Ideas
Option to change exchange rate/currency after PO has been approved for Finance team
Exchange rates for when the PO has been issued, and when the invoice is received will change based on time. This feature needs to be added to match PO and invoice ...
Under consideration
Active Users Report
I'm looking for a quick way to assess user activity level, which could be as simple as showing the [last logged in] record, whether simply through the employee ...
Under consideration
Supplier address
Supplier address to be separated into Address 1, Address 2, City, State, zip code and country. Currently it is all in one block and make it hard to upload properlty ...
Under consideration
Ability to effectively add new Descriotion when revising a PO
Currently, there are some distorted appearance while trying to add additional items to a revised PO. It's almost as good as not being able to add additional ...
Under consideration
Custom Date Range
It would be nice to see a custom date range option when filtering duration.
Under consideration
Segment Out Users Permissions
Stablish three different users:
1- Requester: the one who creates and requests the PO to be examined.
2- Approver: the one who gets the PO approved or rejected ...
Under consideration
Please add the edit PO to the app.
Please the edit icon should be added to the purchase order
Under consideration
PO Approval Date
Have a column for PO approval date for sorting purposes, rather than included in the Notes column.
Under consideration
Stop automatically filling in "Receiving Items"
When you click to receive items, it automatically fills in the boxes so if you do not notice and do not change it manually you end up receiving everything instead of ...
Under consideration
Dashboards- offering more control over sorting & presentation order?
I'm look for Looking for better understanding, and control over, of what gets appears.
Main Dashboard
On the left, I see Budgets, but appears to be in ...
Under consideration
Option to edit supplier prices across all company profiles
There are frequent supplier price changes.
I suggest that there be an option to update the price list by importing it once, for the one supplier, which may be ...
Under consideration
Approve and Send
Add an option for approvers to automatically send out POs as they are approved, rather than having an approval notice sent to the PO requester, who then has to login ...
Under consideration
Supplier Export - adding date
Hi, can you please add the date to the supplier "export report"? So that we can see when the supplier account was created/amended? Thank you
Under consideration
Add line item #s to Mark as Paid
I would like to suggest adding the line item numbers to the Mark as Paid screen. For POs with several line items and partial payments, it is sometimes easiest to ...
Under consideration
Return to Budget edited after editing
It would be very helpful and save steps if after editing a budget, the screen would go back to the budget edited (the annual list for a particular budget) rather than ...
Under consideration
Add item # and SKU to delivery tab
It would be helpful to have item # and SKU show under the delivery tab (after comments) on each PO to help easily identify which item was delivered on which date. It ...
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
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
Granularity with user role permissions / Creation of custom roles
Allow the ability to create custom roles within the company. For example, you could create a finance user who can edit purchase order requests, cancel requests, and ...
Under consideration
Add extra information on the invoice rejected email that is sent to suppliers
If you reject an invoice that a supplier uploaded onto the supplier portal, they get an email notification to say that the invoice they uploaded was rejected. ...
Under consideration
Allow renaming of Invoices to Bills in Procurement Express
Bills refer to outgoing expense in Quickbooks, and Invoices refer to incoming capital. Allowing the option to rename invoices to bills in Procurement Express would ...
Under consideration
Link a Cancel and Revised PO to the new PO even if the new PO doesn't have a PO number yet
If you cancel and revise a PO, it creates a new one and you can send it for approval.
There's a link available in the history section of the new PO to the cancelled ...
Under consideration
Carry over PO history from one user to another when the original user is being archived
When a user gets archived, we need to be able to transfer the view of the POs created by the archived user to the newly added user.
Under consideration
Receiving
Currently to fix an error in a PO with multiple receiving across multiple periods you need to receive the PO in total then cancel the receipts and start all over. We ...
Under consideration
Add Partially Paid Invoices to the Invoice Settled Report.
At the moment, only fully settled Invoices are displayed in the Invoice Settled Report. It would be great if Partially Paid Invoices are also displayed on the Invoice ...
Under consideration
Option to clear Data from Dashboard
It would be great to have the option to choose which Data is being displayed on the Dashboard.
When a Budget is no longer needed and is archived, I should choose ...
Under consideration
Allow Users to create Sub Budgets from a Main Budget
With this feature, users will be able to create sub budgets from a main budget. The main budget amount can be allocated to the sub budgets. When sub budgets are used, ...
Under consideration
Allow the option to prevent a specific Purchase Order from syncing with QuickBooks
This feature will allow an option upon creating a purchase order that will prevent it from syncing with Quickbooks.
Under consideration
Allow one user to have multiple approval limits
The user wants to be able to set multiple approvals limits per user.
If this is possible the user will need to be able to assign 1 approver to multiple budgets at ...
Under consideration
Allow User to specify if the PO should go through the entire Approval chain or not
At the moment, the automatic approval flow will go through all the approvers assigned to the budget as per the purchase order value. It would be great if the user ...
Under consideration
Add better formatting for currency amounts
Right now, currencies are formatted with one decimal place in the input boxes in the app. See attached image.
Why not format these better using something like ...
Under consideration
A report showing PO #, Date, Vendor, Description, Cost Code, Requesting Person, Amount, Comments
A report showing PO #, Date, Vendor, Description, Cost Code, Requesting Person, Amount, Comments
Under consideration
Accounts Payable Intelligent Forecasts
Paying your invoices on-time and knowing how much funds you need in the future is critical to your business.
With enough information on invoices, we can
- Alert ...
Under consideration
Digitise your invoices
When you receive the invoices from your suppliers, either in hard copy or via email, upload them on ProcurementExpress.com or send them to your dedicated email ...
Under consideration
Add a "past delivery date" option to the weekly Outstanding Delivery report for PO tracking.
There should be an option added to the weekly Outstanding Delivery Report that would show you if a Purchase Order is past its expected delivery date.
If the current ...
Under consideration
Every user should have a 'submit proposal' link where suppliers can submit quotes
In Hubpot, I have a meetings link. I can send it to people when they want to book time with me.
How about a 'Proposal' submission link. I can send it to vendors ...
Under consideration
Add Delivered to the Outstanding Invoice screen
We only pay if the invoice, if the PO has been receipted. Onn the outstanding invoices screen would be helpful to have that as a filter
Under consideration
notifications to notify the budget owners about consumption
There should be notifications to notify the budget owners when the budget consumption reaches a pre-defined limit. For example, notify the budget owners when the ...
Under consideration
Apply account codes to products or suppliers in Xero
When purchase orders are pushed through to Xero, account codes are not carried across, which mean the team has to re-key those codes. It would be great if the ...
Under consideration
AI Summary of Contracts
Using services like Document AI or Summarize.com you can now summarise a contract to include its terms such as payment day, renewal date etc. Detecting uploaded ...
Under consideration
Supplier search only starts searching after the 3rd character is entered
I spoke with a new user today who got confused when trying to raise a PO for the first time. They typed 'w' into the supplier search drop down and expected to see a ...
Under consideration
Self-approver should show in Approvers list
When “allow anyone to approve” is active on the budget and the PR creator has a high enough self-approval limit, the creator’s name should show in the approver list ...
Under consideration