New Supplier Filtering Experience for ESG Credentials

We’re excited to announce an impactful new way to discover and engage with suppliers that hold the ESG credentials that we provide all our customers as part of our standard Supplier Intelligence offer.

Previously, finding suppliers with specific credentials required careful inspection of individual profiles as the credential was nestled under a high level theme that linked up to the 12 UN Sustainable Goals. 

Now, that’s changed.

With our latest update, you can filter suppliers directly by verified social and sustainability credentials. Whether you’re looking to support Indigenous-owned businesses, environmentally certified suppliers, or suppliers that have a current modern slavery statement, you’ll find them clearly identified and easy to engage with.

Free ESG Credentials available following 30-Apr-2025 evening release:

• givvable: Australian Charities and Not-for-profits Commission registered
• givvable: Climate Active Organisation certified
• givvable: ISO 14001:2015 (environmental management systems) certified
• givvable: Modern Slavery Statement 2024
• givvable: Modern Slavery Statement - Historical
• givvable: Indigenous Australia certified business (VIC)
• givvable: Indigenous Australia certified business (AU)

This improvement also unlocks meaningful reporting on your engagement with credentialed suppliers, helping you track and communicate your impact with confidence!

Clarify on Approvals

To address feedback, we'd received on our approvals screens we've made some updates to separate in system approvals and DocuSign approvals, the functionality is unchanged, but the updated UI makes it clearer where an approval is up to and what type of approval it is

Previous Approval Screen	New Approval Screen

Procurement number generation

Previously Procurement Numbers were generated automatically in the background, now the Procurement Number is a step in the process and based on your system settings the number can also be manually entered or automatically generated

Custom Reporting Fields in Mail Merges

Custom Reporting Fields can now be included in documents generated from the system for the Contracts and Procurement module. Examples of how to use this are in our merge codes and default templates or reach out to support for further assistance

Other Enhancements

• Custom email content for reminders that trigger per record
• New mail merge codes to include Approver Notes

Hi there

We recently released a number of changes in our Invoicing module to make life easier for your Accounts Payable teams, especially when working in the Invoice Inbox. 

We'll have more updates later this month with additional enhancements to both the Invoice Inbox & Create Invoice screen, as well as an update on our upcoming Invoice Extraction features.

Tags Filter

We know a lot of customers utilise tags to help manage which team member is assigned to an Invoice, whether an item is currently on Hold or all sorts of other states.

We've just introduced a new filter option, which will let you see any items without tags. Just select the "No Tag Assigned" option at the top to filter down to these!

Attachment Handling

We have now improved our attachment filtering within the Invoice Inbox. There are two key highlights:

- Any suspicious files are automatically removed without blocking the whole Invoice Item. You can still process the message within the Invoice Inbox, but feel safe that the file has been removed!

- Any files under a 30KB limit will be automatically removed. This limit has been set to filter out any email signature images and other small files that might be attached. This excludes any PDFs and any Email Subject files if you're using that feature.

For more information on this filtering, please refer to our help documentation here.

Expenses - Sortable Columns

One more feature to highlight for our users in the expenses module. In the View Expenses menu we now allowing sorting on certain columns. This will help you quickly identify expenses as per your rules and get them reimbursed quickly!

What's Coming

Stay tuned for more news in the coming week!

Overview

Supplier Intelligence (SI) is a powerful solution designed to provide organizations with verified, meaningful, real-time information on their suppliers. By aggregating and displaying validated credentials against the Supplier profile and enabling users to filter to find suppliers with specific credentials, Supplier Intelligence supports better decision-making in procurement.

How It Works

Supplier Intelligence is a structured framework that aggregates and organizes verified supplier data into Credentials, which represent specific, validated attributes about a supplier. Each Credential is formed through a combination of a Source and an Indicator:

• Credential – A verified supplier attribute (e.g., Financial Health, Sustainability, Compliance).
• Source – The trusted data provider or system that verifies and supplies information.
• Indicator – The specific status or classification assigned based on the data (e.g., Approved, Monitored, Certified).

