460 results found
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Item coding - automatic coding of invoices based on item number
We store coding templates in our item master.
We capture line level information from invoices.
We don't match against orders.
We would like MediusFlow to automatically apply coding on invoice lines based on the item number. Each item number has a code string that we store in our item master.
This would enable all invoices that contain item numbers on line level to be automatically coded and thereby also automatically distributed to the appropriate approver.2 votes -
Clean order number for better automatic connection
If we could "clean" order numbers from non-alphabetical characters then our matching rate would increase.
Today ABC123 won't match with abc-1232 votes -
Remove Escalations on Invoices assigned to standard Medius roles
If an invoice is assigned to one of the following roles, do not escalate it. The escalation will reach too many people and add noise to the inbox.
Orderbased AP
Expense AP
Post Control
Integration Error1 vote -
Can an automated notice be sent to the first approver if the second approver rejects the invoice when using Four eyes principle?
When using Four eyes principle we would like for the first approver to be notified if the second approver rejects the invoice. Currently the first approver has no knowledge unless they routinely check to see if Archived.
1 vote -
Add field in inbox for purchase requisition (field amount)
Would it be possible in the inbox for the purchase requisition to have the amount in the columns that can be displayed?
1 vote -
Routing table setup - last modified timestamp in UI
This was discussed during our recent implementation project as well.
When importing routing table excel files to Medius, no timestamp is saved / visualized for the users. This missing feature is creating problems related to...We need to on a very regular basis upload new versions of the routing table due to staff changes internally and new dimensions being created in our ERP. Since we need to update routing for all of our companies (which will be even more in the future as we plan to grow), the user doing the uploads have to take "mental notes" on which companies…
1 vote -
Restriction Rule Configuration
Allow the ability to choose document type when configuring restriction rules. For example, we want to apply restriction rule to only non-PO invoices to enforce that the memo field on the coding line is populated. The memo field can be blank for PO invoices.
1 vote -
Give extra CC-dimention on one isolated GL-dimension
We are only using two dimentions in MF.
Dimention 1 = GL account and Dimentions 2 = CC
Normally we have only given the user access to one or a few CC´s.
We would like to be able to give a user access to extra CC´s when booking on a specific GL account.
But those CC´s should not be possible to use in combination with other GL accounts.1 vote -
More dimension values
We'd like to see more dimension values so we can add more fields on the coding lines for our sub client specific tracking items. 12 we've found is insufficient.
1 vote -
Correction entries on quantity without Negative goods receipt
If Medius allows to book correction entries on quantity without negative goods receipt, then goods receipt will get open to book invoice with right quantity.
1 vote -
User Forum
We need a user forum that we can bounce questions or ideas off of other users of the platform - Support is generally justa FAQ referral to something that may or may not be helpful - the FAQ section is usually written to a higher comprehension level than I have of the Medius software as well. A live interactive forum would be amazing to talk to other users to see what they do in a certain situation that is "normal" or need advice.
1 vote -
Drill down / cascading custom lists
The ability to add two, potentially more custom list items to the invoice header, where List1 you would select a header category, and that would filter the items in the second list. We currently have very large lists, which are difficult to find items in them. Having the ability to select a category in one list, that would select the relevant sub categories in the second list would make things much easier.
1 vote -
Textbox size - Routing
Hi,
When handling invoices and routing/approving them we always use the text-box to fill in some details about the invoice. Unfortunately the textbox is so small that if you write longer texts not all of the text will be seen from an overview layout (you have to go into the textbox manually and scroll to the end in order to see the full text). When controlling that everything is correct while approving it is time consuming to scroll to the end everytime to make sure all the correct details are in the textbox. It would be much more enjoyable and…
1 vote -
To search invoices in dashboard based on Prefix and suffix of invoice Number
There should be an option to search the invoices by using *(STAR) OR ignoring prefix ZERO's in dashboard.
1 vote -
To expand Length of user Display in Dashboard Report
Each time we have to adjust the bar to read complete name of current handler in Dashboard. Extending length of display would resolve this and save the time
Also, alignment of title 'Total' is needed in dashboard
1 vote -
Escalation Scheduled Job
Create a separate scheduled job to send out escalation notifications. Currently, this notification is included in the ReminderSenderJob. We need a separate job in order to adjust the repeat time for escalation notifications.
1 vote -
Escalation Notifications to continue through supervisor Hierarchy
Request to improve invoice escalation notifications. After an invoice has been escalated to the supervisor, if the supervisor does not address it after x days then it is escalated to their supervisor.
1 vote -
Extra approval of invoice outside the current approval flow
We would like to add a step to the current approval flow of an invoice where the registered “owner” of a cost center and/or project gets to approve the invoice after the first approval before the invoice is returned to the original approval flow. The reason for this is that we have invoices that are handled in a central purchasing flow (e.g. IT-hardware) where the invoice is approved by the IT department and if the invoice is accounted on e.g. the finance department, the CFO will not see the invoice during the approval flow.
1 vote -
Possibility to configure the column length of Label in Invoice inbox
Could Medius add the possibiltiy to configure the length of the column for Labels in invoice inbox? Sometimes you need to have multiple labels on one invoice and today there is no good overview of multiple labels on one invoice in the invoice inbox, see example attached.
1 vote -
Block deviation approval if no PO. connected
If there is PO. connected to one item and it goes to "analyze" step for some reason but there is no GR. then (if the "Block deviation approval if GRs are missing" is set to YES) you can not approve the deviation.
But if there are more lines and one of them is not connected to any PO. but the invoice is in analyze step - you have the opportunity to "approve" the deviation although there is no GR.
If no PO. connected it means no GR - the rule above ("Block deviation approval if GRs are missing") should consider…
1 vote
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