Updates

This release brings a shared date picker with month and year jump grids, and a five-step New Requisition wizard from a stock location.

Inventory

New Requisition from a stock location (header or Create Requisition → Stock Location) opens a five-step wizard; shopping afterwards loads the catalog once for that location. Transfer Log adds Completed On after Status for completed transfers.

Date picker

The shared date picker centres Month and Year controls that open a month grid or a 12-year grid. Adjacent-month days stay in a compact six-week grid, and locale order such as year-before-month is respected.

Exports and Scanning Service

Export Summary shows Total Value Excluding Tax, Total Tax, and Total Value Including Tax under Completed On in the session currency. Invoice and credit-note scanning preferences add Compose From — ordered header fields for the document-number preference — while location and format stay as they are.

Receiving and trade relationships

On View All Purchase Orders, Cmd/Ctrl-click the GR Notes truck opens create receiving note in a new tab; a normal click still navigates in-tab. Enabled By Purchaser and Enabled By Supplier ticks use a lighter success green when selected so the other party's enablement is not mistaken for off.

Product Cleaning

Open Product Cleaning Review can Update Product Image on Cleaned Output and on an editable Matched Master, with the column card refreshing on save or remove. Changing Brand, Description, Pack, Unit, Sell Pack, or Sell Qty on a matched supplier product reopens Product Cleaning Review with the match kept until accept; zero-diff match reviews are openable.

Nutrition and allergens

The admin product record adds a Nutrition & Allergens tab (per 100 g, Grams per Each, Specific Gravity, allergens). Purchaser, supplier, and Paperless product pages are unchanged.

Recipes

Blocked recipe delete shows Recipe Can't Be Deleted with the POS item and/or parent recipe names. Recipe Card print Ingredients includes sub-recipe rows (name, portion, measure) without expanding child ingredients. Manage Ingredient and Set Ingredient Nutrition save Grams per Each and Ingredient Specific Gravity without requiring all seven per-100 g values.

Approvals and Audit Log

User Approval Workflows lists ranks reached only via an Approval Role, with Via {Role} Role rows and no Remove on those rows. Requisition and invoice/credit-note approvals write Approve on the document Audit Log with approver and resulting state.

Invoices and destinations

After match, unlink, or line link, the invoice header updates so Mark As Reconciled appears when eligible without a full page refresh. Invoice and credit-note create drop a suggested header account the department cannot use. Destination Attachment Format can be cleared with None; Export Format stays required.

Products and sign-in

The product Similar Products tab is removed; old similar-products URLs redirect to Details. Sign in with Microsoft uses Entra ID when Azure client and secret are configured. Later-screen libraries leave the first-page download so the initial JavaScript payload is smaller; screens behave the same.

PurchasePlus MCP and AP Hub

Self-managed catalogue create accepts an optional product id on lines so shared descriptions still add the right product. Creating self-managed suppliers skips rows already in My Suppliers. AP Hub create vendor only allows suppliers the organisation may pick for that accounts payable system.

Fixes

Permissions around finance exports, public shop, organisation assignment, stock locations, email links, inventory CSV export, and Scanning Service email ownership are tightened. Scanning Service header coding keeps a usable department when the suggested account is out of scope.

This release adds the Slow Moving Items report so inventory teams can see stock still on hand that has not moved out, and the capital tied up. Instant approval email for Invoices, Credit Notes and Transfers is available in My Account, and Flagged invoices and credit notes move to Reconciled on their own once every flag has cleared.

Reports

Purchasers with Inventory enabled can run Slow Moving Items from Reports. Filters are stock location, product subcategory, Refine by Days Since Movement (Show All, or More Than 30 Days / More Than 60 Days / More Than 90 Days), and Include Zero Quantity Items (on by default). The result table keeps Total Balance Value as the last row; search recomputes that total from matching rows. Supplier Marketshare only counts the supplier’s active trading purchasers in the categories PurchasePlus has set for that supplier; until those are set, the report cannot be run.

Approvals and invoices

My Account → General → Approval Notifications now lets you turn on Instant approval email for Invoices, Credit Notes and Transfers, toggling and saving the same way Requisitions already do. Flagged invoices and credit notes move to Reconciled on their own once every flag has cleared and no approval is still waiting, so you no longer have to open the document and choose Mark As Reconciled for that case.

Inventory

Creating a receiving note with Receive to Inventory offers expense locations as well as stock locations, ordered stock A–Z then expense A–Z; the picker label stays Destination Stock Location. Stock Locations and System Locations stock-item tables add an optional Owner Code column via Manage Columns, immediately after Purchaser Code.

Recipes

The recipe header and Recipe Card (screen and print) use Recipe Yield (the yield in portions), Servable Yield %, Batch Cost (Ex Tax), Cost Per Portion (Ex Tax), Cost %, Gross Profit % / Portion, and Selling Price (Ex Tax). Serving Size and “per serve” stay; calculations are unchanged.

Users

Accounts with no login or activity for 180 days are now automatically disabled, with the reason Inactivity.

PurchasePlus MCP

Purchasers can create several self-managed suppliers at once from PurchasePlus MCP, each added to My Suppliers, and create a self-managed catalogue from existing product lines or an HTTPS CSV or Excel file.

Audit Log

The Audit Log State cell (table and card) shows the previous state and the next state, for example Draft → Archived or Open → Closed.

