91 results found
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Email Functionality in Incoming Invoice
We would like to see the "E-mail" functionality that is currently in Document Import be available in Incoming Invoice. See attached screenshot for reference.
Thanks!
3 votes -
Add email as backup to invoice
In Readsoft, we had it set up so the invoice that the email was sent to us on became part of the backup to the invoice. That way, we were able to easily see any comments or instructions that the supplier sent or if we had questions on an invoice, we knew who to send an email back to. In Capture, we have no idea if the supplier has provided information that we may need or asked a question that needs answered.
15 votes -
Possibility to directly import invoices from a folder
Often we have to wait very long until invoices sent by email appear. On some days it takes hours.
It would be efficient if, additionally, we had the possibility to directly import invoices from our local drive into the verify & capture step.
14 votes -
Check on own VAT Number
We have several companies in our APA environment and it would be a great addition if we could have a field to scan our own VAT number (mandatory by law on the invoice) to see if the VAT Number used to invoice us matches the correct company. Some suppliers invoice to multiple companies and it has occurred in the past that they address an invoice to company X but use the VAT number of company Y.
6 votes -
Mexico / Spanish.
Add Mexico as list of countries for North America also to include Spanish language support for North America.
4 votes -
Preferred Payment Due Date (Discount Due Date) visible on the Invoice line and header
Currently, you can only see the Preferred Payment date (Early Payment discount due date) under the Invoice Detail section. It would be great it there is a column for Preferred payment in invoice listing so people can sort by Preferred payment date when handling invoices at different stage of workflow.
1 vote -
Attach attachments
Make it possible to insert attachments
79 votes -
set last page of invoice in Capture.
In Readsoft you could 'set the last page' of an invoice that may be followed by appendices. This feature to 'set last page' is currently not available in Medius Capture. This feature should be added to Capture. I hope some folks would agree with those of us that have multipage invoices as well as invoices with supporting documents needed for approval purposes. Thanks.
7 votes -
capture Excel
For some invoices we receive an additional excel with all the line items. It would be great if we could upload this in capture next to the pdf invoice.
15 votes -
Currency in Capture
In Capure mode, being able to see what currency the invoice will get. A single vendor (in ERP splitted on two vendors because of currency, for example EUR and GBP) could issue invoices in differrent currency, then it´s hard to have capture pick the right one depending on currency. To show currency in Capture would be an extra control in this matter.
11 votes -
CAPTURE FUNCTION FOR STATEMENT-BASED ENTRIES
We have several vendors who use their statement as payment support. AP, however needs to capture each invoice number listed on the statement in order to avoid double payment. This forces us to manually enter these kinds of entries. It would be great if there was a way where we can capture several different invoice numbers from a statement in ReadSoft, which can then be processed through Medius. In addition it would be great to have the same function available in Medius for uploading charges from logistics departments as well.
1 vote -
Possibility with "chat funtion" @ in comment section in Capture
Our users would like to be able to mention other users in Capture in the comment field like it works in MediusFlow
13 votes -
Distinguish scanned paper invoices from PDF invoices that come via email
It would be great if we could see which invoices have been scanned via scanner and which have arrived via email as PDF. At present, we do not see any difference in these when they come to Capture and this would facilitate the production of statistics on invoice flow.
5 votes -
Payment block
Sometimes the only time AP users see an invoice is in Capture, because of automated distribution, connection etc. This requires us to look up the invoice again while it's out for authorization or elsewhere and block it. Sometimes blocking in ERP is necessary because it's already been archived.
It would be useful to be able put a payment block on an invoice in the verification step in Capture. Especially since there are many AP users and the one verifying is often not the same person who handles the invoice later.
14 votes -
Capture text field from invoice to coding line
It would be great to have the ability to turn on/off for each supplier fields text1 to text5. These fields corresponds to the fields text1 to text5 on the coding line of the invoice.
E.g. if VIN(Vehicle Identification Number) number, or any other text relevant for coding, is written on the invoice this could be captured to field text1-text5. When sending the invoice to workflow this value would be transferred to field text1-text5 on the coding line on the invoice in Medius Flow.
3 votes -
Visibility in 'Incoming Invoices' of which invoices are in process.
We have 5 employees doing the Verify process and it is not visible which are being worked on, unless you open the invoice.
8 votes -
change Orderbased to Expense invoice during verify in Readsoft
Would be nice to be able to redirect an Orderbased invoice to an Expense invoice in Readsoft without invalidating or pushing into Medius
2 votes -
Combine documents in addition to splitting documents
Can we get the feature to be able to add multiple (2 or more) documents into one in document in Readsoft. Many times, invoices and supporting documents are sent as separate pdfs. Currently, we can split one document into multiple documents. Having the option to combine documents into one saves a lot of time in attaching, or invalidating and rescanning.
52 votesMerge and split of multi-invoice-PDF files are as we speak being dicussed and planned for the roadmap. No delivery date yet set.
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Add contract number field in Capture
We would like to have the possibility to add and/or change a contract number for in Capture step (similar field as Order Number). These functionality would classify invoice as a Contract Based Invoice when contract number is added in Capture step.
2 votes -
Make reference field searchable
We have defined business rules for distribution of invoices. If the value from the invoice in the "reference field" equals the full name, or the username of an active user the invoice will be distributed to this user for authorization.
Often the vendors do not add this value on the invoice. In the cases the users type the username directly in the reference field in Capture for "automatic" distribution. This requires the users to know the username or the full name of the user as it is written on the user profile in Medius Capture.
It would be of great…
18 votes
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