Skip to content

AP Automation

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

460 results found

  1. A development suggestion; Already authorized lines are not cleared when a specific invoice line was not successfully authorized due to the system not finding the next authorizer.

    Now if one authorizer does not have a supervisor and they approve an invoice that exeeds their limit, all approvals disappear also from other authorizers. This should not happen.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Hello,
    Sometimes there are a lot of deviations on an invoice and the AP departments wants to give a comment on the header level to the purchaser before transferring it to them instead of each line.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. We are missing an options to code an OrderBased invoice and Credit Note through the OrderBased Channel without connecting to a PO using only an Exception Type.

    First, When we are receiving CreditNote it is usually reffered to a PO Invoice and currently we need to make sure the PO # are vioed out and it is handled as an Expense Invoice, which is easily forgotten. It also effects our possibility to search for invoices through PO numbers.

    Secondly, we for some of our Suppliers are using Pre-Payment before Approval. Currently if something goes wrong and we need to just…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. In the admin pages it's possible to add / remove columns in the inbox/expense/orderbased invoices. You can also see which number the column has in the order. We would like this number to be customizable, i.e. be able to put more important columns before others

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Inbox  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Allow negative amount below contract amount to be approved without need to be approved as a devation

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. We would like there to be a hot-key/shortcut for the save button for orderbased and expence invoices.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Extra field in the inbox to be able to sort on date of verification (date when capture has been done)

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Inbox  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Possibility to enter a code for standard accrual on a Supplier and then have a question if you want to use it when you approve an invoice from the supplier.
    This will minimize the risk to forget the accrual or use wrong code.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Accrual template numbering is not in ascending order at the moment - it will be great if this could be changed.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. In the final step in post control it is possible to change the coding on the invoice(lines) by a person assigned with the role "Expense AP". Idea is to remove the possibility to do this from this role. Alternatively, if a change is made, it should go back to the person who coded the invoice(lines) originally.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. We would like the coding on PO-based invoices to be summarized for each invoice line. This instead of having several coding lines with both positive and negative amounts.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. When an invoice is sent for review, it can escalate to others after a period of time. If a user leaves the company or changes roles, we have to remove them from all tasks before the user can be inactivated. In order to remove them from Review, you have to pull back the entire invoice and send back for Review even if you want it to stay with one of the Reviewers. We should be able to go into an invoice and withdraw Review from whichever user(s) we choose without completely removing from the Review process for others.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. New functionality was available to start the payment term based on invoice date or import date in Medius.
    Our agreement with suppliers is to start the payment date on the day of delivery. So you can prevent that you will pay too fast when a supplier is sending their invoices days before delivery date. Some deliveries are days on their way to our warehouses, suppliers are already invoicing when the goods were left their warehouse.
    For us it makes more sense to start from delivery date.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. We use the Contract system for our recurring leases. These payments have amortized schedules for Principal and Interest.
    At present when we enter them, although we can create a Bulk Add for the coding, we still have to enter each amount (Principal and Interest) manually for every transaction and each month because the Principal increases as the Interest decreases.
    It would be helpful to have either
    a) a system so that we can import the amortization schedule from Excel or
    b) Some multiplier to be able to automatically create the Principal/Interest from the monthly payment total and the number of…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Email Notification to users that they should remember to book goods receipt because an invoice is received for an order they are responsible for in eProcurement.
    The invoice is not in the users inbox but is handle by a special department

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Inbox  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. It would be great if the engine for matching would also consider peices (antal) instead of just order number and product number. We have several "call-off orders" (avropsorder) from our supplier where the product number and order number are the same. It is a problem now because a GR-line of 100 000 could be matched automatically for a invoice-line with 80 000 instead of that the GR-line of 80 000 automatically matches for the invoice-line with 80 000.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. We have a large number of invoice approvers working from mobile devices and we use the 'send for review' process to assign invoices to the users 'inbox' to allow them to better track the large numbers of invoices they receive. This also allows consolidation of all invoice notifications into a single daily digest, which is not available with comments. It would be extremely helpful to have the ability to complete reviews on the mobile web app to keep our processes consistent regardless of device used.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Inbox  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. We would like to add more information in the email notifications such as accounting unit, so that users connected to several accounting units directly can see to which unit the invoice belongs.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Administration:
    When I have created an Access Group and added users who will be able to see supplier contract. Its a problem when I will go back to the settings for the Access Group, because in Medius I get a list of all users in our system and must go through all the pages to see which users who has access to this Group and it takes a lot of unnecessary time. I will ONLY see the users who are added to this Group. See attached file.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?