The latest update of PLANERGY will be released soon and an important part of this update will be changes to the design of the PLANERGY application. This improves the look and feel of the software to make it easier to use.
These changes have been planned to minimise their impact on how you are used to using PLANERGY but there are some changes that you need to be aware of. Below we explain the changes but if you are having any problems completing a task in PLANERGY please contact our support team and they will be happy to help.
Full Screen Layout For Large Screens
PLANERGY has always used a responsive design (it resizes automatically to fit the screen size you are using), but on larger screens it did not make full use of the screen width. The new design will use the full width of the screen you are using making it easier to use.
Left Side Menu
The main menu on the left of the screen has been updated. There are icons added for each group of pages and the entire menu can be minimized to free up additional horizontal space. There are a few important things to know about how the menu will behave differently to the old main menu.
Using the circle with the orange arrow at the top of the menu you can expand or collapse the menu.
If the menu is expanded only one submenu will be open at any given time. You can press the arrows on the right of the menu to open the section and see the additional menu options for that grouping.
If the menu is collapsed the submenu will appear when you hover over the relevant icon in the menu.
Help and Support buttons
The help and support buttons previously appeared at the very far left of the screen, these are now added at the bottom of the left side menu.
Control Panel button moved
The button to access the Control Panel previously appeared in the left side menu. It has now been moved under the User Profile section in the header menu.
To access the Control Panel you now need to use the profile menu. This is accessed from a circle with the first letter from your first name and first letter from your second name at the right-hand side of the header menu. Pressing the icon will display the additional options below it and Control Panel is included here.
Accounts Payable menu options
For some users who have been using PLANERGY for many years you will be used to seeing Accounts Payable options in this menu.
When we introduced AP Automation functionality this greatly expanded the Accounts Payable functionality available in PLANERGY but your menu was not updated to reflect this. With the release of the new design the menu has been standardized and the Accounts Payable options are now found in a separate Accounts Payable module.
If you would like to learn more about PLANERGY’s Accounts Payable Automation, please contact the support team for more information.
The links to access different PLANERGY modules are located in a similar place to where they were available in the old design but the look and feel of these has been changed.
Logout and User Settings
The logout and user settings options were always visible on screen in the old design. To access these options now you need to use the profile menu (a circle with the first letter from your first name and first letter from your second name). Pressing the icon will display the additional options below it.
Order View/Edit Page
Order status now appears next to the requisition or purchase order number.
The comments section that previously appeared on the far right of the screen now appears at the top right corner of the document.
The tabbed navigation to move between Waiting For Approval, Approved, and Rejected pages has been removed. You can access each of these from the main left side menu.
The receiving page is now split into 2 separate tabs for receiving and returning. Previously it was possible to return items and receive items. To return items you now have to open the Return Items tab and you will see the options to return items.
The standard search pages, this includes Purchase Order Search and Invoice Search, are all updated with similar changes.
Quick Search is now available, this allows you to search based on any information quickly with a single input field. This searches across all data.
All other search filters are hidden under the Advanced Search expander. You can open this by clicking anywhere on the section. This will reveal all of the search filters for searches or exports.
The location of the export options have moved to the top right of the search results table.
Search Results Settings
The options for configuring how the search results appear has been moved and is now available on the top right, above the search results table.
This opens a popup where you can change the display settings for the search results table.
Invoice Documents Search
Reconcile Invoice Button
The Reconcile Invoice button is located in the same place it was before but now uses an icon.
Reconcile New Invoice
Supplier Invoice Panel Buttons
The buttons used to interact with the invoice document have been updated to use icons. The same options are available and appear in the same order as in the old layout except the ‘Next Document’ button has been moved to the Header Section.
This has been updated to have navigation options to move to the next and previous invoice document. Previously these were available in the buttons in the Supplier Invoice Panel.
The latest update release of PLANERGY went live over the weekend of the 14th/15th of May. See below the updates made in this release.
