460 results found
-
Improve automation rate in case of different units used (PO/GR/INV)
In case a vendor uses a different unit of measure for invoicing than our PO or GR unit, the current line detail match cannot auto-match due to quantity differences.
By switching to line total matching for such vendors we loose the matching on item level, only the line total amount is matched, that holds the risk that a different item becomes matched an posted. So this is too risky to use.It would improve automation rate significantly for such vendors if a semi line total match option could be used: match based on item ID & line total.
5 votes -
PO responsible in invoice summary
We would like the PO responsible to able to be selected in the invoice summary so it would be easy for the finance department to know whom to contact when there is a problem.
5 votes -
Accounting template_excel file
Possibility to export Accounting template data (eg. coding data) to Excel file.
5 votes -
Allow a workaround for non matching currencies in PO versus Invoice
We recently had a PO made in EUR but the invoice was received in another currency. The system currently doesn't allow matching of these two as the currency is different. It would be convenient if we had a workaround that enables us to process this order based transaction anyway based on the original PO.
5 votes -
o Possibility to remove connections for all lines when an invoice is in analyze step.
We would like the possibility to remove connections for all lines when an invoice is in analyze step, also fully connected lines. Today we need to "Return for connection" to remove all connections. Ex were the invoice has connected to the wrong po-line due to same line amount on several po-lines or line connected to an exceptiontype that should be a po-line instead.
5 votes -
Accrual key on coding/accounting template
I would like to see the possibility to add an accrual key on the coding/accounting templates. It's so easy to miss at the end step to add a key on quarterly or yearly invoices. And it's much easier to add in Medius rather than in our ERP.
Thanks!
/Kristin5 votes -
Bulk approve or reject or reject w/ AR of deviation lines during Analyze stage
Enable a user in an invoice to select multiple lines and then bulk approve deviations.
5 votes -
Show if there are multiple pages Invoicing plan
Show if there are multiple pages Invoicing plan. Today it shows page 1 even if there are several. You have to press 1 to see that there are several. Show have many pages and also that you can press next page.
5 votes -
Indikation på eskalerad faktura
Det skulle vara bra om man i inkorgen snabbt kan se om en faktura har eskalerats till en överordnad chef från förste attestanten.
I MF 10.0 så blev det en pil framför fakturan vilket gjorde att chefen kunde se att denna faktura har förfallit och ej gjorts av första attestanten.
5 votes -
Lock comment on deviations
We can change the previous comment entered in deviations. This is a non sense. Please lock the previously entered comments.
Thank you5 votes -
show total of lines when invalidate and edit
During Invalidate and Edit operation: Order based invoice with multiple lines – to see what is the total amount of lines?
Meaning: I have an expense invoice which I need to change to Order based with 5 PO lines.
Each one has different quantities and unit prices and while creating these lines we are not sure if total of lines are same as our invoice total:If Medius would add a SUM field below or anywhere in Amount box, it would be huge help during Invalidate & Edit as we can have up to mentioned 999 PO lines and if…
5 votes -
Support for creating new Document Approval on mobile
The use case is for Employees working as Sales Rep, and using MediusFlow on their ipads/phones. They would love to be able to create Document Approvals (used for the Travel Expense flow) directly from the mobile interface.
5 votes -
After handling an invoice, one should automatically enter the next invoice in the list, not back to the inbox
The app: After handling an invoice, one should automatically enter the next invoice in the list, instead of going back out to the overview of all the invoices in ones inbox. This would speed up the authorization process.
5 votes -
Bulk authorization for certain Roles or Users
It should be possible to apply a Role that enables bulk authorization. (For Admin users that handle a lot of invoices that does not need to be critically analyzed.)
5 votes -
Options to set Approvers already on the document approval type
We would like to have an option when we create a new document approval type to set which persons that should be able to approve these documents in that type so that this is handled already when we create the document approval type. So not just by giving those users that role but by steer the document approval type to specific users so when a regular users then create a new document the approvers comes by default. This is because we don’t want the documents to be sent to wrong users by accident and also to be able to show…
5 votes -
Reminder as message on mobile
We would like to be reminded by SMS when there is a new invoice to handle as a complement to the email notification.
5 votes -
Tax code Visible when Manually connecting orders to invoice
Today we can't see (in the connection step) the tax code related to the orders imported to Medius.
We can see that first in Analyze step.
For us in our daily work it help us a lot to be able to see the tax code already in the connection step.
The information is already in Medius, we just need the possibility to add that column in that view.5 votes -
(Missing) validation that an invoice, that is not fully coded (mandatory fields not coded) can be distributed in workflow
Currently it is possible to send (distribute) an invoice into the workflow despite not all mandatory fields are coded. There is no validation that prevents such a distribution. In the next step it gets stuck, because if not all mandatory fields filled, the approver has only possibility to reject (and thus send back to accounting) the invoice. That is not useful from a logical and operational point of view.
Only in post control (when sent to ERP) a validation exists, that prevents to send invoice, that lacks mandatory fields in coding, cannot be sent to ERP.
There should be already…
5 votes -
Need for unbroken number series per document type for audit purposes
Gaps in document id because of standard process in Medius XI to give each invoice a document number in different steps (one in document import and one when invoice document; invoice document is removed on regular base, so if you run report to list all documents you have gaps) - that is an issue from ICS/audit perspective - how to proof consistency of system if you have gaps
5 votes -
Add Comment as a column in Invoice inbox
Add a column in the invoice inbox that will show comments on the invoice.
This will save time as you wouldn't need to click on the invoice to be able to see the comment.4 votes
- Don't see your idea?