Ideas
Pending Approval PO on Dashboard
The dashboard should have the tile for all Pending PO approval PO's for approver like Approved, Send to Supplier . See attachment screenshot
Under consideration
Notification on invoice approval
Send email to Finance users on invoice approval as is currently done on received items
Under consideration
Have to option to auto-populate all the Quickbooks custom fields
Have to option to auto-populate all the Quickbooks custom fields. At the moment only the account field is auto-populated and we would like to have the Class and the ...
Under consideration
Provide Date Range for Holiday setting
Rather than having to remember to turn on/turn off holiday setting, provide a date range while setting is active.
Under consideration
PO approver to be selected by departement approver
PO should be rooted for approval to the departement approver, not necessarily the budget approver
Under consideration
Ability to de-activate all email notifications
This is a request to give the customer the ability to deactivate all email notifications as some customers would only use PEX in the app, and would not rely on emails ...
Planned
Suppliers should be able to update their details in the supplier portal
Suppliers should be able to update details in the supplier portal once this is done the company should be informed about this. Adding approval to the changes would be ...
Under consideration
Make the Supplier notes section optional on the PO creation and edit pages
Add an option to make the supplier notes optional, as we do not want our users to use this.
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 ...
Under consideration
Back orders
In many cases POs are not fully executed and having the option to keep the non-delivered items as back order is best practice. It may also serve (number of ...
Under consideration
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 ...
Under consideration
Under analysis
Add a discount field to line items
Be able to have the list price of the product as the default but then add a discount to automatically total the new cost
Under consideration
Show both the send to supplier and receiving items buttons when PO is approved
When the PO is approved, unpaid, and undelivered, the blue button next to 'actions' is 'send to supplier'. Add another button 'receiving items' as well so that there ...
Under consideration
@mention Users in all comments sections including invoice, deliveries, and payments
Add the ability to @mention users in all comment sections including deliveries, payments, and invoices.
Under consideration
Replying to the @mention notification email
When you reply to the @mention notification email, it sends an email notification to the person you're replying to.
Under consideration
All Attachments for a PO show in the Attachments area of the PO view
Attachments reflect in two areas on a PO view.
1. In the internal comments section when a user uploads an attachment by clicking Add Comment / File on the PO view ...
Under consideration
Allow users to specify is a PO should sync over to QBO or not.
At the moment a PO will sync over to QuickBooks once it has been approved. It will be useful to have an option available for the user to specify which orders get ...
Under consideration
Set supplier-based approval limits for Purchase Requests.
It would be great to be able to have a single approver that has multiple approval limits based on the supplier selected when creating a new Purchase Request. ...
Under consideration
Add a class code to the QuickBooks Desktop IFF Interface.
Add a field to the Purchase Request page that will allow the user to enter their QuickBooks Classes on the POs. Once the IIF file for QuickBooks Desktop is generated ...
Under consideration
Default the selected Budget for a PR based on the products being purchased.
It would be great to have an option when creating a Budget to link it to a product or multiple products so that when said products are selected in a new Purchase ...
Under consideration
Copy Departments
Add the ability to copy a Department with the relevant information like budgets and users and allowing the user to change the name of the newly copied Department.
Under consideration
Allow for the separate entry of invoice tax, gross and net amounts
Sometimes, there is a discrepancy on the amount of sales tax (VAT) to be applied between the original PO and the invoice that is received. For example, the PO may ...
Under consideration
Ability to add receipts to PO creation in Phone App
It would be great to have the ability to attach a picture of a receipt in the phone app when creating a new PO, as now you have to create the po, find the po, go back ...
Under consideration
Items with the same name reading the old unit price
Create a PO. Select a supplier. Go to the item description section and click dropdown click on "New Item". Enter the name of an item that already exists in the list. ...
Under consideration
Add ID column to an editable export for employee import
We need the employee import to function the same as the supplier, product, and budget import.
We need to be able to update existing user's information in bulk ...
