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 11/10/2023


Summer 2023

Release details

Minor features

Transaction Importer: don't allow cost code for SI and SC transactions

Bug fixes

POC: fix bug where POs edited before final approval were not showing their Sage PO number in POC

Next version

Full details
Not released - target 23/02/2024


Winter 2024

Release details

Minor features

POC: full history header and line item reports
Consolidated Billing: show significant operation warning message
Project template replacements for POC web

Bug fixes

POC: show currency symbols correctly
POC: supplier override product tax code fix

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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