Software Overview

The following are just some of standard features of our generic Purchase Order and Supplier Invoice System.
Additional customisation to suit client requirements is available, which will add to the standard set up cost

Standard Features

FUNCTION	notes
Customised approval workflows	For PO’s, supplier invoices, and credit notes based on system metadata
Customised report generator	Allows approved users to generate their own reports
Assign cost centres / nominal codes / budgets on a line level on PO’s	For granular purchase order creation
Full Budget Control module	Assign at Company, Department or Project level
Multi Currency support via HM Treasury live feed for auto updates to currency changes	System background controls work in Pounds Sterling
Full password control module	GDPR compliant
Customised Purchase Order Template	With client company logos
Duplicate PO facility	Speeds up regular purchases
Out of Office	Diverts tasks to another user
Goods receipting	Ability to receipt goods on a PO line level
Close PO and revoke PO	Manual closing of PO’s, with revoke feature to send suppliers an auto email
Upload supporting documents and link to PO’s	All documents will be PO centric. Custom document names as standard
Full multi level export facilities supported	PDF, CSV, Excel, PowerPoint RTF, Tiff, XPS, Word, Web Archive,XPS
Multi Level Search options on PO’s, Supplier Invoices, Credit Notes & admin levels	All, Open, Issued, Awaiting approval, Rejected, Cancelled
Supplier Invoice – auto approval at Finance level	With custom margins + or – values and percentages
Import templates	Import suppliers list from accounts system
Price List import	Import supplier price lists to select from (overrides previous)
Set prices for individual suppliers	Set descriptions, prices and minimum order quantities for goods or services
User default settings	Users can elect fields to be set to preference. User can also choose default home screen and UI theme
Auto email alerts as to Tasks	Users get auto Alerts as to Tasks to action. System sends daily update if tasks are outstanding
Customised opening Dashboard for individual users	Includes any o/s tasks and graphical view of pending PO’s, Credit notes & budgets
User Admin Control	Allows ability to assign users to departments and create roles
Support Portal for key users	Access to your account information and ability to raise support tickets & other requests
Annual user Support bank	Hours per system allocated for use on a range of requirements and renewed annually
Invoice Line to PO Line matching	Invoice lines are matched against PO lines, allowing invoices to be matched against several PO’s on the system.
Full currency support with up to 4 decimal places available (incl. currencies with no decimal places)	Currency set at individual supplier level. Budget totals rounded to 2 decimal paces
Client user Admin Control	Set up new users against specific system role requirements. Assign users to specific departments (linked to Companies & Branches)
History reports	Full user record level history logging and reports
Mobile interface support	Responsive design to enable use on mobiles & tablets
Supplier Ratings	Option to record supplier performance for each purchase occasion