Ideas
QuickBooks Accounts list should not be available unless a budget has been selected.
If you don't select the budget, you can see all the accounts available if you click on the accounts field. You should not be able to see any accounts when no budget ...
Under consideration
Module Tabs
The modules when selected currently function as a hide/show button. Considering how much enterprises like to see figures or charts of what is happening within the ...
Under consideration
Option to assign default values to the department.
Allow the ability to assign values to the department that per-fills some of the fields on the Purchase Request page once the department is selected. For example, you ...
Under consideration
Link QuickBooks Customer/Project field to budget like the account field does
Go to the PO creation page. Select a budget. Notice that the account field is automatically populated. Currently, the QB account field can be linked to the budget and ...
Under consideration
Add the ability for users to link Quickbooks Classes with Departments
Go and create a PO. Click on the class list on the line item level. Select a class with a different name from the department that you used to create the PO. Please ...
Under consideration
Add option to filter out POs that have invoices attached to them
Go to the PO listing page. Activate the filter options. Look for an option to filter out POs that do not have invoices attached to them. Add an option for the users ...
Under consideration
Team members cannot edit pending requests
Create a PO with any details and send it for approval. navigate to the newly created Purchase Request and select the 'Actions' drop-down. The Approver should be able ...
Under consideration
Link invoices and payments with each other
When you mark a PO as paid, then open the invoice attached to that PO and look at the status. the invoice should also be marked as settled
Under consideration
Option to the supplier template that will remember previously entered supplier email addresses
Add an option that will allow the system to remember older supplier email addresses that the user has entered for that specific supplier in the past.
This should ...
Under consideration
Make Tax rates optional and Finance only
Add an option to the system to make the taxes on the creation page optional
Add a setting that makes the tax on the line items only available to finance users to ...
Under consideration
Supplier custom fields
We sometimes need extra fields added on suppliers and we do not see the option for custom fields.
Under consideration
Pull the Notes into Quickbooks the Memo Field
We need the notes on a PO to pull into the memo field in Quickbooks.
Under consideration
Allow custom field to be pre-populated when the item information has been filled in
We want the sales price field (Text Box line item custom field) to be pre-populated when the item description is entered.
Under consideration
Users should not be able to copy a PO
Please add a setting that blocks a user from copying POs. We don't want our uses to copy any PO.
Under consideration
Add Tax per supplier
Give the user the ability to add tax rates per supplier. When that supplier is selected on the PO creation page the tax rate should default to the one set on the supplier
Under consideration
Add the ability to attach a "bulk file" for invoices
We need to be able to attach a bulk file containing multiple invoices at once. This will save us time as we are currently doing it one invoice at a time
Under consideration
File Links Present in all PO E-mails
I am suggesting that whenever a PO is awarded to a vendor, that the links to the PO files are always populated into the PO confirmation e-mail - currently, the files ...
Under consideration
Allow users to create customer CSV downloads.
Currently, in the system, in order to create a custom CSV download for import into a third party system. users have to get the development team to write a custom ...
Under consideration
Add a photo catalogue to the products list
We want the ability to attach pictures to our products to make sure it's the correct product/color when creating a request. This will also be more engaging for our ...
Under consideration
Pick bundles of products to create a purchase request
Add the ability to create bundles of products. So we can pick bundles that we frequently buy together and then just update the totals.
Under consideration
Add "Buy Now" for other e-commerce stores too
Today, you can use the "Buy Now" button to create the Amazon Cart in your own account, straight from the PO. We need this to be available on all Punchout stores.
Under consideration
Anomoly Detection
Using all the data in the system, the system would pick out unusual transactions through across all customers. These would be used to notify leaders in organisations ...
Under consideration
Attachment to a PO to be included in the pdf
We need the option when we attached something to a PO that this is added to our PDF, this needs to be a separate page on the PDF.
Would be great if we can have this ...
Under consideration
Remove empty cells on custom fields table that show on PDF (related to Label custom fields)
When we use a label custom field on the PO, it adds an empty cell on the PDF. To save space, we would prefer if the labels were next to each other instead of ...
