New Feature Suggestions
Explain how this feature will improve your workday.
Custom Field Rules
- Allow the option to configure which PO or Line Item Level custom fields should be available for the department of the PO
- Allow the option to configure which PO ...
Pinned
Under consideration
Custom approval flow rules
Allow the ability to create approval flows based on things like:
- Department of the PO
- The requestor of the PO
- The supplier of the PO
instead of setting ...
Suggested by:
Bradley Slater on behalf of Brandon Layne
(25 Oct, '24)
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Upvoted: 30 Dec, '24
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Comments: 11
Pinned
Under consideration
Request for Information (RFI) Feature for Enhanced Purchase Order (PO) Management
Adding a Request for Information (RFI) function to the PO app allows seamless communication between buyers and suppliers, enabling users to submit and respond to ...
Pinned
Under consideration
Remember the correct currency for the supplier name that is scanned on an OCR invoice
If an invoice is scanned and the supplier name is read in by the OCR as:
- "24-7 Sec Ltd"
and the supplier name on your account is:
"24-7 Security Ltd"
The ...
Suggested by:
Bradley Slater on behalf of Brandon Layne
(02 Dec, '24)
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Upvoted: 30 Dec, '24
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Comments: 0
Pinned
Under consideration
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.
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
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.
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
Adding thresholds to PO re-approval
Under consideration
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
Support Credit Notes
It would be great to add a credit to a paid PO without having to mark is as unpaid first, adding the credit item, and then marking it as paid again.
Suggested by:
Bradley Slater on behalf of Angela Petry
(06 Dec, '23)
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Upvoted: 09 Jan
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Comments: 7
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 ...
Include a Total QTY in the POs (currently only Total Amount € is visible)
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
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
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 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
Bulk Delivery option for POs
Have the ability to select multiple POs to mark as delivered with a single action.
Under consideration
Allow bulk payment of invoices on the Ready to Pay invoice list
As invoices come in and get approved, finance often has a procedure in place to check out the ready to pay invoice list and mark invoices as paid as they are paid in ...
Suggested by:
Bradley Slater on behalf of Angela Petry
(23 Oct, '23)
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Upvoted: 09 Jan
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Comments: 4
Under consideration
Add tax as a line item when scanning in a document (Connected to QBO USA)
Because QBO USA does not allow tax, we don't have tax set up in ProcurementExpress.com when integrated (with QBO USA).
So when we scan a document using scan and ...
Under consideration
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
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
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
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
Allow the user to change the department when editing a PO
At the moment you have to cancel and revise a PO if the incorrect department was selected when raising a PO. It would be helpful to the user to be able to simply edit ...
Suggested by:
elandre.niemand@procurementexpress.com
(29 Apr, '24)
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Upvoted: 01 May, '24
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Comments: 2
Under consideration
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
Remaining amount of PO item to be invoiced based off of pending invoices and not approved.
A PO item for value of 100 is invoiced for a value of 50 in the system. The remaining amount to be invoiced for that PO item is still 100. Once the invoice is ...
Suggested by:
Bradley Slater on behalf on Darach Ellison
(29 Mar, '24)
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Upvoted: 12 Dec, '24
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Comments: 0
Under consideration
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
Whitelabel Purchase Order Emails and RFQ emails
Emails to suppliers with the PO should be whitelabelable and the design adaptable to our CI. The current email format is not very pleasing to the eye and is full of ...
Under consideration
MYOB intergration
Integrate Procurement Express with Australian accounting software MYOB.
Under consideration
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
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 an undo for rejected or cancelled POs
When a PO is rejected or cancelled we cannot undo that. So times a Po is rejected/ cancelled by mistake. We need an option for the user that rejected the PO to be ...
Under consideration
Add an Export option for Departments
Add an option to export the department information to a CSV file. It should function similarly to the budget export and include all fields and entries on a ...
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 ...
Under consideration
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
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
Invoice approval reminder
Is there a way when an invoice needs approval, reminders go out to the approver?
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
Do not allow a user to upload an invoice to a PO if it will over-invoice the PO
Could you please ensure that the system enforces rules to prevent over-invoicing against purchase orders? For example, if a purchase order has a value of 100 and an ...
Suggested by:
Bradley Slater on behalf of Brandon Layne
(06 Nov, '24)
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Upvoted: 02 Jan
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Comments: 0
Under consideration
Approval emails should contain Reserved PO Numbers
When an approval email is sent to the approvers, it should contain the PO number if the setting that allows a PO number to be reserved before approval is turned on.
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
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 ...
Under consideration
Multiple Archive Supplier Items
Be able to archive multiple items at a time under a supplier. Currently, you have to go into each item and archive it, which is time consuming.
Under consideration
Add a 'Submitted On' column to the purchase order and requests lists.
It would be great to have a column on the PO lists that references the Submitted On date which includes the time that it was submitted on.
Suggested by:
Bradley Slater on behalf of Brandon Layne
(22 Nov, '24)
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Upvoted: 30 Dec, '24
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Comments: 0
Under consideration
Add the functionality to 3-way match by line itme
I want to be able to close lines of a PO without closing the whole PO.
To do that, we need the functionality to 3-way match per line item. So Approve, Receive and ...
Under consideration
When approving a PO, give the options to approve OR approve and send to supplier
It would be helpful if I could approve and send to supplier in one click.
But, sometimes I don't want to send to supplier yet, so I need the option to simply ...
Under consideration