459 results found
-
Adjustment request - Possibility to route Send to supplier step to AR initiator
When a deviation is rejected with AR in orderbased invoice, it would be really interesting to have the possibility (in document validation rule distribution block for instance) to route the send to suppliers step to the person who rejected the deviation while today only fixed person or role can be used.
1 vote -
Accounting template_excel file
Possibility to export Accounting template data (eg. coding data) to Excel file.
5 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 -
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 -
See coding line in inbox for mass approval in post control
For expense invoices in post-control we would like the coding line to be shown underneath the line showing supplier etc. This would facilitate much more efficient handling of invoices in the post-control step as you could easily verify the coding, mark all and do final approval.
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 -
Allow negative amount below contract amount to be approved
Allow negative amount below contract amount to be approved without need to be approved as a devation
2 votes -
Allow a workaround for non matching currencies in PO versus Invoice
We recently had a PO made in EUR but the invoice was received in another currency. The system currently doesn't allow matching of these two as the currency is different. It would be convenient if we had a workaround that enables us to process this order based transaction anyway based on the original PO.
5 votes -
2 votes
-
Hot-key for the "connect lines" button
We would like there to be a hot-key for the connect lines button on orderbased invoices
3 votes -
Hot-key for the "Save" function
We would like there to be a hot-key/shortcut for the save button for orderbased and expence invoices.
2 votes -
o Possibility to remove connections for all lines when an invoice is in analyze step.
We would like the possibility to remove connections for all lines when an invoice is in analyze step, also fully connected lines. Today we need to "Return for connection" to remove all connections. Ex were the invoice has connected to the wrong po-line due to same line amount on several po-lines or line connected to an exceptiontype that should be a po-line instead.
5 votes -
Extra field inbox - date of verification
Extra field in the inbox to be able to sort on date of verification (date when capture has been done)
2 votes -
Automatic Coding
Ability to assign automatic coding on the user level for payment requests creators
4 votes -
Code for standard accrual for a Supplier
Possibility to enter a code for standard accrual on a Supplier and then have a question if you want to use it when you approve an invoice from the supplier.
This will minimize the risk to forget the accrual or use wrong code.2 votes -
Accrual template numbering - ascending order
Accrual template numbering is not in ascending order at the moment - it will be great if this could be changed.
2 votes -
Inbox Column Options
The ability to have additional columns for the invoice inbox. The main one that would be helpful is the invoice create date.
4 votes -
3 votes
-
Provide a placeholder for documents that need to be mailed with a check.
Provide a placeholder for documents that need to be mailed with a check. We have multiple AP staff approving invoices and sending to our ERP system. We have 1 staff person that prints the checks. Would be nice to be able to print a job that pulls all documents that need to be sent with the checks. These could be a separate attachment to the invoice. The print job would pull all documents that need to be mailed with check. Once those documents are printed, add an indicator so that it doesn't print the next time the job is run.…
4 votes -
Invoice Date Parameters
The ability to limit the invoice date in the system similar to how we can control the periods that are available to post to. We are trying to eliminate human error of choosing 2031 instead of 2021. This causes the due date to also show as 2031.
1 vote
- Don't see your idea?