Under consideration
Remove "Pending" status from Administrator PO's
Please remove the watermark of Pending across the PO's. It causes more work as another administrator must approve & re-print, to not show the Pending. All approval ...
Under consideration
Use Google Document AI to parse invoices
Google have released Docuent AI. Can’t we use this to automagically parse uploaded invoices so you don’t have to key in the data values. ...
Under consideration
Customiseable PDF templates specific to Suppliers
Add the ability to create templates for the PDF's sent to Suppliers and allocate these templates to specific Suppliers.
Under consideration
Prevent User from copying a PO
Add the ability to prevent certain users from copying a PO.
Under consideration
Add 'Supplier Code' field to 'Add Supplier' function
When a new Supplier is created there will be a field for adding a 'Supplier Code' along with the other information.
Under consideration
Custom Language options for PO sent to a Supplier
The feature would give you the option to select a language in which a PO is sent to a Supplier.
Under consideration
Add Keyboard Shortcuts
Products like Slack and Stripe, offer keyboard shortcuts to make common tasks quicker to do.
For example, in Stirpe, you can hit back slash to move the cursor to ...
Under consideration
Send the PO to the higher level approver if the PO creator is an approver in the chain.
When an approver creates a PO using a budget that they are assigned to in the chain of approval, the order will need to be sent to the approvers in the chain that has ...
Under consideration
Disable Email Reports
After clicking on Profile -> Reports -> Run Report, the system sends an email copy of an Excel file containing the report detail. There is a security concern around ...
Under consideration
Notification of partial receipt of goods
It appears that an email notification gets sent only when a PO is delivered in full. It would be a tremendous benefit to receive an email notification for partial ...
Under consideration
Add "Fulfillment Status" as a filter for Purchase Order interface
Current filters include the fields Supplier, Requester, Department, Duration, Payment Type, etc
I would find the addition of the "Fulfillment Status" field to the ...
Under consideration
Product Shop for customers or employees
Offer a defined list of products through an online shop that either your customers or employees can choose from and place orders for.
The orders would be processed ...
Under consideration
Attachments added to Invoice for PO - visible in invoice view
Ability to add a digital copy of a physical document into the Invoice "ready to pay" or "Outstanding" part for accounting. We have some wet signature documents it ...
Under consideration
RFQ Document Description - make Optional
Currently the document description is required in order to add a document to the RFQ.
Under consideration
If possible to have a summary listing features of pending POs due for approval for the day only
Example if the approver has 10 POs in total for approval in the system,
but only 3 is due for approval today… is it possible to just select those 3 POs and put it ...
Under consideration
Mandatory fields for Supplier information
The ability to make certain fields mandatory when setting up a new supplier. eg: Contact name, address, email, phone number. This would ensure we have proper contact ...
Under consideration
Default Receiving/Payment Quantites/Amounts
It would be great to have a setting option to default receiving/payment quantities/amounts to 0 rather than the total per the PO or total remaining. My suggestion ...
Under consideration
don't notify person why made a comment
We have an employee that has expressed constant frustration that when they comment PE they receive a notification. They want to receive notifications when others make ...
Under consideration
Copy PO from one Company to the other for Multi-Company accounts.
Add the ability to allow the user that have multi-company entities to be able to copy over a PO from one entity to another.
Under consideration
Create short cut keys for ADD A NEW ITEM
Would be great to have short cut key combination for ADD A NEW ITEM when raising POs. Finance staff largely use short cuts rather than mouse clicks to move quickly ...
Under consideration
Restricted additional notes/comment & adjustments after PO fully approved
Add the option to restrict the users from making adjustment and leaving additional comments and/or notes to the Purchase Orders after the PO has been fully approved.
Under consideration
Change "Send" button on requests to "Send for Approval"
We don't use the approval side of the software (all requests are self-approved), but we do use the "Send to Supplier" functionality. When our users click on "Send" on ...
Under consideration