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

    2 votes

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  2. 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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  3. Presently customers must run two reports and combine them in excel (outside of MediusFlow) to support their accrual requirements.

    1.Please add the field "Delivery Date" into the Purchase Order-Coding BETA report

    or

    2.Create an Accrual Report
    this would need to include the following key fields:
    a-Purchase Order Identifier
    b-Purchase Order Line Number
    c-Purchase Order Register Date
    d- Purchase Order Currency
    e- Purchase Order Amount
    f-Purchase Order Line - Received Amount
    g- Purchase Order Line - Connected Amount
    h -Proportionally Accrued amount
    i - Purchase Order Supplier
    j - Dimension 1-12, Free text Dimensions....
    k - Actual Delivery Date
    l -…

    5 votes

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  4. The way the system works today is that all users have the same role-based home screen. In today's solution, this screen is adapted to how accounting staff work. I think the screen for a CEO or other senior executives should look different. I think that it should be less focus on accounting details (GL Account, cost center or other dimensions) and more focus on history tab. Who has done what in the workflow is more important It may also be considered whether there are other roles in the organization that should have their own customized home screen.

    4 votes

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    0 comments  ·  General  ·  Admin →
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  5. Hi,

    Is it possible to use a separator, e.g. ; or , to search for more than one value for dimension 2 please?

    For attached image, currently I am only able to search one dimension 2 value at a time.

    For example, how do I search for dimension 1 (420) linked to multiple dimension 2 values (e.g. 49410, 56110, 56410, 56420 etc) at the same time?

    Any ideas please?
    Thanks very much,
    kind regards,
    Emily

    5 votes

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  6. As a user in charge of reviewing and approving documents in Mediusflow, I would like that when I'm posting some comments, the responder should have the ability to reply to the comments so if I ask comments to multiple responders I can easily see the different answers along with the original query.

    If the responder received the comment per email because it has been mentioned in it, he should be able to reply to the email and the reply will be added to a reply to the comments.

    4 votes

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    0 comments  ·  General  ·  Admin →
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  7. AP clerks typically have 3 screens split visible at once on their workstation while they are reviewing/coding invoices in MediusFlow.
    Add the option to split / resize / anchor or float those 3 screens in separate or assembled windows to make work easier and more ergonomic.

    4 votes

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    0 comments  ·  General  ·  Admin →
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  8. 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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  9. It would be useful if there could be a free text caption in the gadget setup. See enclosed example for a dashboard for invoices including one gadget for "open invoices" and one gadget for archived invoices.

    1 vote

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  10. Hej, jag tycker att man ska kunna ställa in notifikationer per bolag. Som det är nu så går de ut till alla då vår även personer som inte är berörda av detta mail.

    1 vote

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  11. 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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  12. 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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  13. have an additional field "last logon date" on the user would be a great asset, as it would allow us to manage the inactive users and be compliant with the security policies. This field should be available in the reports so we can build reports on users who have not logged on for more than X months.

    22 votes

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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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 votes

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  20. Currently document approval module is not integrated in the reporting function. It is only possible to create reports in advance search. For the case we would be forced to migrate from Advance search to report function we would need the capability to create reports on documents from document module (given that we need to monitor them).
    Following values are needed for the report:
    1. Company
    2. Custom Text Field 1 - Supplier name
    2. Document Number
    3. Document Type
    4. Current Task
    5. Current Handler
    6. Created Date
    7. Custom Date field 1 - receipt date
    8. Custom Date field…

    4 votes

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