Updates

Approvers can see the live budget in the requisition header on every screen size, you can receive every outstanding line in one step on Create a Receiving Note, and creating an invoice or credit note from a phone uses the same guided capture as Create New Scanning Tasks.

Requisition budgets

Approvers see the live budget position in the requisition header — the linked budget period and amount, a Spent / Awaiting Approval / Remaining bar, Budget / Spent / Awaiting Approval / Remaining, and an On Budget or Over Budget pill. The tracker is hidden when the requisition has no linked budget.

Receiving and stocktakes

Receive Goods always opens Create a Receiving Note. Don't receive to Inventory shows Receive All Outstanding Items (default off) for every inventory setup; when inventory is not enabled, Receive to Inventory is disabled and Don't receive to Inventory is selected automatically. Purchasers with Can Manage Stocktakes can delete an in-progress stocktake and its counts from the list, tiles, or stocktake page; closed stocktakes cannot be deleted.

Invoices and Scanning Service

Creating an invoice or credit note from a scan on a phone uses the same guided capture as Create New Scanning Tasks; desktop upload is unchanged. View All Invoices can sort by Created Date (Newest to Oldest or Oldest to Newest) from Manage Columns, and the preference saves per view, including a separate saved sort on Invoices Awaiting My Approval. Manually created invoices and Invoice Date edits warn when the date is more than 6 years old or more than 1 day in the future. This is a warning only — you can still save.

Suppliers and delivery addresses

My Suppliers shows a Credit Notes tab on the supplier record, with search, table, and infinite-scroll tiles to match Purchase Orders and Invoices. Organisation Settings → Delivery Addresses can delete unused addresses (confirm first) for users with Can Manage Organisations; in-use and default addresses cannot be deleted.

Recipes

On inventory recipes, Ingredients Cost Price, EP Unit Cost, tile view, and footer Cost Price Total show the live lowest catalogue quote. Header costing totals stay on the stocked basis.

Purchase orders

Destinations on New Send Event are the same set automatic send would use: pair destinations when any are valid for purchase orders, otherwise the supplier's default purchase-order destinations, labelled Supplier default.

Product matching

On Manage Products, a catalogue administrator standing on a true master can multi-select duplicates and rematch them onto that master. Selected products identify as the open product; ownership does not change. Product Cleaning Review stays single-select.

Dashboard

Every user who lands on the Legacy PurchasePlus purchasing or supply dashboard sees a standing notice that their organisation will be upgraded to the new PurchasePlus platform in 2027, after which the Legacy version will be switched off. The notice links to the Upgrading to the new PurchasePlus help article and cannot be dismissed.

Fixes

Scanning Service corrections return to Scanning Tasks. Scan-task unit prices use four decimal places so invoices with high line quantities stay in balance. The All Recipes Food Cost (COGS) card no longer under-counts recipes above the Food Cost Target when process yield is below 100%, and Substitute Quotes appear for master-linked stock items.

Receiving an 8-carton order of a 24-unit pack into a unit-counted stock location posts 192 once. Stocktake details show Started By and Closed By. Imported sub-accounts appear as children in Organisation Settings → Accounts. Clearing an invoice account also clears the account path. Invoices and credit notes drop the previous approval workflow when the new department has none. Department Purchase Requisition Lines and Purchase Order Lines reports no longer return a blank CSV.

Product Cleaning Review Accept omits empty field edits. Searchable pickers show No results available. Permissions around punch-out access, user creation, accounts payable credentials, and supplier destinations and catalogue assignment are tightened.

All Recipes has launched as a kitchen dashboard in PurchasePlus — purchasers now see metric cards for the filtered set, Recipe Section grouping, Advanced Search filters, and an organisation Food Cost target (default 32).

• Buy List Builder — Add to Buy List names the lists a product is already on, pre-ticks them, and marks them Already Added.
• New knowledge base — Help links open the published docs at purchaseplus.com/docs; HubSpot in-chat articles no longer update.
• Show Only Products with Quotes — My Products and View All return only products that have at least one quote.
• Idle session — a save after timeout or a sign-in in another browser asks you to sign in instead of failing silently.

A release that turns All Recipes into a working kitchen list, and shows buy-list overlap before you add a product to more lists.

Here is everything that landed this release.

Recipes

Purchaser All Recipes (Recipes → View All) is now a working list, not just a table.

