Weekly Update: September 17

Updates:

• Changes to the Invoice and Purchase Order editing pages
• Purchase Order / Invoice attachments will be sent to QuickBooks
• Ability to download Blanket Purchase Order per Total
• The ‘open’ document status has been relabelled ‘draft’ 
• The signature field in the Purchase Order PDF file was prolonged 
• Updates in Custom Reports

Changes to the Invoice and Purchase Order editing pages

With a view toward improving the document's pages for greater ease of use, we changed the editing page for Invoices and Purchase Orders.

How it works:

When you click on the Edit Invoice button, a pop-up window will open. Here you'll be able to edit your document:

Purchase Order / Invoice attachments will be sent to QuickBooks

Now, all attachments from Purchase Orders and Invoices will be sent to QuickBooks Online. You can find them in the “Attachments” field in QuickBooks:

Ability to download Blanket Purchase Order per Total

We created a possibility to download Blanket Purchase Order per Total even if there are no items:

The ‘open’ document status was relabelled ‘draft’

We changed the document status name. Upon creation, a document will receive the status of “draft” instead of “open.”

This is how it looks:

The signature field in the Purchase Order PDF file was prolonged

Updates in Custom Reports

Included within this release, we have many updates to Custom Reports.

The following columns were added:

• The “To pay” column was added to Invoice Custom;
• The “Used Total in Budget” column was added to the Budget Custom Report;
• The “Supplier Unique Code” column was added to the Invoice / Purchase Order / Receipt / Credit Note Custom Reports;
• The “Integration status” column was added to the Invoice and Purchase Order Custom Reports;
• The “Budget Total” column was added to the Invoice and Purchase Order Custom Reports;
• The “Supplier Receipt #” column was added to the Purchase Order and Receipt Custom Reports;
• The “Item Row #” column was added to the Purchase Order Custom Report;
• The “Item Type” column was added to the Invoice and Purchase Requisition / Invoice / Receipt / Credit Note Custom Reports;
• The “Item from Catalog” column was added to the Purchase Order / Purchase Requisition / Invoice / Receipt / Credit Note Custom Reports.

The Credit Note Custom report has some changes — we removed some filters and added Suppliers Data and Company Data sections to the available columns.