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  1. When the user fill out the coding template (and even when they approve) they want to se the name of all DIM without having to stand with the mousse over the account.

    8 votes

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    0 comments  ·  Invoice  ·  Admin →
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  2. it would be very helpful for price deviation approvers to see the deviation amount as % as well in that little approving window..
    Often suppliers do price increases of xx %, then it will be easy to determine if that price difference is related to such increases.

    8 votes

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  3. Currently, if there is more than 100 items within an inbox function, you have to select "Show 100" multiple times to see a full list of items within the inbox. We would like to see a "Show All" button which would expand and show all items within a function. For example, Incoming Invoice has 352 invoices, select "Show All" to see all 352 instead of having to click "Show 100" multiple times).

    8 votes

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    0 comments  ·  Inbox  ·  Admin →
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  4. Make the Invoicing plan detail part of header data (details tab).
    Invoicing plan (number of periods) is then automatically setup based on contract Start and End date. Before end date, send notice to contract owner to renew through xx date or end contract. New invoicing plan is auto-generated based on new approved end date.

    8 votes

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  5. If someone has activated its temporary delegation, it should be good that we get a pop up, informing us that this person is out of office when sending @function.

    8 votes

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    1 comment  ·  Invoice  ·  Admin →
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  6. Display in Comments and History tabs where the comment originated.
    E.g. comment when sent for review, comment when put on hold, comment made in the Comment tab.

    Now there is just a bunch of comments with no real correlation to events.

    8 votes

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    0 comments  ·  Invoice  ·  Admin →
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  7. Our approvers would like to understand which of their approved invoices will be sent for further approval and why it will be sent further. Therefore, showing the total deviation per approver will give this clear overview. Next to that, they also would like to know to whom it will be sent (if it goes to the president, than they have the possibility to prepare the case.)

    8 votes

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  8. It would be great if there was possiblity to copy and paste image from for example an email, see encl. example

    8 votes

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    0 comments  ·  Invoice  ·  Admin →
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  9. Currently there is no dashboard function available for document approvals, which is inconvenient for normal users to follow up and search for documents.
    Additionally you can't use "control center" function. The button is available however when you set control center to a document you get a blank page, which is useless.
    Dashboard function should allow to search (filter) on company, document number, document type, the relevant (custom) fields, label.

    8 votes

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  10. When you use the skip button it would be wise for MF to ask for a confirmation; e.g. are you sure you want to skip the invoice?
    If you now accidentally click this button the invoice is skipped and nothing can be done.

    8 votes

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    1 comment  ·  Invoice  ·  Admin →
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  11. We have an issue with the overview when superiors are approving invoices that employees has previously approved.
    It can be difficult for a superior to see who did what on an invoice.
    Therefor i would like to suggest an extra filter besides "show all" and "main actions", it could be called "approvals" or something like that.

    Also it would be nice if its possible to force the invoice to open to the history with this filter when a superior has to approve it.

    8 votes

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    0 comments  ·  Invoice  ·  Admin →
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  12. I would like to see the process benchmarks in the mobile web app.
    This should only be available to users subscribing to a certain role in the system (business managers and process managers)

    I would like to see the MediusFlow benchmarks and the overall numbers for my organisation side by side.
    Ideally I would also like to see the trend for my organization's numbers.

    8 votes

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    1 comment  ·  Admin →
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  13. It should be possible to see the comment field, when you are in "Connect lines". We often see important information in the comments, to use when we do the manual matching, so currently we need to do a screen dump of the comments, so we can see it while doing the matching. That could be done more smoothly.

    7 votes

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    0 comments  ·  Match  ·  Admin →
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  14. When pulling report data, the Past Handler field currently lists users in alphabetical order by name. This would be more beneficial to be sorted in the order that users worked the invoice.

    For example: Handler1 = Verified/created, Handler2 = Connected, Handler3 = Analyzed, Handler4 = Connected (if returned by Analyze), etc...

    7 votes

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  15. Please offer option where any connected lines, even those with Deviations (e.g. LineTotal, Quantity) can be re-connected/corrected in Analyze. Also enable 'Find Order' in the Connect Lines view under this scenario.

    There are certain processes where AP receives Analyze Task. They can see the lines in question on the main Analyze screen, but they are not visible once "Connect Lines" button is pressed. This causes confusion and un-necessary steps where the invoice must be returned to Connect Task for the lines to be re-connected/corrected.

    The documentation states ViewAllDeviations access key will enable this, but that is inaccurate. For Example, Orderbased…

    7 votes

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    0 comments  ·  Match  ·  Admin →
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  16. As it is now, it's only possible to set an absolute limit on deviation approvals in the authorization group. We would like to set it as a % of the full amount like it is possible in other places in Medius.

    7 votes

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    1 comment  ·  Match  ·  Admin →
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  17. It is too easy for an AP person to click on an action button in a task that is outside of their core responsibility. The buttons are all the same color until you get into error tasks. This looks sleek but it's easy to confuse them. Connection Done, Confirm, Final Approval, Send...these should all be unique colors.

    7 votes

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    1 comment  ·  Match  ·  Admin →
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  18. Is it possible to include the "attestant" in the accounting templates? We have a lot of invoices that always look a like and depending on the supplier, is attested by the same user everytime.

    7 votes

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    1 comment  ·  Invoice  ·  Admin →
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  19. Today there is no history if you have made an accrual or not. Could you add this, so if you make one it will show under history?

    7 votes

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    0 comments  ·  Invoice  ·  Admin →
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  20. Add certain label at document import based on invoice due date and/or item number on purchase order.

    6 votes

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    0 comments  ·  Invoice  ·  Admin →
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