Fixes

Counts entered in stocktake Offline Mode stay on the device until the server confirms each one, Create a New Transfer shows Delivery Date under Destination Location when the origin is a Stock or Expense location (defaulting to tomorrow), View Balance History on a stock location lists the latest events first, Prepare Recipe is available only on an Active recipe, invoice and credit note lines only accept a department and account the department picker offers, an approver who sits on a requisition rank only through an Approval Role receives the Approval Request email, Organisation Settings Audit Log uses the full content width on desktop, adding a supplier to an AP Hub requires Can Manage Suppliers or Can Manage AP Systems, and permissions around trade pipes on a trade relationship and invoice lines and comments are tightened.

Kitchens can create Recipe Transfers, recipes gain Draft, Active and Archived states, and a new Can Change Suppliers on Requisitions permission controls who can switch a line's supplier.

Recipes

Create a Recipe Transfer from Create Transfer or Transfer Recipe on an Inventory Recipe. Transfer Preview shows the finished product that will move into the destination and the ingredients that will be deducted; after complete, the Recipe Transfer and Ingredient Deduction Transfer link to each other. All Recipes, the recipe header and sub-recipe rows show Draft, Active or Archived; change state from the recipe header, filter All Recipes by state, and New Requisition stays disabled until the recipe is Active.

Requisitions

Can Change Suppliers on Requisitions, on by default, is separate from Can Create Temporary Quotes While Shopping. Without the permission, users can still view quotes and change quantity but cannot move a line to another supplier’s quote.

Approval Workflows

New Assignment → Account (Organisation-Wide) lets you tick multiple account codes and assign the workflow in one save. Already-assigned accounts are ticked, disabled, and show an Already Assigned chip.

Users

Accounts with no login or activity for 180 days can be disabled automatically; the account is retained.

Scanning

Scanning Task info panels show a read-only Supplier Identified By row under Supplier (Hard Coded Email, ABN, Similarity Score + PO, Manual, and others). Records from before the method was stored show Unknown.

Buy Lists

A purchaser who can create a Buy List in PurchasePlus can create one through PurchasePlus MCP. The list is owned by their current organisation and appears in Buy Lists.

Fixes

Physical Date on Receiving Notes is now Delivery Date and saving it no longer clears Stock Location or Receive to Inventory; the home Not Yet Sent Purchase Orders tile no longer counts closed orders with no sent date so it matches Purchase Orders Not Sent; Purchase Orders sent automatically are no longer marked Sent without being queued for delivery; a requisition line can only be saved with a quote usable for that purchaser, product and supplier; supplier filters only show suppliers in your organisation tree; Deleted statements export as Deleted and All Credit Notes fills the on-screen columns.

Taxable Catalog, shop and quote lines use the purchaser Default rate, including three-decimal rates such as 8.875%. Approval Workflows gain a Skip approval if over maximum value setting, and Transfers record Delivery Date plus origin and destination Department and Account.

Shopping and Catalogs

Taxable Catalog lines use the purchaser Default rate on shop, quotes and new requisition lines, including three-decimal rates such as 8.875%. The Catalog form hides the percentage while Taxable or Tax Free is selected; purchaser Catalog table, tile and preview show Taxable (8.875%), and shop and quotes show, for example, Plus 8.875% Tax.

Catalogs and products

Suppliers set a Catalog public or private from Catalog Settings. Catalog products, View All, requisition browse, Buy Lists and Buy List Builder show product-type tags without applying a tag filter. Products View All adds a Buy Lists count column.

Approvals

Workflow Settings Routing adds Skip approval if over maximum value. Ranks whose maximum value is below the document total are skipped unless they are Always required, which still approve when the document is over its maximum value; Final ranks can stay Not Applicable. The User profile adds an Approval Roles tab with a count in the details card, and workflow managers can View Role or Remove from Role.

Transfers

Transfers record Delivery Date — optional on create, default tomorrow — on details and View All Transfers, editable while Open. Origin and destination Department and Account show on every Details strip and are editable in Settings while Open or Awaiting Approval. Open Transfers warn when a Quantity exceeds origin stock, with an orange banner counting lines that will take Transfer From below zero; Submit and complete are unchanged.

Invoices and purchase orders

Invoice Summary shows Invoice Number, PO Number and PO Reference above the lines (-- if unmatched or empty). View All Invoices can show PO Variance (invoice ex-tax minus matched PO ex-tax) via Manage Columns, off by default and hidden with PO Total for Paperless-only organisations. Purchase-order send events add View File beside View Content when a supplier reply file is stored.

Recipes

Inventory recipe Stocked Price uses Purchase (AP) quantity (portion ÷ ingredient yield; blank yield = 100%), with a tooltip that names Purchase (AP) quantity and Average Unit Value. The Recalculate Recipe Costs dialog stays open until recalculation finishes. If it takes more than about 60 seconds, the dialog closes and a message asks you to refresh the page in a moment; header costs, Last Modified, Ingredients and a Recipe Costs Recalculated toast update without a page refresh.

Reports

Refine by Ownership appears only when the report supports organisation hierarchy. Recipe line item reports show the same organisations' recipes as the Recipes screen.

Dashboard

The purchaser dashboard (Purchasing and Paperless) shows a dismissible Enable PurchasePlus MCP banner with Learn More and Enable MCP.

Fixes

Requisition shop supplier filter applies before Best Quote so that supplier’s prices still show when they are not the cheapest, a Buy List requisition line keeps the purchaser’s own enabled supplier when the same priced Catalog is on more than one trade relationship, Transfer picking-slip CSV line totals match the Transfer screen including unit values of 1,000+ such as 1,002.38, Purchase Orders with a blank Expected Delivery Date sort after dated orders, Product Cleaning Review Accept rematch succeeds when Cleaned Output pack and unit match the master and only matches a live PurchasePlus master, following an expired email link while signed out shows the expired-token notice and returns you to the home page, and permissions around default organisation selection and Scanning Service document triage are tightened.