Vendor Report updates enhance privacy and customisation options
Shared by Patrick
• October 18, 2024
We've rolled out several improvements to our Vendor Reports, offering greater flexibility and control over the information shared:
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Supervisor view option: A new checkbox in the Vendor Report allows switching to 'Supervisor' view. When selected along with 'Send to Sub-Contractors and Suppliers', the report displays Supervisor Name and Phone Number instead of Client Name and Job Number, enhancing privacy where needed.
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Streamlined reporting: Completed tasks and jobs are now automatically excluded from Vendor Reports, ensuring the focus remains on active work.
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Supplier exclusion feature: A new checkbox in Creditor/Supplier contact details allows you to exclude specific vendors from receiving Vendor Reports. This option provides more control over information distribution.
These updates allow for more tailored and relevant Vendor Reports, improving communication efficiency while maintaining appropriate levels of information sharing across your supply chain.
Release notes