Release 4.15 adds some great new functionality to manage supplier insurance and business classification certificates. We've also added improved action menus on pages.
New Action Menus
With the increasing number of actions available to users, screens like orders and invoices were getting very busy with links. In our on-going effort to keep the user experience clean and simple, we have created new Action menus and buttons which tuck all these options neatly away.
Improved Email Handling
We have implemented a new system for handling mail which will provide a robust platform with better notifications and traceability. This functionality needs to be enabled for customers so please discuss this with your Account Manager and we will enable it for you.
Upload and Download Organization Units
Organization Units can now be uploaded and downloaded via a CSV template. If your community has a large number of Org Units this will make the process of managing them much easier.
Attachments on Invoices
It is now possible to optionally configure your community so that an attachment is required and suppliers (or AP) must attach the scanned original. We have also made it possible for attachments to be added to invoices after they have been submitted for those cases where something may have been forgotten.
Manage Supplier Insurance Certificates
We have given suppliers the ability to upload their valid insurance certificates and share them with all their customers. We also capture the key dates so the system automatically alerts both you and the supplier when a certificate is due to expire.
Manage Business Classification Certificates (US Customers)
Federal funding means it is increasingly important for customers to seek confirmation from suppliers regarding their W9 Business Classification (such as minority owned or women owned businesses). To make this process easy we have added the ability for suppliers to upload, share and notify their business classification certificates.
Other Changes and Fixes
- We have updated some of the icons
- We have improved the export of large files
Next up we will be working on the community procurement dashboards shown at the user conference.
To view the Release Notes in full please click here