460 results found
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Authorize deviations - Order based invoice - Return for connection button
It would be really helpful to add the return for connection button during the Autorize deviations step.
Indeed, when the step is trigered and there is no blocking rule to stop document in Post control stage there is no way to come back and redo a connection.
Please note that a systemic top in Post Control can't be put in place in some cases (for instance when you do no want it for Goods PO and the authorize deviation step is used only for Indirect PO).4 votes -
Possibility to use Wildcards in Inbox Filters
It would be great if we could use wildcards in the inbox filters.
This way we could filter for example on all invoices where the vendor name begins with "A" (we have users being responsible for a specific letter) or the supplier ID starts with "IC-" (to filter on Intercompany invoices).
This should be available for all fields with a common logic like "" (Asterisk) stands for any character string or "?" for a single character.
It should also take into consideration where the wildcard is used. Like E means value starts with an "E" and any number of…6 votes -
Connect - more information on the lines available to connect
Would like to see dimension details on line during connect stage. Screen shot attached
2 votes -
option to choose "from email address" for Adjustment Requests (ARs)
Presently ARs are sent from the standard Medius email address ... which suppliers shouldn't respond too but often attempt to.
It would be nice if you could instead use the ARs "Responsible Users" email address from their profile as the "from" address. This would simplify it so suppliers could send communications (email) back to the user requesting the credit easily for such cases as - we reject your request because we had already notified of pricing change.
1 vote -
Exception type responsible
I think it would be helpful if you could make someone responsible for an exception type. In the current situation, the approval flow for the exception types for the PO-based invoices is based on the approver of the 1st line of the Purchase Order.
1 vote -
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 -
Authorize step - re-assigning invoices to myself
There should be a role/possibility to assign invoices to myself. Now it is possible to re-assign invoices that are in the authorize step from a user to another user but not to myself.
1 vote -
Deviation approval limit as %
As it is now, it's only possible to set an absolute limit on deviation approvals in the authorization group. We would like to set it as a % of the full amount like it is possible in other places in Medius.
7 votes -
Back to selected invoice in inbox from full screen mode
Pressing back from an invoice in full screen mode, will open inbox from the top. If handling 100's of invoices (AP team) it requires a lot of scrolling to find the last/selected opened invoice. Would it be possible to automatically scroll to the selected invoice in the inbox when pressing back?
3 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 -
Routing of invoices
We would like to have more functionality in the Routing-function:
- Add wildcards (* and ?) for accounts and dimensions.
- Add "last handler" so invoices should be routed depending on last handler.
- Add functionality so invoices can be routed and classified as Exp. Invoices Orderbased Invoices or Recurring Invoices.Se attached file for examples.
3 votes -
Index field
Index field
In the contract we would like to add an index field to our invoices with rent, the rent goes up with a specific index enumeration every year and we want it to be automized with the Recurring invoice. Now we have to make a new invoice plan every year and a manual calculation.2 votes -
Forward to another user
We wan´t forward the invoices to another user when we are using the app. We have several users that use the app on holiday for ex. They sometimes must send the invoice to another user.
4 votes -
PO responsible in invoice summary
We would like the PO responsible to able to be selected in the invoice summary so it would be easy for the finance department to know whom to contact when there is a problem.
5 votes -
Change tax code on PO line item
It would be helpful to be able to adjust the Tax code on a PO line without having to change the PO in the ERP system and then wait for an update. PO and GR in ERP do not create a tax applicable posting so the difference at that stage is not essential, however it is when we post the AP invoice. This would save quite a bit of time.
3 votes -
Add relative values to deviation limits
We would like that deviation limits at authorization group settings work the same way as for tolerances
When we set up tolerance levels in Medius, we can set up both an absolute value and a relative value. I will add an example. If the tolerance level is set as €100 or 10%, then it means that if the deviation is below €100 or 10% of the original price, then the invoice will be auto-approved
For deviation limits, we can only set an absolute value. We cannot set a relative value
For that reason, we would like that the deviation limits…
1 vote -
New delegation notification
We would like to be able to receive a notification when a user sets up their own temporary delegation.
E.g. Finance dept users to receive a notification when person ABC adds their own temporary delegation
1 vote -
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 -
Stop sending User notifications during weekend and only count work days as # of days in the inbox.
Currently Medius counts # of calendar days that an invoice in a user inbox and send out notifications and escalates to supervisors once the days meet/exceed the days setup. It would be great if the system can only could # of work days i.e. Monday to Friday (excluding weekends), and do not send notifications during weekends while people are not working.
26 votes
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