Hi, I have another issue. You have separated the Vendor area from the standard Perfex Client area, which is fine. However, how can an admin log in to the Vendor portal? There doesn’t seem to be a link like the standard Perfex “Login as a client” option. There should be something like “Login as a Vendor.”

I’ve tried checking your documentation, but I couldn’t find any information about this.

I have a question regarding displaying images in the Purchase Request item list (purchase/view_pur_request/).

Ideally, images should appear just as they do when viewing Purchase/Items, so that suppliers/vendors can easily recognise the products. It’s important that these images are visible on the Public Link or client portal, and that they are included in the generated PDF.

Could you please let me know if this is possible?

FEATURE REQUEST: Bridging Purchase FAF & Accounting Budgets (The Imprest & Envelope System)

Hello GreenTech Dev Team,

I am working with 7 large engineering and construction clients who use Perfex and are ready to buy your modules. We are looking at both your Purchase Management and Accounting & Bookkeeping modules. However, there is a critical missing link between them regarding project budgets and cash advances (Imprest).

I want to take a moment to explain exactly how money works on a large engineering site, and why the current gap is a dealbreaker for project-based businesses. I will explain this simply, like a project manager who cannot afford to lose a single dollar.

The “Envelope System” Analogy

Imagine you are sending a kid on a school trip. You do not just hand them $100 and say, “Try not to spend it all.” You give them three separate envelopes:

• Envelope 1: $50 for Food.
• Envelope 2: $30 for Rides.
• Envelope 3: $20 for Souvenirs.

If the kid wants to buy a $40 toy, they look in the Souvenir envelope. It only has $20. They cannot buy the toy. The only way they can buy it is if the parent steps in and moves $20 from the Food envelope into the Souvenir envelope.

Right now, your Accounting module only looks at the giant, company-wide bank account for the whole year. It does not create individual envelopes for specific projects. And your Purchase module (specifically the new FAF feature) lets staff ask for money without checking if there is actually cash left inside those specific project envelopes.

Here is the exact step-by-step workflow we need you to build to fix this, which digitizes the strict manual paper forms our clients currently use:

Phase 1: Setting Up the Project Envelopes (The Budget)

Before a team ever steps foot on a site, the Project Manager must be able to open a specific Perfex Project and create a strict budget.

• They need to allocate exact amounts to specific categories (e.g., Per diem, Fuel, Communication, Transport).
• This is the hard limit. The project cannot spend a penny more than what is in these buckets.

Phase 2: The FAF and Cash Advance (Asking for the Money)

An engineer is going to the site and needs cash. They open the system and fill out an Advance Request.

• They state they need $500 for Transport and $200 for Per diem.
• The Real-Time Check: Before the manager signs off, the system must automatically check the project’s specific envelopes.
• The Hard Stop: If the Transport envelope only has $100 left, the system immediately blocks the request or flags it in red. It tells the engineer, “You cannot ask for $500, this project only has $100 left for transport.”
• This needs a multi-level approval flow (e.g., Project Manager to Finance Manager).

Phase 3: The Claim and Retirement (Returning the Change)

This is the core missing link. The engineer comes back from the site and did not spend all the money.

• They must open their original approved advance and log their actual spending against it with attached receipts.
• The system must do the math automatically: [Total Advance Taken] minus [Total Expenditure] = [Surplus or Refund].
• Once approved by management, that leftover money must be automatically put back into the project’s envelope so someone else can use it.
• Our clients have a rule: the advance must be retired within 14 days. Having an automated reminder for this would be incredible.

Phase 4: Budget Reallocation (Moving the Money)

What happens if a truck breaks down and the site needs more fuel money, but the Fuel envelope is empty? Operations cannot just stop.

• The Project Manager needs a button to Reallocate Funds.
• They look at the overall project budget, see that the “Stationery” envelope has $500 sitting there, and they move that $500 into the “Fuel” envelope to keep the project moving.

The Ask

We have 7 companies ready to fully adopt your modules if this complete loop exists. FAF is a great addition, but it needs granular project budgets to check against. Giving out cash advances is too risky if the system does not force staff to “retire” the funds.

Is this level of cross-module project budget enforcement on your roadmap? If not, can we discuss a quote for custom development to get this built for our clients right away? We are ready to move!

Thank you for your product. It’s very good. However, there are some logical errors that need to be corrected. I sent an email three days ago, but no one has responded yet. Perhaps it didn’t reach you? The client is waiting for me to solve the problem. Please help:

1. The customer wants to be able to select the delivery warehouse immediately when placing a purchase order, so that the address is automatically entered in the delivery fields https://prnt.sc/QN_iqUcje7tp . They don’t want to have to enter the information manually. Since their request is reasonable, I would like to ask you to help me with this. I haven’t found such a setting.

2. Vendor Name not auto-filling in Inventory Receiving Voucher When I create an Inventory Receiving Voucher and select a specific Purchase Order as the source, the system correctly populates the list of items. However, the Supplier Name field remains empty. Screenshot: https://prnt.sc/R_wKUDggkk4l Question: How can I configure the system so that the Vendor/Supplier name is automatically mapped from the Purchase Order to the Inventory Receiving Voucher?

