Click Through Report from the Charts in Operational Dashboard

You can now click on the bars or pies or numbers in the charts in operational dashboard to view the list of claims making up that number.

For example - you can click on one of the bars in "Claims Past Due" chart and you can see the list of claims that are x days past due.  

You can then go into the claims by clicking on the claim ID links.

To go back to the full dashboard, you can click on "Close".

Want to learn more about Operational Dashboard?  

Supplier Name and the Project Group Details in the Purchase Order Section within a Supplier Invoice

You can now see the supplier name, project group code and project group name in the purchase order section of the supplier invoice.

NetSuite API - Export Item Details for Bills

For our client using NetSuite, you can now select an item for each supplier invoice line in ProSpend which will create item lines in the bills in NetSuite.

We can enable a new field in ProSpend which will have your list of items.

Below is what the above supplier invoice will look like in NetSuite -

Also, the system exports the actual quantity and the price for each line item if you have the quantity and the price fields enabled in ProSpend.

Please contact us if you would like the item field to be setup in your ProSpend database.

Wiise API - Sync Jobs and Job Tasks

For our clients using Wiise, you now have an option to sync jobs and job tasks from Wiise to ProSpend.

The jobs and job tasks within each job will be created as project groups and projects respectively in ProSpend.

To know more about ERP Sync, please see below -

Wiise API - Assign Jobs and Job Tasks for Bills and Journals

You can now assign jobs and job tasks to supplier invoices, card claims and cash claims in ProSpend. Jobs and job tasks will be setup as project groups and projects respectively (please see above release notes).

Below is a supplier invoice in ProSpend with a job and a job task assigned to each line.

Below is the bill created in Wiise -

Below is a credit card claim with jobs and tasks assigned to some lines -

For card claims that have both expenses with jobs and expenses without jobs, 2 different journals will be created in Wiise.

For expenses with jobs, a job journal will be created -

For expenses without jobs, a general journal will be created -

Please contact us if you would like this to be setup in your ProSpend database.

Reckon Hosted API - Foreign Currency Supplier Invoices

If a supplier is setup with a foreign currency in ProSpend, all the supplier invoices linked to that supplier will have to be in that currency.

For example - the supplier below is setup with USD as the currency.

When a supplier invoice for this supplier is created, the system defaults the currency to be USD.

When this supplier invoice is exported to Reckon, the system will just export the foreign currency amount, in this case it is $82.50, and Reckon would then default the currency based on the supplier setup. Reckon will also use the preset exchange rate to convert that amount into local currency.

We can also setup a different A/P account for each supplier in ProSpend.

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