35 results found
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Link a credit invoice to a debit invoice
When I receive a credit, I would like be able to link it to my previous debit, as it both increases the traceability and it helps them to follow at the same time over to the financial system. For better illustration, see Ascendo's function for this.
När jag erhåller en kreditfaktura önskar jag möjlighet att koppla den till min tidigare debetfaktura, då det både ökar spårbarheten samt bidrar till att de i de flesta fall kommer följas till banken i samma betalfil. Se koncernbolaget Ascendos funktion för att koppla fakturor.
39 votes -
23 votes
Released in R123
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Labels - Please include in Invoice History
It would be nice if the labels could be a part of the invoice history...who added the label and when.
21 votesRelased in R123
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Turn the pages when when several invoices have been filtered in the dashboard
In MediusFlow 10 you have a function to turn the pages from one invoice to the next without returning to the search (dashboard) start page. This is really useful and saves a lot of time if you have filtered a number of invoices, e.g. from one supplier. We really miss this function in MF XI!
18 votesReleased in R59
Please see https://success.mediusflow.com/release-notes/R59/#usability-navigating-between-gadget-results -
Authorization flow improvement - Support for several responsibles per entity
Business case:
Line-level 4EP enabled.Case 1
Customer would like to require suppliers to state Cost Center on the invoices, and use this for initial distribution (or fetch authorizer if invoice is in Distribute). They also want CC managers to be setup as 2nd approvers. This is not possible in current solution.Case 2
Customer have a cost-center based organization, meaning that approval flows should be based on responsible related to a Cost center.
i.e. a Cost center could have both first, second and third approvers, where the second and third could be responsible for several CCs.
There is currently…10 votes -
Show amount in accounting currency in invoice header
We would like additional amount fields in the "invoice header". Now there is only Net amount and VAT. We would also like to see net amount in accounting currency. The amount in accounting currency is now only displayed as a column in the dashboard, but not on the invoice. For that you need to calculate the amount for foreign invoices based on the currency rate. See attached printscreen.
9 votes -
Add possibility to archive invoices
Sometimes there is a need to post invoice direclty in ERP but we would like to have it archived in Medius Flow with all coding, connections and approvals. Something like Straight to Archive functionality but for all invoices
9 votesYou can use the newly (in R118)
introduced Pre-approved functionality. This enables you to specify criteria that non-PO invoices need to meet for the system to auto-approve the invoice. You can use this functionality, for example, to efficiently handle low-value invoices or invoices that have already been approved in a business process outside of Medius.
Please see https://success.medius.com/release-notes/R118/#new-pre-approved-invoices
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Expand Excel coding rows
It would be nice if the copy paste function from excel could be expanded to 1000 or more rows from the current 200 rows
8 votes -
Archived invoices from MediusFlow 10 in MF XI need more functions
We have migrated our old invoices from MF10 to the archive in MF XI but miss the possibility to filter on accounting dimensions e.g. account, cost center, project. This filter is available for invoices processed in MF XI.
8 votesPossibility to search on dimensions are added in R56
https://docs.mediusflow.com/en/R56/administration_guide/advanced_search/archive_search.html?highlight=long%20term#archive-search -
Exclude specific suppliers from the 4-Eyes Principle
I would like to exclude some suppliers and their invoices from the 4-Eyes Principle – i.e. our intercompany suppliers. It’s enough if one person code and authorize these invoices.
8 votesHi
This is available from version R92
Please see https://success.medius.com/release-notes/R92#change-four-eyes-principle
Regards
/Camilla Karlgren
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Show delegation in approval history.
Looking at the history I want to see that an approval has been done based on delegation and from which person he/she go this right to approve.
6 votesInvoice history now includes appropriate information when a document was handled by a delegatee.
Example: “Invoice was approved by Patrik Andersson on behalf of Per Carlsson”
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Other superior used, triggered by specific dimension or supplier.
Currently each user can have only one superior, whom invoices will be forwarded after authorization.
We have a strong need for additional extra rule, when specific dimension or supplier is used, then the invoice will be forwarded to other user instead of the original superior.5 votes -
Authorization limits for Credit notes
Currently authorization process for credit notes (negative invoices) doesn't work.
Users can authorize unlimited negative value if positive limit is configured.
Sometimes the invoice with positive amount needs to be approved by more than one person, because a limit is exceeded.
But the same invoice with negative amount is approved only by one person.5 votesReleased in R40
You can now specify authorization limits separately for invoices and debit notes in authorization group configuration. Fields for these limits were added to limit configuration tabs. -
Approval based on project role
We are a project based organisation that have two different roles already assigned on the project in our ERP, project responsible and project manager. According to our approval rules the project manager has rights to approve up to a certain amount and invoices above that amount should be approved by the project responsible.
These values are already imported into MediusFlow from our ERP but we cannot set up a rule to get the invoices to be approved by the right persons. We would like to link the approvers amount limit to a certain project but they should only be able…
4 votes -
Copy codings from previous invoices
I would like to be able to copy codings from previous invoices. Today I can use the accounting template which is great but by offering a "copy" functionality coding would be even easier
4 votesReleased in R31 with some minor additions of features in R32.
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We would like an option to make an dimension a required field in coding line. This in the same way as we can setup free format fields
We would like an option to make an dimension a required field in coding line. This in the same way as we can setup free format fields. Per dimension you can select if this field is required or not in a coding line. When it is an required field Medius have to give an error when that dimension field is empty when it is distributed.
3 votesHi
This can be achieved by using the “Restriction rules”.
Please see documentation for more detailsRegard
/Camilla Karlgren -
Search on comments
All comments should be searchable and possible to complete afterwards. For better illustration, see Ascendo's function.
Önskvärt att samtliga kommentarer ska vara sökbara samt möjliga att komplettera i efterhand.
3 votesHi
In release R81 we added two comment-related fields to Invoices and Invoices – coding report sources:
Latest comment – contains the comment most recently added to the invoice.
Latest comment by – contains information about the latest comment’s author.
Additionally, you can filter report results to only display data for invoices that contain comments, or with latest comment authored by a specific user.
For more information please see the release notes
https://success.medius.com/release-notes/R81/#general
Regards
/Camilla -
Force an comment when invoice has been for review
It will be great if the autohrizer been forced to write a comment when invoice has been for review
3 votes -
Restrict access to invoices from specific suppliers
I want to be able to give users access to search for all invoices except for invoices from two specific suppliers that should only be accessible by those who have handled the invoice or those who are having AP-roles.
This functionality is currently missing in the Followup Group-settings.
3 votesReleased in R40
You can now exclude supplier from follow-up groups -
When escalating an invoice - send the email alert to the MANAGER as well as to to non-acting user.
and make it so that the non-acting user can see that the notification has been sent to the manager
3 votes
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