The latest update release of PLANERGY went live over the weekend of the 6th/7th of November. See below the updates made in this release.
This release introduces the ability to process Non PO Invoices using the AP Automation module and a new Chrome extension for importing cart information from web stores into PLANERGY purchase requisitions.
Non PO Invoice
Non PO Invoice is a new feature in the Accounts Payable module that allows you to create invoices without matching it to a purchase order. A common scenario where this can be useful is for utility invoices where the charges cannot be accurately confirmed beforehand.
When an invoice is created without a purchase order, it will be labelled as a Non PO Invoice. When the invoice is created for purchase order, it will be labelled as a PO invoice. The Non PO invoice function will be available as part of Accounts Payable section when AP is included in Purchase module and also it will be available as part of AP as a standalone module.
It is a switchable feature that is disabled by default. It can be enabled by contacting firstname.lastname@example.org .
Once enabled, users can be setup with new Invoice Permissions related to Non PO Invoicing to be able to use the new functionality.
After that the user will see a new option in Accounts Payable section to Reconcile New Non PO Invoice:
From this link they can proceed to process a Non PO Invoice.
Users can switch between the standard PO Invoice form and Non PO Invoice form directly from the New Invoice page using the Switch To button.
A new search filter on the Invoice Search page is added to help filter invoices in your search based on the invoice type.
Non PO Invoices will go through an approval process similar to PO invoices but the users available to authorize these invoices will be defined by the new user permission ‘Non PO Invoice Authorization’.
Non PO Invoicing is also available in the PLANERGY AP Automation module. Invoice documents received by PLANERGY can then be processed as PO or Non PO invoices.
Authorized Non PO Invoices can be posted to Xero, QuickBooks Online, QuickBooks Desktop, Sage 50, and Sage 200. If you want to process Non PO Invoices and are using a different integration, please contact our support team and they will help with this.
PLANERGY CheckOut Chrome Extension
A new extension for Chrome is now available, PLANERGY CheckOut. The extension will work in Chrome or Microsoft Edge and allows you to create purchase requisitions in PLANERGY directly from shopping carts on thousands of ecommerce websites.
The extension can be installed from the Chrome Web Store here. Full instructions related to the extension are available in this help article – How Do I Setup PLANERGY CheckOut? Once the extension is installed you will have an option to run it when you have a cart filled on any ecommerce site using any of the most popular ecommerce platforms
The item information in the cart will be imported into the line item section of the purchase requisition in PLANERGY ready to be processed and approved as a PO.
Smaller fixes: A number of improvements have been made throughout the software to improve usability and speed.
The latest update release of PLANERGY went live over the weekend of the 9th/10th of October. See below the updates made in this release.
This release introduces a new Accounts Payable Early Payment Discount feature, improvements to manually closing out invoicing of a PO, PunchOut integration improvements, along with many other improvements.
Early Payment Discount
With this new feature you can track invoice early payment discounts to understand how much you are saving from these agreements. It is a switchable feature that can be enabled by contacting email@example.com.
When Early Payment Discount is enabled, a new section will be available on supplier details page so it can be set for relevant suppliers.
Per supplier you can set:
If early payment discount is automatically prepopulated to all invoices or it has to be done manually.
The number of days from invoice date when early payment is available
The percentage discount applied by the early payment discount
If early payment discount is applied to the total including VAT or NOT including VAT
When Early Payment Discount is setup for supplier, new fields will be available when processing an invoice on new invoice page:
There’s new search field added to Invoice Search page, EPD Date, allowing you to search by the date EPD is available until.
Close Invoicing Improvement
An update to the close invoicing process has been made to help with a common exception when processing invoices.
The Close Invoicing button is now available for Purchase Orders that have been invoiced to their full value but not all of the items on the PO are invoiced. This scenario is often caused by a free texted item being added on the invoice (for delivery charges or similar unconfirmed costs) increasing the invoiced value while PO items still remain uninvoiced. This results in the order continuing to be listed on Received Uninvoiced report.
Now it is possible to manually close invoicing for these orders and remove them from the Received Uninvoiced report.
Added Control Panel warning popup when the edit will impact your ability to search and report
We added a warning to all Control Panel edits, which could impact searches and reporting across the application. For example, if you edit a department name older orders would need to be searched and reported under the name used before the edit.
We advise against these edits and the warning is to help avoid these reporting problems.
PunchOut – new setting to always require approval for Punchout order edits
PunchOut orders were previously editable without approval in all cases. We have added an option to allow you to select the behaviour that best suits your company. You can now enable a requirement for approval when a PunchOut order is edited.
Invoice Approval: Quick approve option for invoices improved
Advanced Reporting: Report type ‘PO Invoice Status’ has improved performance for the PO Approved By filter
Smaller fixes: Better tracking of invoice posting date for edited invoices, monthly budget exceeded warning shows for pending changes approval process, improved behaviour for default GL Code assigned to the supplier, and many more.
The latest update release of PLANERGY went live over the weekend of the 4th/5th of September. See below the updates made in this release.
This release introduces improvement to AP Automation, Advanced Reports, QuickBooks Desktop integration, new Integrations section available to Account Owner user and, along with many other improvements.
