461 results found
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See suppliers that a user is set as responsible for on the user
I would like to have a summary of which suppliers a user is set as responsible for on the user. In that way it would be much easier to know which suppliers to change the responsible for, for example when a user is leaving and is being replaced by another user. I know you can create a report for this, but to have it directly on the user would be better.
4 votes -
Field for invoice type in Dashboard
When searching in Dashboard, I would like to be able to choose to only show orderbased invoices or expense invoices. Similar to the way you today can choose to only show invoices with certain labels
4 votes -
Archived Purchase Orders from ERP
We currently import purchase orders from our ERP if they are in “Received/Released”. If we manual close a purchase order in our ERP, it still shows up as available in Medius. We should be able to remove purchase orders from Medius that are in archive status so they are not available as "open" when connecting.
4 votes -
Bulk operation - download, print etc
More bulk operation options for invoices, for example download multiple attachments at the same time
4 votes -
Temporary delegation - Show analysed/ authorised on behalf of (like Expense)
When somebody has delegated their PO-based invoices, we'd like to see it in the history as "Analysed on behalf of xxxx" , similar to how it is shown for Expense Invoices.
Currently we have a few invoices that are going in a loop. A supplier responsible has delegated their invoices, that person analyses the deviation, but Medius keeps returning the deviation to the supplier responsible because it doesn't register that person has "handled the deviation".
4 votes -
Authorize step: Invoice with no coding lines shouldn't be able to send forward to post control
There should be a rule for authorizers, when an invoice is completely empty, with no lines at all, you can't click send. Now this forwards the invoice to post control, but it would be critical to not be able do this at all. Empty coding lines (invoice not in balance) could still be sent forward, but invoice has to have a user assigned to it.
4 votes -
Authorise/Review: Expense AP to be able to reject/recall
Can expense AP have the ability to reject or recall items that have been sent out to authorise or review? Currently we are unable to do this and items are stuck with business users until they action it
4 votes -
Authorize deviations - Order based invoice - Return for connection button
It would be really helpful to add the return for connection button during the Autorize deviations step.
Indeed, when the step is trigered and there is no blocking rule to stop document in Post control stage there is no way to come back and redo a connection.
Please note that a systemic top in Post Control can't be put in place in some cases (for instance when you do no want it for Goods PO and the authorize deviation step is used only for Indirect PO).4 votes -
Forward to another user
We wan´t forward the invoices to another user when we are using the app. We have several users that use the app on holiday for ex. They sometimes must send the invoice to another user.
4 votes -
Invoice has been rejected should not go in Post Control
If an Invoice has been rejected it should not go to the step Post Control. Now the invoice goes directly in Post Control and with the amount of invoices we have the invoice will be archives. It is not directly vissible that the invoice has been rejected. This means that the invoice wil be payed despite the rejection of the invoice
4 votes -
Analyze - use Routing table for distribution
We would like to use the routing table to distribute the analysis of deviations.
AFAIK that is not an option at the moment?We currently use Supplier responsible, but maintaining 1200+ Supplier Responsibles is clumsy. Especially if they change a lot (which they regularly do, when people join/leave our purchasing department).
4 votes -
Document Import - Duplicate Check First
Would like to see duplicate check be the first in the document import verifications. The out of balance errors are prioritized ahead of this duplicate error and you spend a lot of time fixing things to then only find out they need deleted as duplicate. Thank you!
4 votes -
Automatic Coding
Ability to assign automatic coding on the user level for payment requests creators
4 votes -
Inbox Column Options
The ability to have additional columns for the invoice inbox. The main one that would be helpful is the invoice create date.
4 votes -
Provide a placeholder for documents that need to be mailed with a check.
Provide a placeholder for documents that need to be mailed with a check. We have multiple AP staff approving invoices and sending to our ERP system. We have 1 staff person that prints the checks. Would be nice to be able to print a job that pulls all documents that need to be sent with the checks. These could be a separate attachment to the invoice. The print job would pull all documents that need to be mailed with check. Once those documents are printed, add an indicator so that it doesn't print the next time the job is run.…
4 votes -
Post control-setup in document validation rule
There are a lot of parameters you could use to determine which invoices you would like to stop for post control. What I miss though is the possibility to base some of that on exclusion instead of inclusion. That is possible with suppliers with this operator != but not for accounting dimensions (like G/L account). So if that operator could be added for accounting dimensions it would be beneficial.
4 votes -
Automatically tab to next part of the account string once entered
Our CFO has asked if there is an option that the account string could autmatically tab to the next dimension (segment in our case) of the account string when entered by the manager. For example our account string DD-CCC-GGGGG-SSS plus description. At the moment they type the numbers have to click the drop down then move and click in the next dimension. It would be good if we could improve the efficiency of this.
4 votes -
Display dimension description by default
Hello, most of our users do not have any knowledge of the GL codes and always refer to the description. It could be good if by default they could see the description to faster the process of invoice validation.
4 votes -
Is it possbile to match against EAN numbers?
We would like to match invoices against purchase orders using EAN numbers. EAN number are universal and are always thirteen numbers long without letters or symbols. This would give us a better matching percentage. If in the first case an EAN number is not given then the system should try to match against the suppliers articles number. The third option should be our article number.
4 votes -
Multiple companies with excel upload
Would like the ability to upload multiple companies when utilizing the Excel coding line feature. Currently the company field is not available to allow coding across multiple companies in an upload.
4 votes
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