The latest update release of PLANERGY went live over the weekend of the 14th/15th of May. See below the updates made in this release.
Integration – Amazon Business – Order Confirmation, Shipment Notification, and eInvoice integration
The PLANERGY PunchOut integration with Amazon Business is updated and now includes standard Amazon Business notifications integrated into the PLANERGY Procure-to-Pay workflow.
Notifications can be set for each user so they can decide if they prefer these notifications in the application, by email, or through Microsoft Teams or Slack.
The notifications are tracked in the audit trail for the PO ensuring everything is centralized following best practices for Record-to-Report.
When Amazon Business confirms your order the update is reflected in PLANERGY with the order status updating to ‘PO Accepted’ for orders that have been fully confirmed.
When only part of the order is confirmed that will be ‘PO Partially Accepted’ and the accepted items will be highlighted with a green bar beside them. Items that have yet to have an order confirmation will have no color bar. Rejected items, or items that cannot be supplied, will be highlighted with a red bar and if you hover over the bar it will show the reason it cannot be supplied.
If a purchase order is fully rejected by Amazon Business the PO status will update to ‘PO Rejected’ and all line items will be highlighted with a red bar and if you hover over the bar it will show the reason it cannot be supplied.
Notifications for Order Confirmation are linked to the existing notification, ‘Supplier Acceptance of PO sent by Me’. Notifications for Shipment Notifications will have a new notification setting added in the next update release but will initially be received by the requester in all channels.
When Amazon Business confirms shipment for items on a purchase order this will be reflected in PLANERGY with the order status updating to ‘PO Shipment Sent’.
On the View Purchase Order page there will be a new ‘Shipment’ button tracking the various shipments related to the purchase order.
When you click the button it will show the relevant shipment notification information from Amazon Business. Each shipment will be tracked separately with all relevant information including Notice Date, Shipment Date, Delivery Date, the Items and quantities included in the shipment.
Shipment notifications are also available in the Receiving section of PLANERGY. When reviewing there you also have the option to copy the quantities in the notification to speed up the process of partial receiving.
Amazon Business will send invoices directly to PLANERGY where they will be automatically processed and matched against the relevant POs. They will be available in PLANERGY to view in cXML format sent by Amazon. Fully streamlining the Procure-to-Pay process for your Amazon Business orders.
Invoices will be immediately available as saved invoice for the PO and in the Invoice Search list.
Notifications in PLANERGY related to Amazon Business eInvoices are linked to the notification setting ‘AP Automation – New Invoice Received’
Advanced Reporting – Purchasing KPI reports: Purchase Order Cycle Time and Purchase Order Approval Time
In the Purchase section of PLANERGY we have added a couple of very useful standard reports under Advanced Reporting to track KPIs related to purchase order processing – Purchase Order Cycle Time and Purchase Order Approval Time.
Both reports include a doughnut graph for top performers and a searchable, customizable table. They can also be filtered by date range.
Purchase Order Cycle Time
Purchase Order Cycle Time is calculated on the number of days from when the requisition was created to when it was sent to the supplier. Top performers for this metric average 5 hours or less. If you are looking to improve on this KPI, you can find tips to improve your PO cycle time here.
Purchase Order Approval Time
Purchase Order Approval Time is calculated based on the number of days a requisition takes to be fully approved and become a PO. This can be very useful for identifying the worst performing approvers or departments that are causing bottlenecks. It can also be used to identify the best performing people and departments for praise.
It is now possible to add comments to the invoice documents received from your supplier before they are saved for processing through PLANERGY. This allows queries to be raised and discussed at an earlier stage in the process. For example, when you want to delay payment for an invoice because it is being queried with the supplier.
As with the comments elsewhere in PLANERGY this can be used to add notes or start an internal discussion. All comments are fully recorded in the audit trail.
You can also add comments to the documents from the Invoice Documents search page.