• All Recipes: metrics, sections and a Food Cost target — metric cards show Total Recipes, Food Cost (COGS), Gross Profit and On Menus for the filtered set. Recipes group under Recipe Section headings. Advanced Search filters by Owner, Product Tags, Recipe Section and Allergen. The Food Cost card carries an organisation target (default 32) that Manage Recipes users can edit.

Purchasing

• Buy List Builder names the lists a product is already on — in Buy List Builder, Add to Buy List for a product that is already on one or more lists shows those list names, pre-ticks them, and marks them with a green Already Added chip. The modal action is Save Changes.
• Not Sent purchase order — saving the header when department, delivery address or account is empty no longer invents fake identifiers.
• Create requisition — application errors stay on the page with the existing alert instead of sending you to shop with a missing requisition.

Products

• Show Only Products with Quotes — on My Products and View All, this filter (and the same option in Advanced Search) returns only products that have at least one quote.
• Catalog products — applying a unit price or tax in the modal, or adding a product to the catalog, updates the table without a reload. $0.00 is accepted in the modal.

Menus

• New menu sections — a section created on a menu with many recipes appears on the recipes tab immediately; a duplicate name is rejected.
• Add to Menu — the Recipes modal loads every organisation menu on scroll, not only the first 20.

Suppliers

• Create a supplier — creating a self-managed supplier or connecting from the Supplier Directory lands on supplier details in the same request, with a Supplier Created toast, instead of waiting on a poll.

Help

• New knowledge base — in-app Help, More, page-header links, the legacy account-menu Help, and new-purchaser supplier emails open the published English articles at purchaseplus.com/docs. Please update any relevant links. The in-chat HubSpot knowledge base no longer functions; in return, the docs update after each release and will soon be available in all 26 supported languages. The legacy HubSpot knowledge base has not been migrated and remains until decommissioned.
• Idle session — after idle timeout or a sign-in in another browser, a save or submit asks you to sign in instead of failing silently.

Inventory

• Clear Expense Locations — a full remaining-quantity clear posts leftover value so the origin lands at 0 quantity / 0 value and Period-end Cost of Goods Used receives that leftover.

All Recipes as a kitchen dashboard, Buy List overlap you can see, and Help that opens the published docs.

Purchase from a Recipe or Menu has launched in PurchasePlus — chefs and cost controllers now start a five-step New Requisition wizard from a recipe or menu, set Number of Servings, optionally net against on-hand stock, round up to whole sell packs, and add the lines to a new or existing requisition.

• Approval Roles — people with Can Manage Approval Workflows can create named roles (members and used-in count) under System Settings, attach a role or a named person on a workflow rank, and see a warning before a change would leave a rank with nobody who can approve.
• Recipe Cost Price Per Serve — Cost Price Per Unit, Cost Percentage, Gross Profit and On/Over Target on the recipe page and All Recipes now show cost per serve, matching Sale Price Per Unit.
• All Invoices number search — typing three or more digits in the All Invoices search bar finds invoices whose number contains that fragment (for example 1234 matches INV-001234), with an Invoice number tag.
• Receive as Stock Item on Receiving Notes — Select Stock Item on a line now defaults to that line’s own suggested Stock Item (or stays blank until search), instead of carrying forward the item chosen on the previous line.

A release that lets kitchens order from the dish they are cooking, and gives Finance roles instead of one-off approver lists.

Here is everything that landed this release.

Recipes

Chefs can turn a recipe or menu into a requisition without building the shopping list by hand.

