460 results found
-
Routing tables - add text string to decide first approver
Routing tables work very good. And they can be further improved
Currently, routing tables work with gl code, cc, pc and supplier. However, we are still facing situations where all of these dimensions are the same, but we still need to send the invoice to different people. This holds true for our telephone invoices. The first approver should be the employee that is using the phone. However, that employee may share the same cost center with colleagues. That is why i am asking if routing tables can be expanded to look for more details.
My idea, is to use a…
1 vote -
Combine Accounting Templates with Exception Type
We are facing challanges with the automatization of telephone invoices. If we were to combine accounting templates with exception types, then our issues would decrease
The telephone company issues one invoice per employee. The company does also mention the name of the employee. Thus, we can easily make an accounting template for this person
The challange is that the telephone bills may look different, depending if there is a reminder fee from the previous invoice or not. We are unable to capture this with the accounting template, as it does not take into consideration costs on the item level
We…
1 vote -
Calculate Actual UoM conversions from GR prior to posting Order based invoices
Issue is for catch weight (Variable weight goods) such as meat, vegetables etc.
At the moment when we have UoM conversions in SAP (i.e. Kgs to Cartons) Medius is only using the standard weight (for example 180 kgs - standard weight is 18kg per carton so no of cartons = 10)
The ACTUAL goods receipt is for 10 cartons that weigh 196kg. Medius will translate that to 10.89 (196/18) cartons and post 10.89 cartons into the PO, leaving a QTY that needs to be written off manually in the ERP system (an extra step). I would like to see the…3 votes -
Mobile users should be able to control accruals in the mobile app
In order to be able to easily approve invoices when only the mobile app is available, we also want to be able to check that the accruals are correctly booked.
3 votes -
Main Action Buttons - Need different color buttons for Connection Done, Confirm, Final Approval
It is too easy for an AP person to click on an action button in a task that is outside of their core responsibility. The buttons are all the same color until you get into error tasks. This looks sleek but it's easy to confuse them. Connection Done, Confirm, Final Approval, Send...these should all be unique colors.
7 votes -
possibility to reactivate an invalidated invoice
Reactivate an invalidated invoice
Invalidation of an invoice need to be able to reactivate
When you invalidate an invoice, it can sometimes be due to the human factor that you choose to invalidate and not invalidate and edit.
Since the invoice is to be handled, you need to be able to click on an invalidate invoice here and choose to reactivate. The solution today is that you must send in the invoice again to be able to handle it. Other large invoice management systems have this feature that facilitates the work of the invoice administrators
61 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 -
High priority on invoices
A feature where you mark invoices that have high priority (overdue, needs to get approved fast etc.) with a "high priority"-label. When sending it for approval, the user will automatically and directly get an notification on email to handle this "high priority" -item. This will also occur on next approver and so on until invoice is posted.
36 votes -
Force Close for a User who has an invoice open
It would be helpful to have the ability to "Force Close" a User who has been viewing an invoice and does not get out of it in a timely manner. We often have to wait for some time to be able to do this and if the user is not available it stops us being able to make any changes
101 votes -
Invoice has been rejected should not go in Post Control
If an Invoice has been rejected it should not go to the step Post Control. Now the invoice goes directly in Post Control and with the amount of invoices we have the invoice will be archives. It is not directly vissible that the invoice has been rejected. This means that the invoice wil be payed despite the rejection of the invoice
4 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 -
Analyze - use Routing table for distribution
We would like to use the routing table to distribute the analysis of deviations.
AFAIK that is not an option at the moment?We currently use Supplier responsible, but maintaining 1200+ Supplier Responsibles is clumsy. Especially if they change a lot (which they regularly do, when people join/leave our purchasing department).
4 votes -
checkbox to add/remove labels in 1 handling
We want to be able to add/remove more then 1 label at a time, now you need to select 1 by 1 and click each time on add/remove labels.
When we would have a checkbox in front of the label you could select or deselect more then 1 label.14 votes -
Accounting template_excel file
Possibility to export Accounting template data (eg. coding data) to Excel file.
5 votes -
Multiple entity warning notification request
If there a multiple entities is there a way the user can be notified or alerted if the same invoice has been used in another entity.
1 vote -
return invoices from Document import into task "verify"
invoices in document import should be able to be send back to task verify in incoming invoices box
6 votes -
Be able to separate invoices that have been escalated from the ones that is supposed to be authorized
Currently, when invoices have been escalated to the closest manager (as invoices have fallen past due) they end up in the managers inbox with status "authorize" without the manager being able to do anything. I would like a feature where the task instead would be name "escalation" for example, so that the manager easily can distinguish which invoices are in their inbox due to employees not having authorized their invoices on time.
32 votes -
Comment field on deviations on header level
Hello,
Sometimes there are a lot of deviations on an invoice and the AP departments wants to give a comment on the header level to the purchaser before transferring it to them instead of each line.2 votes -
Document Import - Duplicate Check First
Would like to see duplicate check be the first in the document import verifications. The out of balance errors are prioritized ahead of this duplicate error and you spend a lot of time fixing things to then only find out they need deleted as duplicate. Thank you!
4 votes -
Search for a contract with title
Would like to search in the field Title for a contract in the dashboard.
1 vote
- Don't see your idea?