Hi There,

We've been hard at work implementing new functionality this month, and have a range of improvements to help you manage users easily! 🎉 

We're currently gathering feedback on our new Create Invoice screen. If you've had a chance to try this in Demo, let us know your thoughts!

Default Attention

Often a buyer will need items delivered to a room or lab number, or a centralized receiving department or reception area. 

We've added a new personalization setting in My Account where users can set their Default Attention. 

Rather than just using their Name, this default will be used in Checkout, ensuring goods aren't misplaced or delayed!

Default Account Code

A similar option to the above, you can define a default account code for each user, which might be where their spend is usually allocated outside of project work. 

We've added a column to our User Upload so you can quickly get this in place for all users. 

If you've been holding back on this feature, now might be a good time to check it out! More details are available in our help material - here.

Users Creation & Deactivation

We know many of our customers are concerned with when a user was created or deactivated within Unimarket. 

To help audit this, we have added a new filter in the Users menu:

The Users Export also contains two new fields for each date.

Changing the Buyer on an Order

It's normal for users to change roles, take holidays or possibly even leave your organization. Purchase Orders still need to be processed and assigned to an active user though! 

To help quickly and efficiently manage staff changes, you can now Update Buyers in Bulk from the View Orders menu:

Having the right buyer in place will help avoid delays in processing orders, receiving items or ensuring invoices are paid on time.

Other Enhancements this month

- Supplier Requests are now included in the Tasks Digest. More changes in this space are coming very soon!

- We've revamped the Attachments Required settings for Expenses. This can be set at Claim or Line level, and only applies on Submit, not when saving.

- Requisitions now include Line Numbers!

- Received an email about a comment? The email subject now includes who wrote it!

What's Coming

We're hard at work improving the Create Invoice screen and our Supplier Request process.

Beyond this we'll be adding support for Invoice Data Extraction, offering another way of efficiently processing Invoices and ensuring you have accurate data.

Stay tuned for the ability to choose a Default Justification at Supplier level, that should be released in August!