The latest update release of
PLANERGY went live over the weekend of the 25th/26th
of April. See below the updates made in the latest release.
What’s New
Longer Cost Codes
We
have had a number of requests to increase the number of characters allowed in
the Cost Code names. In this release the character limit has been increased
from 30 characters to 50 characters to better cover longer names.
If you are not yet using Cost Codes, they are an expenditure tracking field that is commonly used to track job or project expenses but could be used to track, categorise, and report on any type of expenditure you want. The Cost Code is assigned at the line item level of a PO.
QuickBooks Desktop Integration Improvements
Our
QuickBooks Desktop integration is relatively new and we have made some
improvements based on the feedback from the companies currently using it. Two
of rhe most notable improvements are:
Better performance of large exports
Where there are over 100 invoices in
the export queue there have been updates made to ensure these work just as
smoothly as a smaller batch of invoices.
Allow for no account to be assigned to items
In the QuickBooks Desktop settings (Edit – Preferences – Accounting – Require accounts) you can set account codes as optional. The standard settings in PLANERGY require that a GL Code is assigned but it is now possible to leave this blank and in QuickBooks this will be assigned as ‘Uncategorized Expenses’. Your PLANERGY account settings will need to be updated to use this feature.
Approving Credit Notes Improved
Credit
notes can be tracked as negative value POs and approved in PLANERGY if
you use the setting to allow negative value line items. The workflow for
approving negative value POs has been updated and all users with the correct
permissions to approve POs for the relevant department will also be able to
approve the credit notes.
Other Improvements
Filter Exports for Expenditure and Invoiced Bar Chart: The Expenditure and Invoiced Bar Chart exports are now filterable using the search filters on the report making the report even more powerful.
Thousand Separators on Reports: A number of reports including Department Pending Expenditure and Expenditure HTML reports are updated to include thousand separators to improve their legibility.
Bug fixes: A number of small reported bugs have been addressed in this update. This includes updating the save process for Custom Fields and improved tracking of free texted items added to the invoices.
We are
carrying out planned maintenance to our online software on Saturday 25th
or Sunday 26th of April, depending on your location. During the
following times you may not be able to log onto PLANERGY.
USA: 5pm (Eastern Time) and 7pm (Eastern Time) on Saturday 25th
of April.
UK: 10pm
(GMT) on Saturday 25th of April and 1am (GMT) on Sunday 26th
of April.
AUS: 7am (AEST) and 9am noon (AEST) on Sunday 26th of April.
We
apologise for any inconvenience this may cause.
COVID-19 (Coronavirus) is
creating a lot of uncertainty and business interruption for us all and I want
to reassure you of the measures we have taken for service continuity.
Several
weeks ago, we transitioned our entire global team to a remote working model in
preparation for this situation.
For Our Customers
PLANERGY
is fully prepared, is following best practice, and is taking every measure to
ensure ongoing service and support to your organization. You can rely on us.
As a cloud based software you can access and use
PLANERGY from inside or outside the office. If you are working remotely,
just make sure that you know the unique URL your organization uses to log on.
Our existing infrastructure and processes have been designed
to allow us to provide our services and support to the highest level even in
these difficult circumstances. Our systems are
designed to allow our team to continue to provide the high level of support you
have come to expect, and our platform is prepared for any increase in demand
that may result from your changing working conditions.
For Our Employees
For the safety of our staff,
their families and our customers, all of our internal meetings have been
changed to online meetings and we have cancelled all company events until
further notice.
These
precautionary measures have been taken to limit the potential spread of the
virus, to support our employees in this challenging time and to ensure we
maintain our ability to serve you, our customer, for the long term.
The latest update release of
PLANERGY went live over the weekend of the 6th/7th
of March. See below the updates made in the latest release.
What’s New
Expenditure and Invoiced Bar Chart Report
The
recently added Expenditure and Invoiced Bar Chart has been expanded to a full
report with a table displaying relevant POs now available below the bar chart. When
you press a section of the chart it will update the list of orders to the
orders relevant to that part of the graph you have pressed. Drill down into the
detail at the press of a button.
The
table with the list of orders is searchable and includes the ability to link to
any of the POs directly from the report to take a closer look at the detail.
You can also now run exports from the report too.
Expenditure For Last 12 Months Report
The
Expenditure For Last 12 Months Line Chart has been expanded to a full report
with a table displaying relevant POs now available below the bar chart. Similar
functionality updates are available as are added for the Expenditure and
Invoiced Bar Chart. When you press a section of the chart it will update the
list of orders to the orders relevant to that part of the graph you have
pressed. Drill down into the detail at the press of a button.
The
table with the list of orders is searchable and includes the ability to link to
any of the POs directly from the report to take a closer look at the detail.
