In some cases, your Administrators may 'Switch' in and act as other users in order to assist or troubleshoot. When this happens, our History now clearly displays when the switched user performed the action.

Sometimes it can be easier to search for an Invoice based on the Order Number rather than the Invoice Number. You can now use either option in the Search box on the View Invoices page.

We had feedback from customers that On Hold invoices were often missed or not being actioned urgently enough. To help with this, we have added an On Hold Invoice notification email that gets triggered daily at 10am.

This email will includes a list of Suppliers with On Hold invoices, and a link to the View Invoices page filtered to only show the On Hold invoices.

View Orders has been updated with new searching and filtering options to bring it in line with the recent changes to View Invoices. The main focus is on searching for an Order Number and selecting a Date Period with the option to view more filters if needed.

We have added a new column to the Documents menu on each Supplier that shows if a document is Active or Inactive. This allows you to view a history of Inactive documents outside of their validity, or those deleted by a Supplier so you can keep track of key historic agreements or certificates in case you need them in future.

Community Administrators can now view a  History tab for each Supplier that shows the details of when Supplier was connected or disconnected to your Community. The user, date, and any reason provided is recorded. 

Once a catalog was in Review with a customer the supplier could not make changes to the summary information such as name, dates or punch-out credentials. To allow quicker and easier troubleshooting we now allow the supplier the view and edit the summary details and credentials while the content is in review.  

To simplify the process for US suppliers submitting W9/W8 tax information, we have removed the Configure Access step which was often forgotten. Now any customer connected to a supplier automatically gets their W9/W8 tax information. 

Community Administrators can now add documents against a Supplier record, which will help you keep track of any essential contractual or purchasing information. Open the Supplier in the Marketplace and navigate to the Certificates and Documents tab to find this option.

In future you will be able to choose if each document can be seen by your buyers, and we will allow you to see any expired documents.

History is now visible as its own tab on each of these screens, rather than hidden in the Actions menu. You can see basic information such as when an Order was received, or an Invoice was matched.

This simple example is from an Order: