We're excited to announce our latest update, which marks the first of several releases dedicated to enhancing our Advanced Evaluations module. After conducting numerous client interviews, we've developed a roadmap focused on making Advanced Evaluations easier to use and understand. This first release delivers on that promise with highly requested features that save you time, increase flexibility, and improve visibility. Let's dive in!

🚀 New! Auto-Assign All Evaluators by Default

We heard you loud and clear: setting up evaluation panels could be a repetitive process. To fix this, we've streamlined how evaluators are assigned to criteria, saving you valuable time and clicks.

• A new "All panel members" checkbox is now available when configuring evaluation criteria.
• This box is checked by default, instantly assigning all evaluators to the criterion.
• Need to customise? Simply uncheck the box and use the multi-select dropdown to remove specific evaluators or teams.

This simple but powerful update significantly speeds up your evaluation setup process, letting you focus on what matters most.

🎨 Design Your Perfect Scale: Now with Configurable Responses

Tired of manually creating the same 1-10 scale or yes/no options for every single question in your evaluation? We heard you. Re-entering identical response options dozens—or even hundreds—of times was a significant drain on your time and prone to inconsistency. This powerful update is designed to solve that permanently.

• Administrators can now manage the complete list of response options from the Advanced Evaluations settings screen.
• Easily create new options (like the much-requested 1-10 scale!), edit existing ones, or remove any scales that aren't relevant to your organisation. Build a custom scale once, save it to your library, and it will be instantly available for your team to select when creating any new question. 
• All the default options you're used to (e.g., Quality Scale, Likelihood) are still available right out of the box.

Now you can shape your evaluation questions with response scales that perfectly match your organisation's unique processes and standards.

🛠️ Other Enhancements & Fixes

We've also included a few other key updates to improve your day-to-day experience.

• Improved COI Visibility: Procurement Officers will now receive a notification when a panel member completes their Conflict of Interest (COI) declaration, even when no conflicts are declared. This provides complete visibility into COI progress without needing to manually check the evaluation record.
• Fixed Document Validation with External Links: Resolved an issue where document validation would fail when using links to an external document management system (EDRMS). The validation logic now correctly recognizes these links, ensuring your procurement process proceeds smoothly. As part of this, we also fixed a visual bug where long EDRMS document names now display correctly.

We're incredibly proud of these enhancements and believe they will make a tangible difference in your workflow. As always, we welcome your feedback as we continue to improve our platform.

Hello everyone,

We're back with a minor release focused on refining your experience and responding to your feedback. This update introduces key enhancements for better visibility during procurement planning and more flexibility in your mail merges, alongside a few important fixes to smooth out your workflow.

🎯 Enhanced for Clarity & Efficiency

1. Clearer Required Document Tracking

We noticed that it wasn't always obvious which documents were required during a procurement planning stage until you tried to proceed. To solve this, we’ve made required documents visible directly within the step you are working on. You can now clearly see a list of mandatory documents and their current attachment status (whether they have been provided or not) at all times.

This update ensures you have all the information you need upfront, preventing validation errors and streamlining your planning process.

2. New Extensions Summary for Mail Merge

You now have more control over how contract extension details are presented in your documents. We've added a new mail merge code that allows you to output a concise summary of extension options, in addition to the existing option for full details.

This gives you the flexibility to create more tailored and streamlined documents for your specific needs.

🛠️ Other Enhancements & Fixes

We've also addressed a few issues to improve system stability and remove points of confusion:

• Zero-Value Sub-Contracts: We have resolved an issue that prevented the creation of a sub-contract with a $0 value.
• Default Role Clarification: The "Procurement Owner" role, which had no active function, has been removed as a selection to prevent confusion.

Hello! We're thrilled to announce our latest update, designed to give you more granular control over your processes and introduce smarter, more reliable automations. This release focuses on delivering greater flexibility for your approval workflows and ensuring your contract statuses are always accurate and up-to-date.

Let's dive in!

🚀 New! Approval Workflows, Tailored to Your Contract Types

Ever wished you could apply different approval processes for different types of contracts? Now you can. We recognised that a variation for a major construction project shouldn't have to follow the same approval path as a minor services agreement. This update introduces the ability to configure unique approval workflows for each contract type.

While the approval experience for end-users remains seamless and familiar, administrators now have powerful new tools to ensure the right people are involved at the right stage, for every kind of contract.

• Granular Configuration: Define distinct approval workflows for contract creation, variations, and extensions and more based on the specific contract type.
• Increased Compliance: Easily map your internal delegation of authority and ensure the correct stakeholders review and approve high-value or high-risk contracts.
• Process Efficiency: Streamline approvals by creating simpler workflows for low-risk contract types and more robust ones where needed.

Learn more about configuring approval workflows using this Help Centre article. 

This gives you the power to configure approval processes that match your business needs, enhancing both compliance and efficiency.

🎯 Enhanced! More Robust & Flexible Contract Status Updates

Keeping contract statuses accurate is critical for effective management. Previously, the system would only update a status (like 'Expired') on the exact day it was due. This could cause statuses to become outdated if a contract was entered with an end in the past date. This is particularly common when importing historical contract data.

We've overhauled this logic to make it more resilient and flexible. With our new options, you can ensure statuses are updated automatically and reliably, no matter what. Status updates trigger options now include:

• "Anytime On or After": This new setting will update the status of any item that has met its due date. For example, you can now automatically expire all contracts with an end date in the past. 
• "Anytime On or Before": This option provides flexibility for statuses that need to be triggered leading up to an event.
• Configurable Offsets: Add a time buffer to your status updates by setting an offset in days, weeks, or months, giving you even finer control over your automated processes.

With this update, now you can define whether a contract status should update to ‘Expired’ at the start or end of the final day of the contract; configuring the status updates to meet the specific needs of your organisation! Reach out to our Support team if your preference is to have contracts expire at the end of the day rather than the start.

Please reach out to support if you would like to use any of these new logic options.

Now you can trust your contract statuses to be consistently accurate, reducing manual effort and ensuring nothing slips through the cracks.

🛠️ Other Enhancements & Fixes

We've also rolled out several other improvements and fixes to enhance your experience:

• Editable KPI Descriptions: You can now edit the descriptions of your Key Performance Indicators (KPIs) after they have been created.
• Clearer KPI Identification: The KPI table within a contract now displays the concise KPI Name instead of the full description, making it easier to scan and identify items.
• New API Endpoint: A new, out-of-the-box API endpoint is available for developers to programmatically update the spend against a contract.
• Accurate DocuSign Signers: Signer fields for DocuSign envelopes will now correctly display the signer's name, providing a clearer audit trail. The generic "DocuSign Signature" will only appear if signers are manually changed within the DocuSign platform.
• Correct Extension Durations: The duration for all contract extensions is now calculated and displayed correctly on the contract record.

We are confident these updates will help you streamline your processes and manage your contracts with even greater precision. We love hearing from you, so please don't hesitate to share your feedback.

Say Goodbye to 1099 Headaches!

For our US customers, tax season often brings a unique set of challenges, especially when it comes to 1099 reporting for contractors and non-employed suppliers. We've heard your feedback loud and clear: the manual process of identifying 1099-applicable invoices and tracking spend can be a major drain on your time and resources.

That's why we're thrilled to announce powerful new functionality in Unimarket designed to make your 1099 reporting process effortless!

Gone are the days of manually reviewing every single invoice to determine its 1099 status. Our new features empower you to take control and streamline your workflow, ensuring accuracy and saving you countless hours.

How Our New 1099 Reporting Works:

We've built this functionality into our new Create Invoice screen, and the codes can be configured to match any integrated ERP system:

• Easy Activation & Pre-populated Income Types: Simply enable 1099 Reporting within your community, and all IRS income types (like Nonemployee Compensation - NC) will be automatically populated in a clear format.
• Default & Supplier-Level Overrides: Define a default 1099 reporting code for your organization, and easily override it at the individual supplier level when needed.
• Automated Invoice Tagging: With each invoice, the default 1099 Reporting code will be automatically populated, significantly reducing manual effort.
• Invoice-Specific Overrides: Need to adjust a specific invoice? No problem! You can easily override the 1099 code inside Create Invoice.
• Seamless Finance System Integration: All 1099 information is integrated directly back into your finance system (e.g., Banner) via our Outbound Invoice integration, ensuring a single source of truth.

Here is a sample of the Administration screen, where you can choose specific codes you want to use and exclude any that aren't relevant:

Within Create Invoice you can just use the default, select a different 1099 code, or even flag an Invoice as Not 1099 Reportable:

With this feature enabled, few invoices will require manual intervention from your Accounts Payable team, freeing up significant time. With our integration changes, data will be synchronized to your finance system. Generating required reports will be streamlined, quick and painless!

You can find more details on this functionality here.

For all our customers across the globe, we have some more exciting updates coming later this month, both in the Invoicing module and more generally across Unimarket. 

Stay tuned for more news soon!

We're thrilled to announce a significant update to our contract management platform, designed to give you more power, flexibility, and precision in managing your contracts. This release introduces a brand-new Contract Admin Area and major enhancements to our Custom Reporting Fields. This will be released, and available tomorrow morning Let's dive in!

🚀 New! Contract Admin Area: Empowering Administrators

We understand that sometimes, administrators need the ability to make direct adjustments to contracts that fall outside standard workflows or require correction. The new Contract Admin Area, accessible via the "Go to Admin Area" button located above the contract title, is a dedicated toolkit designed to provide authorized administrators with the power to efficiently manage and rectify contract details, reducing the need for external support and streamlining your processes.