You can also now run exports from the report too.
Pending Expenditure By Department Report
Pending
Expenditure By Department report is now available under Advanced Reporting > Expenditure. The report will include the
Top 5 Expenditure By Department doughnut graph and list of Pending Expenditure
by department.
Improved Search Page Load Times
Reports throughout the system
have been updated to improve their load times. Get to the data you want to see
quicker than ever!
Other Improvements
Link from Favourites to Expenditure and Invoiced Bar Chart: New ‘Go To Report’ button links directly from the Advanced Reports
> Favourites section to the full report with table.
Purchase order search archived filter updated: Previously a switch to include archived POs or exclude them from the
search; this is now updated to be a dropdown list allowing you to select All,
Active, or Archived. The default setting is Active.
Control Panel audit reports moved: These
reports are now available under the Audit section of Advanced Reporting.
Bug fixes: A number of small reported
bugs have been addressed in this update. This includes updating some error
messages to be clearer and fixed search user permission by department in the
Control Panel.
The latest update release of
PLANERGY went live over the weekend of the 15th/16th
of February. See below the updates made in the latest release.
What’s New
API
Our API
is now available to be used for custom integrations. We already integrate with
many of the leading ERP and accounting software but if we don’t have an
existing integration with your other existing software already this could be
the opportunity to link PLANERGY with your other tools using our API.
Create a support ticket by using the support button on the left of the screen
when logged into PLANERGY, if you need help with a specific integration.
Improved Graph Reports
The graphical reports, mostly available in the Advanced Reporting section of PLANERGY, have received some updates to improve your ability to report and gain actionable insight from the system.
Top
5 Not Invoiced Expenditure
There is a new ‘Top 5 Not
Invoiced Expenditure’ donut chart to give you the ability to report on
committed spend visually. Report on Category, Cost Code, Department, Item,
Location, Supplier, and User. Donut charts also have a new filter for date
range to add additional flexibility.
Top
5 Pending Department Expenditure
There is a new ‘Top 5 Pending
Department Expenditure’ donut chart allowing you to report on where the
expenditure pending approval is assigned per department. This also includes the
ability to filter by the date range of the request.
Expenditure
and Invoiced Bar Chart
A whole new filterable
Expenditure bar chart ‘Expenditure and Invoiced Bar Chart’ has been added to Reports & Searches >Advanced Reporting > Expenditure reports list. Report on the invoiced
status of orders by month. See committed expenditure, the value already
invoiced, and the remaining uninvoiced values. Data is filterable as needed by
Location, Department, User, and much more.
Check
Budgets Graph
The check budget graphs now also include
percentage values to give you a better understanding of how much of the budget
has been used and how much is still available.
Expenditure
Line Graph Update
The
‘Expenditure’ line graph showing expenditure for the previous 12 months has
been updated. Previously you could report by Department only. It is now also
possible to report by Cost Code, User, Supplier, Item, Location, and
Category.
Assign PO Expenditure To A Previous Month
You can
now backdate the assignment of the expenditure for a PO to a previous month
when using Project or Annual budgets. Previously this was only possible when
using monthly or multi-year budgets. You still have the ability to limit how
many months into the past the expenditure can be assigned.
Custom Supplier and Item Fields
Now Exportable
Custom
fields added to the supplier and items in the system now have the option to be
exportable fields. This should greatly improve the ability to report on your
item catalogues and suppliers. This can help with compliance reports for
supplier relationship management, for example, or any other supplier or item
related reports.
Inventory Stock Adjustment
Import
You can now import bulk stock
adjustments from a CSV or excel file speeding up the process of adjusting stock
levels. Initially these bulk updates will be by request through support but in
a future update the import functionality will be available within the system.
A full audit trail of stock
adjustments carried out by file to ensure accountability and compliance. After
the import stock quantities will be updated in bulk on the Stock Quantities
report.
Quickbooks Desktop
Integration Download
You can now download the integration for
Quickbooks Desktop directly from the Control Panel if the integration is
enabled on your account.
Other Improvements
Improved first load times: We have
improved javascript minification in the application to help improve the initial
load time when you access for the first time.
News feed notification: The home page
news feed will now highlight when there is a new piece of news with a red
notification bell.
Bug fixes: A few fixes to reported
issues including an issue in the Receiving search where using the back button
did not return you to the search page with the same filtered results, an issue
with some of the bar chart export to excel in Advanced Reporting,
The latest update release of PLANERGY went live over the weekend of the 18th/19th of January. See below the updates made in the latest release.
What’s New
Custom Fields Added to the
Control Panel
Previously you needed to contact our support team if you wanted to make changes to the custom fields in the system. The ability to make these changes has now been added to the Control Panel in the Advanced Controls section. Your account’s Account Owner will now be able to make these changes directly in the Control Panel as and when needed giving you extra control and flexibility.
