Skip to content

AP Automation

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

460 results found

  1. It would be nice if the attached documents could show up as page "no 2" after the invoice . For more illustration, see Ascendo's function.

    Vore trevligt om bifogade dokument dyker upp som sidor efter ordinarie inskannad faktura/som en extra sida, isf att behöva öppna bifogade dokument, för att komma åt bilagorna. För mer information se koncernbolagets Ascendos lösning.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Should be able to see both approvals (Attestant) on the line, it takes too much extra time to klick on the "i" button to so who approved before yourself.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. We would like to have a pop-up window in Medius when we code on a specific account and other dimension combination with a message for the authorizer.
    In order to give the authorizer additional information about the coding.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. We can change the previous comment entered in deviations. This is a non sense. Please lock the previously entered comments.
    Thank you

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. During Invalidate and Edit operation: Order based invoice with multiple lines – to see what is the total amount of lines?

    Meaning: I have an expense invoice which I need to change to Order based with 5 PO lines.
    Each one has different quantities and unit prices and while creating these lines we are not sure if total of lines are same as our invoice total:

    If Medius would add a SUM field below or anywhere in Amount box, it would be huge help during Invalidate & Edit as we can have up to mentioned 999 PO lines and if…

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. The inbox needs to be revamped. It is so hard when we are processing hundreds of invoices a day and there are items for review, distribution, final integration errors, etc. all under the same inbox.

    I think you should be able to have different headings and those invoices then fall under those headings. This would help make things more clear.

    I also think if you're an approver and supervisor - you should be able to see what was escalated to you vs what you need to approve vs what you need to review.

    Also, if you're mentioned in a comment…

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Inbox  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Display in Comments and History tabs where the comment originated.
    E.g. comment when sent for review, comment when put on hold, comment made in the Comment tab.

    Now there is just a bunch of comments with no real correlation to events.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. If we have a group of invoices that are listed under a PO # and that PO is out of funds and a new PO # is created, we have to go into each invoice individually to change the PO # that the invoice is associated with. Or if a group of invoices come in without a PO # and fall into the Expense invoice section, we have to individually invalidate and edit to include the PO #. We would like the ability to do this for the entire group.

    15 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Our approvers would like to understand which of their approved invoices will be sent for further approval and why it will be sent further. Therefore, showing the total deviation per approver will give this clear overview. Next to that, they also would like to know to whom it will be sent (if it goes to the president, than they have the possibility to prepare the case.)

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. I think it would make a lot of sense to have a dialogue popping up in a scenario where a user does NOT approve of a deviation in their favor. I.e. there is a negative deviation that they are rejecting. Similar to how we have a dialogue asking the user if they really want to push an order based invoice past the Connect step.

    I cannot think of a whole lot of scenarios where it makes sense to not take the more favorable price given by the supplier, but there might be some. Tolerances would not always have these go…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Hello,
    Debit or Credit notes are not specified in Medius and it could be good to have mention of this. For example: Expense invoice- Credit note
    Thank you

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. After pressing the button Koppla rader/Fakturabild (when booking order-based invoices) to get the invoice open in Medius (picture After) instead of a separate pdf which does not automatically close when you move to another invoice; this consequently results in a list of open pdfs (picture Before) on your screen = waste of time and a big inconvenience trying to close them all (have in mind that you can press x and close them while they are listed vertically, but after you are done with the majority of them the list becomes horizontal with pdfs of different sizes depending on how…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. We have a supplier that always has a -3% discount on thier total invoice price that is not deducted in the price on the articels. This amount is not marked with a minus (-) sign before and therfore if we verify it as an exeption type it will always be coded as positive amount if we not manually put the minus sign before and it will end up in the analyse step.
    And since we sometimes has difference on the amount on the articels from the supplier and what we have in our system we don't want to set the…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Due to (commercial) reasons, we are not allowed to book invoices from Medius.

    1) On hold function is overwritten when the invoice gets automatically matched

    2) Block payment is only in our ERP system, so the purchaser has no idea what is still blocked and what not.

    Maybe the "on hold" function should be extended that it will only be inactivated by approving the invoice and not by automatic rematching.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. We often use temporary delegation when users have vacation etc.
    But if a user get a invoice sent on Review, the delegatee does not get these invoices.
    We think all assignments should be a part of the temporary delegation.

    37 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Under review  ·  0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. We would like to be able to see comments when hovering over them in the inbox

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Inbox  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. It would be great to have a possibility to easily copy purchase order data (order no, article number/name, etc.) to be able to quickly search for/check things in other systems, share information in comments/excel/emails. Now both single and double click performs the same function - marks the whole line.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Hi,

    Sometimes invoices are scanned as the wrong type of invoice, e.g. Expense instead of Orderbased.

    When one is "invalidating and editing" an invoice I would wish for a discount column between the unit price column and total amount column.

    We have several suppliers from which we get different discounts. When one writes the unit price, the total amount becomes erroneous since there is no way to enter the discount.

    A possibility to enter the discount percentage would make editing more efficient since one would not have to sit and calulate the right total amount by oneself.

    Br,
    Petra

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Document approval should support temporary delegation

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. At present, PO invoices with a deviation between the invoice and the PO must be approved by a manager, and thereafter must still go back to a “coordinator” or the same manager to confirm the service receipt.

    The proposal is to eliminate this double handling – once a manager has approved an invoice deviation, there is as at the same time confirmation of the service receipt – no further approval/confirmation should be necessary. This second confirmation/approval should be bypassed.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?