Check out our exciting additions and enhancements for January 2025!
Features and Enhancements for Accounting System Integrations:
Spectrum Invoice Enhancements
CMiC Integration
Penta Integration
Stratus Integration
Acumatica - Importing Terms
Spectrum Purchase Orders for Work Orders (as part of the Service Module Add-On Product)
ComputerEase Change Orders
Features and Enhancements for The Warehouse:
Create shipments from the warehouse to the field on web
Convert UOM of C or M to EA Setting
Prefab materials based on specifications
Picture Specifications for Prefab
Features and Enhancements for The Field:
Shared Carts
Features and Enhancements for The Office:
Improved Mapping Algorithm - Beta
Sourcing Grid PO Approvals
Features and Enhancements for Accounting System Integrations
Features and Enhancements for Accounting System Integrations
Spectrum Invoice Enhancements
Spectrum Invoice Enhancements
Enhancements include:
Support for linking Credit Memos.
Both sales and use tax will show in the tax field, but only line items with sales tax will be calculated towards the sales tax field in the header of the invoice.
Accounting Date in Kojo syncs to GL Date in Spectrum.
Pay-when-paid is automatically set based on what is set on the job and vendor.
Items are marked as received when we sync over invoices as part of PO Receiving.
Invoice routing approval rules set up in Spectrum will be followed by the integration.
CMiC Integration
CMiC Integration
We now sync the following data from CMiC to Kojo:
Vendors
Jobs
Phase/Cost Codes
Cost Categories
GL Codes
Which are then used on Purchase Orders and Invoices which can be linked directly to CMiC at the click of a button.
More advanced functionality like change orders and warehouse/inventory are not yet supported.
Penta Integration
Penta Integration
A new integration with Penta! Once enabled, there will be a new Penta export option which will export POs in the format required by Penta’s import flow.
Stratus Integration
Stratus Integration
Kojo customers who use Stratus wanted a seamless workflow to connect their project modeling workflows to their procurement workflows, to make the end-to-end construction process more seamless.
With this integration, Stratus Package BOMs can be imported directly into Kojo as requisitions that can be used to release from HFRs, create new RFQs or POs, etc.
Once the integration is configured, there is a new action available at the job level to “Import Stratus Package BOMs”. This will automatically import the package BOMs as requisitions in Kojo.
The status of the requisition will be sent back to the Stratus package as a custom field, allowing the status of the requisition to be tracked in both Kojo and Stratus.
Acumatica - Importing Terms
Acumatica - Importing Terms
Acumatica requires selecting Terms on invoices. This was originally just a free text field in Kojo, but now we are importing Terms directly from Acumatica and making the field a select field which will pick from the Terms coming directly from Acumatica.
Spectrum Purchase Orders for Work Orders (as part of the Service Module Add-On Product)
Spectrum Purchase Orders for Work Orders (as part of the Service Module Add-On Product)
Check out our User Guide:
https://kojo9080.zendesk.com/knowledge/editor/01JK8ZF2E2JKACZCCMTKS57M4W/en-us?brand_id=32918642693907
ComputerEase Change Orders
ComputerEase Change Orders
As of January 13th, Kojo now supports linking change orders directly to ComputerEase! Create the change order in Kojo and there will now be a Link button to sync it to CompterEase. If you are interested in this feature, please reach out to your CSM to have it enabled.
Features and Enhancements for The Warehouse
Features and Enhancements for The Warehouse
Create shipments from the warehouse to the field on web
Create shipments from the warehouse to the field on web
You can now create shipments for deliveries from the warehouse to field on web!
Convert UOM of C or M to EA Setting
Convert UOM of C or M to EA Setting
When the UOM is C or M during receiving, adding, or bulk uploading items then the quantity and unit price will be converted to EA for new inventory items.
Prefab materials based on specifications
Prefab materials based on specifications
You can now map Kojo catalog items to Prefab item specifications. When a prefab request is created, it will add those materials needed for fabrication dynamically to the requisition. Read more here:
https://kojo9080.zendesk.com/hc/en-us/articles/38200218860435-Prefab-Materials-Based-on-Specifications-User-Guide
Picture Specifications for Prefab
Picture Specifications for Prefab
Users can now add a specification type for allowing field users to submit pictures and attachments on prefab requests.
Cycle Count Reporting
Cycle Count Reporting
You can now generate a report of counts from cycle count requests performed.
Features and Enhancements for The Field
Features and Enhancements for The Field
Shared Carts
Shared Carts
Ever wanted field users to all contribute to the same cart? Well now you can! With the new Shared Carts feature, field users can all join the same cart and all items.
What are the details?
You can assign certain people to have the power to create a Shared Cart. They can invite anyone to the cart. The cart “Creator” will only have the ability to submit it, and they can edit any item. If you are a “Contributor” to a shared cart, you can add items and edit your own items, but can only view items added by others.
This is available for carts create on mobile and web.
How to enable?
Turn on the feature in your account
Settings —> Setup —> Field —> Carts —> “Enable Shared Carts”
Assign this permission to specific users
Settings —> Users —> Modify Permissions —> Toggle ON “Shared Carts”
Features and Enhancements for The Office
Features and Enhancements for The Office
Improved Mapping Algorithm - Beta
Improved Mapping Algorithm - Beta
We’ve launched an enhanced Intelligent Mapping Algorithm to improve mapping accuracy for RFQs, OAs, and Invoices. This update leverages historical matches, curated data, and broader product relationships to generate more reliable matches with minimal manual intervention.
Key Improvements:
Higher Match Accuracy: Improved logic ranks matches based on product relationships, outperforming the older Levenshtein-based approach.
Gradual Rollout: Enabled for a select group of high-activity organizations, with planned expansion based on success metrics.
Sourcing Grid PO Approvals
Sourcing Grid PO Approvals
We’ve integrated the PO Approval Workflow into the Sourcing Grid, ensuring a seamless purchasing experience when issuing POs.
What’s New?
Approval Triggers in Sourcing Grid: When a user selects vendor items and creates a PO, the system now checks approval criteria before dispatch.
Consistent Approval Workflow: Users issuing POs from the Sourcing Grid will now follow the same approval rules as traditional POs.
Improved Usability: The “Send for Approval” action is now available directly within the Sourcing Grid.
pComprehensive Testing: Quality assurance measures ensure all approvals follow existing logic, reducing the risk of unapproved orders.
✅ This update maintains existing approval logic while enhancing workflow consistency across purchasing tools.