460 results found
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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 -
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 -
Authorization in role Expense AP
In the final step in post control it is possible to change the coding on the invoice(lines) by a person assigned with the role "Expense AP". Idea is to remove the possibility to do this from this role. Alternatively, if a change is made, it should go back to the person who coded the invoice(lines) originally.
2 votes -
Accrual key on coding/accounting template
I would like to see the possibility to add an accrual key on the coding/accounting templates. It's so easy to miss at the end step to add a key on quarterly or yearly invoices. And it's much easier to add in Medius rather than in our ERP.
Thanks!
/Kristin5 votes -
Post control-setup in document validation rule
There are a lot of parameters you could use to determine which invoices you would like to stop for post control. What I miss though is the possibility to base some of that on exclusion instead of inclusion. That is possible with suppliers with this operator != but not for accounting dimensions (like G/L account). So if that operator could be added for accounting dimensions it would be beneficial.
4 votes -
Add "Show All" to inbox filter to see all line items
Currently, if there is more than 100 items within an inbox function, you have to select "Show 100" multiple times to see a full list of items within the inbox. We would like to see a "Show All" button which would expand and show all items within a function. For example, Incoming Invoice has 352 invoices, select "Show All" to see all 352 instead of having to click "Show 100" multiple times).
8 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 -
Summarized coding on PO-invoices
We would like the coding on PO-based invoices to be summarized for each invoice line. This instead of having several coding lines with both positive and negative amounts.
2 votes -
Allow jobs to be created for Bulk Operations to be run automatically on a time schedule
Hi,
We currently run bulk operations on a large number of invoices in our Document Import due to a business rule we have related to Purchase Orders not being found. We run this every morning after new POs have hit Medius. We would like to be able to schedule a job related to bulk operations, so that this can be run automatically.
3 votes -
Allow contract deviations to be split proportionally, rather than only on a seperate coding line.
When an invoice deviates from a contract, automatic coding does not allow an option to split the accepted (or rejected) deviation according to the coding of the original contract. It adds the entire difference in one seperate coding line and chooses one of the coding lines configured in the contract.
1 vote -
Automatically tab to next part of the account string once entered
Our CFO has asked if there is an option that the account string could autmatically tab to the next dimension (segment in our case) of the account string when entered by the manager. For example our account string DD-CCC-GGGGG-SSS plus description. At the moment they type the numbers have to click the drop down then move and click in the next dimension. It would be good if we could improve the efficiency of this.
4 votes -
Automatically posting when invalidate and edit
Often we need to change an order based invoice to an expense invoice and the other way around. This is done by "Invalidate and edit".
When we do that, the new document goes into "Document import" with the message that it is waiting for the original document to be invalidated, which makes sense. However, we need to keep an eye out for when the original document is invalidated before we can click on "Create" for the new document, which is a manual action.
Would it not be possible to let the system know when the original invoice is invalidated and…3 votes -
Bulk approve or reject or reject w/ AR of deviation lines during Analyze stage
Enable a user in an invoice to select multiple lines and then bulk approve deviations.
5 votes -
Enable Auto-code of Free Text Dimensions to SaC
Allow SaC (same as cost) to be used as an auto-coding option for Free Text Dimension Fields.
Presently free text dims cannot have auto-coding set to SaC which is annoying as for many customers, this means the only option they have is to "unlock" the coding so a user can manually enter the details at post control which decreases the straight-through processing rates.
3 votes -
Clone archived invoice
The ability to clone an archived invoice regarding vendor, amount, etc. to create a new expense invoice for the next month instead of needing to upload a brand new invoice and recapture all of this information.
3 votes -
Manual Invoice Entry
It would be helpful if the upload from excel could be done as the invoice is created. Instead of first having to submit it and wait for it to show up on the list. Distribution could be done after.
1 vote -
Approval on multirow invoices
Authorization limits on multi-lines invoices are checked once all lines in certain sequence (for example, approvers of Round 1) are authorized, which prevents all the approved lines from moving forward to the approvers of the second round, in case one or few rows have not been approved in time.
I suggest, as an option to the existing process, a possibility for the rows to be distributed to the next level as soon as they have been approved, each separately, with no regards to the approval status for the remaining rows. From our perspective, the faster the rows are forwarded to…
3 votes -
Show Business error in history tab of an invoice
When an invoice stops in document import for manual completion a Business Error is shown. This can be e.g Net + Tax =! Gross.
After the invoices is manually corrected(Submit information task) and created the error-history is removed. There is no history event added, nor is it possible to extract with advanced search.
This should be added both to the history tab og the invoices and in the report tool for two reasons:
For easier investigation of issues reported by users. Often users blame the system when actually it is the users that have manually "corrected" an invoice wrongly
To…
10 votes -
Withdraw Review from individual users on an invoice
When an invoice is sent for review, it can escalate to others after a period of time. If a user leaves the company or changes roles, we have to remove them from all tasks before the user can be inactivated. In order to remove them from Review, you have to pull back the entire invoice and send back for Review even if you want it to stay with one of the Reviewers. We should be able to go into an invoice and withdraw Review from whichever user(s) we choose without completely removing from the Review process for others.
2 votes -
Ability to place notes/stamp on invoices during processing
Ability to add a notepad/comment or stamp on invoices just like you can on a PDF in Adobe. This way it is on the invoice itself and not in the comments sections which can sometimes get overlooked. When I utilized Kofax Markview it was called a "mark up" .
3 votes
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