460 results found
-
Users need to be able to forward a Review
The reviewer only has the option to comment and @ someone if they want another person to review the invoice as well.
Since users can only access invoices where they have been mentioned via email notifications and not via their inbox, these mentions are often forgotten. Which forces AP users to send it out for review again and act as the middle man. This leads to invoices taking an unnecessary amount of time and manual handling before they are ready for payment.Users need to be able to communicate with eachother efficiently in Medius without needing us to do it…
3 votes -
The ability to sort on Dim in the inbox
It would be very good if you could sort / create a filter in the inbox for different dimensions. For our precoders that handles thousands of invoices it would be great to be able to only see invoices for a specific property/ profit center in the inbox.
Now you can sort in the report but every time you have handled an invoice you are sent back to the inbox and have to go back to the report and search again
3 votes -
Saved Searches Order
It would be helpful to be able to organize my Saved Searches in my inbox. I would like to have the ability to drag and drop them into a different order.
3 votes -
For Inter-company invoices possibility to authorize multiple invoices with one click or avoid four eyes principle
we have a large number of Inter-company invoices to handle. It should be handy if for this type of invoice /supplier we can avoid four eyes principle. And/Or have an opportunity to authorize all these invoice for selected (inter-company) suppliers in one action. (when you select these in inbox which have task authorize)
3 votes -
Optional Due Date tolerance
Add an optional due date tolerance of plus/minus x number of days to each contract. Invoice due dates matching within tolerance do not require an approval.
3 votes -
On the Connection screen; show remaining unconnected amount
Today only invoice total and connected total are shown, but in order to more easily find the correct purchase order to add to connection, the amount that is remaining should be visible.
3 votes -
Ability to "bulk add" a chosen number of rows when editing an invoice
When using "invalidate and edit" it would be useful if one could add the number of rows one want all at ones instead of having to press add e.g fifteen times.
3 votes -
Indikationer
I kolumner för indikationer där vi ser en pratbubbla om det finns en kommentar på fakturan. Att istället för att man ska behöva peka på pratbubblan för att se hur många kommentarer som finns, där kanske man istället kan lägga till en fast siffra direkt efter/innan pratbubblan för att indikera hur många kommentarer som finns på fakturan.
3 votes -
Search in coding template
We have a lot of templates for the coding and it is sometimes hard to find the one we want to use.
It would be good to be able to search in coding templates to find the correct one.3 votes -
Validator for tax indicator set in distribute
For our ERP system the information on tax code applied is crucial - a transaction sent without vat code will be rejected.
Currently there is no validation when distributing that no vat code was coded and thus missing. So it possible to distribute an invoice without having added a vat code. In case of vat amount being zero (no vat or reverse charge for inter community purchases) also validation on vat amount wouldn't prevent this.
Before sending invoice to ERP or to post control there is however such validation and in this case an approved invoice without having a vat…3 votes -
have status information in reporting
currently there is no possibility to have a status information for document approvals in reporting as you have it for invoices. only possibility is to add current status, however for invalidated or archived invoices this information is blank. So no possibility to filter/monitor from report status of these approval documents. So status information is a missing information that should be added.
3 votes -
extend search functionality for document approvals
Currently search functionality for document approvals is quite limited and give poor results. It should be possible to find documents in search function by their document number, document approval type and the information in the fields.
In a way you should be able to find a document like an invoice in search directly (without making a workaround over (advanced search) reports, which is for ordinary users not very convinient)3 votes -
Authorizer for invoice to be changed if approved by other
We have noticed that if an invoice is approved by another user than the user shown as authorizer for the invoice line, the user name on the invoice does not change.
To provide an example: One company has two employees (User A and User B) with approval rights. An invoice is at the approval stage and the user who has been assigned, by the business rules of MediusFlow, as authorizer is User A. However, User A is away and asks User B to approve the invoice. User B approves the invoice but on the invoice line, the name of User…
3 votes -
Redistribute button for analyze tasks to work in the same way that the redistribute works for Connect tasks
Redistribute button for analyze tasks to work in the same way that the redistribute works for Connect tasks
3 votes -
Stop invoices with deviations based on value
We would like to be able to stop PO invoices in post control that have an approved deviation greater than XX SEK. Today you can only stop all invoices with approved or rejected deviation but not with any discernment of the value.
3 votes -
Sort on Invoice date
Should be able to sort the invoices in inbox based on invoicedate and not only expiration date.
3 votes -
Find Order page- modification on Connection step
On "Find Order" page add possibility to see in column also field User Name who created that PO. It wil help avoid mistakes during connection step by Accountant team
3 votes -
Link together invoices from different Company.
As "Links" are anyway for informative purposes, then there could be possibility to link together invoices from different companies
3 votes -
Need proper Role that prevents user from changing Authorizer.
We need to have option to choose can user change authorizer or not. Currently the users can change authorizers what is a threat for Authorization flow. Using the role "Medius.Enterprise.AuthorizationKeys.TaskItems.NoAuthorizerChangesAllowed " for user prevents from changing the Authorization, but from the other hand removes the Authorizer at all, when something else is changed in the coding. Yes, user can fetch the Authorizer, but this does not guarantee that the same Authorizer is restored, as the Authorizer could have been changed or manually added in the Distribute phase (ie. is not fetched either originally).
So basically what we are looking for,…3 votes -
Invoice Date / Receipt Date Tolerance for Auto-Connect
When matching invoices against a blanket PO with many receipts, it would be helpful to require that the invoice date and PO receipt date are within a certain number of days of each other.
For instance:
The receipt date must be within 1 day of the invoice date
The receipt date must be prior to the invoice date (no limit)3 votes
- Don't see your idea?