Integration – PunchOut Available For Staples and Henry Schien
We are continually adding to the list of suppliers where we can integrate with their electronic catalogs. The latest to be added are Staples and Henry Schien. If you use either of their suppliers you can link your orders to your approval workflows in PLANERGY while ordering directly from their online stores.
Advanced Reporting – Approval Rules Export Includes Version Number and Status
Version Number and Status columns have been added to the approval rules export making it easier to compare changes to approval rules over time and across the versions of a rule.
PLANERGY’s new logo has now been added in the header of the application.
Accounts Payable – for invoice documents where invoice date is not identified the field will be left blank. Previously the data it was received was used as a fallback but it is often not the case.
The latest update release of PLANERGY went live over the weekend of the 23rd/24th of April. See below the updates made in this release.
Things are moving so fast here at PLANERGY our writers were struggling to keep up! There have been releases in February and March, so these release notes serve as a catch up for these as well as an update for April.
So you may have seen some of these features in PLANERGY and already started to use them. We hope you like them!
Accounts Payable – Supplier Invoice Document – Word and Excel Documents Preview as PDF
If the supplier invoice is received in Word or Excel format PLANERGY will now convert the file into PDF so it can be viewed in the PDF viewer when reviewing the invoice. Previously you would have to open the original file to review it, so this should save additional time when processing invoices in this format. The original Word or Excel file will be attached to the invoice as a document in it’s original format.
Accounts Payable – Supplier Invoice Document – Highlight Data Identified On The Document
When data is identified on the supplier invoice it is now highlighted on invoice view panel as well as on the invoice processing panel. This makes it easier to scan and review the data if you want to manually check the information.
The highlight is a square with a different colour used for each of the fields identified to make it easier to compare the data in the two locations. This highlight happens for the Invoice Number, Invoice Date, Invoice Total, Supplier Name and PO Number.
By default the highlight will be present when you are first processing the invoice. If you later review the invoice you can activate the highlighting by pressing the new ‘Highlight’ button.
Purchase – Advanced Reporting – New Report and Graph: Purchased Item Price Variation
A new report is added to Advanced Reporting in the Purchase module, Purchased Item Price Variation. The report is a line graph that highlights variation in the purchase price of individual items so you can compare and identify variations over time. The graph also highlights the average price paid for the item over the period under review by the graphs filtering. You can filter by company, item, and date range. The report can also be added to your Advanced Reporting Dashboard as a widget. A good place to start with this can be shipping charges. This can vary greatly from supplier to supplier and there could be a great opportunity in your company to make savings by introducing a preferred shipping company policy.
Integration – Amazon Business – PunchOut Shipment and Special Handling Amount
When processing Amazon Business PunchOut orders the shipment and special handling charges assigned to the order by Amazon will be automatically included to the PunchOut PO in PLANERGY as individual line items. This cuts out some manual input that was previously required and ensures all relevant costs are available for review when approving Amazon Business PunchOut POs.
Accounts Payable – Advanced Reporting – Budget Month Column Added To Invoice With Line Items Report Type
A new column, Budget Month, is added to the available columns for customization to the Invoice With Items export.
If you are using the Advanced Budgeting options that allow individual POs to be assigned to different budget periods it is now possible to report on these at the line level of the invoice.
Accounts Payable – Invoice Documents – AP Automation Email Address Added To The Invoice Documents Page
We have had some feedback that it can be difficult to remember the email address suppliers should email invoices to, especially for multi-company accounts where there are multiple email addresses. The email address for each company is now visible on the New Invoice section of the Invoice Documents page.
PLANERGY CheckOut Updates
We are continuing to improve our Chrome/Edge compatible extension that pulls cart information from leading online marketplaces to allow you to push the information through the approval process in PLANERGY more easily. It is available to download from the Chrome Web Store here.
