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Release notes byAnnounceKit

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Release Update
2 years ago

Quickly update account codes during approvals

This update includes one hotly requested improvement which adds a new feature to requisitions to quickly copy down account codes across all the lines. This will save your approvers loads of time! 

Available 10th September 2022
Available 17th September 2022


Avatar of authorSimon
Release Update
2 years ago

Improvements to the Order Line Export and Contract Types

Our latest update includes several small improvements based on your feedback.

  • It now possible to rename your Contract Types in case the purpose of those documents change.
  • We've added Account Code Format information to the Order Line Export so you can quickly report and filter order lines by specific accounting.


Available 20th August 2022
Available 27th August 2022
Avatar of authorSimon
Release Update
2 years ago

Commitments filter, change the email on catalogs & more

  • Quickly understand your outstanding financial commitments by using our new Commitments filter on the View Orders page. This can be used to export a list of open order lines yet to be invoiced.
  • If Suppliers have personnel changes, they can now change the email address associated with Catalogs, so that your orders get to the right place.
  • We've revised our validation of ACH Account Numbers which will ensure payments to Suppliers are processed smoothly.
Available 6th August 2022
Available 13th August 2022
Avatar of authorSimon
Release Update
2 years ago

Sort approvals, Stripe for RFQ and more...

We added a few nice tweaks based on recent feedback including:

  • Sort the Approvals page to quickly find the most recent (or oldest) approvals
  • Request a quote and pay for your quote items with your PCard using Stripe. 
  • Report on blanket order funds available and product tags with our updates to the Order Export. 
  • The Guided Buying tiles can now be reorganized into your community's preferred order.
  • When managing Remittance Addresses, we now pre-fill the Supplier's Name as the name of the address.
Available Now
Available 6th August 2022


Avatar of authorJustin
Announcement
2 years ago

Aug 15th marks the full rollout of the new Marketplace

Over the past few months we have steadily rolled out the new marketplace to eager customers with the large majority now using the improved functionality. Feedback has been fantastic and we've taken suggestions and made a few updates along the way. 

It's now time to flick the switch for all remaining customers so that we can ensure everyone is getting the best possible experience. We will complete the full marketplace change-over on Monday August 15th.

If you have any concerns or reasons you feel you cannot transition please contact your account manager.  

Avatar of authorJustin
new feature
2 years ago

Automatically close completed orders

Orders that are fully invoiced can annoyingly hang about in an Open state for a long time making it hard to understand which orders are 'complete' and no longer a financial commitment. 

Our new auto-close feature for completed orders helps you ensure your commitments are accurate by automatically closing all your orders that are fully invoiced and finalized. To ensure this does not happen too soon you can also set a time delay to allow for late credits and other scenarios. 

Help to setup this feature can be found here.

Avatar of authorJustin
new feature
2 years ago

Automate file uploads using sFTP

For customers that have not opted to integrate using our APIs, the only option we have offered in the past is a manual upload via the application. That is all about to change!

We have introduced a new integration option which allows flat files such as a CSV to be automatically loaded into Unimarket via secure FTP making it easy to keep your data up to date and saving you time.

As a starting point the new integration option can be enabled for Users, and Approval Groups, Approval Chains and Rulesets. We hope to add further file upload options in the future. 

If you are interested in enabling this option please notify your Account Manager.

Avatar of authorJustin
new feature
2 years ago

Save time with our new contracts export

Our new Contracts Export is now available from the main contracts menu. This will download a summary of all contracts you have currently filtered. It includes key information such as who all of the current members are and will help you easily manage changes to these key documents.

The existing export is still available for specific contract types, we've just renamed this to Contract Details Export.

Help can be found here.

Avatar of authorSimon
new feature
3 years ago

Create orders directly from the home screen

A new Create button at the top of the marketplace home screen lets users create non-catalog orders, blanket orders, and RFQs more quickly and easily. You will also find the Create button on the supplier page if you prefer selecting a supplier first.


Avatar of authorJustin
Improvement
3 years ago

Quickly view favorite suppliers

Users can now easily set suppliers as favorites, making it quicker to make repeat purchases from the same suppliers. Buyers simply click the Favorites Only switch to instantly view their favorites.


Avatar of authorJustin