Blogs

December App Features & Updates

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Happy New Year and best wished for 2022 from the ProcurementExpress.com team!

We continued our standard cycle of releases with a 2-week period during December and the holidays. Quite a few enhancements have been added based on the feedback we receive through your conversations with the Support team, the regular business reviews and our feedback portal.

This effort will be sustained in 2022. Please keep your comments coming. This is very useful to us.

December Releases

Version 2.1.24 (02/12/2021)

Enhancements
  • In the Purchase Order screen, you can click on the supplier name to go to the supplier’s page.
  • Quickbooks Online – The conversion of purchase order amounts to the supplier’s currency is available and active.
Bug fixes
  • The Approver’s name would sometimes not show under the Reviewed by section on PO – corrected.
  • The notifications sent to team members have been reduced after a review of the alerts. Further improvements are in development to give more flexibility around notifications.
  • In the Supplier portal, the order of display in the list of purchase orders was not consistent – fixed.
  • Sage – The Sage integration would pause if a supplier had an invalid email – fixed.

Version 2.1.25 (16/12/2021)

Enhancements
  • Team members can have access to the Budget section in read-only. This is activated in the Company Settings via the Budget tab.
  • Quickbooks Online – Asset accounts and sub-accounts as defined in the QB chart of accounts are available for use in budgets and purchase orders.
  • Budgets – Computed custom fields can be added to a budget. This new type of custom field is based on a computation using other custom fields. This can be used to compute percentages of custom fields, for example.
  • The purchase order currency and conversion rate are available as columns in the Purchase Order lists.
  • The Invoice tab of the Purchase Order show more details of the invoices as well as a total gross amount of invoices attached to the purchase order.
Bug fixes
  • Departments not importing with Employee Import template – Corrected.
  • The ‘Reviewed By’ dropdown is layered underneath the PO line items table – Corrected.
  • Complete payment action must set the PO to status Paid, independent from the status validation – Corrected.
Release 2.1.26 (30/12/2021)
Enhancements
  • Users can comment when they approve or reject an invoice.
  • The Export Employees and budgets download messages have been updated for better clarity.
  • The table column enable/disable popover menu for all lists has been redesigned for consistency with the rest of the UI.
  • The line item number from the purchase order is displayed in the Receiving Item screen.
Bug fixes
  • Due date is missing on the invoice Section on Show PO page – Corrected.
  • Tax not being added to the total on a new product – Corrected.
  • When using an alias to the Department label, the filters now display correctly the alias instead of “Department” – Fixed.
  • Wrong approval currency showing on budget – Fixed.
  • User unable to view Budgets – Fixed.

Reminders

If you have any questions, please contact our Support team via the online chat or using support@procurementexpress.com.

You can submit or upvote new features for our app on our feedback portal: https://procurementexpress.featureupvote.com.

November App Features & Update

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November has seen the release of our new main feature: Request For Quote. This is now available live on our app and can be used as an additional module.

We are also now supporting integration with Sage 200, where you can use accounts and suppliers from Sage 200 and communicate Purchase orders to Sage 200.

The teams have otherwise continued the work on improvements and bug fixes for improving the user experience.

If you’re interested in using the RFQ feature, do not hesitate to pick a time to chat here or ask your Support contact.

Releases for November

Version 2.1.22 (04/11/2021)

Enhancements

  • Changes some areas of the code to improve the speed of the application based on our internal performance statistics.

Bug fixes

  • Remove UI inconsistencies in the Import screen.
  • The line item number would randomly be empty when creating a purchase request – Fixed.
  • A user would get the “Action not allowed” page when accessing a PO from the global search – Fixed
  • A company admin would get an error when trying to add a new user while the company is at its user licence limit – Fixed
  • The product SKU would become empty if it was used in a line item in a PO and the SKU was set to empty in the PO – Fixed

Version 2.1.23 (18/11/2021)

Enhancements

  • Main release for implementation of Request for Quote (RFQ)
  • Main release for Sage 200 integration. ProcurementExpress.com now works with Sage 200 for purchase orders.
  • The company admin can allocate Edit access rights for standard users and approvers for POs approved and not paid. The company admin can now decide whether standard users and approvers can edit an approved PO, without changing the PO ID, or use “Cancel and re-use”, which allocates a new PO ID.
  • The in-app and mail notifications have been reviewed to avoid flooding users with notifications for POs they are not related to.

