the POs are on the same budget.Enhanced Allocation Functionality — QuickBooks Field Selection per Line & Budget Balance Visibilitysug_vornprfhkomrxio2026-02-20T17:24:10Z2026-02-20T17:24:10ZSummary: Two related improvements to make the allocations feature more accurate and usable for teams managing multi-category purchases across multiple budgets.
Use Case: When a single PO (e.g., an Amazon order) contains items spanning multiple GL accounts (e.g., Office Supplies and Lab Consumables) and multiple departments, users need to both assign the correct QuickBooks properties per allocation line and see available budget balances in real time before confirming the split.
Requested Changes:
1. Allow GL Account, Customer, and Class to be assigned individually to each allocation line, rather than applying a single account across the entire PO.
2. Display the remaining available balance next to each budget option on the allocation screen, with a clear warning if the allocated amount exceeds available funds.
Expected Outcome: Users can accurately split mixed-category ordersMake it less confusing for suppliers to find the login pagesug_sriik1n8u2tofua2026-02-18T14:20:19Z2026-02-18T14:20:19ZSuppliers frequently attempt to log in via the main app sign-in page (app.procurementexpress.com) instead of the supplier portal, resulting in failed login attempts and unnecessary support requests. While a "Login as a Supplier" link already exists at the bottom of the sign-in page, it is not prominent enough to catch attention before suppliers attempt to log in. The sign-in page needs to make the distinction between customer and supplier login more immediately obvious — without adding friction to the existing customer login experience. Proposed solutions include a tab switcher above the form, a more visually prominent supplier link, or a secondary outlined button within the login flow.Restrict invoice uploads until goods have been received.sug_zf5lxvhohrkb43d2026-02-18T13:09:23Z2026-02-18T13:09:23ZTo ensure accurate financial records and proper three-way matching, invoices should only be uploaded after goods are received. This verifies quantities, pricing, and delivery details, reducing errors, preventing payment discrepancies, and strengthening financial controls.Add the ability to set the primary action buttons on the POsug_xyjbhbswbeqapje2026-02-10T08:43:37Z2026-02-10T16:03:12ZAs an example, we always want to see the Receiving Items button on the PO, not hidden under the Actions button.Add marking POs as paid to the permissions featuresug_jriyoukydq5t4le2026-02-10T16:02:09Z2026-02-10T16:03:07ZIt would be great to allow a team member to mark a PO as paid, while not giving them full access to the budgets.Add the ability to edit the PDF file name, in the same way that you can edit the PO number formatsug_pdvszawmaxmibml2026-02-09T04:25:39Z2026-02-10T16:03:01ZIt would be great if you could include the revision date in the PDF file name for a PO.Bulk punchout cart completionsug_4amd6k4rzmksheg2026-02-06T17:52:25Z2026-02-06T17:52:24Z- User selects multiple approved POs (that were created through punchout)
- Clicks "Buy Now"
- System opens the cart pages for each relevant punchout supplier/ecommerce store with all the PO items in the carts
- User can then complete the purchasesInvoice line Consolidationsug_kte3dnslxbvwabd2026-01-30T17:09:53Z2026-01-30T17:11:05ZConsolidate all invoices Lines with 1 total per GL account (cost code) when push to QBO