459 results found
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Automatic coding in payment request templates
We should be able to assign coding lines within payment request templates that automatically populate (without (or with) a dollar amount). This should include all dimensions that we've assigned.
1 vote -
Rejection of Invoices within Medius
Currently, the OOB rejection process does not keep record of the emails sent to a vendor, nor does it store an email address for the vendor. This forces users to go outside of Medius to communicate with a Vendor about invoice rejections.
Rejection Process - Proposed
Medius stored an email for each Vendor account that would be used for invalidated invoices.
On an invoice, when you clicked "Invalidate", a box appeared that confirmed invalidation and asks if an email should be sent to the Vendor.
Medius would have an email template that says something like this:
TO: (Vendor Email from…
8 votes -
See suppliers that a user is set as responsible for on the user
I would like to have a summary of which suppliers a user is set as responsible for on the user. In that way it would be much easier to know which suppliers to change the responsible for, for example when a user is leaving and is being replaced by another user. I know you can create a report for this, but to have it directly on the user would be better.
4 votes -
Field for invoice type in Dashboard
When searching in Dashboard, I would like to be able to choose to only show orderbased invoices or expense invoices. Similar to the way you today can choose to only show invoices with certain labels
4 votes -
PO. invoices - uncomfortable scrolling option by line items - need to develop
Suggestion:
- to have this scrolling opportunity not only at the ends of the columns
- opportunity to modify the column order (as far as I know by connection we
do not have this opportunity we can just tick the columns what we would
like to display)
- opportunity to freeze panes/or top row (headers), first columns etc. like in
an excel fileReason:
If we have many PO. invoice lines then it is a hard work to check the item lines because we have scrolling options only at the end of the lines - vertically and horizontally also.Example…
5 votes -
Button for "Show connections" for the lines in the final approval step
I would like a button for "Show connections", so that you in just one click can see all connections (IN, PO and GR) for all lines, in the same way you already can for invoices which are in the connect step. Today you have to click on each row to show all connections.
2 votes -
Ability to remove search fields in Dashboard
I would want to be able to remove search fields that I don't use in Dashboard. Right now it is only possible to edit which columns in the search results that are shown, I would like the same for the search fields.
1 vote -
Return invoice to supplier from Capture/Expense AP/Order based AP
Ability to return invoices directly to the supplier from Capture, Expense AP or Order based AP and be able to choose from different return-to-supplier templates with different reasons for return.
2 votes -
Add column for date modified on user reports
It would be really helpful to have a report that can be ran in Excel that shows the date user authorization groups, roles, etc. were modified (access was added or removed) and who made this change. The business log in PDF is not a user friendly report.
3 votes -
Methods of payment per invoice
A supplier can have multiple payment methods. For example, one invoice must not be paid due to direct debit, but the other invoice is on account and must be transferred electronically. This is often solved by creating multiple suppliers. We would like to keep only one supplier, even if the methods of payment may differ per invoice.
We are looking for a dynamic solution in which the values of the method of payment are retrieved from the ERP tables of that company and can then be selected in Medius. Preferably, the standard from the supplier is filled in the relevant…
1 vote -
Enlarge tax group field in the Coding Screen and see the tax group description
The Tax Group field doesn't show all digits, so the view of longer tax codes is truncated. If possible, please expand the lenght of the field.
In addition, is it not possible to look for a tax code using the tax code description and we can only scroll the dropdown list.
It would be very helpful if we could view the tax code description (as happens for code string dimensions) when the mouse is on the tax group code, or by clicking the Info button on the tax group.
The request is to grant a better control before the Post…1 vote -
Have the possibility to view an attachment without download it
The need of download an attachment to view it is not always valuable. The request is to have the possibility to see a preview of the attachment and then decide if download or not.
19 votes -
Allow for labels to be automatically applied to a vendors invoices
It would be very helpful if we could have labels automatically applied to a vendors invoices each time. For example, certain vendors that require special or expedited handling would have a label automatically applied with the invoice moves past the verify task. This would also help with reports as well.
3 votes -
Validate currency exchange rate within Tolerances
Every asian company needs to record the exchange rate from the supplier if the invoice is in foreign currency.
At the moment there is no control between the exchange rate captured in Medius and the expected exchange rate in the ERP.
We propose to set a matching rule with tolerance between this field and the currency exchange rate table, because every small issue in the capturing phase might have huge impacts in the GL (eg an exchange rate recognized as 1,327 instead of 1.327 would multiply the invoice value for 1327 instead 1.327)
This issue prevents to switch on the…
2 votes -
A way to achieve rejected invoices
There should be a way to store rejected invoices without having to send them through the workflow. It should also be possible to query on rejected invoices through the Reports functionality. This feature will be helpful given that sometimes vendors comes back asking why their invoices were rejected.
3 votes -
recurring
Matching invoice lines to a contract (recurring invoices). lease invoices are often collective invoices where an invoice line must be matched with an invoice plan line. Now we can only match a full invoice with an invoice plan line.
1 vote -
Cross Company Charges - Payment Request
We need to be able to cross charge expenses across multiple companies within the payment request form module. We are able to do this with expense invoices uploaded to Medius and using the "Create" expense invoice feature but not within the payment request feature.
1 vote -
Add time in the imported timestamp for the Purchase Order
Description: Please add time also in the imported timestamp for the Purchase Order reports. Currently the time stamp only displays on the General tab on the PO. The time does not display when using the reporting functionality. Only the date is displayed.
1 vote -
Gray out coding fields in split tax
When an invoice is first posted preliminary and later final, the coding in the split tax task sometimes gives an error message in a later task. We would like the coding of the invoice to be made impossible in the split tax task. Split tax is only for preliminary splitting the tax. Preventing the coding is preferably done by allowing the code string fields to exist, but making them grayed out.
3 votes -
Toggle visibility of send for review and control center buttons.
Provide an on/off toggle or Access Key to control visibility of send for review and control center buttons.
1 vote
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