Option To Install PLANERGY CheckOut In Application
When PLANERGY CheckOut is enabled for your account there is now a popup prompt to download the extension for Google Chrome or Microsoft Edge if it is not installed already. The popup appears when a user clicks on the New Online Catalog Order menu option. This will help make it easier for your team to start using the feature quickly.
Expanded List of Suppliers Supported By PLANERGY CheckOut
Support for a large number of new supplier’s websites in various regions has been added. This makes the extension more flexible and usable than ever. If you would like us to look at supporting any additional online marketplaces you order from please do let us know!
Advanced Reporting – Receiving With Items Audit trail report update
New columns are now available for selection in the report type Receiving With Items Audit Trail. The report can also include items that have not been received too. This makes it easier to report on receiving information. The new columns available are:
Order Authorized Date
Order Requested Date
The customer has need to track long delivered items and not fully delivered items. With latest changes, that could be done using this report, since they could compare AuthorizedDate with Receiving date and to filter by not fully delivered items. They would like to chase suppliers which have a long delivery or a lot of partially delivered items/POs
Integration – PunchOut – Improvements for Henry Schien Integration
PunchOut integrations can be set up for any supplier that have PunchOut Catalogs. When working with a customer to integrate with their Henry Schein account there were some additional integration options for this supplier and we have updated our PunchOut Settings to accommodate this.
Two new PunchOut settings are added to cover these options:
Two existing field names have been updated:
Identity is renamed to From/Sender Identity
Secret is renamed to Shared Secret
UI – Alternating Color For PO and Invoice Line Items
When using custom fields on the PO or Invoice line item information the individual line items run across multiple rows on screen. We have had feedback from users that this made it difficult to differentiate the line items easily.
Alternating line items now have a different background colour and there is better spacing between the line items to make it easier to see where a line item ends and another begins.
Custom Home Page Dashboards
The home pages for the Purchase and Accounts Payable module Home pages now have customizable dashboards. Each user can customize the dashboard to their needs by choosing from the available widget panels, positioning them, and sizing to suit their needs with the ability to include up to 8 separate widgets on the dashboard.
A default dashboard will be available that can then be customized as needed by the user. The widgets available to an individual user will be restricted based on their user permissions.
To add new widgets you can press the ‘Add New Widgets’ button:
This will reveal the widgets that can be drag and dropped into the dashboard:
The widgets available will be expanded (Please do let us know if you have a request) but the initial widgets are:
1. RSS – It is not possible to remove, but it is possible to resize and change position 2. Shortcuts – Widget which includes Home page Buttons 3. My Recent Orders 4. MY Recently Ordered Items 5. My Orders Waiting For Approval 6. Orders Waiting For My Approval 7. My Orders In Creation 8. My Orders In Approval Process 9. My Approved Orders To be Sent/Received 10. My Open Orders To Be Received 11. Expenditure in last 12 Months 12. Top 5 Expenditure 13. Top 5 Purchased Items Qty 14. Favorite Reports 15. My Recent Purchase Activity 16. Purchase Order Statistics
Widget listed below are available when Accounts Payable is not a standalone module in your PLANERGY account. 17. My Recent Invoices 18. My Invoices Waiting For Authorization 19. Invoices Waiting For My Authorization 20. My Authorized Invoices To Be Posted 21. My Recently Posted Invoices 22. Expenditure and Invoiced Bar Chart 23. Top 5 Not Invoiced Expenditure 24. Invoiced Total Chart 25. My Recent Invoice Activity
If your account of PLANERGY uses Accounts Payable as a standalone module you will have a separate dashboard with a group of widgets specific to Accounts Payable available to you. Accounts Payable Dashboard Widgets:
My Recent Invoices
My Invoices Waiting For Authorization
Invoices Waiting For My Authorization
My Authorized Invoices To Be Posted
My Recently Posted Invoices
Expenditure and Invoiced Bar Chart
Top 5 Not Invoiced Expenditure
Invoiced Total Chart
AP Favorite Reports
My Recent Invoice Activity
Login – Session Expiration Login Popup
A new sliding session expiration popup has been introduced. When you are logged out due to your session expiring, due to a period of inactivity in the browser tab where you are logged in, a login popup will appear when you return to the browser tab.
