21 results found
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optional post-control step when creating a supplier contract
Would it be possible, when creating a supplier contract, to have a post-control step (optional) so that an accounting manager can validate the contract and in particular the invoicing plan imputation?
1 vote -
recurring
Matching invoice lines to a contract (recurring invoices). lease invoices are often collective invoices where an invoice line must be matched with an invoice plan line. Now we can only match a full invoice with an invoice plan line.
1 vote -
Index field
Index field
In the contract we would like to add an index field to our invoices with rent, the rent goes up with a specific index enumeration every year and we want it to be automized with the Recurring invoice. Now we have to make a new invoice plan every year and a manual calculation.2 votes -
Search for a contract with title
Would like to search in the field Title for a contract in the dashboard.
1 vote -
Make invoiceplan with the coding month
We use the contract especially for the lease invoices. These contracts have a due of 72 months. When an invoiceplan is made we would like to have in the coding description the month and year. Now we have to manually change the coding lines in the invoiceplan for one leasecontract 72 times
3 votes -
Allow negative amount below contract amount to be approved
Allow negative amount below contract amount to be approved without need to be approved as a devation
2 votes -
Allow contract deviations to be split proportionally, rather than only on a seperate coding line.
When an invoice deviates from a contract, automatic coding does not allow an option to split the accepted (or rejected) deviation according to the coding of the original contract. It adds the entire difference in one seperate coding line and chooses one of the coding lines configured in the contract.
1 vote -
Upload of Contract details at outset to save time when creating a Recurring Contract
We use the Contract system for our recurring leases. These payments have amortized schedules for Principal and Interest.
At present when we enter them, although we can create a Bulk Add for the coding, we still have to enter each amount (Principal and Interest) manually for every transaction and each month because the Principal increases as the Interest decreases.
It would be helpful to have either
a) a system so that we can import the amortization schedule from Excel or
b) Some multiplier to be able to automatically create the Principal/Interest from the monthly payment total and the number of…2 votes -
Access Group for Supplier contract
Administration:
When I have created an Access Group and added users who will be able to see supplier contract. Its a problem when I will go back to the settings for the Access Group, because in Medius I get a list of all users in our system and must go through all the pages to see which users who has access to this Group and it takes a lot of unnecessary time. I will ONLY see the users who are added to this Group. See attached file.2 votes -
Use Contract End date to generate invoicing plan renewals
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 -
Multiple coding lines for Accrual Template Use
We use Supplier Contracts to pay our leases but find several that post in the wrong period each month and therefore have to be corrected by journal entries. The new Accrual Template is a way we can overcome this but presently it only allows the use of one line of coding whereas we need two lines - one for the Principal and the other for Interest. Consequently I have to create two accrual templates for each lease. Can multiple coding lines be added to this template?
1 vote -
Support multiple contracts/agreements billed on one invoice to be matched to multiple invoicing plans
Some suppliers issue a single invoice relating to multiple contracts/agreements, and require payment to be in one transaction for the invoice.
However the company still needs to track contract usage at a per vehicle basis, including having different invoicing plans and start/finish times.
Please create the ability to match one contract based invoice to multiple invoicing plans. Potentially this could be achieved by adding the option to turn on, line-level matching for contract based invoices, rather than the just header-level which is presently offered.
10 votes -
Optional Due Date tolerance
Add an optional due date tolerance of plus/minus x number of days to each contract. Invoice due dates matching within tolerance do not require an approval.
3 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 -
Change multiple existing lines and also sort lines in order of time
Want to be able to change multiple existing lines in the billing plan, both amount per row / period and the associated accounts on that line. Then you can change both the accounting and the amount. Other wishes are when adding new lines to the billing plan, the system will sort the lines in order of time.
2 votes -
Extra notifications
When creating extra notifications, we would like to have the possibility to select an user or an external email address. Not only external email address as it is today.
1 vote -
Download contract image as PDF from Contract Dashboard
Would like to see a function to download all uploaded contract images from a Dashboard search, without having to open the Contract. This functionality is possible for invoice images.
1 vote -
Retroactively add a contract/agreement number to a contract based invoice
Make it possible to retroactively add a contract/agreement number to a contract based invoice and link the contract based invoice to the payment plan, if the contract number was missed at registration.
9 votes -
Invoice history for contract is incomplete and does not support traceability of onctract history
"Invoice history is completely missing at all – there is no traceability of actions that have been taken on the contract; at least following steps should be logged:
1. Who has created when the contract document
2. Who has activated when the contract document
3. Who has modified when settings on the contract document
4. Who has created (or modified) when the invoice plan
5. When was invoice connected to invoice plan"issue of ICS compliance - traceability of a document like agreement should be given as for an invoice document. Essential entries or changes on the document which are…
9 votes -
4-Eyes-principle when creating a new/editing invoice plan/invoice plan item
To prevent fraud we would like to have 4ep apply wheneven an invoice plan item is created or changed.
18 votes
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