PLANERGY Release Notes – Version 10.0.24
We are pleased to announce PLANERGY version 10.0.24, a significant update focused on expanding AP Automation capabilities, strengthening integration reliability, refreshing the PLANERGY brand, and giving teams greater flexibility across purchasing, invoicing, reporting, and system configuration.
1. Procurement & Purchase Order Enhancements
- GL Code on Purchase Order PDF and Print. A new setting (disabled by default) allows GL Codes to be included on PO PDFs and printed outputs. When enabled, the GL Code is displayed only on PDFs downloaded within the application — it is intentionally excluded from PDFs sent to suppliers and from supplier-facing Acceptance/Seen pages.
- Posted Status Column. “Posted status” column is now available as an optional column in the Purchase Order search result table customization, giving users quicker visibility into posting state without opening individual records.
- Internal Notes Column. “Internal Notes” has been added as a selectable column in the Purchase Order search result table, allowing teams to surface internal context directly from the search view.
- Requester Preserved on PO Edit. Previously, editing a Purchase Order via the Edit button could overwrite the “Requested By” field with the editing user’s name. This has been corrected — the original requester is now preserved regardless of who edits the order.
- Budget Increase Email Now Includes GL Code Details. When a budget increase request is triggered due to insufficient GL Code budget within a department, the notification email now includes the specific GL Code and department detail, making it easier for approvers to act without additional investigation.
- Free Text Supplier Removed on Repeat Order Where Permission Is Absent. When a user without permission to add free text suppliers replicates an order that originally used a free text supplier, the supplier is now automatically removed rather than carried over, preventing permission bypass during the repeat order flow.
2. Accounts Payable & Invoice Processing
- Cost Code Editing on Non-PO Invoices. A new setting (disabled by default) allows Cost Code to be edited at the line-item level on Non-PO Invoices when Non-PO Invoice Budgeting is enabled. This addresses cases where incorrect codes are only identified at the invoicing stage.
- GL Code and Cost Code Editing on PO Invoices. A new setting (disabled by default) allows GL Code and Cost Code to be edited during PO Invoice reconcile and edit. When enabled, any change made automatically creates a Purchase Order Automatic Pending Change against the underlying PO. These automatic pending changes cannot be modified manually and are approved automatically when the corresponding invoice is approved — keeping PO and invoice data aligned without requiring a separate approval cycle.
- Option to Hide Recognized Total. A new setting controls the visibility of the Recognized Total field on Invoice Add, Edit, and View pages. The field is shown by default; disabling the setting removes it from all three pages.
- Company Filter on Invoice Document Advanced Search. A Company dropdown filter has been added to the Invoice Documents advanced search section. On multi-company accounts the filter includes an “All” option; on single company accounts the filter is hidden automatically.
- New Invoice Status Filters: In Creation and In Approval Process. Two additional filter options are now available on the Invoice search page – “In Creation (Saved)” lists invoices that have been saved but not yet forwarded for approval, and “In Approval Process” lists invoices actively progressing through the approval workflow.
- Supplier Column on Invoice Approval Time Report. The Invoice Approval Time report now includes Supplier as an available column, making it easier to analyze approval performance by vendor.
- Last Comment Column on Invoice Search. “Last Comment” is now available as a selectable column in Invoice search results, consistent with the equivalent column already available in Invoice Document search.
- Paid Status and Paid Amount Columns. Both “Paid Status” and “Paid Amount” are now available as optional columns in the Invoice search result table and the Invoice advanced report, supporting more complete payment visibility from the search view.
- Twinfield Period Column on Invoice Search and Export. The Twinfield period is now available as an optional column for customization on the Invoice search page and Invoice export, allowing Twinfield-connected teams to view and export period information directly from the invoice list.
- Sender Email Shown on Invoice Document Last Comment Column. The “Last Comment” column on the Invoice Document page now displays the sender’s email address at the top of the comment, giving reviewers immediate visibility into who originated the latest comment without opening the record.
3. AP Automation
- AI-Powered Invoice Line-Item Matching. When an invoice is received and its line items are identified, the system now uses AI to automatically match them against Purchase Order items by item code and item name. Matched items are pre-populated on the Invoice Reconcile page with price, quantity, and tax values set automatically, reducing manual reconciliation effort.
- Automatic Tax Identification on Invoice Items. AP Automation can now identify the applicable tax rate on recognized invoice line items and set it automatically during the reconciliation process.