• New Requisition wizard from a recipe or menu — from recipe or menu details, a five-step wizard covers Plan Production (Number of Servings on a recipe; servings per course on a menu, with a total portions figure), Product Selection as the calculated leaf goods only, Add to Requisition (create new, or add to one of your open all-suppliers requisitions) and Requisition Details for a new requisition (All Suppliers, reference pre-filled as Purchase from <name> <date>, plus the usual department, account, delivery and custom-code fields). A completion summary shows lines added, skipped and any that could not be added; one line does not stop the rest.
• Stock netting and sell-pack rounding in the wizard — for an inventory recipe (or a menu whose recipes are all inventory), pick one or more stock locations to net against; locations start empty, so the full requirement is ordered until you select storerooms. Required, On Hand, Net, Order and Estimated Cost show on each line; fully covered lines are omitted. Non-inventory sources skip netting and purchase the full requirement. Order quantity rounds up to whole sell packs of the chosen product (for example one carton, not six “each” that were really cartons). Multi-substitute stock items must be chosen before you can continue. A menu that mixes inventory and non-inventory recipes is blocked at the first step.
• Cost Price Per Unit is per serve — on the recipe page, Cost Price Per Unit, Cost Percentage, Gross Profit ($/serve) and On/Over Target use Total Recipe Cost ÷ (Yield Quantity × Process Yield), and All Recipes shows the same Cost Price Per Unit. Missing yield is treated as 1; missing process yield as 100%; a zero yield, zero process yield, or cleared sale price shows an em dash on those cards. Figures update without a manual save.
• Generate Nutrition on cloned recipes — Generate on Recipes → Nutrition completes and saves a panel when unmatched ingredient lines still have a name (included when they can be valued, omitted when they cannot). Nameless lines with no saved nutrition are omitted; generate still succeeds if every line is omitted. “Each” lines without saved nutrition, and nested recipes without their own panel, still name those lines before generate can run.
• Clear message when you cannot edit a recipe — saving a recipe you are not allowed to edit from the current organisation (for example a department user on a parent-owned recipe) now asks you to switch organisation, instead of suggesting a duplicate name or code. A genuine duplicate name or code still uses the existing uniqueness message.

Purchasing

Workflow admins can maintain approvers as named roles instead of only named people.

• Approval Roles on System Settings and workflow ranks — a new Approval Roles list (search, Members, Used In, cover badges, More menu) lets you create a role with a unique name, add members, rename via an explicit save, and delete a role only when no workflow rank still uses it (otherwise you are sent to Used In). On a workflow rank, the approver picker attaches a role alongside named people. Removing someone or emptying a role warns when that would leave the rank with no eligible approver; an empty role shows a No approvers badge from member count alone.
• Account (Organisation-Wide) on New Assignment — on Approval Workflows → Assignments → New Assignment, the Account (Organisation-Wide) tab lists the accounts from the organisation’s accounts payable system, including when organisation-account rows are disabled.

Invoice Processing

• Invoice number contains search on All Invoices — three or more digits in the search bar (for example 1234) search invoice numbers that contain that fragment, show an Invoice number tag, and do not run free-text across lines and suppliers. Clearing the tag reruns the same input as free-text; changing the input can bring the tag back. Fewer than three characters, or anything that is not digits only (INV-1234, 12 34), stays on today’s free-text search. Existing filters (for example Open) still combine with the number search.

Inventory

Receiving and stock-item matching now keep quantity on the right item, and unlinking an archived duplicate keeps balances consistent until the reversal finishes.

• Select Stock Item on a Receiving Note line — when receiving to inventory line by line (not Receive All Outstanding Items), opening Select Stock Item defaults Receive as Stock Item to that line’s own suggested Stock Item, or leaves it blank until search. Applying a choice on one line does not pre-fill the next. Receive All Outstanding Items and Don’t receive to Inventory stay as they are.
• Stock items created while receiving inherit master and image — a stock item created automatically or manually from a receiving line takes the ordered product’s existing master link and image (unless you upload a different photo). A later automatic receive of another product with that same master can reuse that stock item. Unmatched ordered products still create an unmatched stock item.
• P+ Master Code and editable fields on stock item details — a matched stock item shows the linked master’s code as P+ Master Code, not its own P+ Code. Unmatched shows --; an item that is itself a master shows its own code. The owning organisation can still edit brand, name, category, unit size, unit measure and pack name after matching; Owner stays the purchaser organisation.
• Unlink archived stock levels stays linked until the reversal finishes — unlinking an archived duplicate’s stock level from its master keeps the link and posting redirection until the reversing balance transfer completes. If the reversal cannot complete, the link and both balances stay as they were, with the reason shown on that stock level until a retry succeeds. A second unlink while one is in progress is not started.

POS & Integrations

• Invoice Export Center status when the AP system is slow to reply — large Care Systems invoice exports that have already landed in the AP system now show as Sent when acknowledgement takes longer, so Finance is not prompted to export the same invoices again.

Suppliers

• Creating a self-managed supplier continues immediately — creating a vendor now creates the current legal entity’s trade relationship in the same step, so the screen can continue without waiting.

