Procurement enhancements for Stampli Card users
What we released:
Multiple enhancements to our procurement capabilities for Stampli card users.
Why it matters:
These updates improve user experience and productivity for purchase requests.
Feature details:
UI Improvements:
We've renamed request type names in the Card Request Settings section to Corporate Card, Subscription Card, and Single-Use Card. Prior to this release, the listed names were Purchase, Office Supply and Travel.
We’ve also renamed the Stampli Card Request Approver permission to Stampli Card Approver.
Functionality Improvements:
We've updated the My Requests page for cardholders so that:
Cards requested by procurement specialists will appear on the page.
Updates to existing cards (i.e. card limit change) will appear on the page.
SAP Integration - Support for profitability segment fields for invoice coding
What we released:
Enhanced support for SAP customers that code invoices for profitability segment fields.
Why it matters:
SAP customers can now code invoices for newly added profitability segment fields within Stampli. These new fields are particularly helpful when accounting for freight expenses and reporting profitability impact in the ERP system.
Feature details:
Support for Product field
Support for Sales Order field
Support for Customer field
Microsoft Dynamics Great Plains Integration - Support for custom batch name templates
What we released:
Enhanced support for customers that rely heavily on exporting batch invoice data to Microsoft Dynamics Great Plains.
Why it matters:
Customers can now have two new template options available to export custom invoice batches by export date or by invoice date, at the end of the month.
Feature details:
Template for custom batch with export date
Template for custom batch with invoice date
Sage Intacct Integration - Support for multiple POs
What we released:
Sage Intacct customers can now match multiple POs to an invoice using Stampli.
Why it matters:
Sage Intacct customers can either approve invoices faster or flag invoices for review when matching multiple POs to a single invoice.
Feature details:
A button 'Add multiple POs' is now available to users who need to match additional POs.