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  1. I would like to be able to filter invoices from more companies than just one - today you can only choose one company.

    2 votes

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  2. Add Description to G/L Code as well as Coding Number. It's hard to know what the GL code is alone if you don't have every GL code memorized.

    2 votes

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  3. Since both the coder and approver tasks are labeled as 'Approve', it is not possible to identify which invoice need to be coded and which should be approved.

    If we obtain the previous handler's name or task name, it will be helpful in determining the required action when the same person performs both coding and approving."

    2 votes

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  4. To review company set up.
    Creating a reports in AP Automation for all exception types on company and supplier level. (Settings / Company or Supplier / Enterprise / Additional charges).

    2 votes

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  5. Current priority for invoice line connection:
    1. Detail
    2. LineTotal
    3. Exception type

    Our proposal:
    1. Exception type
    2. Detail (all invoice lines)
    3. LineTotal

    1. We have experience that PO and GR automatically connects to invoice lines with rounding or other charges on LineTotal connection. If the priority changes, and exception type has prio 1, this will not be an issue any more.

    2. Current priority for automatic connection on invoice line is one invoice line at time. If system fails to connect on Detail, it tries to connect the same invoice line on LineTotal. See example in uploaded file why…

    2 votes

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  6. AP and Approvers would like to be able to copy text from the invoice image when coding the invoice in distribute or approval stages so they don't have to manually type it - for instance copying part of a line description such as a user name or a header reference (which isn't captured as part of capture process) from the image and then paste it as plain text into a free text dimension field when coding.

    2 votes

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  7. As an admin user it is a basic function by other systems like this to have the option to delete a supplier (not only deactivate) and we would like to have this function in Medius system

    2 votes

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  8. In North American, is it very comment to have cutoff dates on discount due date. For example, vendor would provide discount term 2% 15th month following net 30 days of month following with cut of date on 25th of every month.

    If an invoice is issued between 1st to 25th of August, the discount due date is the 15th of September, net due is 30th of September.

    If an invoice is issued between 26th to 31st of August, the discount due date is the 15th of October, net due is 30th of October.

    Medius currently dose not have cutoff option…

    2 votes

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  9. Make the "task" overview more detailed as authorize is both what you should handle yourselve and also escalation mails which you shall not approve. Also as admin user you see a lot of invoice not specific for you.

    2 votes

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  10. Should be possible to use default VAT in those cases where there is no VAT-code on supplier. And only use VAT-code if there is a VAT-code on supplier. We don't want to use VAT-codes and calculation og VAT on all suppliers. Possibilitie to close the calculation and verificaiton of tax amount one some suppliers.

    Borde vara möjligt att kombinera momskod på leverantör med en standardmoms i de fall momskod saknas på leverantören. Därmed bara använda momskod på vissa leverantörer och inte behöva använda verifiering och uträkning av momsbelopp på alla. Möjlighet att stänga av uträkning av moms och kontrollen av…

    2 votes

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  11. Ability to export authorization groups into excel, or add a search function within the UI filter on groups that include particular dimensions.

    2 votes

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  12. I would like a button for "Show connections", so that you in just one click can see all connections (IN, PO and GR) for all lines, in the same way you already can for invoices which are in the connect step. Today you have to click on each row to show all connections.

    2 votes

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  13. Ability to return invoices directly to the supplier from Capture, Expense AP or Order based AP and be able to choose from different return-to-supplier templates with different reasons for return.

    2 votes

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  14. Every asian company needs to record the exchange rate from the supplier if the invoice is in foreign currency.

    At the moment there is no control between the exchange rate captured in Medius and the expected exchange rate in the ERP.

    We propose to set a matching rule with tolerance between this field and the currency exchange rate table, because every small issue in the capturing phase might have huge impacts in the GL (eg an exchange rate recognized as 1,327 instead of 1.327 would multiply the invoice value for 1327 instead 1.327)

    This issue prevents to switch on the…

    2 votes

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    1 comment  ·  Match  ·  Admin →
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  15. 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

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  16. 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

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    1 comment  ·  Invoice  ·  Admin →
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  17. Add possibility to mark a comment in inbox as unread.

    2 votes

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  18. 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

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  19. 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

    2 votes

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  20. When an email is sent from Medius, you can only see it in the history. In order to be able to easily see this, it would be easy to also see it as an indicator

    2 votes

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