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 13/07/2018

v1.1.5

Early summer 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)
POC: allow splitting of order lines by value and quantity

Minor features

POC: add right-click delete option to the line item summary table
CC: link CC contacts to Sage contacts
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
Transaction Importer: set the reference of purchase payment transactions to (BACS) for suppliers set up for e-banking
POC: add option to use net amount when considering authorisation limits
Invoice Importer: use customer tax code for carriage tax code if not specified
POC: add authoriser and authorisation date replacements to PDF template
POC: create GRNs when receiving deliveries
POC: allow for inclusion of supplier part code and due date in order line table
Add goods received report

Bug fixes

POC: Sage order number is always zero when sending out emails to suppliers automatically
Invoice Importer: allow blank description not compatible with multiple line items on one row

Next version

Full details
Not released - target 31/08/2018

v1.1.6

Late summer updates

Release details

Major features

POC: record deliveries on the webapp
CC: reports on what emails have been sent
POC webapp: allow sending of emails from webapp

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
CC: add option to send email to internal contact as a PDF
CC: update communication history in Sage Accounts
CC: add calendar view tab
POC: add report to list all POs showing by whom and when the final authorisation or rejection took place
POC: allow order taken by to be made mandatory

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

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: 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: read PO updates (including deliveries recorded) in Sage and update POs in POC accordingly