0.9.5
New Feature
Financial Management and Vendor Management
- Full accounts payable pipeline: purchase orders, goods received notes, bills, payment schedules, and payment runs
- Vendor management with configurable onboarding, compliance checklists, and self-service portal
- Three-way bill matching (PO, GRN, bill) with automatic variance detection
- Expense claims for staff and delegates, flowing into the same bill and payment pipeline
- Cashflow projection combining revenue and expenditure schedules at project and org level
- PCO margin support with per-line cost, markup, and charge visibility controls
- Multi-currency support across the full pipeline with FX variance capture
- Recurring billing templates for subscriptions, retainers, and monthly services
- Configurable chart of accounts with Xero, MYOB, and QuickBooks mapping support
- Approval delegation with per-project, per-user threshold limits
- Visual document designer for POs, bills, GRNs, payment summaries, and expense claim sheets
- Cross-project vendor analytics: lifetime spend, open commitments, category trends
- E-signing integration for purchase orders, bills, and expense claims
- AI agent tools for expenditure queries, vendor search, and cashflow forecasting