Productivity Suite development roadmap

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