74 results found
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Incoming Inbox Search - Sender Email Address
There should be a filter for the Sender Email Address Field present in the incoming inbox section and currently is not one. While a user can use the top search box for this it does not save the filter if you leave the inbox screen and return to it. The ask is to make it a filter that can be saved.
1 vote -
Allow posting invoices with final posting date outside of open period in D365.
D365 has a functionality that for order based invoices it allows posting the invoice even if the final posting date is outside of the open period. D365 will assign the first date of the open period as the posting date. Currently invoices posted from Medius come with an error that posting date is outside of the open period. This functionality in D365 is currently available for order based invoices only.
1 vote -
Approve multiple deviations at once
We want to be able to approve all deviations at once, just like you can as an invoice approver (approve all my lines)
8 votesHi
We are already supporting bulk approval/rejection of deviation.
The access key AnalyzeDeviationsInBulk on roles controls whether the user are allowed to approve/reject in bulk
For details please see: https://success.medius.com/documentation/administration_guide/administration_pages/role/#match
Regards
/Camilla
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Change deviation approver on individual invoices
Possibility to change deviation approver on individual invoices.
2 votes -
authorize
If a recurring invoice differs from a contract, it goes to the analyze step. It would be nice to be able also send the invoice to be authorized like a normal invoice if there are changes that needed to be approved.
1 vote -
Add posting date column into Expense invoice list
Adding the posting date column into Expense invoice section would help massively to see especially the month change situation straight on the Inbox page. Also would help to separate invoices already for becoming months.
1 voteHi
Posting date can be added as an inbox column. Please see https://success.medius.com/documentation/administration_guide/administration_pages/folder/#gatsby-focus-wrapper how to enable it
Regards
/Camilla Karlgren
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Delayed connect
We often receive invoices from specific vendors before we are able to create a PO.
The result of this is that Medius is that connection has to be done manually in Medius.
It would be a great help if it was possible to set a "delayed connection" on a vendor to e.g. X days, and thereby securing that the automatic connection is not performed until after the X days2 votesHi
Bu using the Goods in transit function you can specify the number of days goods delivery usually takes.
We have also introduced an “Inbox filter for missing goods receipt”
See https://success.medius.com/release-notes/R90/#new-inbox-filter-for-missing-goods-receipt
Regards
/Camilla -
Link a credit invoice to a debit invoice
When I receive a credit, I would like be able to link it to my previous debit, as it both increases the traceability and it helps them to follow at the same time over to the financial system. For better illustration, see Ascendo's function for this.
När jag erhåller en kreditfaktura önskar jag möjlighet att koppla den till min tidigare debetfaktura, då det både ökar spårbarheten samt bidrar till att de i de flesta fall kommer följas till banken i samma betalfil. Se koncernbolaget Ascendos funktion för att koppla fakturor.
39 votes -
Analyze just send to purcahse person when it´s a devidation
It should just be sent to purschase person when it´s a devidation. Not when the system have matched the po line aginst the invoice line. It´s confusing for the person that recive that invoice..
2 votes -
A remove-all-PO-connections button
today we have to show all lines, then mark and then unconnect in the manually connect-step.
it would be easier to have one button who can remove all connections at once.19 votes -
Invoices by contract based
We wish that the owner of a contract should be able to search and see all the invoices that belong to the contract and are connected by the contract based.
The authorization group of the owner should be independent.1 voteNew report available: Contract Invoicing Plan Items – Connections with Invoices
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Supplier Contract Invoicing plan information available as a Report
Add the ability to generate a report from the reports screen that contains the information from the supplier contract invoicing plan. It would be good to get a report that shows which invoicing plan items are connected to invoice and what those invoices are.
3 votesReleased in R84.
Please see release highlights for more information
https://success.medius.com/release-notes/R84/#recurring -
We would like an option to make an dimension a required field in coding line. This in the same way as we can setup free format fields
We would like an option to make an dimension a required field in coding line. This in the same way as we can setup free format fields. Per dimension you can select if this field is required or not in a coding line. When it is an required field Medius have to give an error when that dimension field is empty when it is distributed.
3 votesHi
This can be achieved by using the “Restriction rules”.
Please see documentation for more detailsRegard
/Camilla Karlgren -
Approval based on project role
We are a project based organisation that have two different roles already assigned on the project in our ERP, project responsible and project manager. According to our approval rules the project manager has rights to approve up to a certain amount and invoices above that amount should be approved by the project responsible.
These values are already imported into MediusFlow from our ERP but we cannot set up a rule to get the invoices to be approved by the right persons. We would like to link the approvers amount limit to a certain project but they should only be able…
4 votes -
Expand Excel coding rows
It would be nice if the copy paste function from excel could be expanded to 1000 or more rows from the current 200 rows
8 votes -
Overdue invoices in APs inbox on report
There is no option to choose tasks that concerns AP in filter "Current handler" when creating a report for overdue invoices.
Eg. roles such as orderbased AP, Expense AP, Integrations error role.
This kind of report will make it easier for AP to capture overdues invoices.
4 votes -
Search on comments
All comments should be searchable and possible to complete afterwards. For better illustration, see Ascendo's function.
Önskvärt att samtliga kommentarer ska vara sökbara samt möjliga att komplettera i efterhand.
3 votesHi
In release R81 we added two comment-related fields to Invoices and Invoices – coding report sources:
Latest comment – contains the comment most recently added to the invoice.
Latest comment by – contains information about the latest comment’s author.
Additionally, you can filter report results to only display data for invoices that contain comments, or with latest comment authored by a specific user.
For more information please see the release notes
https://success.medius.com/release-notes/R81/#general
Regards
/Camilla -
Inbox hold settings
We would like to see the inbox hold settings that are changed (i.e. show 100 more - every time you click out of it you lose this setting)
25 votesHi
Setting in inbox remains. Introduced in R102.
https://success.medius.com/release-notes/R102#change-page-size-selection-improvements
Regards
/Camilla
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Filter inbox : Turn around the existing filtering on "review"
In stead of only seeing the reviews, it would be more interesting and much more helpfull to HIDE the review invoices. Currently available: "Create filter" > "Show only documents in review". Please add the possibility to "Show only documents that are NOT in review"
8 votesReleased as part of R112
Please see https://success.medius.com/release-notes/R112/#new-new-filter-for-documents-in-review
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Invalidate Control via Role Assignment
Ability to control who can "Invalidate" and/or "Invalidate & Edit" invoice, maybe via Role Assignment?
2 votesHi
This is possible by using the the access keys “InvalidateInvoice”
Please see documentation for more information
https://success.medius.com/documentation/administration_guide/administration_pages/role/#access-keysRegards
/Camilla Karlgren
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