AP Automation Improvements
Notification when invoice line item price and quantity do not match PO line item price and quantity
When an invoice document is scanned using AP Automation and if the line item quantity or price is different to what appears on the matched PO, you will see the field highlighted and an exclamation sign next to it.
Copy Text directly form invoice documents (in PDF or image file formats) into invoice fields
If the invoice document is in one of the following formats: .pdf, .jpg, .jpeg, .gif, .bmp, .png, .tif or .tiff it is now possible to copy text from the document and paste it into invoice field in PLANERGY.
Click on Copy Text button to switch the view from Invoice Preview into Canvas.
Draw a rectangle around the text to copy.
Click on a field on new invoice form to paste the selected text.
PunchOut Changes (Important If You Are Already Using PunchOut integrations!)
New Punch Out Order has been renamed to New Online Catalog Order
Amazon Punchout now requires Ship To address
New section has been added to user edit and profile pages where the Ship To address can be entered that will be used when ordering from Amazon Punchout.
The Ship To Address is now required to raise Amazon Punchout orders in the system. Without it, users won’t be able to raise any Amazon Punchout orders.
New INTEGRATIONS section (Account Owner user only)
We have added new section in Control Panel that lets the Account Owner user to enable various integrations available in PLANERGY without the need to contact support. These include Slack, Microsoft Teams, Amazon Business, Single Sign On providers, accounting softwares, and ERPs.
Your Account Owner can now enable these themselves but if you need any help configuring your integrations please contact the support team.
Advanced Reporting – PO Invoice Status report improvements
We have added new filters to PO Invoice Status report:
1. Invoicing Status
2. PO Status
3. PO Value Range
4. PO Approved By
QuickBooks Desktop improvements
Manually edited total tax export is now supported – Previously It was not possible to export manually edited tax on the invoice to QuickBooks Desktop.
It is now possible to import Class as (Department or Cost Code) and Customer Job as (Department or Cost Code)
AP Automation: Recognized Total is now also available on Edit/View invoice pages
AP Automation – Ability to reselect the PO an invoice is matched against if the PO that was scanned is cannot be processed.
The latest update release of PLANERGY went live over the weekend of the 12th/13th of June. See below the updates made in this release.
Customisation and Integration are the order of the day with our latest update release. New integrations for Slack and Microsoft Teams introduce even more options for how you receive notifications from PLANERGY. The options available for PunchOut supplier catalog integrations have also been expanded. Custom reporting dashboards and customisation of the standard reports are also now available to let you tweak the software even more to suit your individual needs.
More details on all of these below, and as always we love to hear your feedback on the updates so let us know what you think!
Microsoft Teams and Slack Integrations
We have added new integrations for Microsoft Teams to allow you to receive notifications in these applications. Each user can decide which channel their notifications should go to and which specific notifications should be sent there.
You will then receive the notifications you have selected in that channel:
Our help content related to these integrations is not yet added to the Help site but if you need any help getting up and running please contact the Support team.
AP Automation Improvements
Continued improvements for our AP Automation module improve the field mapping and data extraction for PDFs. Invoice Number, Due Date, Invoice Total, and Line Matching are greatly improved.
The scanned invoice total will also now be available just below the total based on the PO information for easier comparison.
PunchOut Integration Improvements
As more of you have started using PLANERGY with PunchOut catalogs we have been receiving feedback and improving how these work. A few improvements are included in this release.
Unit of Measure
When a PunchOut catalog has a unit of measure this can now be mapped to the Unit of Measure field in PLANERGY. An additional field UNUOM assigned to the Unit of Measure will be available for this purpose when your account is using PunchOut catalogs.
Catalog Only PunchOut
The standard process with PunchOut integrations is that orders are created in the suppliers webshop, approved in PLANERGY, and then placed through the webshop. In some cases, you may not want to place an order through your suppliers webshop and just use PunchOut to get up to date pricing into PLANERGY. In this case items are selected using PunchOut but the final order will be placed using a standard PO sent from PLANERGY.
Additional Customization Options
This release introduces a couple of key improvements to allow better customization to suit your own needs.
Advanced Reporting – Custom Dashboard
If you are a user with access to the Advanced Reporting section of PLANERGY you will now be able to customize the dashboard to choose which reports are shown. You can resize and reposition the reports to suit your needs. You can also have multiple versions of the same report or graph with different filtering. This can be very useful if you want to keep track of multiple departments, for example.
There will be an additional list of available reports that can be included but if there is a report you would like to see included here let us know.
Custom Report Tables
Every report in PLANERGY can now be customized at the user level. You can decide which columns you want visible on each report and set the number of results shown per page. The available columns are initially restricted to the default list previously visible on the report, but if you would like to see a new column made available on any of the reports please do let us know.
The options to edit are available from a new settings button at the top left of the results table.
Notifications Improvements: The introduction of Microsoft Teams and Slack integrations are coupled with some improvements to the loading of the notifications and improvements to the settings page for notifications to make it easier to customise your own settings.
Oracle Peoplesoft Integration Improvements: The options for assigning data to the currency field have been improved.
Smaller fixes: Received Uninvoiced rounding improved, supplier approval messaging improved, Safari browser layout improvements, and many other improvements.