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 27/03/2020


March updates

Release details

Major features

POC: use all three supplier email addresses in Sage when sending PDF orders to suppliers
POC project cost report enhancements
POC web: allow invoicing before delivery

Minor features

POC: show invoices relating to a PO
POC: optionally blind copy all emails to a central mailbox
POC web: GRN report
POC web: final approval report
POC web: export expected deliveries list to Excel
POC web: add Sage PO number as a search field in the PO list filter
POC web: hide certain fields on the PO request/details screen
CC: add customer order number field from invoices to the invoice details table

Bug fixes

POC web: dropdowns have stopped working in IE
POC web: when attaching a document there needs to be more feedback
POC web: stop the transaction date being blanked out when creating invoices
POC web: don't allow invoicing of cancelled deliveries

Next version

Full details
Not released - target 29/05/2020


May updates

Release details

Minor features

POC: require multiple approvals in a team before the PO is regarded as "approved" within that team
POC: add request creation of new supplier to POC
POC: require optional login to validate approval/rejection via email link
POC: add a button to change the supplier address
POC web: add settings to restrict the order date
POC web: use the supplier invoice rules to preset the due date when invoicing

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: 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: update communication history in Sage Accounts
CC: add tasks to calendar view tab
CC: add ability to delete (unused) reminder patterns; allow bulk selection from dashboard view
CC: show history (and planned emails) per customer
Code Changer: change bank rec file
CC: make email subjects configurable
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

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