460 results found
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route date
Add Route Date and Approve Date as available fields in Reports. This will allow us to report on how long it is taking us to code invoices and approve invoices.
3 votes -
Draw or Highlight on Invoice Image
We often have to sum up multiple invoice lines to code the total to one account. We would like to be able to highlight the lines that are coding to the same account so the approver can easily see what is being totaled in order to verify these calculations.
There is a draw and/or text tool available that we could use to accomplish this, but changes made on the invoice image with the draw tool do not save for others to view. I understand the desire to protect the integrity of the original invoice, but I think highlighting would allow…
3 votes -
Save Invoice Image Rotation
Capture automatically rotates invoices for OCR, but does not save this alignment. In route step we can rotate the invoice image, but can not save for other users to view the proper alignment.
Would like to be able to have the alignment from Capture step save or be able to rotate and save alignment during route step.
3 votes -
Administration/User - add the users to groups/assign more users at once
As an admin user it would be fine to have an option to assign the users for the bulk operation with just one click.
At the moment we need choose all of the users one-by-one which is very time consuming (for eg. by 150 users) if I would like to modify for all of the users something with bulk operation
Idea:
to have an option to add the users to groups (then need to choose the proper users only once!) and then if it needs to modify sg with bulk operation then we have to assign the proper group and…3 votes -
"Bulk-update" invoices in "Analyze" status to different purchasers
We would like to be able to "Bulk-update" invoices in "Analyze" status different purchasers based on their availability during the day. Today they have to manually distribute each and every one
3 votes -
In dashboard be able to search by handler or sort by handler
In dashboard be able to search by handler or sort by handler
3 votes -
Can we extract multipe pfd, eg Poland needs a download of all pdf for one year, in a simple way. Like company, year, supplier.
Can we extract multipe pfd, eg Poland needs a download of all pdf for one year, in a simple way. Like company, year, supplier.
3 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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Creating new labels - limitation of users
It should be possible to limit permission for creating new labels to a specific group of users.
Currently there is already a vast number of labels in Medius for all our different companies and numbers are still increasing.
That's why it would be very good to limit label creation, so that only a dedicated team can do this to avoid an uncontrolled growth.3 votes -
Pre-selected review comments.
When sending invoices for review, it would be great to be able to choose from some pre-selected comments. At our company, there are usually the same 3-4 reasons why invoices need to be reviewed. A function that let us save comments to choose from would greatly reduce the number of keystrokes during a day.
3 votes -
batch approval functionality for expense invoices
Can a functionality be added that authorizers have the possibility to approve several invoices in one go?
They can check/review the invoices, but with batch they can approve their lines with just one click instead of repeating for every invoice.3 votes -
notification for new comments when @comment send/receive on the document previously
Often when staff send an @comment to users the user will reply but forget to @comment the original commentor, our customers would like the option to turn on a notification that says "new comments" for any document they've sent and @ comment from or recieved an @comment from previously, so they don't miss important updates about the document.
3 votes -
Possibility to add amounts limits in distribution/routing flows
Possibility to add amounts limits in distribution/routing flows
3 votes
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