3 (Important). Bulk Warehouse Selection for Line Items When creating a Purchase Order (or receiving items), selecting a Warehouse in the general settings/header does not apply to the item lines automatically. I am forced to manually select the warehouse for each individual item row. Screenshot: https://prnt.sc/deoPN9SJGBwe Question: This is very time-consuming for large orders. Is there a functionality to “mass apply” a specific warehouse to all items in the order list, or have them inherit the default warehouse selected in the settings?

Thank you!

Pre Sales: Will the purchase module work without the inventory module, like the perfex crm already have items feature can we purchase iteams based on that, without counting the stocks?

Just to track purchase orders and later conver into expenses.

Hi, is there a feature for admin to be notified when a new vendor registers?

hello I have updated with the newest version. all of functions are running well, but in the Invoice section does work properly. please help me to check ( It does not show invoices)

Hi, please fix the following and issue update asap:

1. When selecting contracts, the status column should be the first column, not the last. That is most important. You have to scroll all the way to the right column which is out of view to check what a contract status is. Not good.

2. Signature by the vendor are not showing up when you choose to print the contract or print as pdf, etc.

3. When vendors sign agreements the system does not automatically change contract status to signed. When you go to contracts list there is no status showing which ones are signed. Please when you go to commodity group a blank spreadsheet pops up and you cannot add anything. Please fix these bugs asap and issue an update.

Thanks!

Please deactivate my license from all active instance, because I don’t have access to them and I need to use for my new domain name. Thank you for your understanding.

FEATURE REQUEST: The “Imprest & Retirement” Lifecycle (Detailed Workflow)

Hello Dev Team!

We are looking to implement your module, but we have a critical requirement for Construction & Engineering clients that is currently missing in the Perfex ecosystem.

We need a workflow for “Field Cash Advances” (Imprest).

Currently, Perfex handles Reimbursements (Staff spends own money → Company pays back). We need the opposite: Company gives cash → Staff spends → Staff accounts for it.

Here is the exact “User Journey” we need you to build/add:

1️⃣ PHASE 1: The Request (The Imprest)

Staff clicks “New Imprest Request” (Not standard Expense).

• Fields: Amount Requested, Purpose (e.g., “Site Visit Phase 1”), Expected Travel Dates.
• Approval Flow: Requires multi-level approval (e.g., Accountant → Manager → Director).
• Status: Once approved, status becomes "ISSUED" and the balance is recorded against the staff member.

2️⃣ PHASE 2: The “Retirement” (The Missing Link)

This is the most critical part. When the engineer returns, they cannot just create random expenses. They must open the Original Imprest Request and click a button called “RETIRE / SURRENDER”. This opens a form where they breakdown how the cash was utilized:

• Row 1: Hotel – $100 (Attach Receipt)
• Row 2: Fuel – $50 (Attach Receipt)
• Row 3: Per Diem – $50 (No Receipt)

3️⃣ PHASE 3: The System Logic (The Math)

The system must automatically calculate the Variance.

Formula: [Total Cash Issued] - [Total Valid Receipts] = [BALANCE]

We need the system to handle these two outcomes:

• Scenario A (Refund to Company):
  Staff took $500. Receipts total $450.
  System creates a “Pending Return” of $50. Staff pays cash to cashier → Cashier confirms receipt → Imprest marked “CLOSED”.

Scenario B (Claim from Company):
Staff took $500. Receipts total $550 (emergency costs).
System creates a “Payable Claim” of $50. Finance pays staff → Imprest marked “CLOSED”.

:question: THE ASK: We have 7 companies waiting for this. Can you add a “Retirement Mode” to your existing module that allows expenses to be linked to a specific Cash Advance Request?

If you can build this or add this, we are ready to move immediately! :rocket:

Could you kindly reset my purchase code? I’ve emailed you about it multiple times.

Thank you

Editing a Vendor under the Purchase Module DOES NOT Save the VAT Number

Hi Its been a year and half and no update there are lot of improvment possible even you can use Perfex internal send mail tracking and so many more. Please consider some new features and update.

When converting the purchase order to an Expense, why do we have to apply the taxes again?! They are already on the Purchase order?! is there away to pass the taxes?!

Can you please add an option to globally turn-off (removed) all the TAX related function to all your products? cause here there is no tax at all.

Hello, Could someone please resolve the license issue we’re experiencing? Thank you.

hello please deactivate ALL my purchase, because we no longer use the old domain, but we can’t access the old domain name anymore to deactivate by our side

Hi, i need to reset licence as moving it to different domain

can you please process our “REFUND” request please. Thank you

I’m having multiple issues, just like @Mercin09 comment, when you go to projects and under the sections of Sales>expenses. The table does not return the details of expenses associated with the project. Also when you go to /admin/purchase/quotations the same thing.