PLANERGY uses sliding session expiration. This means when your session expires, If the user logs in the content of the page will be not refreshed. This ensures that they can continue to work from where they left the session.
Accounts Payable – Invoice Search – Posted Status Column Available
You can now include Posted Status as a column in the Invoice Search results.
Posting status for invoices is important for reporting within AP to understand which invoices have been sent to your accounting software or ERP. You could always run reports and filter based on this information but including it on screen has been requested and we are sure this will be a helpful option.
Accounts Payable – Invoice Documents – Flag Invoice As Spam
When using PLANERGY’s AP Automation module you have a dedicated email address per company to receive invoices from your suppliers. But like with any other email address, especially if you publish it, spam can come through.
A new option is added to flag an invoice document as spam in the Invoice Documents section. When the spam button is pressed from address and it’s domain will be set as spam. If further emails arrive and the automated invoice scanning does not identify a supplier or PO Number then those emails and documents will be automatically set as spam too. You can find any documents set as spam by filtering by Document Status if needed.
Spam/Not Spam document status
Accounts Payable – Highlight Invoiced Items and Invoiced Items With A Difference To The PO Before Saving The Invoice
A new feature was added in a recent release to allow you to highlight the items on the PO that are being processed on the invoice. You can also highlight the relevant PO item that has a different price or quantity to the invoice.
You can now do this before saving the invoice. This makes it easier to identify which items are included from the PO on the invoice and which items on the PO do not match. Exceptions can be reviewed and handled much faster before saving the invoice. This is especially helpful if you don’t have an invoice tolerance set because you would not be able to save the invoice with a discrepancy.
Accounts Payable – Invoice Date Identification Improvements
Date formats on invoices sent by suppliers can vary greatly. We have updated the list of supported invoice date formats and how we manage them. Invoice date identification is greatly improved with this release.
Purchase – Advanced Reporting – New KPI Reports: Average PO Approval Time and Average PO Cycle Time
Two new KPI reports are added to Advanced Reporting in the Purchase module.
Both reports include a doughnut graph listing the top 5 departments and can be filtered by date. A table will list all departments and the average approval time for the period filtered to. Purchase Order Approval Time AVG By Department
This report calculates the average time to approve POs by department. This allows you to see where the biggest bottlenecks in your PO approval processes are so they could be reviewed and improved.
Purchase Order Cycle Time AVG By Department
This reports the average time a PO takes from initial request to be sent to the supplier.
Both reports include a doughnut graph listing the top 5 departments and can be filtered by date. A table will list all departments and the average approval time for the period filtered to.
Purchase – Supplier Email Non Delivery Notification
A new notification is added to let you know when an email to a supplier does not deliver. The notifications ensures you are aware when the email does not deliver so you can communicate to the supplier though a different channel and let them know there is likely a problem with their spam filtering blocking your PO emails. The person that manually sends the PO will receive the notification. If the email was automatically sent by PLANERGY as soon as the PO was approved this non-delivery notification will be sent to the user who requested the PO.
Integration – Xero: Account Name from Xero is now imported in the GL Description field in PLANERGY
Notifications: Pending changes approval request email and notification title updated to be clearer
Accounts Payable: Copying Text from an invoice document that is an image has been improved with much greater accuracy
Accounts Payable: Invoice document search page automatically loads the previous company you viewed on the page
Smaller fixes: Performance and functionality tweaks are made throughout the application.
The latest update release of PLANERGY went live over the weekend of the 4th/5th of December. See below the updates made in this release.
AP Automation – AI Algorithm Self-Correction Update
Based on learnings from the scanned data across the last 6 months on all accounts using our AP Automation module the AI algorithm for processing invoices in our AP Automation module has been updated. The learning process and self-improvement through our machine-learning model will improve at an even faster rate giving a higher first time match rate.
