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  1. The idea is to track approval dates and help us understand where the delay is, by generating an excel we can see how we can improve, where the roadblock and prepare reports on this.

    6 votes

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  2. In the connect step for PO invoices we have to press the 'Show connected lines' and 'Show connections' buttons each time or we will miss the automatic connections (which sometimes need to be corrected). It would be handy if Medius remembers our last settings. Would save 2 button presses on each PO invoice.

    6 votes

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    1 comment  ·  Match  ·  Admin →
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  3. It would be great if we could use wildcards in the inbox filters.
    This way we could filter for example on all invoices where the vendor name begins with "A" (we have users being responsible for a specific letter) or the supplier ID starts with "IC-" (to filter on Intercompany invoices).
    This should be available for all fields with a common logic like "" (Asterisk) stands for any character string or "?" for a single character.
    It should also take into consideration where the wildcard is used. Like E
    means value starts with an "E" and any number of…

    6 votes

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    0 comments  ·  Inbox  ·  Admin →
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  4. invoices in document import should be able to be send back to task verify in incoming invoices box

    6 votes

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    1 comment  ·  Invoice  ·  Admin →
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  5. A role that you cannot distribute to should not be visible in the distribution list. For better illustration, see Ascendo's function.

    En roll som man inte kan distribuera till ska ej heller vara synlig i distributionslistan.

    6 votes

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    1 comment  ·  Invoice  ·  Admin →
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  6. Should be able to see both approvals (Attestant) on the line, it takes too much extra time to klick on the "i" button to so who approved before yourself.

    6 votes

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    0 comments  ·  Invoice  ·  Admin →
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  7. We would like to be able to see comments when hovering over them in the inbox

    6 votes

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  8. well i was connecting some order based invoices at work and then i needed to change the way i connect the rows between D, T and A but the invoice had so many rows and it took me som time to change all the rows from D to T, i wished that there was an option to do that manuelly for all rows, because right now medius does it automaticly for the rows that have exact amount of money as in the Po order line! see my attachment,,,
    Thank you and have a wonderfull christmas
    Ali Al-Saadi

    6 votes

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  9. It would be good to have the possibility to predefine cost center on all users, so that when they receive invoices in their inbox they are already noted with CC.

    This will make it much easier to ensure correct accruals of open invoices at month end, especially if you have a need to split on CC on the accruals.
    As of now all open invoices that have been distributed, is listed with an empty cell for CC.

    6 votes

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    1 comment  ·  Inbox  ·  Admin →
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  10. When invoice is on review, don´t let the system auto-connect it to a purchase order.
    As the invoice is on review it mostly means (for us) that we need some kind of answer, or even action, before connecting and sending it further into the system. As the system ends the review and auto-connect we instantly have to re-send it on review and we also take a risk to forget about the invoice in the large flow of invoices.

    6 votes

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  11. When you are delegatee and you have some specific roles assigned it happens that invoices appear twice in your inbox. This view is inconvenient and create a bad impression of important workload for end-user.
    Could it be possible to make the invoices appear only once if we keep the status messages when opening it?

    6 votes

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    0 comments  ·  Inbox  ·  Admin →
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  12. Currently you are not able to enter a link to another document (e.g. invoice, contract, another document, ..) immediately when you set up the document. You need to take an intermediate step to save it as a draft and then you can add a link. This intermediate step is inconvenient - you should be able to create and distribute the document in one step

    6 votes

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    1 comment  ·  Invoice  ·  Admin →
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  13. Please create separate notification type, when new Invoice has been sent for Review. Special Notifications types are available for Completion and Withdrawal of review, but not for "Creation" of Review.
    Currently Notification type “New task” controls also notifications for invoices sent for Review, but it also controls same time notifications for ALL new tasks. For AP users "New task" notifications are disabled or otherwize hundreds of emails are received for all new invoices handled in Medius, but same time they need to receive Notifications, when new invoice is sent for Review for them.
    Therefore the new Notification type is needed,…

    6 votes

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    0 comments  ·  Invoice  ·  Admin →
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  14. Today MediusFlow does not record who is making connection but who is pushing invoice further in flow (hitting "Connection done" button in that case).
    If you enable automatic connection then you cannot access all invoice history and only see what the system has done but not users.

    6 votes

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    2 comments  ·  Match  ·  Admin →
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  15. 6 votes

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  16. We work with different workflows depending on invoice type.
    We uses authorization of deviation.
    We would like to have possibilities to add different "Responsible user" depending on if it is a PO invoice or a Expense invoice.

    6 votes

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    1 comment  ·  Invoice  ·  Admin →
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  17. Dear Team,
    with reference to the Medius Support Desk ticket #436969 we have a demand by the reporting:

    Our goal is to display all of the invoices (incoming invoices + document import + open invoices) in one report because based on the feedback by the support desk it is not possible at the moment.

    5 votes

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    0 comments  ·  Invoice  ·  Admin →
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  18. Suggestion:
    - to have this scrolling opportunity not only at the ends of the columns
    - opportunity to modify the column order (as far as I know by connection we
    do not have this opportunity we can just tick the columns what we would
    like to display)
    - opportunity to freeze panes/or top row (headers), first columns etc. like in
    an excel file

    Reason:
    If we have many PO. invoice lines then it is a hard work to check the item lines because we have scrolling options only at the end of the lines - vertically and horizontally also.

    Example…

    5 votes

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  19. When working with the routing table, it would be very useful to be able to see the name of the Supplier in addition to Supplier id no.

    5 votes

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    0 comments  ·  Invoice  ·  Admin →
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  20. We capture at the line level for all Orderbased invoices. When we need to code all lines to exception type we have to remove lines one by one during invalidate & edit to create one line that we can code to. Need to be able to do one or the other of 1. use an exception type at the header or 2. have an option to remove multiple or remove all lines in invalidate and edit.

    5 votes

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