Ability to filter POs by remaining amount from the 'Open' tab
We have created the ability to filter POs by the remaining amount column in the 'Open' tab. This makes it much easier to identify individual amounts required to close out any remaining open POs or invoices.
Note: All platform users have access to this function.
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On the platform, navigate to the Accounts Payable tab on the sidebar and select Purchase Requests.
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Select the Open tab to see all of your open purchase requests and each of their indiviudal details.
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Click the Add Filter button at the top left to reveal a dropdown menu. Create this new filter by selecting Remaining Amount from the dropdown menu.
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When Remaining Amount is selected, a toggle will appear to select remaining amount by Percentage or Value.
- When the filter is created, it will only show all of the relevant purchase requests that fit within the boundaries set by the filter.
For Percentage toggled, drag the slider to indicate remaining amount upper limit as a % value (ex. 5%).
For Value toggled, insert the minimum and maximum values to indicate remaining amount as a range in £ value (ex. 0 minimum - 800 maximum).
Check out our platform demo below to view a walkthrough of this latest feature as well as other enhancements.