In simpler terms, the data taken from your invoices will be more accurate and will improve at a faster rate!
Custom Fields – Drop Down List Fields Ordered Alphabetically
Drop Down List custom fields are now ordered alphabetically by Display Name automatically. This makes it easier to add new options to the field without having to manually reorder the list of options.
Advanced Reporting – 3 New Invoicing Graphs
3 additional accounts payable graphs have been added to Advanced Reporting in the Purchase module of PLANERGY. The reports are available to be added to your custom dashboards.
The reports are also available in Advanced Reporting for Accounts Payable as a standalone module when using Non PO Invoicing. The new reports are on Accounts Payable > Advanced Reporting > Favourite tab as default reports.
Invoiced Total Chart – Is an area graph that presents invoiced value in the last 12 months. It is possible to filter graph by company and set the number of visible months.
Top 5 Invoiced Suppliers – Is a donut graph that lists the top 5 supplier for invoiced value in selected date range.
Top 5 Invoiced GL Codes – Is a donut graph that lists the top 5 GL Codes for invoiced value in a selected date range.
Receiving – Recipient on Receiving page
The recipient assigned on the PO is now visible in the Receiving section. This is added thanks to some customer feedback. This can help streamline the receiving step by letting the person receiving the goods or services know who they were intended for.
Advanced Reporting – New ‘Requested Date’ filter on Accounts Payable > PO Invoice Status report
A new filter ‘Requested Date’ is now available on PO Invoice Status report in the Advanced Reporting for Accounts Payable.
Accounts Payable – View PO when processing an invoice document
A new PO view panel is available on the New Invoice From Document and Invoice Document View pages. This allows you to easily view the full PO details to compare against the scanned invoice and the items imported for processing against the invoice.
Initially the page will load with the New/View Invoice panel and Supplier invoice panels visible. There are arrows on the left and right side of the screen.
The panels work like a carousel. When you press the right arrow, the supplier invoice panel is moved to the left panel and the new PO view panel will be visible on the right panel. This allows you to compare the PO and scanned document and the PO.
When you press the left arrow, the invoice panel is moved to the right panel and PO View panel is visible in the left panel, so the user could compare new/view invoice pages with the PO view page.
There is also now an option to collapse header section. This allows for more vertical space to focus on the two panels you are viewing.
Receiving – New attached document notification
When uploading a document in the Receiving section you will have the option to notify another user that a new document has been assigned to the PO.
New Order – Pre-populate new lines with previous lines data for custom fields
PO line item and Invoice line item Custom Fields have a new option “Copy Value From Previous Line”, which is by default disabled. When the setting is enabled, if you add a line item to a PO or Invoice the custom field value from the previous line will be added automatically. This will save time with manual entry if the field is commonly the same for all items on a PO or invoice.
Control Panel – Account Details – Display Customer Code data
Each PLANERGY customer has a unique Customer Code assigned for easier tracking and communication. The Customer Code is now available in PLANERGY in the Control Panel Accounts Details page available to Account Owners. This code can be used by the Account Owner to identify their PLANERGY account when communicating with our support or finance teams.
Accounts Payable – Non PO Invoice – Multi Currency
When processing a Non PO invoice you can now select a different currency to your accounts base currency and the conversion rate will be visible on the invoice.
Receiving – Comments on the receiving page
The option to add comments is now available in the Receiving section. When someone is receiving goods or services they can share a comment with somebody else to keep them up to date making internal communication even easier and ensuring all relevant updates are tracked in the Audit Trail.
Integration Updates: Small improvements made to PunchOut, Xero, and QuickBooks integrations.
Smaller fixes: Improvement to login page cookie warning on mobile devices, login PLANERGY message section has improved responsive layout, and improved email sending email sending for POs with larger attachments.