210 results found
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Need proper Role that prevents user from changing Authorizer.
We need to have option to choose can user change authorizer or not. Currently the users can change authorizers what is a threat for Authorization flow. Using the role "Medius.Enterprise.AuthorizationKeys.TaskItems.NoAuthorizerChangesAllowed " for user prevents from changing the Authorization, but from the other hand removes the Authorizer at all, when something else is changed in the coding. Yes, user can fetch the Authorizer, but this does not guarantee that the same Authorizer is restored, as the Authorizer could have been changed or manually added in the Distribute phase (ie. is not fetched either originally).
So basically what we are looking for,…3 votes -
To have previous handler on report for Open invoices
Since both the coder and approver tasks are labeled as 'Approve', it is not possible to identify which invoice need to be coded and which should be approved.
If we obtain the previous handler's name or task name, it will be helpful in determining the required action when the same person performs both coding and approving."
2 votes -
copy and paste text from invoice image into coding dimension
AP and Approvers would like to be able to copy text from the invoice image when coding the invoice in distribute or approval stages so they don't have to manually type it - for instance copying part of a line description such as a user name or a header reference (which isn't captured as part of capture process) from the image and then paste it as plain text into a free text dimension field when coding.
2 votes -
Administration/Supplier - delete
As an admin user it is a basic function by other systems like this to have the option to delete a supplier (not only deactivate) and we would like to have this function in Medius system
2 votes -
Improve Discount Due Date calculation for invoices with cut offs
In North American, is it very comment to have cutoff dates on discount due date. For example, vendor would provide discount term 2% 15th month following net 30 days of month following with cut of date on 25th of every month.
If an invoice is issued between 1st to 25th of August, the discount due date is the 15th of September, net due is 30th of September.
If an invoice is issued between 26th to 31st of August, the discount due date is the 15th of October, net due is 30th of October.
Medius currently dose not have cutoff option…
2 votes -
Default VAT-code if there is no VAT-code on supplier, and use VAT-codes if there is a VAT-code on supplier
Should be possible to use default VAT in those cases where there is no VAT-code on supplier. And only use VAT-code if there is a VAT-code on supplier. We don't want to use VAT-codes and calculation og VAT on all suppliers. Possibilitie to close the calculation and verificaiton of tax amount one some suppliers.
Borde vara möjligt att kombinera momskod på leverantör med en standardmoms i de fall momskod saknas på leverantören. Därmed bara använda momskod på vissa leverantörer och inte behöva använda verifiering och uträkning av momsbelopp på alla. Möjlighet att stänga av uträkning av moms och kontrollen av…
2 votes -
Ability to Export Authorization Groups into excel
Ability to export authorization groups into excel, or add a search function within the UI filter on groups that include particular dimensions.
2 votes -
Return invoice to supplier from Capture/Expense AP/Order based AP
Ability to return invoices directly to the supplier from Capture, Expense AP or Order based AP and be able to choose from different return-to-supplier templates with different reasons for return.
2 votes -
Allow for "OR" Condition in Validation Blocks for Document Validation Rules
Currently, in document validation rules when you create a rule with multiple Validation Blocks, it'll be "AND" for each of the blocks. So the rule will only stop if the invoice hits all of those conditions. It would be helpful to have an "OR" condition as well, where if it just met one of the list of conditions, it would stop the invoice.
2 votes -
Order Invoice reclassified to Expense Invoice/Hidden fields
When an invoice starts as an Order Invoice and is transferred to an Expense Invoice, the Order Number transfers with the Invoice but is not applicable to the Expense Invoice. The Order Number might have been incorrect or missing altogether but the Invoice is not applicable to that PO.
Also, the order number field is not available to edit at this point. These invoices show up on reports/dashboards as belonging to the original order number.
What needs to happen is we need to be able to edit the original fields or they need to clear.
2 votes -
Ability to easily see if mail has been sent from Medius
When an email is sent from Medius, you can only see it in the history. In order to be able to easily see this, it would be easy to also see it as an indicator
2 votes -
In the mobile app you should be able to action post control invoices
In the mobile app those in the AP function should be able to see post control invoices and action changes accordingly - such as final approval or amending coding to allow successful final approval
2 votes -
Export
Would like the ability to export distribution rows directly to Excel, formatted correctly. When there is an issue or we need to analyze and consolidate rows we do not have the ability to download in a format that is suitable for Excel.
2 votes -
Authorization limits based on total amount
There should be an option to set authorization groups general limit to be based on total amount of the invoice, not just the net amount.
2 votes -
Current approver show in Change Approver function
When use the Change Approver function, it would be helpful if the 'change from' field would default to the approver currently assigned to the invoice, rather than the user making the change.
2 votes -
Adding Accrual templates in CSV file before uploading invoice rows
Able to upload csv file for coding including accrual templates on each line. Especially when invoices need to be split on hundreds of lines with different accrual templates on each line. It would be much more efficient to set this in excel before uploading it to Medius.
2 votes -
Mobile web app - add attachments from your phone
Now you can consult attachments on your phone, but you cannot add any. We would like to be able to do this. Expecially with photo's. So we can add small attachments or for users who don't have easy access to a scanner.
2 votes -
More indicators for different incident types in post control
There is an indicator for invoices that has been rejected or commented, but it would be great to have more indicators for example invoices where codings is not in balance, or there is no codings at all etc. Then those invoices could be filtered and would be more noticeable.
2 votes -
Own costs
When lines with your "own costs" (f.x travelcosts) are approved, there should be a tickbox to mark, in order for the system to automatically pass the invoice on to your superior in stead of ending up directly in the final approval.
2 votes -
All coding lines should not disappear if one authorizers limit exeeds
A development suggestion; Already authorized lines are not cleared when a specific invoice line was not successfully authorized due to the system not finding the next authorizer.
Now if one authorizer does not have a supervisor and they approve an invoice that exeeds their limit, all approvals disappear also from other authorizers. This should not happen.
2 votes
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