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  1. Different possibilities are required to investigate:
    - reports, showing what tolerances are set per supplier / company
    - business log files, showing who and when certain tolerances have changed

    5 votes

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  2. It would be helpful if there was a gadget on the dashboard where we could see Task Completion Time by Label that showed average lead time and number of invoices based on the label we assign to invoices.

    1 vote

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  3. Is it possible to add additional fields in the invoice summary fields. E.g. Gross amount? Now we only have tax amount and net amount, but gross/total amount is an option that would be good to see.

    1 vote

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    0 comments  ·  General  ·  Admin →
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  4. Admin to have the ability to "emulate" a User's screen so that they can see if there is an upgrade needed to provide additional access to the User. This would be "Read Only" so that we could not "code and approve"

    12 votes

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  5. For the Invoice - Coding report, it would be helpful to have a filter for First Authorizer.

    2 votes

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  6. Automatic currency control on the currency on the supplier invoice versus the supplier's currency in the financial system.

    Automatisk valutakontroll på valutan på leverantörsfakturan kontra leverantörens valuta i ekonomisystemet.

    13 votes

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  7. When you have an existing search, where you have opened and looked at some invoices, would it be nice if they was highlighted for a few minutes, so you don't have to remember which invoices you have been looking at. For better illustration, see Ascendo's function.

    När man har en befintlig sökning, där man öppnat och tittat på fakturor, vore det bra om de blev markerade några minuter (fet eller smal text), så man inte måste komma ihåg vilka man varit in och tittat på. Se koncernbolaget Ascendos lösning på detta.

    2 votes

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  8. Be able to filter by
    invoice type
    status
    actionf
    or open invoices.

    An ordinary user should easily be able to search for:
    Invoice number [our and supplier's],
    Supplier name
    Invoice date [from -to]
    Message [all fields-part of field]
    Request date [from-to]
    Invoice ID
    Label
    Case number
    Order number
    Reference
    Supplier page
    Invoice amount [from-to]
    Currency
    Due date [from-to]
    Verification date [from-to]
    Race number
    Accounting date [from-to]
    Payment date [from-to]
    Pre-booking date [from-to]
    Def booking date [from-to]
    Import date [from-to]
    Bundle date [from-to]
    Bundle number
    Container
    All attestations
    Invoice status.

    All fields must be searchable using part of words, where *…

    5 votes

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  9. Maximum size of attached documents is experienced little by users with lot of receipts. For better illustration, see Ascendo's function.

    Maxstorlek på filbilaga upplevs litet av tex användare med många kvitton som ska bifogas kreditkortsfakturor.

    0 votes

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    0 comments  ·  General  ·  Admin →
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  10. In dashbord "Omkostnadsanalys" you can choose companies, but the bars are still displayed for all companies to which you have access. No warning is given, and it is not certain that you find out that it does not work. The information says very little as you cannot control each company.

    På fliken omkostnadsanalys kan man välja bolag, men staplarna visas ändå för samtliga bolag, som man har åtkomst till. Ingen varning ges, och det är inte givet att man upptäcker att filtrer inte fungerar. Informationen i staplarna/diagrammen säger mycket lite då man inte kan styra resultatet per bolag. Det är…

    1 vote

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  11. When there are fewer than three letters, you can't find a supplier, it would be good if there was an explanation, so you don't think the supplier is missing. For better illustration, see Ascendo's function.

    När man inte får träff pga för få tecken (färre än 3), bör det ramgå orsak till varför att träff inte kan utföras.

    1 vote

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  12. In dashboards; If you change a search criterion and opt out of the box, it would be nice if a new search will be automatically triggered, so you do not have to manually click "search". While the tab-function helps you to move to the next box without starting a new automatically search. For better illustration, see Ascendo's function.

    I dashbord; om man ändrar ett sökkriterium och entrar sig ur rutan ska ny sökning triggas automatiskt av "enterknappen", så man inte manuellt behöver klicka på "sök". Medan tab för en vidare till nästa ruta om man önskar ange fler sökkriterier.

    9 votes

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  13. When searching for invoices in dashboards, you simply want to be able to choose bundle view and on that bundle view it should show information regarding accounting, attestants and our own economy systems invoice number.
    När man söker fram fakturor i dashbord, vill man enkelt kunna välja buntvisning och på den buntvisningen ska det framgå info om kontering, attestanter och vårt eget lev fakturanummer. Buntvisning inns i koncernbolagets Ascneod "sökfunktion" och effektiviserar nnär man tex önskar söka efter mönster mellan hantering av fakturor.

    1 vote

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  14. Users should only get hit on suppliers that they have invoices from. It is not necesarry that they can see all suppliers. or example, invoices for specific occupational health care, as it can, reveal the health status of their colleagues.

    Användarna ska endast få träff på leverantörer som de har fått fakturor från. Det angår inte en vanlig användare att företaget får fakturor från tex företagshälsovård, då det tex kan avslöja deras kollgors hälsotillstånd, eller att vi köper in från flera olika leverantörer osv.

    1 vote

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  15. The admin section should not be open to ordinary users. Although they cannot change anything, the dialogue is confusing and they do not need to be able to see all the information. For better illustration, see Ascendo's function.

    Admindelen bör inte vara öppen/läsbar för vanliga användare. Även om de inte kan ändra något, så är dialogen förvirrande samt att de behöver inte kunna se all information som ligger upplagd.

    12 votes

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  16. Default value in the TAX control sholuld be scanned TAX and not calculated because in most o the case it is the scanned tax there is correctly.

    Default vid momskontroll borde vara tolkad moms och inte framräknad, då den tolkade momsen i 99% av fallen stämmer. Den framräknade momsen ska istället ligga som en notis som man kan klicka på för att acceptera. Idag får man manuellt skriva tillbaka den tolkade momsen, vilket tar tid och är en stor potentiell felkälla maa handpåläggningen.

    4 votes

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  17. Numerics fields are right-justified in most systems and countries. It should be like that at least when using swedish format, in all dashboards, reports etc.

    3 votes

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  18. It would be helpful to have a report filter that includes "Previous Month and Older". Right now we can do previous month OR older than that but there isn't an option to see both together.

    1 vote

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  19. invoice report offers created date (and created time stamp) information and based on this you can analyze process time frames e.g. archived date vs created date or created date vs due date (e.g. how many invoices have been created before or after due date).
    However you miss the information whether this created date is really the original creation date of the document or the date when created by invalidate and edit (which influences your analysis). Since in case invalidate + edit was performed you have just the date when it was created using this function but lack the information (a)…

    2 votes

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  20. In Italy we have as in Spain and Portugal special tax apart from VAT called withholding tax (“retention vat” in MediusFlow).
    It is handled by adding a special tax code called retention VAT separate from VAT in the coding
    This code is created with standard tax function in MediusFlow in the tax settings. So no special fields but standard tax code fields.
    However in selection for creating reports in report function there is only a selection for VAT code but not for other codes and using this selection it exports only the VAT code.
    For reconciliation and accrual reporting it…

    2 votes

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