New Permissions for Blanket Purchase Orders
We’ve added three new permissions for Blanket Purchase Orders, giving you more control over who can view, create, and edit them without requiring Admin access.
The new permissions include:
View Blanket Purchase Orders – See all details of Blanket POs, including amounts, balances, dates, notes, and attachments.
Create Blanket Purchase Orders – Create new Blanket POs.
Edit Blanket Purchase Orders – Edit and manage existing Blanket POs, including canceling them.
These permissions make it easier to assign the right access to your team members and streamline your Blanket PO management.
This is only applicable to customers with Blanket PO enabled.
Modernized Purchase Order Lines Grid
We’ve upgraded the Purchase Order Lines grid to a modern, faster, and more intuitive design. You’ll still have all the functionality you’re used to, now with an improved interface and new capabilities.
What’s new:
Improved design aligned with our modern system for a smoother experience
Sorting and filtering to quickly find the information you need
Column resizing to customize your view
View and density controls to choose how data is displayed
Pagination for easier navigation through large lists
Before: Purchase Order Lines were shown in a basic table with limited options.
After: The new grid offers a cleaner look with sorting, filtering, and customizable columns.
This update ensures your Purchase Order workflow remains just as powerful while offering a cleaner, more responsive experience.
Please reach out to your Customer Success Manager to have this feature enabled.
Avalara Customer Exemption Certificates
We’ve improved our Avalara integration to make tax exemption handling seamless and accurate. BuildOps now automatically syncs your customer records to Avalara before any invoice tax calculation takes place. This ensures tax-exempt customers are identified correctly and not charged tax in error.
What’s new:
Automatic customer sync to Avalara – Customer records in BuildOps are now synced to Avalara in advance of tax calculations.
Avalara Customer Code – Each synced customer is assigned a unique Avalara Customer Code in BuildOps for easy identification.
Sync status tracking – View the status of each customer sync from the Accounting Settings → Sync Log History screen.
Exemption certificate management – Once synced, customers appear in your Avalara account, where you can add and manage exemption certificates.
Automatic tax exemption – If a customer has a valid exemption certificate in Avalara, invoices for them will automatically calculate with no tax applied.
How this helps you:
Eliminates manual tax adjustments or refunds for exempt customers
Reduces compliance risks and audit issues
Speeds up invoicing and improves accuracy
For more details, check out the Help Center article Avalara Customer Exemption Certificates
Please reach out to your Customer Success Manager to have this feature enabled.
New: End-to-End RFI Workflow on Mobile and Web
We’ve made it easier than ever to keep your projects moving by bringing the full RFI workflow to both Mobile and Web, fully connected to your project drawings and markups.
Before, RFIs were limited to the web, so field teams couldn’t log issues where they happened. Now, field teams can create RFIs on-site, directly from drawings, while project managers can review, enhance, and send them for resolution.
Here’s what’s new:
On Mobile
Open your project in the BuildOps mobile app.
Go to Drawings, choose a page, and add any annotation or markup (including the popular “cloud” markup).
Tap Complete Annotation in the top bar.
Tap Add Reference.
Create a new RFI or link the markup to an existing one.
Fill out the required fields, attach jobsite photos if needed, and save as a draft.
Go to the RFI tab under the project to view or edit your RFIs.
On Web
Open the project’s RFI section.
Open any draft created from mobile or create one from a drawing markup.
Add clarifications or suggested answers, assign stakeholders, and send the RFI.
Track responses and update the RFI status until it’s closed.
View all drawing-linked RFIs directly in the drawing viewer.
Please reach out to your Customer Success Manager to have this feature enabled.
Vendors List in the Procurement Menu
We’ve updated navigation to make vendor management easier. The Vendors list is now located under the Procurement module, right alongside purchase requisitions, orders, receipts, and bills.
This change keeps all your purchasing tools in one place so you can manage vendors and related workflows more efficiently.
New location: Procurement → Vendors
Upgraded Purchase Order Creation Wizard
We’ve redesigned the Purchase Order creation process to make it faster, smarter, and easier to use. The new step-by-step wizard is cleaner and more intuitive, helping you create job-linked or standalone POs with less effort.
What’s new:
Streamlined layout for easier navigation and data entry.
Smarter data handling to adapt to your workflow.
Faster performance for a smoother experience.
Clear step-by-step process from general info to item selection to summary.
This update keeps all the information you need in one flow while reducing the time it takes to create purchase orders.
Please reach out to your Customer Success Manager to have this feature enabled.
Set Default Cost Budget Fields in POs, Receipts, and Bills
We’ve made creating purchase orders faster, easier, and more consistent.
You can now set cost budget fields such as Project, Project Phase, Department, Cost Code, Cost Type, and Revenue Type at the header level in Step 1 of the PO creation workflow. Once entered, these values automatically carry over to all line items in Step 2, reducing the need for repetitive manual entry and ensuring every line item stays aligned with your cost allocation rules.
This update not only speeds up your PO process but also reduces the chance of errors and inconsistencies.
More flexibility with new Procurement Settings
We’ve added a new setting in Procurement Settings called “Do Not Default Project Cost Attributes”. This allows you to control whether these fields are automatically populated or left blank for manual entry.
Toggle OFF (default): Cost budget attributes will auto-fill where applicable.
Toggle ON: Fields remain blank, unless there is only one valid option available.
This setting also affects bill read backs from accounting system (e.g., Intacct, NetSuite, Spectrum).
With this improvement, you can:
Save time by setting budget attributes once, instead of for each line item.
Maintain consistency across your procurement documents.
Control how much automation is applied, depending on your workflow needs.
Please reach out to your Customer Success Manager to have this feature enabled.
Spectrum: More Flexibility in GL Account Selection for Item Creation
You now have more control when creating items in BuildOps.
We’ve removed the previous restrictions on which GL Accounts can be used for Assets, Expense, and Sales accounts.
With this update, you can assign the GL Accounts that best fit your business needs, making it easier to manage your items and keep your accounting aligned without unnecessary limitations.