Roadmap

Sedona Technologies PerForma Enterprise^® - Product Roadmap

PerForma Enterprise^® Cloud

Application Enhancements

• Ongoing Improvements
• Address display issue with administrative menu icon
• Performance improvement and enhancements
• Search
• Display document icon when document associated with a purchase to pay record
• Scan
• Create purchase to pay record from a scan queue document
• Continued improvements to the scan engine and document processing performance
• AR Report
• Add visibility to emails sent to incorrect/invalid addresses
• Validate customer email addresses
• Continued improvements in report processing
• Purchase to Pay
• Adjustable approval dollar value in the “Approval” and “Secondary Approval” tabs
• Require location selection in requests and purchases
• Save purchase line items as they are added to purchase orders and requests
• Save form data when navigating between purchase order entry forms
• Upload of multiple documents to a purchase order
• Update search list with location and department fields
• Editing of purchase order and request line items
• Approve multiple purchase order records at one time
• Provide start and end date controls in the “Report” tab
• Approve or Deny purchase orders and requests within entry forms
• Search tab for purchase orders and requests
• Validate entry of vendor number and name
• Restore cancelled requests
• Export purchase order and request records to a CSV file
• Sorting and paging of purchase order and request lists
• Return rejected purchase requests to the requestor
• Configure visibility of the upload documents button
• Display attached documents pop-up from paperclip icon
• Display receipt status of purchase line items in the “Good Receipts” step
• Generate email notification to requestor when requests are rejected
• Delete cancelled requests from the requests list
• Save number of records per page in purchase order and request lists as a user preference
• Continued improvement in performance
• Zonal OCR
• Performance improvement, enhancements, and bug fixes
• Improvement of zonal and OCR recognition

Integration

• DealerCustomerPortal.com™: Enhanced Statement Capabilities with Performa Enterprise® Cloud
• Sales Workflow®: Long term storage of archived deals
• P2P to EQUIP: Linking Accounts Payable Invoice Received to EQUIP created Purchase orders

Research Projects

• Integration opportunities with 3^rd Party Business Systems

PerForma Enterprise^®

Application Enhancements

• Ongoing maintenance and bug fixes

PerForma Standard

EQUIP Connector

• Continue to support connector