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  1. When you want to continue and create more lines to post, is it sometimes possible to press "tab" to get a new line, but this does not always work, so then you have to manually click add.

    När man har konterat en rad och önskar fortsätta skapa fler rader att kontera, kan man i visssa lägen trycka "tab" för att få fram en ny rad, men detta fungerar inte i alla lägen, utan då måste man manuellt klicka på lägg till rad.

    4 votes

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    0 comments  ·  Invoice  ·  Admin →
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  2. If you have multiple views in your inbox (cost invoices, new invoices etc.), the system bugs and misses all invoices that are in the queue, but which are not visible in the window. In order for these invoices to be visible and processable, you have to click F5 and select "show to X" X = the number of invoices you have in the queue. Because these invoices will not be visable if you just click on "next invoice", because the system jump over invoices that are on "page 2".

    Om man har flera vyer/fönster (omkostnadsfakturor, import av dokument osv), så…

    4 votes

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    0 comments  ·  Inbox  ·  Admin →
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  3. Suplier invoices with mixed VAT-%, various VAT-free fees, etc. are continuously included in the VAT control. For this reason, it would be nice to be able to turn off the VAT check on selected suppliers.

    Leverantörsfakturor med blandmoms, div momsfria avgifter osv fastnar löpande i momskontrollen. Med anledning av detta bör man enkelt kunna stänga av momskontrollen på utvalda leverantörer.

    4 votes

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  4. Be able to search for multiple delivery notes at once, for example separated by semi colon or comma.

    4 votes

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  5. Currently the maximum invoice number length limitation is only working for the documents in the document import step. When you change the invoice number in the distribute, connect or post-control step you're still able to use more characters than the limitation that has been set up. We think the limitation of maximum invoice number length should be applied to all the steps.

    4 votes

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  6. It would be great to have a possibility to filter the Inbox by currency (instead of just being able to sort the invoices).

    4 votes

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    2 comments  ·  Inbox  ·  Admin →
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  7. Hi,

    Sometimes invoices are scanned as the wrong type of invoice, e.g. Expense instead of Orderbased.

    When one is "invalidating and editing" an invoice I would wish for a discount column between the unit price column and total amount column.

    We have several suppliers from which we get different discounts. When one writes the unit price, the total amount becomes erroneous since there is no way to enter the discount.

    A possibility to enter the discount percentage would make editing more efficient since one would not have to sit and calulate the right total amount by oneself.

    Br,
    Petra

    4 votes

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  8. Jag har behov av att kunna lägga till kolumn med datum för approval i rapporten

    4 votes

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  9. Currently you can restrict text and text area fields field length in approval documents however not for numeric fields. Some information for which you use numeric fields (e.g. a supplier reference number, identification numbers, ..) however have a certain maximum or a dedicated length. So it would be helpful to restrict also this field length.

    P.S.: The current setting for numeric field is to show decimals even if not needed. If in the settings you could set, whether the value requires decimals or not it would be nice to have.

    4 votes

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  10. Currently there is no function to send a (separate) reminder/mail notification to a user AND his/her boss in case, that an invoice is untreated within a certain time frame standalone.
    There is just a function to push forward this invoice to the user's superior (manager) combined with a mail notification on that. Basically this function is good but it might be unwished or unnecessary to do so, in particular if this process would lead that all untreated invoices are ending up in top management's inbox for action.
    Better would it be to have a standalone reminder to the approver and…

    4 votes

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  11. Om jag vill distribuera vidare exempelvis en prisdiff på en varufaktura, och i detta fall trycker på "varningstriangeln", vill jag inte behöva klicka i rutan där jag ska skriva namnet på den personen fakturan ska till. Om jag har tryckt "Distribuera vidare" vill jag ju direkt kunna skriva ett namn och inte först klicka i rutan. Störande moment som borde vara lätt fixat!

    4 votes

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  12. When you klick on an invoice you get a little infomation above the invoice, supplier, company, invoice number, tax etc..
    Could you ad another line where the posting date showes and the voucher number.

    4 votes

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  13. Vore önskvärt om det i fliken för faktura detaljer kan framgå om det är en kredit, debet eller varufaktura

    4 votes

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  14. Extend the possibility to use Accounting Template for Order Based Invoices, the same as already exists for Expense Invoices

    4 votes

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  15. "possibility to archive invoice documents as per legal requirements
    Transfer the data out of Medius into a dedicated archive component compliant with local requirements for archiving invoice documents."

    1.Removes the necessity of keeping papers/invoices physically in the premises which results in storage costs.

    4 votes

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  16. 4 votes

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  17. Use due date as it is on the invoice rather than calculate it from invoice date and payment term. Or make it optional which one is determinative.
    It is very confusing when due date can change when the invoice is sent to ERP.

    3 votes

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  18. Allow users to select which columns show under the dashboard.

    3 votes

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  19. We would like to be able to filter the inbox by items we do not want to see. Show everything except... Also, would be helpful to be able to filter where more than one criteria have to be met in order to be displayed in view. An example would be showing all items for a specific supplier and label instead of showing all items for that vendor and all items for that label.

    3 votes

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  20. It would be very useful to have a tab in the invoice approval screen that acts like a dashboard that shows all historical invoices for just that vendor. This would help ensure a more thorough approval process.

    3 votes

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