460 results found
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Exclude Supplier From Auto-Connect
We have blanket POs for certain items that are delivered based on the supplier's schedule instead of us placing orders. If we receive multiple deliveries of the same quantity, the PO receipts differ only by their received date. In these cases, the system does not pick the "correct" receipt when matching with an invoice, causing problems if a delivery is not received properly that may not be found for weeks.
Being able to exclude these problematic vendors from auto-connect would prevent the mismatch.
13 votes -
Escalation Emails Should Show Invoice Information
Escalation emails should list the invoices that have not yet been approved, showing supplier name, invoice date, invoice number and amount. The current emails are generic and provide no useful information for a manager to address with an approver.
12 votes -
Quantity and unit cost price fields in the Expense Invoice line
We really need a field for quantity and unit cost price on the expense invoices - it would be very useful to be able to enter basic information in this format, on top of the description. These fields should be then integrated to the finance ERP system upon the final integration.
In our system FO Dynamics 365 they already exist, but cannot be populated from Medius.
When manually registering an invoice you can populate q-ty. Then it auto-calculates the unit cost price. We would like something like this to be integrated from Medius (AP Automation)12 votes -
Allow the Home Page to be disabled at a company level
The only feature on the homepage that is of any value is the Notifications tile. Please allow the home page to be disabled at a company level so that users will log into the inbox directly. This would save time and prevent confusion for our users that only create Requisition or Approve Requisitions/Expense invoices.
12 votes -
Avoid automatic selection of item in inbox on login
When a user logs in, they are automatically selecting the first item in the inbox, which makes it read-only for other users. So given the users goes elsewhere, i.e. administration pages, then the other users are blocked from handling this invoice. It would be nice, if there was a way to avoid this by either having a way to release the invoice or simply enter/leave actions on the invoice itself.
12 votes -
Filter inbox based on role
I would like to be able to filter home/inbox based on the "role".
12 votes -
Mobile App - Payment Request Approvals
Approvers need to be able to review and approve any/all payment requests from the mobile app. Currently they are only able to review and approve expense/order based invoices from the mobile app and payment requests are not visable.
11 votes -
Authorization limits should be more visible
When manually assigning invoices or changing authorizer, visible note of a users limits would be helpful.
11 votes -
Change VAT at any point in the invoice lifecycle
We need to be able to change VAT at any point in the invoice lifecycle in Medius without having to restart the lifecycle. Eg at post control we can update VAT amount (and therefore total amount) without having the get an invoice reapproved.
11 votes -
Sort on labels and current handlers
I would have found it handy to also be able to sort on labels and current handlers in the invoices window in AP Automation.
11 votes -
Email notification when users have been added in a temporary delegation
Users added as "delegates" should be informed by system directly of the source and the timeline.
11 votes -
Number of Days in Inbox Notification Requires Invoice Info
Number of Days in Inbox notification emails should list the invoices that have not yet been approved, showing supplier name, invoice date, invoice number and amount. The current emails are generic and provide no useful information for an approver.
10 votes -
Show History details while in Document Import
Currently, the History tab shows blank while an invoice is in document import. It would be helpful to see the Receive and Verify information (see example below).
This could help reach out to the user who verified to confirm the intended changes made or to inform them of errors. This could also assist in updating PO information that was not listed on the face of the invoice, but was provided in the subject line.
10 votes -
Option to make configurable reason codes mandatory on reject
The option to configure approval workflows to have Reason Codes mandatory when rejected, similar to how a comment can be mandatory when an invoice is rejected.
This would make reporting on the configurable Reason Codes very useful.
10 votes -
Post Control and rejected invoices
When an invoice is rejected in Medius AP it goes straight to post control. Would recommend a change where these invoices go back to distribute as it would save a few steps.
10 votes -
Show Business error in history tab of an invoice
When an invoice stops in document import for manual completion a Business Error is shown. This can be e.g Net + Tax =! Gross.
After the invoices is manually corrected(Submit information task) and created the error-history is removed. There is no history event added, nor is it possible to extract with advanced search.
This should be added both to the history tab og the invoices and in the report tool for two reasons:
For easier investigation of issues reported by users. Often users blame the system when actually it is the users that have manually "corrected" an invoice wrongly
To…
10 votes -
sorting invoies at dimension level in inbox, dashboard
Sorting invoices at dimension level in inbox and dashboard
For some of our companies, we have a large invoice inflow of around 100,000 invoices per year, so we also have several different groups of precoders who will handle these invoices.
Since they all have a common inbox, it is a huge problem for us when you cannot sort or select invoices based on cost center, it also feels unreasonable that we cannot in the dashboard sort the invoices based on cost center
For our Precoder and Approver it is absolute necessary that they can see and filter for the property…
10 votes -
orderbased->expense invoice
would be nice if during changing expense invoice to orderbased (and opposite) new voucher will not be created and invoice number will not be changed.
In fact this is the same document10 votes -
EMAIL TEMPLATE - USING EMAIL FUNCTIONALITY IN MEDIUS
EMAIL TEMPLATE - USING EMAIL FUNCTIONALITY IN MEDIUS
It would be great if we could design our own email templates. In Medius we have the email functionality but are not able to select "predefined templates". Also we do not have a track when a mail is send out by using Medius. In case we have an incorrect invoice, invoice in wrong company, invoice for which we need to request a proof of payment … now we need to send this from our personal inbox and nobody in the team can see what action is already done.10 votes -
Make more visible on which invoice line error "undelivered connection" is related to.
When we have multiple invoices with same PO (overcharged?), and the first invoice gets booked, we are not able to book the second invoice. The error "Undelivered connections exist" is given at the top of the invoice. As we have invoices with > 100 lines, it becomes very difficult to figure out which line is related to this error.
Our suggestion is
- to add to this error message: "Undelivered connection exist on invoice line(s) 3, 43, 118.
- or to add an extra button next to "show deviations" like "undelivered lines". If we click on that, automatically, filtered out…10 votes
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