For example:
✅ Credential: Compliance
🔗 Source: Rapid Global
📊 Indicator: Non-compliant

Supplier Intelligence Credentials are consumed by Go to Market with Credentials appearing (in full detail) on the supplier profile and icons can be filtered on in Supplier Discovery making it super easy for buyers to find best-fit suppliers.

Key Benefits

• Sync with third-party providers – Instantly access verified financial, compliance, and sustainability credentials from reputable sources.
• Overlay your own verified data – Combine external insights with your organization’s internally validated supplier information (Custom SI Credentials) for a complete, customized view.
• Make smarter procurement decisions – Quickly filter and identify the right suppliers based on critical, up-to-date credentials.
• Seamlessly integrate – Push supplier intelligence into your ERP, finance, and contract management systems for greater efficiency.

Managing Custom SI Credentials

Custom SI Credentials allow organization's to collate their own internally managed information on suppliers and neatly present it on the supplier profile in Go to Market. The new Supplier Intelligence Editor Console supports effortless management of supplier data and ensures it's presented where ever relevant or necessary. 

📞 Contact your Customer Success Manager to discuss how Supplier Intelligence can support your procurement strategy.

We are excited to share the latest updates and improvements we've made to enhance your experience. Based on valuable feedback from our clients, we've focused on refining key integrations and the first parts of a broader improvement to our DocuSign integration.

Civica Cloud Authentication

We have enhanced our existing Civica Integration to include Civica Altitude. Please note, this change only affects the authentication workflow with Civica; the processes for creating contracts and pulling contract spend remain unchanged.

DocuSign Approval Changes

Enhanced Error Handling

We have improved the error handling for the DocuSign integration as part of a larger update to the DocuSign integration. This enhancement aims to reduce the number of issues where DocuSign integrations fail. Instead of needing to contact support, the system will now prompt you with the necessary steps to resolve any issues.

Improved DocuSign Email Content

We have updated the email content from DocuSign to include a title with the record type (e.g., Contract) and the reference (e.g., Contract Number). This improvement is designed to help you quickly identify the purpose of the DocuSign approval.

Hi again,

We're excited to announce that our suite of Expense Pro features are now available and ready for use! 

If you haven't looked at our Expenses Management suite in the past, the module allows buyers to easily submit their expenses for reimbursement. It utilizes a great range of familiar Unimarket features: 

• Customize expense categories with automated workflows to ensure precise and accurate data.
• Easily attach supporting documents like receipts to each expense claim.
• Automatically capture accounting codes with every submission for seamless integration.
• Enable administrative staff to submit expense claims on behalf of others, streamlining the process.

With Expenses Pro, our key new features will help you Reconcile your Credit Card Transactions and simplify loading Receipts and other Attachments onto Expenses.

Full details of our Expenses offering are available here. Please reach out to our team if you're interested in exploring these more!

What's Changed?

If you currently issue credit cards to your buyers and allow them to make purchases with these, we have new automated support to bring those transactions into Unimarket. 

This can be done regularly via SFTP, or imported via our new menu:

The user can take these Credit Card transactions as the base to build out their Expense Claims & ensure they are costed to the right Account Codes and all other supporting information is present. 

Any outstanding transactions also form part of the emailed Tasks Digest. You'll notice the red icon in the top right of the image above, reminding the user to action these!

To help speed up the reconciliation, users will be able to email in their receipt attachments to our new Receipt Inbox. 

If the email address matches the email on their user profile, we'll automatically assign that to their User account. 

If you're familiar with our Invoice Inbox, this screen has been designed to work in a similar way, with great features like Notes and an expanded view of the Email contents.

Together, these new screens will help you speed up the Expense Claim creation:

We've also taken this time to address key pieces of feedback in Expenses

• It's now possible to comment on Expenses, this includes user mentioning.
• Our new Expenses Administrator role gives you more flexibility if you don't want to rely on Community Administrator.
• We're currently working in View Expenses to make the columns sortable.

What's Next

More change is coming to help with the Team Management of card transactions, and to give additional options in reporting and exporting.

There's a lot of work underway in our Invoicing module too, including AI data extraction, new options to help streamline 1099 reporting, and further enhancements to our Peppol e-Invoicing. We'll share details of these soon!