Under consideration
PO that has been marked as Paid shows up as ready to pay in the Invoice tab
look for a PO that needs an Invoice, Attach the Invoice to the PO. Approve the Invoice
Go to the PO tab. Open the PO. Click on Actions and Mark the PO as paid
Go to ...
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
Add the ability to filter by cost code on the PO listing page
When you go to the PO listing page and have a look at the filter options. Notice that the user does not have the ability to filter by the cost codes. We need the ...
Under consideration
Ability to Move around the "New Items" prompt
When adding a new item. The background goes dark grey and the "New Items" prompt is stationary. The user does not have the ability to move the Prompt around. we would ...
Under consideration
Improve the Global search
The search bar could perform a wide general search based on 'keywords / #s for all PO items regardless of the status of the PO (approved, pending, draft, canceled, ...
Under consideration
Add a "Select All' Option to the Department section on the Supplier creation and Edit page
Add a setting that will allow the user to select all departments when creating/editing a supplier
Under consideration
Add a custom field option that works like tax called add on tax
We need an extra tax field as some of our suppliers need to pay a 1% tax on top of the normal tax.
I have added an image explaining this a bit better.
Under consideration
Notification to admin users when an email to an user email has bounces
When a user's email bounces an email notification needs to be sent to the admin users informing them about the bounce and then the type of bounce as well as what ...
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
Ability to tag a user is not available on the Invoices tab
When you open an invoice from the invoice tab. Scroll down and click on INTERNAL COMMENTS.
We would like the option to @ a user on the invoice. This way the user ...
Under consideration
Add .xlsm attachement support to the software
I do use it a lot because it's Excel with macros enabled.
For projects that have formulas in the attachments, I would like to have the option to add the .xlsm files ...
Under consideration
Suppliers should have the option in the supplier portal or on email to decline a bid.
When you send out an RFQ bid to your suppliers they should be able to respond by informing you that they are declining to bid on that RFQ. This way you as the ...
Under consideration
Link PR(or PO) from one company to another w/ Company Switching
When a request gets approved in one company it gets pulled over to the next company for approval.
Under consideration
Invoice Approval Workflow
One of my clients has appreciated the supplier portal. However, they would like the approval of a supplier invoice to be automated to follow a particular work flow. ...
Under consideration
Add an option to the weekly outstanding delivery report that will show if PO is over due date.
There should be an option that shows the user if the POs are over their expected delivery dates.
Often a user will add a date custom field as an "Expected Delivery ...
Under consideration
Option to turn off email notifications for personal comments made on POs
Would like to turn off email notifications on comments I make personally on purchase orders. Currently if you are an approver, an email notification gets sent on ...
Planned
PO format
We need to be able to edit, add & delete PO fields to PO format template easily
Under consideration
Add the ability to attach a photo to a PO directly from a camera on te web app.
The Mobile app has the ability to allow a user to attach a photo to a PO by accessing their camera and taking the photo. The web app does not have this ability. ...
Under consideration
Notify a certain user when a change has been made to a PO
Is it possible to parameter the tool so that 1 particular user gets a notification on particular orders whenever the "expected delivery date" is amended?
PO's ...
Under consideration
Add a default Unit of measure field to the product import and line items of the PO creation page.
When creating a PO there are a few default fields associated with the line item. It will be helpful to have a unit of measure field as a default field on the line ...
Under consideration
PO Revisions
There needs to be a way to do PO revisions once a PO is sent to the supplier without cancelling it and also sending back through the approval chain for sign off
Under consideration
Invoice approval reminder
Is there a way when an invoice needs approval, reminders go out to the approver?
Under consideration
Multiple invoices
If a PO has multiple invoices we should be able to list all invoices pertaining to that po. The Dashboard should list all invoices
Under consideration
Ability to communicate with vendors via email, within ProcurementExpress.com
It would be great if one could send out emails to your suppliers from within ProcurementExpress. We would want to send out a mass email to all suppliers informing ...
Under consideration
Consolidate Multiple Request
Have the ability consolidate multiple requests into one PO.
Under consideration