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210 results found

  1. More bulk operation options for invoices, for example download multiple attachments at the same time

    4 votes

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    0 comments  ·  Invoice  ·  Admin →
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  2. Det ska vara möjligt att räkna i rutan för nettobelopp eller alla rutor där det finns ett belopp. (använda som en kalkylator)

    17 votes

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  3. Possibility to add amounts limits in distribution/routing flows

    3 votes

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  4. When the user fill out the coding template (and even when they approve) they want to se the name of all DIM without having to stand with the mousse over the account.

    8 votes

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  5. There should be an option to set authorization groups general limit to be based on total amount of the invoice, not just the net amount.

    2 votes

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    1 comment  ·  Invoice  ·  Admin →
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  6. Showing the descriptions of the fields for the approvers, not only the numbers, for instance account name.
    Add the descriptions of the dimensions in the approval screens.

    3 votes

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  7. 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

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    1 comment  ·  Invoice  ·  Admin →
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  8. I would have found it handy to also be able to sort on labels and current handlers in the invoices window in AP Automation.

    11 votes

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  9. 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

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  10. When use the Change Approver function, it would be helpful if the 'change from' field would default to the approver currently assigned to the invoice, rather than the user making the change.

    2 votes

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  11. Able to upload csv file for coding including accrual templates on each line. Especially when invoices need to be split on hundreds of lines with different accrual templates on each line. It would be much more efficient to set this in excel before uploading it to Medius.

    2 votes

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  12. There should be a role/possibility to assign invoices to myself. Now it is possible to re-assign invoices that are in the authorize step from a user to another user but not to myself.

    1 vote

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  13. Now you can consult attachments on your phone, but you cannot add any. We would like to be able to do this. Expecially with photo's. So we can add small attachments or for users who don't have easy access to a scanner.

    2 votes

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  14. We would like to have more functionality in the Routing-function:
    - Add wildcards (* and ?) for accounts and dimensions.
    - Add "last handler" so invoices should be routed depending on last handler.
    - Add functionality so invoices can be routed and classified as Exp. Invoices Orderbased Invoices or Recurring Invoices.

    Se attached file for examples.

    3 votes

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  15. We would like to be able to receive a notification when a user sets up their own temporary delegation.

    E.g. Finance dept users to receive a notification when person ABC adds their own temporary delegation

    1 vote

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  16. There is an indicator for invoices that has been rejected or commented, but it would be great to have more indicators for example invoices where codings is not in balance, or there is no codings at all etc. Then those invoices could be filtered and would be more noticeable.

    2 votes

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  17. Routing tables work very good. And they can be further improved

    Currently, routing tables work with gl code, cc, pc and supplier. However, we are still facing situations where all of these dimensions are the same, but we still need to send the invoice to different people. This holds true for our telephone invoices. The first approver should be the employee that is using the phone. However, that employee may share the same cost center with colleagues. That is why i am asking if routing tables can be expanded to look for more details.

    My idea, is to use a…

    1 vote

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  18. We are facing challanges with the automatization of telephone invoices. If we were to combine accounting templates with exception types, then our issues would decrease

    The telephone company issues one invoice per employee. The company does also mention the name of the employee. Thus, we can easily make an accounting template for this person

    The challange is that the telephone bills may look different, depending if there is a reminder fee from the previous invoice or not. We are unable to capture this with the accounting template, as it does not take into consideration costs on the item level

    We…

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  19. Reactivate an invalidated invoice

    Invalidation of an invoice need to be able to reactivate

    When you invalidate an invoice, it can sometimes be due to the human factor that you choose to invalidate and not invalidate and edit.

    Since the invoice is to be handled, you need to be able to click on an invalidate invoice here and choose to reactivate. The solution today is that you must send in the invoice again to be able to handle it. Other large invoice management systems have this feature that facilitates the work of the invoice administrators

    61 votes

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    4 comments  ·  Invoice  ·  Admin →
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  20. When lines with your "own costs" (f.x travelcosts) are approved, there should be a tickbox to mark, in order for the system to automatically pass the invoice on to your superior in stead of ending up directly in the final approval.

    2 votes

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    0 comments  ·  Invoice  ·  Admin →
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