August 6th & 8th 2024, Release Note: Adaco: Attachments Visible in Web Approval Page, Option to Include Returns in Vendor Spend Report

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Release date for all features: August 6th (EMEA & APAC) and 8th (US) 2024

Attachments Visible on the Web Approval Page

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - No

What's Changing?

Items attached to either requisitions or invoices that require approval are now visible on the web approval page.

Reason for the Change

To assist approvers evaluate requisitions and invoices.

Customers Affected

Customers who use approvals for either requisitions or invoices.

Release Note Info/Steps

When approving either a requisition or an invoice, the approver can open the web approval page to see more details of the item that they are approving.

• To access the web approval page, either use the link in the approval request email
  or
• For users of the Fourth app, select Open Adaco from the approval task - see Fig.1

Fig.1 - Accessing the web approval page from the Fourth App

If there are items attached to the requisition or invoice these will be listed in a new table.

• The attachment(s) can be opened by selecting the attachment links, as shown in Fig.2

Fig.2 - Items attached to an Invoice

For requisition attachments, the line and item to which the item is attached will also be shown.

Fig.3 - Items attached to a requisition

Please note: Attachments that are stored in the Adaco database are available on the web approval page. However, if a customer has chosen to save attachments on their own network drive then these will not be visible on the web approval page (the default setting is that attachments are saved in the Adaco database).

Option to Include Returns in Vendor Spend Report

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - No

What's Changing?

When running the Vendor Spend Report in CP, the values of returns can now be included.

Reason for the Change

To see the spend per vendor net of any returns.

Release Note Info/Steps

• When running the Vendor Spend Report in CP there is a new option titled Include Returns (Fig.4)

When selected, the values in the report will include the negative values for any items returned to the vendor within the selected period.

Fig.4 - Option to include returns in the Vendor Spend Report