10 results found
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Deleted invoices
Should be possible to see invoices that were deleted from document import, from reports.
10 votes -
reporting tool - have in user related reports a time stamp when user was created to filter on user creation date
On user related reports set up for monitoring (e.g. user roles, authorization groups, follow up groups, ..) it is good to have the information when the user was created (time stamp) in order to filter on e.g. newly created users. Since we have some hundreds of users with a lot of related roles, authorization groups etc. it is good to have a filter to reduce the output list in order to speed up creation of report and review of the results.
3 votesWill it be sufficient to add the “imported timestamp” to one of the existing user reports (i.e “User – Roles”)?
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reporting tool - have report on follow up groups added to users
In current advance search a report can be created on which follow up groups are added to a user. This report is lacking in the new reporting tool. Since follow up groups are an essential user right we need to monitor that. Once we would be forced to migrate from advance search to reporting tool this report must be available.
Report should contain following values:
1. User (First name, Last name, user name)
2. Follow up company (or level)
3. Follow up group (assigned to 1)3 votes -
Ability to connect multiple namnes/alias to one user
It would be great to have the possibility to connect multiple names/alias to one user. For example on an invoice the reference can be a car registration number. In this case we want to scan the reg number as reference and then on the user in MediusFlow say that User A has this number as an alias. So reference: ABC123 is an alias for User A and there if ABC123 is the invoice reference the invoice can automatically be distributed to User A. The alias should be handled on the user in MediusFlow so the user admins easy can add…
15 votes -
Copy all properties from an existing user to a new user
I want to be able to use an existing user as template when creating a new user
114 votes -
User Personas to simplify user admin
When setting up users, it would be great to have simple User Personas.
Example:
I know that Jenny is an Approver, so when I set up Jenny's user I just want to say that she's the persona "Approver".
Having done so, I want MediusFlow to assign all the roles and privileges appropriate for an approver.
We could probably get away with just a few personas:
1. Approver
2. AP
3. User admin
4. System admin
5. Auditor53 votes -
Order of dashboards
I would like the possibility of manually setting the order of the dashboards or at least decide the "default" dashboard which is opened initially.
29 votes -
Gadgets for Touchless must only use one date withing date intervall
Gadgets for report of Touchless orderbased invoices are selected by: From Creation date and to Archive date.
Since an invoice can be touchless, but waiting for goods received, the report will miss invoices that are created outside the scope and archived inside the scope.
Example: I want to see how many invoices are touchless in october and how many invoices are touchless in november.
Invoices created in october and archived in october will be reported in the gadget.
Invoices created in november and archived in november will be reported in the gadget.
Invoices created in october and archived in november…15 votes -
19 votes
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Quick search should have a landing page
When entering a search expression into the Quick Search box and pressing enter, I would like to land at a search landing page where top search results per document type are displayed.
6 votes
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