Miscellaneous

• Screen-filling list tables scroll with the page — long lists that fill the remaining screen now move the page on every wheel or trackpad movement, and once the inner table hits its edge the next movement continues the page. Short tables no longer leave a full-screen empty block under pagination. Horizontal scrolling of a wide table still works.
• Organisation switching — switching organisation stays limited to organisations you belong to.

Behind the scenes

• The team also made behind-the-scenes improvements to keep PurchasePlus fast, reliable and ready for what's next.

Plenty here for chefs ordering from a recipe, Finance setting up Approval Roles, and anyone who lives in All Invoices, receiving or food cost.

Tax Configuration has launched in PurchasePlus — Finance teams now set Tax Type, Scheme and rate lines on Organisation Settings → Invoicing, suppliers mark catalogue products and delivery fees Taxable or Tax Free, and Scanning Service applies those rates when a document does not print a percentage.

• Take Photo on Scanning Service — on a phone, creating a scanning task now offers Take Photo: a guided camera with corner alignment, colour options and a quality check, then attaches the pages as one PDF alongside ordinary uploads.
• Clone a Recipe — the recipe three-dot menu now has Clone: pick the owning organisation, confirm a unique name, and land on a new Draft. Copying into another organisation flags unmatched ingredients for review before you can activate.
• Bulk Print on Awaiting My Approval — approvers can select one or more requisitions and print them as a single combined document in New P+.
• Statements from Paperless Email — Action Items now include Document is a Statement and route it into Statement Reconciliation against the chosen supplier. Process Document and Paperless Email also have Statement tabs, matching Invoices and Credit Notes.

A release that gives Finance their own tax setup, lets chefs copy recipes across sites, and closes everyday gaps in scanning and approvals.

Here is everything that landed this release.

Payments

Tax Configuration lets each purchasing organisation tell PurchasePlus how tax works in their market, instead of relying on a country-wide default. Existing regions keep current behaviour until a configuration is saved.

• Tax Configuration on Organisation Settings → Invoicing — a new card next to Invoice Flags and Thresholds lets you set Tax Type (GST, VAT, Sales Tax, SST, Consumption Tax, Other, or None), Scheme (Single or Multi), and labelled rate lines with a percentage. Exactly one line is the Default — that is the rate applied when a line does not carry a supplier-provided percentage. Invalid rates are blocked on save, and reordering lines is display-only so it never silently changes the applied rate.
• Catalogue products: Taxable / Tax Free — suppliers mark a catalogue product Taxable or Tax Free when adding or editing it, without having to enter a rate. The same flag is available as a column on catalogue CSV import and export. A product with a supplier-provided rate and no flag is still treated as Taxable. The flag is captured when the order is created, so later catalogue edits do not rewrite existing orders.
• Delivery fees: Taxable / Tax Free — on the delivery fee modal and table, a fee defaults to Tax Free. A Taxable fee uses the organisation's configured rate unless a percentage is entered on the fee itself, and that treatment shows on the cart, Purchase Order and invoice.
• Scanning Service uses the configured rates — when an invoice line is taxable but the document does not print a percentage, Scanning Service now stamps the purchaser's configured rate. Invoices with no Tax Configuration keep today's behaviour.

Invoice Processing

Statement Reconciliation

Process Document and Paperless Email could already create a statement — you can now open those statements from the same screens, and Action Items can send a supplier statement of account into Statement Reconciliation.

• Statement tabs on Process Document and Paperless Email — both screens now have a Statement tab next to Invoice and Credit Note, with a count badge. The Paperless Emails list also has a Statements count that opens a modal of the statements created from that email.
• Document is a Statement on Paperless Email Action Items — reviewing an Action Item now offers Document is a Statement alongside Invoice and Credit Note. Choosing a supplier and applying the action creates or links the statement in Statement Reconciliation, with the original PDF attached.

