91 results found
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Stop invoices with deviations based on value
We would like to be able to stop PO invoices in post control that have an approved deviation greater than XX SEK. Today you can only stop all invoices with approved or rejected deviation but not with any discernment of the value.
3 votes -
invalidate and edit orderbased invoice
When you invalidate and edit a orderbased invoice it would be nice to se the total sum of all rows.
17 votes -
Accounting template for Order Based Invoices
Extend the possibility to use Accounting Template for Order Based Invoices, the same as already exists for Expense Invoices
4 votes -
Exclude Supplier From Auto-Connect
We have blanket POs for certain items that are delivered based on the supplier's schedule instead of us placing orders. If we receive multiple deliveries of the same quantity, the PO receipts differ only by their received date. In these cases, the system does not pick the "correct" receipt when matching with an invoice, causing problems if a delivery is not received properly that may not be found for weeks.
Being able to exclude these problematic vendors from auto-connect would prevent the mismatch.
11 votes -
Find Order page- modification on Connection step
On "Find Order" page add possibility to see in column also field User Name who created that PO. It wil help avoid mistakes during connection step by Accountant team
3 votes -
Invoice Date / Receipt Date Tolerance for Auto-Connect
When matching invoices against a blanket PO with many receipts, it would be helpful to require that the invoice date and PO receipt date are within a certain number of days of each other.
For instance:
The receipt date must be within 1 day of the invoice date
The receipt date must be prior to the invoice date (no limit)3 votes -
Clean order number for better automatic connection
If we could "clean" order numbers from non-alphabetical characters then our matching rate would increase.
Today ABC123 won't match with abc-1232 votes -
Possibility to put tolerances on head level, eventhough we have unitprice and qty approvals.
Due to 3-waymatching, we have to approve deviations on unitprices and qty on line level. However, the deviation tolerance should not be on line level, and certainly not on unit price or qty, but should be possible on total invoice net amount.
1 vote -
Extended distribution in Authorize deviation
Business case
Deviations on PO invoices are validated to Approver’s limit. If limit is exceeded, the deviation is sent for authorization.
There is a need for distributing these deviations to a functional role, e.g. Purchasing manager.
• Current
It is only possible to distribute to UserResponsible, SupplierResponsible, CompanyResponsible.
These roles are often used for other purposes, and can’t be applied in this case.
• Expected
It should be possible to distribute based on more categories/roles. At least an additional responsible on company level – e.g. CompanyPurchasingResponsible.
Also the possibility to setup a second UserResponsible (to be used e.g. fore a…1 vote -
Allow Exceptions to Require a Comment
For future reference it would be nice to know why we opted to Short Pay an invoice using that Exception type. If the exception required a comment, then the user would be forced to add one when connecting it to an order based invoice.
The same would also be beneficial when using that Dimension directly in Expense, but that seems more complicated as you'd effectively be allowing a Dimension to require a comment.
1 vote -
Auto-distribute invoices to the requisitioner (only applies when the requisition is created in MediusFlow)
...also for Approval after Deviation analysis
2 votes
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