91 results found
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Posting order invoices with lines from Excel
Posting order invoices with lines from Excel
We get complex invoices with many order line rows and the order nr is in different places on the invoice, it would be easy if it was possible to take info from Excel and paste it to line rows, either in capture or in document import3 votes -
1 vote
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Capture - vem har mejlat in fakturan.
Jag hade velat kunna se vem som har mejlat in fakturan redan i Capture. Man kan se det i Medius men det hade varit bra om man kan se det redan i Capture!
9 votes -
Tagging user in Capture comments
It should be possible to tag users in comments already in Capture. Comments can be inserted but they can't, inexplicably, be tags.
7 votes -
Improve validate total line amount
In the capture it is handy to have the validate total line amount to check if the lines + VAT add up to the total amount in capture, but there are some improvements.
1. Make the warning bigger when there is a difference
2. Can the total value of lines + VAT be displayed? With invoices with many lines there might be a 1 cent rounding difference but we would not know how big of the error currently is.
3. Can there be a pop-up warning to confirm the posting if there is an imbalance? I could still send the…7 votes -
Display Purchase order lines in capture
Currently we dont see purchase order lines until the connect step when the invoices lines have already been captured. It would be handy to see the PO lines in capture to aid in invoice line capture, and as a check to see if PO number is correct.
11 votes -
Capture company name
When 'scanning' the invoice it would be great if the system also looked at the company name to ensure it has been sent into the correct email address. Currently it is the email address which determines which company the invoice will be posted in to. We use the same supplier across multiple companies, therefore if the system were to check this field as well it would catch mistakes made by suppliers
4 votes -
Koppla användare till referensfält i verify/Connect users to reference fields in verify
För att underlätta vore det bra om man kunde söka på befintliga användare i Medius XI för att slippa skriva ut hela namnet på mottagaren om det saknas på fakturan.
To make it easier, it would be good if you could search for existing users in Medius XI to avoid printing the full name of the recipient if it is missing on the invoice.
10 votes -
Invoice date
I think it should be a good idea to be able to set invoice date NOT to be later then todays date or maybe +1 day. Sometimes capture reads due date and that should be prevented if it is not allowed to set a invoice date before todays date.
3 votes -
Scroll Bar at top of Incoming Invoice window
Could we have a scroll bar at the top of the incoming invoice window rather than at the bottom. It adds significant time to scroll down to the bottom of the window to then scroll right to see invoice email details.
10 votes -
make brackets recognised as a credit - ie the same as a "-" sign next to a value
brackets are regularly used to denote credits, these are currently not recognized in capture they should be treated like a - in front of a value
eg -10 is the same as (10) on an invoice
5 votes -
Add "Sender Email" to Document Import section
Sender email is an available field option in Incoming Invoices but is not available on the Document Import. If this were added, it would be very beneficial when reviewing inbound invoices.
7 votes -
Select whether the supplier setting should always be displayed
In order to easily check whether the information for the supplier matches the invoice, I would like it to be possible to choose that the Supplier settings box was always visible during verification
4 votes -
Changing supplier information behind the cog wheel in Capture
Our need: We have several accountants that work in Capture module. It happens quite often that an accountant opens up or closes some fields for a supplier behind the cog wheel. After a while another accountant changes these setups again for the same supplier. This is a problem when the setup for a supplier might change and sometimes are the changes contraproductive wrong...
Solution: There can be several ways to prevent this. One easy solution is to add a free text field behind the cog wheel for the supplier where we can inform our accountants if there is some specific…
3 votes -
Capture Notification if non-conforming file type
When documents are received to Capture that are not pdf doc types, we are able to see that this happened.
However, if we receive an e-mail to capture that contains 2 documents, 1 as pdf, 1 as Excel, Word, etc, we cannot see that there was a non-conforming file submitted.
The pdf file is processed as an invoice to Flow. The non-conforming file is just lost.
6 votes -
capture
In capture sometimes the dot or comma in an amount is misread. It is quite hard to see in the captured "quantity"-field whether a dot or comma is captured.
5 votes -
IBAN number with spaces in Capture
IBAN number in the Medius format invoices in Capture should be spaced as FIxx xxxx xxxx xxxx xx, and not as one bunch FIxxxxxxxxxxxxxxxx. Would be easier to read.
9 votes -
Invoice fields to be copied and pasted from Capture
When creating a new vendor in a different system, it would be nice to be able to copy fields from the invoice pdf in Capture and paste them to another system to avoid manual typing mistakes. Would like to have the copy /paste available.
5 votes -
What device has been used when approving an invoice (PC, Iphone or Ipad)?
What device has been used when approving an invoice (PC, Iphone or Ipad)?
An report or query to show how is using what device.
Then accounting can instruct they who is not using all the possible devices to make it easyer and more effective for the user to approve an invioice.2 votes -
Additional supplier details in capture
If there had been information on the supplier page in capture of:
- Supplier responsible
- Default currency
- Payment details
It would be much easier to do the initial supplier-config and turn off fields that are unnecessary to capture. This would facilitate increase use of STP in capture.
If this is difficult, it would even help to have a link to supplier details from capture which can be used to navigating to supplier details and back by browser operations.
11 votes
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