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General and cross-application improvements such as Administration, Inbox, Reporting, Quick Search etc.

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134 results found

  1. Sorting order for columns in Dashboards

    It would be useful if the sorting order of columns could be added to Dashboards. Sorting order of columns could be handled by adding a numeric sorting order field for each column in the setup menu for Dashboards.

    It would also be nice if the user could choose which fields that are criteria fields by choosing Yes/No in the setup panel. See enclosed example.

    13 votes
    0 comments  ·  Reporting & Search  ·  Admin →
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  2. Kunna se fakturan via rapporter skapade via Uppgiftstilldelning

    När man skapar en rapport via Uppgiftstilldelning är det i dagsläget inte möjligt att kunna titta på själva fakturan genom att klicka på en rad i rapporten.
    Detta skulle verkligen underlätta

    1 vote
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  3. Invoice History Report

    Would it be possible to add the History as a field in MediusFlow reports, or create a separate report of invoices + their history?

    5 votes
    1 comment  ·  Reporting & Search  ·  Admin →
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  4. Invoice Data Source Options

    Our team would like the ability to add the distribution date, authorize date, and archived date to a Invoice Data Source report.

    5 votes
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  5. Reason for document import in Report tool

    In order to target chokepoints and improve automation it would have been very useful to have a report showing all invoices that have been through document import and the corresponding reason.

    If each error message is given a code the report could show the invoice and the correspodning code which could later be checked against a list of error messages either directly in Medius Flow or in the success portal.

    This feature will enable us to target the chokepoints and improve automation with much greater accuracy than today.

    2 votes
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  6. Missing fields that exist in other reports

    When creating reports for our team members we notice that some fields are available in one Report, whilst other reports do not have the same fields available. Yet the base is the same. To clarify my point:

    I create a new report for 'invoices' => here is have for example the options to include Current Task, Current Handler and Label(s).
    Now when i create a new report for 'Invoices - coding', i do have the option to select invoice fields, but not all of the fields that are available under the previous report. It would be great to see all…

    21 votes
    1 comment  ·  Reporting & Search  ·  Admin →
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  7. Improve the filters on reports

    When creating reports you can add filters which is great. Unfortunately the report filters (in edit reports) are insufficient, compared to the filters you can set on column names when you ran the report.

    For example: When you have run a report (with less then 2000 rows) you can click on the filter icon on the column name and select way more options than you can on the report filters itself. why are they not available in the edit report immediatly? This might help to overcome the 2000 row limit as well.

    some examples are: "Contains", "does not contain", "starts…

    19 votes
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  8. Cover page for user reports

    Would it be possible to add a cover page for all user reports with the name of the report, the selection screen and time stamp?

    1 vote
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  9. variable filters on report

    Another nice feature would be to be able to adapt the filters without needing to edit the report. For example: report invoices for supplier x. would be nice to change the name of the supplier to supplier Y and rerun the report with the need to edit the report, save it and run it again.

    15 votes
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  10. Search in dashbord

    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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  11. Ability to export supplier address information from Medius or Readsoft

    Medius and Readsoft have all of this information, our tax team would love to be able to export this in a consistent, user-friendly format to assist with tax filings/audits. Readsoft seems to have the information in the best form, but the excel plug-in that lets you pull reports from Readsoft does not include the ability to export master data.

    1 vote
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  12. Task Completion includes all Invoices

    I recently learned the Task Completion Time by User/Role only shows the invoices that were also created in that time frame. I would like to see a report that shows completion time for all invoices no matter when they were created or when they are being posted. I haven't figured out how to make this possible in a custom report either.

    5 votes
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  13. Dashbord Filter/function

    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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  14. Extend filter options on dashboards

    Add filter options for current handler, current task to dashboards such as 'open invoices'

    5 votes
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  15. Download reports as PDFs

    Customers would like to be able to download reports as PDFs not just as excel documents. Can this be made an option?

    5 votes
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  16. As part of fraud protection, we would like to identify who and when (non-approved) tolerances of suppliers / companies have changed.

    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
    1 comment  ·  Reporting & Search  ·  Admin →
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  17. reporting tool - have report on dimension responsible available

    In advance search we can create a report that shows us who is the (dimension) responsible for a certain dimension value (on which level). Since we use dimension as central assignment key in our workflow, the monitoring of the settings on these values is a key for us. In new reporting tool such report does not exist. When we need to migrate from advance search to new reporting function this report must be supported.
    The report should contain following data:

    1. [Medius] Dimension value (1,2,…6)
    2. Dimension [Dimension name, external id]
    3. (Dimension) Status
    4. (Dimension) Company
    5. Dimension responsible [user name]
    6. Imported Time stamp
    18 votes
    On backlog for next quarter  ·  1 comment  ·  Reporting & Search  ·  Admin →
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  18. Reporting: Be able to retrieve the reason why the invoice was stuck in Connect

    For all Open, and possible Archived, invoices I would like to retrieve the reason why the invoice wasn't touchless.

    Eg: "No IO found"

    Currently it's possible, via the reporting tool, to extract how each row was connected but it's not possible to find out why this wasn't done automatically.

    Perhaps this information could be available in the 'History' as well.

    9 votes
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  19. User Summary of Responsible values

    It would be helpful if there was a spot in the user's profile that showed which dimension values they are responsible for and who they are set up to supervise. This would make it much easier when we have an employee leave so I know what needs to be changed before I make them inactive.

    8 votes
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  20. Kunna söka på nuvarande ärendehanterare

    Jag skulle vilja att man kan sortera på nuvarande ärendehanterare i dashboarden öppna fakturor.

    I tidigare versioner av MediusFlow så kunde man göra detta vilket underlättar om man som systemansvarig skall hjälpa till att hitta en faktura.

    Det vore även bra om man från flaskhals skulle kunna få upp de fakturor som respektive användare har.
    Även om man kunde få se alla användare på samma sida. Finns ingen möjlighet att välja att man vill se mer än 15 st åt gången.

    10 votes
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