91 results found
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Do not select invoice automatically in Incoming Invoice inbox or allow filtering by the sender.
We have multiple users verifying invoices. When user goes to the inbox section of Medius and Incoming Invoice inbox is visible the first invoice on the list is automatically selected. This causes invoices to be blocked and not accessible for other users. Alternatively allow filtering (and saving that filter) the Incoming Inbox by sender's email. In our case sender is always the person who will verify the invoice and many times they find their document being blocked by someone else, just because that person just signed in to Medius.
3 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 -
Capture line quantity default as 1
When additional lines on an invoice are captured, such as fuel surcharge, and there is not a quantity listed on the invoice, we would like to see this default to a quantity of 1. We believe this would help to eliminate making corrections in document import due to a missing quantity.
1 vote -
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 -
Add Chinese as a supported OCR language
When will Medius add Chinese and other Asian languages to those which can be OCR'd?
2 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 -
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 -
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 -
Attach attachments
Make it possible to insert attachments
79 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 -
1 vote
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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 -
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 -
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 -
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 -
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 -
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 -
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 -
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
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