210 results found
-
"Bulk-update" invoices in "Analyze" status to different purchasers
We would like to be able to "Bulk-update" invoices in "Analyze" status different purchasers based on their availability during the day. Today they have to manually distribute each and every one
3 votes -
Escalation Scheduled Job
Create a separate scheduled job to send out escalation notifications. Currently, this notification is included in the ReminderSenderJob. We need a separate job in order to adjust the repeat time for escalation notifications.
1 vote -
Escalation Notifications to continue through supervisor Hierarchy
Request to improve invoice escalation notifications. After an invoice has been escalated to the supervisor, if the supervisor does not address it after x days then it is escalated to their supervisor.
1 vote -
Quantity and unit cost price fields in the Expense Invoice line
We really need a field for quantity and unit cost price on the expense invoices - it would be very useful to be able to enter basic information in this format, on top of the description. These fields should be then integrated to the finance ERP system upon the final integration.
In our system FO Dynamics 365 they already exist, but cannot be populated from Medius.
When manually registering an invoice you can populate q-ty. Then it auto-calculates the unit cost price. We would like something like this to be integrated from Medius (AP Automation)12 votes -
Extra approval of invoice outside the current approval flow
We would like to add a step to the current approval flow of an invoice where the registered “owner” of a cost center and/or project gets to approve the invoice after the first approval before the invoice is returned to the original approval flow. The reason for this is that we have invoices that are handled in a central purchasing flow (e.g. IT-hardware) where the invoice is approved by the IT department and if the invoice is accounted on e.g. the finance department, the CFO will not see the invoice during the approval flow.
1 vote -
Administration/Supplier - delete
As an admin user it is a basic function by other systems like this to have the option to delete a supplier (not only deactivate) and we would like to have this function in Medius system
2 votes -
Improve Discount Due Date calculation for invoices with cut offs
In North American, is it very comment to have cutoff dates on discount due date. For example, vendor would provide discount term 2% 15th month following net 30 days of month following with cut of date on 25th of every month.
If an invoice is issued between 1st to 25th of August, the discount due date is the 15th of September, net due is 30th of September.
If an invoice is issued between 26th to 31st of August, the discount due date is the 15th of October, net due is 30th of October.
Medius currently dose not have cutoff option…
2 votes -
Accrual scheme with project
We want to be able to code against a project and use the accrual schemes set up which is not possible today. Now we code against a balance account in MF and then in Dynamics 365 we have to do a manual general journal entry to expense the cost against the project in the correct period.
9 votes -
Can we extract multipe pfd, eg Poland needs a download of all pdf for one year, in a simple way. Like company, year, supplier.
Can we extract multipe pfd, eg Poland needs a download of all pdf for one year, in a simple way. Like company, year, supplier.
3 votes -
Default VAT-code if there is no VAT-code on supplier, and use VAT-codes if there is a VAT-code on supplier
Should be possible to use default VAT in those cases where there is no VAT-code on supplier. And only use VAT-code if there is a VAT-code on supplier. We don't want to use VAT-codes and calculation og VAT on all suppliers. Possibilitie to close the calculation and verificaiton of tax amount one some suppliers.
Borde vara möjligt att kombinera momskod på leverantör med en standardmoms i de fall momskod saknas på leverantören. Därmed bara använda momskod på vissa leverantörer och inte behöva använda verifiering och uträkning av momsbelopp på alla. Möjlighet att stänga av uträkning av moms och kontrollen av…
2 votes -
Increase Pre-Approval Functionality
Pre-Approval functionality is limited to specific fields. Would like to be able to consider invoices pre-approved based on more criteria, including custom fields.
Also, currently pre-approval determination happens when invoices are captured so we can not base pre-approval determination on information added during coding and route phases. We would like to be able to consider an invoice pre-approved when coding to specific accounts even if that coding is being manually applied during the route step.
1 vote -
Possibility to invalidate invoice in autorize step
Would be great to get functionality be to able to invalidate and edit an invoice in the autorize step so you don't need to push it back to AP (distribute/post control) to be able to do it.
28 votes -
Ability to Export Authorization Groups into excel
Ability to export authorization groups into excel, or add a search function within the UI filter on groups that include particular dimensions.
2 votes -
Gray out coding fields in split tax
When an invoice is first posted preliminary and later final, the coding in the split tax task sometimes gives an error message in a later task. We would like the coding of the invoice to be made impossible in the split tax task. Split tax is only for preliminary splitting the tax. Preventing the coding is preferably done by allowing the code string fields to exist, but making them grayed out.
3 votes -
Allow for labels to be automatically applied to a vendors invoices
It would be very helpful if we could have labels automatically applied to a vendors invoices each time. For example, certain vendors that require special or expedited handling would have a label automatically applied with the invoice moves past the verify task. This would also help with reports as well.
3 votes -
Ability for Users to view Archived Invoices Only
I would like to give Users the ability to view Archived invoices without also having the ability to view the invoices in other tasks, such as Route, Post Control, etc.
1 vote -
Add comment
In the supplier-adjustmen we added a custom field to stop certain suppliers invoices already in "Document Import", due to the reason that we would like to do an extra check of eg vat etc.
We would like to have the possibility to add a comment/text with the information what should be checked when the user handles the supplier invoice in "Document import".
Right now the text "The invoice stops because the supplier is marked 'Stand in document import" appears. We would like to have the possibility to specify what should be checked.1 vote -
Text
In the supplier-adjustmen we added a custom field to stop certain suppliers invoices already in "Document Import", due to the reason that we would like to do an extra check of eg vat etc.
We would like to have the possibility to add a comment/text with the information what should be checked when the user handles the supplier invoice in "Document import".
Right now the text "The invoice stops because the supplier is marked 'Stand in document import" appears. We would like to have the possibility to specify what should be checked.1 vote -
Add "to date" with the hold for payment flag
Possibility to use the "hold forpayment" flag up uintil a certain date - and then release for payment, for when we have credit notes due in the future for example
1 vote -
Return invoice to supplier from Capture/Expense AP/Order based AP
Ability to return invoices directly to the supplier from Capture, Expense AP or Order based AP and be able to choose from different return-to-supplier templates with different reasons for return.
2 votes
- Don't see your idea?