Mobile Purchase Orders

 Mobile Purchase Orders

Default Currency for Supplier 

We have added a new field to the Supplier setup screen - the default currency that the supplier trades in. This can be found second from the bottom in the Supplier screen.

Once a default currency has been selected for a supplier, any items on purchase orders or supplier invoices created with that supplier selected will default and be locked to the configured currency. This will also show the price of the item in the currency that is selected as the default for that user. The system will still display the amount in local currency using the average exchange rate on the date of the expense.

This system will now correctly export the selected foreign currency to some ERP solutions.

For foreign currency suppliers, the variance between the purchase orders and the supplier invoices will now be calculated on the foreign currency amounts. 

For more information, feel free to contact our support team.

Auto navigate to next available claim for Approval

On approval of any claim in their list, the approvers are presented with the next available claim to approve, rather than being directed to their home page.

Easy access to Help Portal

We have added a Help icon next to the logout button on user's Home Portal. 

The link destination is dependent on your Role. Claimants and Approvers are linked to the Online Help Portal

Administrators and Payers are l

inked to the Support Portal to raise a support ticket or acces the Help Site.

Country field in delivery information for Purchase Orders

We have added a 'country field' in the Delivery Information tab for Purchase Orders.

• The user has the option of manually entering the delivery information including the Country, or
• If the cost centre or the user address is used, the country information auto-populated from the cost centre profile.
• The field is editable at any time

The Country is now displayed on the Purchase Order

Expense Report enhancements

We have made the following changes:-

• Improved search performance
• Cost centre and Supplier fields are now searchable
• New feature - Saved Reports - All fields (except for dates) can be saved as a favourite report

• All the fields are sortable, and the sort is saved across all pages.
• Navigation buttons are now at the top and bottom of each page.