Invoices & Credit Notes

• Take Photo on Create Scanning Task — on a phone-sized screen, Take Photo opens a guided scanner: fill the frame, use bright even light, hold still. You can adjust corners, choose Colour, Greyscale or high-contrast black and white, keep multiple pages and finish as one PDF that counts toward the 10-document limit. Pages below the quality threshold can be retaken; desktop stays PDF upload only.
• Unmatched scanning jobs require a supplier — if a job has no assigned supplier, Scanning Service lists show the extracted name with a note that no supplier has been assigned. Opening the job keeps the document on screen and asks you to Set Supplier, and selecting a supplier creates the replacement job.
• Superseded scanning jobs — a job replaced by a retry or supplier change now shows as Superseded instead of Deleted. Opening it keeps the header, preview and details, and links to the replacement.
• Purchase Order column in the Paperless Emails Invoices modal — the Invoices modal on a paperless email now shows matched Purchase Order numbers between Invoice Number and Status, each as a link. Multiple POs are listed; no match shows --.
• Attachment download and preview links — temporary links for attached files now work on Scanning Service, statements and related jobs. Preview still opens in the browser; download still downloads.
• Add Invoice on a Credit Note — confirming Add Invoice or Update Invoice now completes once, from the Credit Notes list and from a credit note page.
• Invoices move through Processing and Exporting — invoices on the Processing tab (Exporting in New P+) now complete those stages, including after a revert-and-reprocess.

Recipes

Recipes now has a Clone action — the screen chefs and cost controllers use to copy a recipe, including into another organisation.

• Clone from the recipe three-dot menu — Clone opens a modal to pick the owning organisation and confirm a unique name. Same-organisation clone lands on the new Draft. Cloning into another organisation rematches ingredients to that site's products, flags unmatched lines for review, and blocks activation until those placeholders are resolved. Cancel makes no changes. Product tags, allergen tags and menus are not copied onto the new recipe.
• Combined allergens on sub-recipe ingredient rows — a collapsed sub-recipe line on the Recipe Ingredients table now shows the same combined allergen list as Recipe Settings, All Recipes, Menu Recipes and the Recipe Card (the sub-recipe's own tags plus allergens from products nested inside it).

Purchasing

• Bulk Print on Requisitions → Awaiting My Approval — selecting one or more requisitions now offers Print alongside Approve, and produces one combined print-ready document. Single-row Print on requisition lists and detail uses the same path in New P+.
• Re-Order creates the requisition in one step — Re-Order from an invoice, Purchase Order or requisition now creates the new requisition immediately. If it cannot (for example the supplier is disabled), you stay on the create page with the specific reason and no empty requisition is left behind.
• Approver seats follow the organisation tree — a person can only be added as a named rank approver if they belong to the organisation that owns the workflow, or to an organisation above or below it. Sibling or unrelated organisations are not accepted, including on import. Removing someone from an organisation disables any approver seat that no longer sits in that tree, so they stop receiving that organisation's approval summary emails.
• Daily requisition approval summaries — the daily approval digest for requisitions now reaches the people who have requisitions waiting on them, matching the invoice, credit note and transfer digests.
• Cancelled Receiving Notes open — viewing a cancelled receiving note now loads as expected. The fully-received line count still follows the same progress rules as an open note.

POS & Integrations

• PeopleSoft cXML export in New P+ — a new automatic AP export format is available for PeopleSoft: cXML with a document header, each sub-line exported separately, tax at line level, delivery / adjustments / rounding as their own lines, and credit notes treated as negative invoices.
• POS sales with sub-recipes validate against real stock — a sale whose recipe includes a prep item now checks the underlying products in the outlet. When those products are stocked, the sale can proceed and the batch can be transferred.

Suppliers

• Catalogue import stays on your own products — a catalogue import now only updates products the importing organisation is allowed to change.
• Catalogue import can maintain prices on shared archive and master products — rows that reference those shared catalogue products now import, so price updates can land while items sit in the catalogue ahead of removal.
• Clear reason when a default Delivery Address is not accepted — saving Organisation General settings with a default Delivery Address that does not belong to that organisation's legal entity now shows that specific reason and keeps your unsaved edits.

Miscellaneous

• Pages stay up during search and list updates — All Invoices, Shop, Purchase Orders, Requisitions Awaiting My Approval, Catalog Products and Inventory Stock Items now stay on screen if a tooltip or menu does not open, so you can keep working.

Behind the scenes

• The team also made behind-the-scenes improvements to keep PurchasePlus fast, reliable and ready for what's next.

Plenty here for Finance, chefs and anyone who lives in scanning or approvals — Tax Configuration and recipe Clone in particular are ones to have on the radar.