Here are all the updates made in the release of PLANERGY that went live in September 2024.
Accounts Payable – Credit Note
Credit Notes are now supported as a separate accounts payable document type in PLANERGY.
At this point users can create, edit and search for Credit notes.
To enable this feature on your account, please contact PLANERGY support team.
This is the initial release of the Credit note feature and further improvements are planned for the next releases.
Integration – Xero – Track Invoice Payment Information In PLANERGY
When an invoice is paid in Xero that information will now display in PLANERGY on the invoice. This can help reduce the number of queries to the finance team for this information if users are given access to view invoices.
The feature is disabled by default. Please contact support if you would like to enable it on your account.
Integration – Bill.com – Map Classes to Departments
Class in Bill.com can now be mapped to Department in PLANERGY.
The list of Classes in Bill.com will be imported into PLANERGY as Departments. Department on the invoice in PLANERGY will be exported as Class when the invoice is exported to Bill.com.
Accounts Payable – Invoice Documents Report – Data Export Options Added
The option to export data from the Invoice Documents page has been added. Like other exports, you can filter the export results using the search filters and customize new formats for the export.
Accounts Payable – Received Not Invoiced and Received Not Invoiced with Items Export Includes New Columns
New columns Department Code and Requested Date are added as available columns for the exports from the Received Not Invoiced report.
Department code is important for the reporting on the school level for education trusts using our Xero integration. The Requested date makes it easier to track the Purchase Orders payment.
Accounts Payable – Advanced Reporting – New Report – Invoices With Edited Tax
VAT rounding issues are common with suppliers. You can edit the tax amount on an invoice in PLANERGY to reflect this.
To better monitor and report on these scenarios a new report is added in the Accounts Payable Advanced Reporting section that will include invoices where the tax amount has been edited.
Accounts Payable – Advanced Reporting – New filter is included in PO Invoice Status Report
PO Requested Date search filter is now included in PO Invoice Status Report.
Control Panel – Suppliers – Restrict Non PunchOut Orders Setting
A new setting is added to the supplier add and edit pages to restrict ordering without using PunchOut.
This is disabled by default, but if enabled it will ensure users cannot place orders from PunchOut suppliers without using the PunchOut workflow.
SSO – Support For Multiple Google SSO Accounts
PLANERGY accounts can now be linked to multiple separate Google SSO accounts from the same provider. This will help will multi-company accounts where different accounts are used per company.
Individual users can then be linked to a different Google SSO account for access to PLANERGY.
Purchase – Advanced Reporting – Control Panel – Supplier – Forwarded To Column Added
A new column, Forwarded To, is now available in this report. This enables the user who was sent the request to approve suppliers to be included in a report. This will help for reporting on suppliers stuck in the approval process.
Purchase – Advanced Reporting – Department Code Filter Added New filter in Purchase Order Search
Department Code has been added as a filter To make it easier to search for departments on accounts where department code is used as a more identifiable field.
Integration PLANERGY CheckOut – Ability to Edit Item Data After Import
It is now possible to edit Item Code and Item Name on the New Order page after the information is imported using PLANERGY CheckOut.
Purchase – Purchase Order View – Updated Highlight of Free Texted PO Items
If an item on a PO is free texted there was previously a red asterisk at the start of the line item highlighting that it was free texted.
This is now removed and the fact the item was free texted is now in the Item Actions Menu accessed by pressing the three dots at the left side of the line item.
Inventory – New Layout For Email, Print, and PDF Download
All email, print, PDF download layouts are updated to match new layouts throughout the rest of PLANERGY.