459 results found
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Put calculator to invalidate step
When we invalidate invoice (because of wrong order line, currency etc.) and change order lines, there would be great to have calculator to check if the total amount of lines is the same as net amount of invoice. We must calculate it manually and it sometimes takes so much lines in case we have a lot of order lines there.
3 votes -
Option to make configurable reason codes mandatory on reject
The option to configure approval workflows to have Reason Codes mandatory when rejected, similar to how a comment can be mandatory when an invoice is rejected.
This would make reporting on the configurable Reason Codes very useful.
10 votes -
Mobile App - Payment Request Approvals
Approvers need to be able to review and approve any/all payment requests from the mobile app. Currently they are only able to review and approve expense/order based invoices from the mobile app and payment requests are not visable.
11 votes -
Accrual scheme with project
We want to be able to code against a project and use the accrual schemes set up which is not possible today. Now we code against a balance account in MF and then in Dynamics 365 we have to do a manual general journal entry to expense the cost against the project in the correct period.
9 votes -
user last login
A report that gives details of when a user last logged in to include the following
columns - User Name, First Name, Last Name, Last Logged in date/time. And/Or add last login activity to the admin>user screen, similiar to how imported time is given.
This is being requested because auditors don't just want to know when a user handled a document, but when they logged in and could therefore view data.
This would also assist identify what users haven't logged in recently when wanting to focus updates to business configuration on those that have recently logged in.3 votes -
Clone Documentation Validation Rules
Allow cloning of document validation rules. This would help speed up the process of creating multiple rules where a large majority of the attributes are the same.
1 vote -
Allow for "OR" Condition in Validation Blocks for Document Validation Rules
Currently, in document validation rules when you create a rule with multiple Validation Blocks, it'll be "AND" for each of the blocks. So the rule will only stop if the invoice hits all of those conditions. It would be helpful to have an "OR" condition as well, where if it just met one of the list of conditions, it would stop the invoice.
2 votes -
Swedish translation of Approver
Hi,
We have a suggestion to change the Swedish translation of the “Approver” field on the coding lines in Medius.
In the English version it says “Approver” which we think is correct.
But in Swedish it says: “Godkänt av” which translated to English is “Approved by”. We think this can be misleading and some of our swedish users has thought that they have already approved when it says that.
The correct translation should be “Attestant” or “Godkännare” wich is the correct translation of “Approver”
Can you please look at this and consider to change this translation in the Swedish version.
1 vote -
Quantity and unit cost price fields in the Expense Invoice line
We really need a field for quantity and unit cost price on the expense invoices - it would be very useful to be able to enter basic information in this format, on top of the description. These fields should be then integrated to the finance ERP system upon the final integration.
In our system FO Dynamics 365 they already exist, but cannot be populated from Medius.
When manually registering an invoice you can populate q-ty. Then it auto-calculates the unit cost price. We would like something like this to be integrated from Medius (AP Automation)12 votes -
Order Invoice reclassified to Expense Invoice/Hidden fields
When an invoice starts as an Order Invoice and is transferred to an Expense Invoice, the Order Number transfers with the Invoice but is not applicable to the Expense Invoice. The Order Number might have been incorrect or missing altogether but the Invoice is not applicable to that PO.
Also, the order number field is not available to edit at this point. These invoices show up on reports/dashboards as belonging to the original order number.
What needs to happen is we need to be able to edit the original fields or they need to clear.
2 votes -
Invoices get locked to easily
When there are several cost rows on one invoice that should be approved by different people it normally takes long time for the invoice to get handled. One problem is that the whole invoice gets locked when one user opens it, it would be better if only specific cost rows could be locked depending on which user that opens the invoice.
It is also annoying that I always, as soon as I open the inbox have an invoice marked and thereby locks it for other user to handle. If I open the invoice and realize I need to check something…29 votes -
Mark comment in inbox as unread
Add possibility to mark a comment in inbox as unread.
2 votes -
Notify invoice issuer when reviewer declines an invoice
Notify invoice issuer when reviewer declines an invoice. At the moment there are options available to get an email notifications in case of issuer is doing something actions but it's very much needed in the case when reviewer declines.
2 votes -
Contact Supplier through AP Automation
When you want to dispute an invoice to a supplier, instead using your mailbox, perhaps there should be an e-mail integrated within AP Automation that can contact the supplier directly.
The correspondence would be stored in the comments (for example) and in the workflow. This would also inform your fellow colleagues to see what the status is about a certain workflow and whether an appropriate action was taken towards the stakeholders outside or within the organisations.
3 votes -
Show comment in connect lines
It should be possible to see the comment field, when you are in "Connect lines". We often see important information in the comments, to use when we do the manual matching, so currently we need to do a screen dump of the comments, so we can see it while doing the matching. That could be done more smoothly.
7 votes -
Matching vertically
Currently, the "Connect lines" function, shows the invoice lines and product receipt lines horizontally, so you need to use the scroll function to see relevant details as quantity and remaining quantity. It would be really nice and give more overview, if it could be shown vertically. Perhaps this is not for everyone, but it should be possible to set up on company basis how to view this screen.
1 vote -
Koppla bilden - se om det finns Goods Receipt rader
Koppla bilden - nu ser jag enbart fakturarader. Vore bra om jag i samma bild kan se Purchase Order rader och dess Goods Receipt rader. Då slipper jag klicka på Koppla rader och sen Avbryt för att det saknas Goods Receipt.
1 vote -
Archived Purchase Orders from ERP
We currently import purchase orders from our ERP if they are in “Received/Released”. If we manual close a purchase order in our ERP, it still shows up as available in Medius. We should be able to remove purchase orders from Medius that are in archive status so they are not available as "open" when connecting.
4 votes -
Koppla bilden - kunna se vem som skapat Purchase Order
Kunna se namnet på den som har skapat Purchase Order när jag står i Koppla bilden. Detta för att enkelt veta vem jag ska skriva kommentar till
3 votes -
Email till den som skapat en Purchase Order
När jag går igenom listan för att koppla fakturor mot Purchase Order vore det väldigt bra att enkelt kunna skicka ett automatiskt email till den som skapat Purchase Order. Det allra bästa vore att ha denna möjlighet överallt när man vill enkelt kommunicera och då kunna använda text som ligger färdiga i Medius. Nu måste man skriva om och om igen vilket är tidsödande och onödigt. Försök att få in mer default info att använda i det dagliga arbetet
1 vote
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