Hello and Happy New Year!

It's hard to believe we're almost in February.

Our team have been hard at work on several important features this month. We're also very close to sharing details of our brand new Professional Edition of the Expenses module. Look forward to more details next month!

Invoice Import

An exciting new feature in the Invoicing module allows you to import a csv file of Invoices, against standard or blanket orders. 

This feature speeds up invoice processing, and we've even seen some customers co-ordinate the file creation with their suppliers, saving even more time!

To access this import, make sure you're using the Create Invoices role and navigate to the View Invoices menu. You'll need to select the Import option on the right:

Unimarket will validate that the Invoice details are all complete, and then pass this through your standard Invoice Matching rules. 

You can find more details on the file format and upload process in our help documentation here.

Other Enhancements this month

- We've simplified commenting on Contracts. If you can see the Contract, you can add a comment.

- In addition to this, Contract Workflow tasks are now included in the Tasks Digest email.

- Expenses now gives a proper email notification when a mixture of Expense lines are Approved & Declined.

- Users submitting Supplier Requests must fill out all details of the Supplier, rather than searching for one that exists in Unimarket. Thanks to everyone who shared feedback in this area!

- Another suite of improvements to our new Create Invoice screen has been released. The highlights are improving our Preview component and ensuring all Invoice Administration settings are compatible with the screen.

What's Coming

Speaking of Create Invoice, we know that many customers are eagerly awaiting news on Invoice Data Extraction! This will be a big focus for our team in February, and we can't wait to have this up and running for you to try!

Outside of this and Expenses, look forward to enhancements to Scheduled Exports and further rollout of the ability to Mention Users in Comments.

We receive a lot of interesting suggestions from customers and recently dedicated time to implementing some of the ideas that we believed would significantly enhance the experience for evaluators. 

Key enhancements delivered 28-Jan-25:

• Consensus comments added to 'Evaluation Scoring Data' CSV report.
• Improvements to Conflict of Interest - when a conflict is raised the panel member must submit a declaration for approval prior to being able to proceed.
• Download individual evaluator results prior to consensus stage.
• Additional 'Final score' column to highlight any changes in individual scores that result from the consensus meeting.
• Response documents moved to own section to reduce noise in the consensus review section. Now available by clicking on 'Documents' button. See screen below.

• Reordering of respondents in mail merge reports to be in accordance with how they rank / score i.e. highest to lowest.
• Mail merge reports can be selected as the final Evaluation Report (sent to Go to Market for RFx finalisation).
• Inclusion of questions and respondent business name in the evaluation summary table.
• Ability for Admin and Evaluation Chair to quickly switch between modes (Evaluator and Admin/Chair).

Read the full article, complete with detailed descriptions of the functionality and screenshots.

Hi There,

September is over and we're into the final quarter of 2024! 

Our team has been hard at work behind the scenes this month, laying the foundations for a number of critical improvements:

- Attachment storage is currently being overhauled, to ensure we can store & expose all critical documents via our APIs.

- Advanced features for Expenses are well underway, with great progress towards reconciling Credit Card transactions.

- Enhancements to our new Invoice Extraction functionality, which help ensure dates match the original document.

Invoice Transaction Summary

Before authorizing payment of an invoice, it is critical that all required information has been reviewed. For our US customer base, this may mean additional reviews outside of the organisation, and possibly at state level.

To help ensure all critical information is easily accessible, we have introduced a new "Transaction Summary" document. This PDF is generated once the Invoice reaches the Invoice Accepted state, as that usually means the invoice is guaranteed to be paid.

This document is currently available through the UI as a new option: 

The document itself is a new standard PDF. You can see it contains a range of useful information to help answer key questions:

- Who is the Invoice for and for how much?

- What order lines was it Invoiced against, and has receiving been completed?

- What approvals were undertaken to arrive at this invoice?

In a future release this document will be optionally available in our cXML outbound invoice integration endpoint.

What's coming

Outside of the larger changes above, we have some really neat features coming soon! These include AI auto-categorization when creating non-catalog items and new date range options when scheduling reports.