Bug fixes

  • Some users would sometimes not receive the reports they had run – Fixed
  • The budget of line items in a PO for a company using QuickBooks would sometimes be reset after modification – Fixed
  • The billing page would display an error under specific circumstances – Fixed
  • PO not getting marked as closed in QuickBooks once they are marked as Paid in ProcurementExpress.com – Fixed
  • Customer having issues with supplier bank details being overwritten in Quickbooks – Fixed

 

If you have any questions, please contact our Support team via the online chat or using support@procurementexpress.com.

Remember that you can also submit or upvote new features for our app on our feedback portal: https://procurementexpress.featureupvote.com. It matters to us. 25% of all features submitted have made it into the app.

 

October App Features & Update

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The product team and the development team worked on bug fixes, small improvements and custom work during October.

Our new feature Request for Quote (RFQ) was demonstrated to various audiences to get customer feedback and hone the features of RFQ V1.

If you’re interested in using the RFQ feature, do not hesitate to pick a time to chat here or ask your Support contact.

Releases for October

Version 2.1.20 (07/10/2021)

Enhancements

  • Company admins can archive suppliers in a Quickbooks Online connected company.
  • You can filter the invoice report on different invoice-related dates (Creation date, Issue date, Due date, Approved date, Settled date).
  • Company admins can default to a new PDF template that exports a purchase order with line items grouped by SKU and description. It offers a PDF with no budget distribution that can be sent to a supplier as is.

Bug fixes

  • QBO/Sage – Supplier addresses are now synched correctly for Quickbooks Online and Sage.
  • Purchase Order screen – The SKU is set to empty when the user selects product from a flexible product list and creates a purchase request – Corrected for the relevant company.
  • Mobile app – The name of the user who sent the PO to the supplier is present again in the history section.

Version 2.1.21 (21/10/2021)

Bug fixes

  • QBO – We now support suppliers with currencies different than the company currency in our integration with QuickBooks Online.
  • Global search – The gross amount displayed in the global search is the same as the gross amount displayed on the purchase order.
  • Mobile app – The last sign-in information is updated when you log in on the mobile app.
  • PDF – The “Grouped by SKU” PDF template has been amended to display columns based on their width.

 

If you have any questions, please contact our Support team via the online chat or using support@procurementexpress.com.

Remember that you can also submit or upvote new features for our app on our feedback portal: https://procurementexpress.featureupvote.com. It matters to us. 25% of all features submitted have made it into the app.

September App & Feature Updates

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Development in September continued on bug fixes, small improvements and custom work. The other focus was on implementing our new feature: Request for Quote (RFQ).

A first version of RFQ was released as part of version 2.1.19.

If you’re interested in finding out more about the RFQ feature, we’d like to hear from you, please pick a time to chat here or let the Success team know.

Tickets released

Version 2.1.18 (09/09/2021)

  • Support for .docx and .xlsx file formats for document upload and download.
  • Changed the message displayed for supplier approval for better clarity.
  • Paid POs showing up on the approved POs tab – Corrected.
  • PDF on the Purchase Order approved and attached email is automatically in Spanish – Corrected for English users.
  • Send to supplier using default template has the subject “default template” – Corrected the subject for clarity.
  • Make invoice reference a mandatory field – Configurable via Company Settings.
  • PO telling user that their is not a sufficient budget amount to approve a PO – Changed control on PO Amount.
  • PO telling user that their is not a sufficient budget amount when sending a Po for approval – Changed control on PO Amount.
  • [Show Invoice Screen] Clicking on the PO Number does not open the Show PO Screen for the PO selected – Corrected.

Version 2.1.19 (23/09/2021)

  • Request For Quote main feature – First release.
  • Addresses attributes for Integrations – Now supporting multi-line addresses in integrations (Quickbooks, Sage).
  • PO with negative line item the PO status does not show the PO has been paid – Corrected.

Software updates for August

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In the month of August, we focussed mostly on feature enhancements and fixing behavioral issues. Some of our resources are currently going into the development of our new Request for Quotation (RFQ) feature. This will be ongoing development until the end of November. If you’re interested in finding out more about the RFQ feature, we’d like to hear from you, please pick a time to chat here or let the support team know. Continue Reading