This secure area allows administrators to:

• Modify Initial End Dates: Correct or adjust the initial end date of a contract, even after it has been activated. This is invaluable for rectifying data entry errors or accommodating pre-agreed changes that weren't captured at activation.
• Update Imported Values: For contracts brought into our system during your initial implementation, administrators can now directly amend those imported data fields, ensuring historical data accuracy.
• Re-assign Vendors: Seamlessly update the vendor associated with a contract. This is particularly useful for internal restructures or when a formal novation process isn't required, but records need to be accurate.
• Adjust Approved Extensions & Variations: Make necessary modifications to contract extension or variation details that have already been approved. This allows for corrections or minor agreed adjustments without needing to undo and redo entire approval processes.
• Link to Procurement Plan: Directly associate contracts with their corresponding procurement plans. This enhances visibility and creates a clear audit trail from planning to execution.
• Link to Market Request: Establish a clear connection between a contract and its originating market request (e.g., RFP, RFQ). This further solidifies the contract lifecycle breadcrumb trail, making it easier to trace contract origins and context.

Self-service corrections and direct administrative control mean faster resolutions and more accurate contract data, all managed securely within your team.

🎯 Enhanced Custom Reporting Fields: Tailored Insights, Your Way!

Our Custom Reporting Fields feature has always allowed you to capture specific data points relevant to your unique business needs. We've now taken this a step further by introducing granularity by Contract Type!

Previously, custom fields were global, applying uniformly across all contracts. Now, you have the flexibility to:

• Define Custom Fields by Contract Type: Create specific sets of custom reporting fields that are relevant only to certain types of contracts (e.g., "Software Licenses" might have different custom fields than "Service Agreements"). This means more targeted and relevant data capture.

• Mix and Match: You can choose to use:

  • Only global custom reporting fields.
  • Only contract-type specific custom reporting fields.
  • A combination of both global fields (that apply to all contracts) and type-specific fields for further detail.
• Selective Application: You now have the option to turn off global custom fields for certain contract types if they are not relevant, or disable custom fields entirely for specific types, preventing unnecessary data entry.

This enhancement means more relevant data, less clutter, and reporting that truly reflects the nuances of your different contract categories.

Contract Module Settings

Construction Contract Type Settings

🛠️ Other Enhancements & Fixes  

In addition to these major updates, this release also includes a number of under-the-hood improvements and bug fixes to enhance the stability and performance of the platform. We are continually working to refine your experience. These include:

• DocuSign File Validation: Ensured only valid file types can be uploaded for DocuSign integration, preventing potential errors.
• Expanded Contracts API Fields: Added more data fields to the GET endpoint for the Contracts API, allowing for more comprehensive external integrations.
• Go to Market Data Editability: Resolved an issue where data points for Go to Market requests were uneditable even when the associated Procurement was unlocked.
• Approval Button Access: Corrected an issue where some buttons within approval workflows were clickable by users with read-only access.
• Long Approval Title Handling: Improved the display and handling of long titles within the approval workflow to prevent text overflow or truncation.
• Manual Number Entry: Addressed cases where users were unable to manually enter procurement or contract numbers.
• Pre-Market COI Completion: Fixed a permission-related issue that prevented some users from completing pre-market Conflict of Interest (COI) declarations.
• Read-Only Resubmit Button: Ensured the "Resubmit" button is no longer active or clickable for users with read-only permissions.
• DocuSign Failure & Approver List: Rectified a problem where approvers listed for an approval were incorrectly removed if the DocuSign integration failed.

We're confident these new features and improvements will provide significant value, offering you enhanced administrative capabilities and more precise, flexible reporting. As always, we welcome your feedback as you begin to explore these new tools!

We've recently introduced the ability to make the External Reference field in the GTM Request Wizard a mandatory field.  This can be very handy if you're needing your buyers to enter in a particular reference against their requests.

This is controlled Local Group by Local Group.  Please contact Support if you wish to have this turned on for your enterprise.

Hey everyone!

New Unimarket Updates Are Here!

We've just dropped hotly-requested enhancements to Supplier Documents and RFQ Communications.

Next week: 1099 Reporting details for US customers! And exciting news, AI Invoice Extraction is right around the corner!

Supplier Documents

Communities have had the ability to load documents onto their Suppliers for a long time. However this is only available in the main Documents tab, not the Business Classification or Insurance Certificate tabs.

It’s important that Communities are able to load a complete view of compliances without relying on Suppliers updating data, and our new functionality will allow you to upload all document types:

The Show to Buyers checkbox can be used to display these documents in the Supplier Store in the Marketplace. This can help ensure Buyers have visibility of all required documents to make an informed purchasing decision.

You can find more information about this feature here.

RFQ Email Template

Communities now have the option to save an email template to be prepopulated in the Request Quote process. This is important to ensure consistent messaging and that suppliers receive all critical information.

This email builder can be found in a new tab in Community Admin → Modules → Procurement → Management → called RFQ Email

For more details on this and all our other Procurement settings, see here.

Expenses Professional enhancements

We've been seeing some great feedback from customers adopting Expenses Pro. Recently we've added:

- The ability to Archive any Credit Card Transactions or Receipts that aren't required, helping ensure Disputed payments don't stay stuck in the system!

- New filtering options, such as filtering by state.

- Better handling of Declined expenses, so that Credit Card Transactions & Receipts can be assigned to a new Expense Claim and submitted successfully.

What's Coming

Stay tuned for more news on 1099 Reporting in the coming week!

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