Web Release: Week Commencing 1st April 2024

Features scheduled for release on 01/04/24. The functionality detailed will not be available in the system until these dates. However, please note that these dates are an ETA and may be subject to change.

Release Topics

1. Partial invoicing for GRN invoice lines
2. Partial invoicing for PO invoice lines
3. Updated permissions for PO
4. Lock matched PO line item setting
5. Disable Invoicing against Not complete items

Release Details

1. Partial invoicing for GRN invoice lines

• You can now amend the quantity when adding your GRN Purchase Invoices, meaning you can invoice for less than the total quantity, and come back to invoice the rest at a later date
• When adding a Purchase Invoice, you’ll see a couple of new/renamed columns; GRNs Qty, Invoice Qty and Pending Invoice Qty.
• You can amend the Invoice Qty as needed, which will update the Pending Invoice Qty automatically for you, so you can easily see what is left to invoice.
• This will provide you with more flexibility and options when it comes to invoicing.
• To read more about adding GRN invoices, click here

2. Partial invoicing for PO invoice lines

• To coincide with the above, the supplier purchase order invoices have also been updated to allow you to edit the quantity before generating the invoice, meaning you can invoice for less than the total quantity, and come back to invoice the rest at a later date
• Click the Supplier Invoices tab against your chosen PO, and then click Add Invoice, as normal.
• The next page will show you your line items, along with some new columns; Ordered Qty, Qty to Match, Invoice Qty, Pending Invoice Qty.
• You can edit the Invoice Qty field, which will then update the Pending Invoice Qty column accordingly.
• Your Items list has also been updated with a new column ‘’Invoiced Matched Qty’’ so you can easily see the number of items that have been invoiced, compared to the actual Quantity.
• For more information on adding Supplier invoices, click here

3. Updated permissions for PO

• We’ve updated and split some of the Purchase Order permissions, giving you even more freedom and flexibility with who can do what!
• The updates have taken affect against Purchase Order invoices as well as Subcontractor Purchase Order Invoices
• The new permissions are:
  • Purchase Order – Resolve
  • Purchase Order – Add Credit Invoice
  • Purchase Order – Edit Supplier Invoicing
  • Purchase Order – Add Invoice
  • SubContractor Purchase Order - Add Subcontractor Invoice
  • SubContractor Purchase Order – Edit Subcontractor Invoice
  • SubContractor Purchase Order – Delete Invoice
  • SubContractor Purchase Order – Resolve
  • SubContractor Purchase Order – Add Subcontractor Credit
• Go to Settings > Staff > staff name > Edit, to amend as required.

4. Lock matched PO line item setting

• In addition to the already established setting for locking a full PO, you can now lock matched PO line items too! 🎉
• This means you can lock those all-important line items as they are invoiced, rather than waiting until the whole PO is matched.
• To turn on this lock, go to Settings > System Set up > Lock matched line items on PO
• There is also a permission for ‘Edit locked PO’ so certain staff members still have the ability to edit these locked items, should it be required.

5. Disable Invoicing against Not complete items

• And finally, we’ve added a setting to allow you to stop invoices being added against subcontractor purchase order items that are ‘not completed’
• To amend this setting, go to Settings > System Set up > Match Invoice against Not Completed Subcontractor Purchase Order Item
• If this is turned off, you will not be able to raise invoices for items marked as ‘not completed’
• A new label will show for any invoiced lines to help identify what is still outstanding.