Line Subtotal is Now
Included on the New Order and Edit Order pages
The line subtotal information was
previously only visible on a fully approved PO. We have had a few requests for
this to be also visible when creating or editing an order in the system and in
this update we make that available to you. The extra information should make it
easier to create and edit POs in the system. Thank you for your feedback!
Check Budgets Graph
During the order and approval process when checking remaining user and department budget there is a new graph to give approvers a better understanding of the current budget. This will include values for approved expenditure, expenditure pending approval, and the remaining budget for each type of budget.
Custom Purchase Requisition
Fields Visible On Approval Request Email
Custom fields on the purchase
requisition form are now included in the approval request emails. This should
make it easier to approve purchases directly from the email when you are using
custom fields as you no longer need to log in to see this information.
Custom Fields Duplicated
Using Repeat Order
When using the Repeat Order
option all data filled in the custom fields will now be copied into the New
Order form. This should save you a little more time when using a previous order
as a template for your latest purchase request.
Inventory Implementation Improvements
The process for importing stock levels
has been improved with better audit tracking of the relevant actions. Audit
trail tracking and display of information is improved throughout the
application on any relevant page related to setting of initial stock levels.
Other Improvements
Thousand separators: Numbers of 1,000
and more will now include thousand separators throughout the application to
improve their legibility.
Advanced reporting improvements: Additional
fields made available for inclusion in custom reports in Advanced Reporting.
Bug fixes: A few fixes to reported
issues including fixing some error messages, improving some minor issues in the
standard searches, better flagging of errors in the Import From File section of
the Control Panel, Latest News button to view more articles updated to be
clearer, Inventory Receive Into Stock comment and approval issues addressed.
We are carrying out planned maintenance to our online software on Saturday 18th of January. During the following times you may not be able to log onto PLANERGY.
USA: 5pm (Eastern Time) and 7pm (Eastern Time) on Saturday 18th of January.
UK: 10pm (GMT) on Saturday 18th of January and 1am (GMT) on Sunday 19th of January.
AUS: 7am (AEST) and 9am noon (AEST) on Sunday 19th of January.
We apologise for any inconvenience this may cause.
Let’s start with an apology. We haven’t been keeping you up to date with all the work we have been doing to improve PLANERGY over the past number of years. We want to fix this. To avoid the fate of most New Year’s resolutions we are starting now!
Going forward we are going to be sharing regular updates about the improvements we are making to ensure you can make sure you are aware of any changes and can start to use of any new features. Updates are usually released every 2 weeks with some big and a lot of smaller improvements in each release.
We would also like to say a big thank you to all the people who have shared feedback with us. We have been listening and improving the system based on your great input. Please keep it coming! (In case you don’t know – here is a help article explaining how to log a suggestion with us).
With that addressed, here is the first of
our regular updates.
What’s New
Custom Fields Linked
Between PO and Invoice
Specific custom fields can be linked from the PO to the invoice to auto-populate and remove a manual step in the invoice matching stage. Assign GL Codes during the PO creation stage and see them automatically filter through to the invoice.
Reorder
Notifications for Inventory
To add to the existing minimum and maximum stock levels already available in Inventory there is a new option to set a reorder quantity for each item. When stock levels drop to that number the system will show a notification on the Inventory item quantity report to inform you to reorder. Avoid stock outs with this simple but effective new feature.
Better Display on Larger
Screens
For larger screens we have expanded the width of the main area of the UI to better use the horizontal space. See all the information more clearly to speed up every step of the processes you carry out in PLANERGY. This should help especially for the users that wanted to see more detail visible in the line item section when creating or editing a PO.
Hover to
see full text of what you have selected
When viewing the data you have selected you can now hover over the text to see the full text. This should help when there is not enough screen space to see the full information for long descriptions, Cost Codes, GL Codes, etc. This should be particularly helpful when the text is hidden by the selector when creating or editing a PO.
Improved Control Panel
Reports
For users of our Advanced Reports there is a new section in the Control Panel to run additional reports across every section of the Control Panel – Departments, Users, Items, General Ledgers, Cost Codes, Locations, and Approval Rules.
Streamlined Advanced
Reporting
The Advanced Reporting section has had a little pre-Christmas tidy. The Approval section has been replaced by individual reports on approval for suppliers, POs, invoices, etc. each under their own section.
Other Improvements
Improved User Groups for Mobile Devices: On devices with smaller screens the User Groups has improved tab
displays.
Bug fixes: A few fixes to reported
issues including improved page printing using the browser print page (we still
don’t recommend printing pages as that is a waste of paper), a few small fixes
with Advanced Reporting, Invoice Search export updated, etc.