Blogs

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

[NEW] Sage 50 UK Integration

 

Sage 50

 

Sage 50 UK Integration with ProcurementExpress Ensures Easy Purchase Order Management

More than 400,000 UK businesses, both startups and large enterprises rely on Sage 50 for accounting and finance management needs. The versatile software is a desktop accounting solution that syncs to the cloud and offers a multitude of advanced features including financial reporting and in-depth stock management.

 

One of the major challenges that finance and accounting departments in the UK faced was that they had no option but to manually input purchasing data into Sage 50. The other alternative was to provide access to the purchasing department which raised security and confidentiality issues. With ProcurementExpress.com native integration, that’s about to change.

Continue Reading