- Customizable Supplier Notification Emails. Organizations can now customize the content of emails sent to suppliers upon invoice receipt, providing greater control over supplier communication at the point of invoice processing. If you wish to customize the notification emails, please submit a ticket with PLANERGY Support team with the wanted text that you would like to replace default notification email with.
- Drag-and-Drop File Upload on Invoice Documents. The browse button used to upload invoice files on the Invoice Documents search page has been replaced with a modern drag-and-drop file upload control, streamlining the process of submitting documents into AP Automation.
4. Integrations
Xero
- Updated API Scopes. Xero integration scopes have been updated to align with Xero’s latest scope requirements, ensuring continued connectivity and compliance with Xero’s current authorization model.
- Bank Account Details No Longer Overwritten When Empty. Previously, exporting a supplier to Xero would overwrite existing Xero bank account details with empty values if those fields were blank in PLANERGY. The export now skips bank account fields when they are empty, preserving data already held in Xero.
- Bank Account Details Imported from Xero. Bank Account Details are now imported from Xero during supplier synchronization, ensuring supplier financial data in PLANERGY stays consistent with Xero.
- Custom Address Import Corrected. A technical issue where the entire Xero address was being placed into the Street field during supplier import has been resolved. Address components are now mapped to their correct fields.
Sage Intacct
- PO Approval Date Used as Posted Date. PO exports to Sage Intacct now use the PO Approval Date as the Posted Date instead of the Requested Date. This prevents posting failures in months that have already been closed in Sage Intacct, where a PO entered in a prior month but approved in the current month would previously fail to post.
- Department Budget Audit Trail for Imported Budgets. Department budgets set via import from Sage Intacct are now correctly tracked in the Department Budget Audit Trail.
- Attachments Exported with Credit Notes. Attachments associated with Credit Notes are now included when Credit Notes are exported to Sage Intacct.
- PO Export Error Resolved for Zero-Price Items. An error occurring during PO export when a line item had a price of zero has been corrected.
- PLANERGY PO Number Exported as Intacct PO Number. When PO Auto Numbering is disabled in Sage Intacct, the PLANERGY PO Number is now used as the Intacct PO Number on the exported transaction. When Auto Numbering is enabled, Intacct’s automatic numbering continues to apply.
- Journal Import Filtered by Company. A Company dropdown (including an “All” option) has been added to the Sage Intacct Simple Settings page alongside the Reimport and Import Journal buttons. Selecting a specific company limits the import to that company; selecting “All” processes journals across all companies.
- Voided Payment Support. Voided payments from Sage Intacct are now supported and handled correctly during synchronization.
- Skip GL Code by Department Validation on Journal Import. A new Sage Intacct setting allows the GL Code by Department validation to be skipped when importing journals. By default, the validation is mandatory; when the setting is enabled, only GL Code and Department must exist in PLANERGY for the import to succeed. Missing GL Code by Department combinations are still recorded as informational entries in the Integration Import History so they can be reviewed and corrected later.
- PO Item Name Truncated on Export. PO Item Names are now automatically truncated to 400 characters when exported to Sage Intacct, matching Sage Intacct’s PO item description limit and preventing export failures for longer item names.
- Configurable Supplier Email for Initial Import. A new Sage Intacct setting allows organizations to choose whether the First or Second supplier email in Sage Intacct is imported into PLANERGY on the initial supplier import (defaulting to the First email). The supplier export has also been updated to write the email back to the selected Sage Intacct email field, keeping the two systems consistent.
5. Administration & Control Panel
- Cost Code Search Result Columns Updated. The Cost Code search result page now includes Description, Company, Total Budget (current financial year for multi-year budgets), and Budget Type as available columns. The Delivery Location column has been removed.
- Role Column on User Permissions Export. “Role” is now available as a selectable column when exporting User PO and Invoice Permissions, making it easier to audit permissions alongside user roles in a single export.
- Manual Export Button for Sage Intacct-Imported Suppliers. A manual export button is now shown on the Supplier page for suppliers that were originally imported from Sage Intacct, resolving a gap where no export option was available for those records.
- Export Dropdown Custom Field Values to CSV. A new Export button on the Custom Field dropdown value Edit page allows all dropdown values to be exported to a CSV file. The export format matches the import template exactly, making it straightforward to review, adjust, and re-import values in bulk.
- Approval Rule Export and Import Support Custom Fields. Approval Rule export and import now include Custom Field and Custom Field Value columns, enabling full round-trip portability of approval rules that reference custom fields.
