Productivity Suite development roadmap

This page shows you the features of the current version and the future releases we are working towards. This roadmap is subject to change at any time. We keep this screen up-to-date, but for any further information or if you want to see a particular feature in our software, then please contact your account manager.

Current version

Full details
Released 22/12/2020

v1.1.22

Winter 2020

Release details

Minor features

CC: add template replacements relating to service item text
POC web: add trusted supplier admin screen
POC web: allow a PO to be marked as completed externally
POC web: system configuration
POC web: discard draft POs

Bug fixes

Tax only ServiceCredit not updating Amount in Sage

Next version

Full details
Not released - target 26/03/2021

v1.1.23

Spring 2021

Release details

Minor features

Back to Back: allow creation of zero value purchase orders
Automated Transaction Importer: ignore temporary files being uploaded
Credit Controller: add first line item service item text to text replacements
POC web: don't allow approval of POs via the pending PO list where closed projects are involved
POC web: don't allow approval of POs via approval request email links where closed projects are involved
Planned

future plans

Future plans

Release details

Major features

Sales Assistant: restrict dropdowns on invoice creator and sales order creator
POC: expenses feature
POC: use email addresses on supplier records not present in Sage Accounts

Minor features

POC: require multiple approvals in a team before the PO is regarded as "approved" within that team
POC: allow memorised POs to be shared between users
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.
Back to Back Ordering: allow for part allocation and allow for customer order number to be saved on PO
CC: add multiple internal reporting email addresses
POC: read PO updates (including deliveries recorded) in Sage and update POs in POC accordingly
CC: add option to send email to internal contact as a PDF
CC: add tasks to calendar view tab
POC: add request creation of new supplier to POC
CC: add ability to delete (unused) reminder patterns; allow bulk selection from dashboard view
POC: require optional login to validate approval/rejection via email link
CC: show history (and planned emails) per customer
Code Changer: change bank rec file
CC: make email subjects configurable
POC: add a button to change the supplier address
POC web: add settings to restrict the order date
POC web: add a button to request invoice from supplier
POC web: make PO list column headings optional
CC: don't show future invoices on reminders and statements
CC: have an invoice template setting per customer group, and individual customer level override
CC: report to show emails sent in a selected date range
POC web: use the supplier invoice rules to preset the due date when invoicing

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