Welcome to your 15th November 2019 release notes!
We hope you like the new features, updates, and fixes we've rolled out this time. Stay tuned for even more great updates in the coming months!
Attach useful documents to orders
You can now personalise your purchase orders to include the important information that your suppliers need to meet your unique requirements.
Whether it’s an email conversation with your supplier evidencing bespoke price or delivery arrangements, a previous invoice for reference, or a price quote you’d like your supplier to honour, simply click the paper clip button in the top-right of the order editing page to upload your supporting documents.
Any documents you upload will be included as attachments in the same email that gets sent to your supplier containing your order. This way, all the information your supplier needs to meet your needs is in one convenient place, giving you peace of mind that your orders will be accurately processed in a timely manner once they leave our system.
See matched order numbers in the invoice tray
Thanks to the new ‘Purchase Order’ column, AP Operators can now get a more detailed insight into an invoice’s matching status without even having to leave the invoice tray. Sitting inbetween the ‘Invoice Number’ and ‘Company' columns, the new field displays the reference number of the matched order, and remains blank if the invoice has not yet been matched.
Like many of the fields in the invoice tray, you can use the ‘Purchase Order’ column to filter the results that you see, enabling you to drill down to a specific invoice by the number of its matching order.
Exporting reports to Excel is faster
Report exports are now much more efficient, with a progress bar providing reassurance of the status of your exports.
Invoice and order trays weren't displaying all the relevant transactions
The invoice and order trays weren't displaying all transactions that a user had been involved with. We've now fixed it so that order raisers and approvers can now see all transactions they have dealt with in the relevant tray.