Productivity Suite development roadmap

This page shows you the features of the current release, the next release we are working towards, and our future plans which as yet don't have a target release date. If you want to see a particular feature in our software, then get in touch and tell us.

Current version

Full details
Released 25/05/2018

v1.1.4

May updates

Release details

Major features

CC: add credit and payment on account transactions in reminders and statements, plus show those transactions on screen in Credit Controller

Minor features

POC: add search capability to PO list screen
POC: add option to suppress warning messages when budgets are exceeded
POC: show budget exceeded on budget screen and in Excel report
POC: add due date column to deliveries screen
POC: add export to Excel button on deliveries screen
POC: add setting for "deliver all" button label
Transaction Importer: allow for a choice of chart of accounts when doing charitable fund balances after importing
POC: make due date label configurable
POC: add option to hide the line information, supplier order number and supplier telephone number fields
POC: add default product code setting
POC: add option to hide product code (if default product code is used)
POC: add option to rename supplier contact field label
POC: make notes section labels configurable
POC: add option to include VAT column in notification emails
CC: add button to email preview screen to send to the current user
CC: blind copy reminder and statement emails to internal account
POC: add options to make more fields mandatory: reference

Next version

Full details
Not released - target 29/06/2018

v1.1.5

June updates

Release details

Major features

CC: theoretically "allocate" credits and payments on account to the oldest outstanding invoices and don't chase them (or chase a smaller amount)
CC: reports on what emails have been sent

Minor features

Invoice Importer: import due date and set global tax code and payment type
Product code changer: edit description and inactive flag
Back to Back Ordering: allow for part allocation and allow for customer order number to be saved on PO
POC: add option to use Sage PO number in PDF filename and covering email
POC: add option to make supplier address uneditable
CC: add departmental view of customers to dashboard
CC: add option to send email to internal contact as a PDF
CC: update communication history in Sage Accounts
CC: add calendar view tab

Bug fixes

POC: fix crash when a removed nominal was used on old POs
Planned

future plans

Future plans

Release details

Major features

POC: use supplier email addresses outside Sage
CC: include credit notes and payments on account when considering the overdue balance for customers, and whether to chase invoices

Minor features

POC: require multiple approvals in a team before the PO is regarded as "approved" within that team
POC: show names of users in dropdown filter on PO list screen
POC: allow memorised POs to be shared between users
POC: show invoices relating to a PO
POC web: show session timeout warning in browser before the session times out on the server
POC: allow for nominals to be put on hold when budgets are exceeded
POC: allow PO list columns to be sortable
POC: show dropdown with all user names to allow for filtering by any name on the PO list
POC: export to Excel using sorting and status settings on the PO list screen
POC: add right-click delete option to the line item summary table
POC: allow approval/rejection reason via web when clicking email link
POC: combine orders to suppliers into one PDF
POC: default the purchase nominals from the chart of accounts.
CC: add multiple internal reporting email addresses
POC web: allow recording of deliveries on webapp