- Custom Field Dropdown Import – All Companies/All Departments Fix. Importing a Custom Field dropdown value that is assigned to all companies and all departments previously resulted in an error. This has been resolved, and such values can now be updated via import to a specific company and department.
- Active and Archived Filters on Custom Field Dropdown Values. New Active and Archived filters have been added to the Drop Down List Values search, consistent with the filters available on other Control Panel objects. Inactive values are now highlighted in yellow and archived values in red, matching the visual conventions used elsewhere in the Control Panel.
- Archive Replaces Delete for Dropdown Values. The “Delete” option on Custom Field dropdown values has been renamed to “Archive”. Selecting Archive no longer removes the value — instead it marks it as archived, where it remains accessible in search results by applying the new Archived filter. This preserves historical data while removing the value from active use.
- Department Import: Financial Year and Open Budget Columns. Two new columns — Financial Year and Open Budget — are now supported in the Department import template and apply to departments with a multi-year budget type. Financial Year accepts relative values (−3 through 3, where 0 is the current financial year); when left blank it defaults to the current year. Open Budget accepts Yes or No and controls whether the budget period is opened or closed on import, defaulting to Yes when left blank.
- Department Search and Export: Budget Type, Start Of Financial Year, and Open Budget Filters. Three new filters have been added to the Department search page. Budget Type allows filtering by All, Project, Annual, or Multi Year. Start Of Financial Year presents a dropdown spanning the previous five financial years, the current year, and the next five years, filtering departments to those whose multi-year budget starts in the selected period; it defaults to the current financial year. Open Budget filters by All, Yes, or No, showing only departments with an open budget period (or all Project/Annual departments when Yes is selected). These filters also apply to the Department Basic Export. Additionally, Financial Year and Open Budget are now available as optional columns in the Department Basic Export, populated only for departments with a multi-year budget type.
6. Dashboard & Reporting
- New Department Expenditure Widgets. Five new expenditure widgets are now available for the Approver Dashboard and Custom Dashboard:
- Department Expenditure By Supplier,
- Department Expenditure By Cost Code,
- Department Expenditure By Purchase Item Category,
- Department Expenditure By User,
- Department Expenditure By Location.
Each widget supports a Department filter, scroll-based paging or load-more navigation, and is scoped to the current financial year (or project start/end dates for project-type budgets).
- Load More on Department Expenditure By GL Code. The Department Expenditure By GL Code widget on the dashboard has been updated to support infinite scroll with a load more option, replacing the previous fixed Top 5 through Top 30 selector.
- Customizable Shortcut Widget. Users can now customize which shortcuts appear in the shortcut widget on the Purchase and Accounts Payable home pages. All menu pages the user has permission to access are available as options. External links with custom labels can also be added, making the widget a configurable launchpad for each user’s most-used destinations.
- Internal Announcements Widget on Home Pages. A new Internal Announcements widget is available for module customization on both the Purchase and Accounts Payable home pages. Messages are managed from a new “Internal Announcement” page in the Control Panel, where users with company add/edit permissions can compose announcements using a rich-text editor that supports formatting and hyperlinks. Published messages are then displayed in the corresponding home page widget for all users.
- Sortable Columns in HTML Reports. All columns in HTML-format advanced reports are now sortable, enabling in-browser ordering without the need to export to a separate format.
7. General Enhancements
- Refreshed PLANERGY Logo. PLANERGY has rolled out its newly redesigned brand mark. The previous logo has been replaced with the new logo across the application, reflecting the next chapter of the PLANERGY identity.
- Attribute Value Propagation from First Line. A new setting controls whether attribute values entered on the first line of an order or invoice are automatically propagated to subsequent lines. The setting is available for both Purchase Orders and Invoices and is disabled by default.
- Suggested Recipients on Order and Invoice Comments. When adding a comment on a Purchase Order or Invoice, a suggested list of relevant contacts is now displayed for selection. For Purchase Orders the suggestions include PO Requester, PO Approver, Goods Receiver, Supplier, and users who have previously commented. For Invoices the suggestions extend to: Invoice Reconciler, Invoice Approver, and Supplier, in addition to the same roles listed for Purchase Orders.
- Export Integration Import History Details to Excel. A new “Export To Excel” button is available on the Integration Import History Details page. The export honors any active search filter and produces a fixed (non-customizable) file containing the header information — Sync Type, Integration, and Synced By — alongside a table of Date, Message, Message Details, and Object Details columns, making it easier to share and analyze integration sync results.
These enhancements reflect our continued investment in automation, integration depth, and operational control. For assistance with any of the features above, please contact the PLANERGY support team.