210 results found
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Accrual template numbering - ascending order
Accrual template numbering is not in ascending order at the moment - it will be great if this could be changed.
2 votes -
Automatically tab to next part of the account string once entered
Our CFO has asked if there is an option that the account string could autmatically tab to the next dimension (segment in our case) of the account string when entered by the manager. For example our account string DD-CCC-GGGGG-SSS plus description. At the moment they type the numbers have to click the drop down then move and click in the next dimension. It would be good if we could improve the efficiency of this.
4 votes -
Allow jobs to be created for Bulk Operations to be run automatically on a time schedule
Hi,
We currently run bulk operations on a large number of invoices in our Document Import due to a business rule we have related to Purchase Orders not being found. We run this every morning after new POs have hit Medius. We would like to be able to schedule a job related to bulk operations, so that this can be run automatically.
3 votes -
Clone archived invoice
The ability to clone an archived invoice regarding vendor, amount, etc. to create a new expense invoice for the next month instead of needing to upload a brand new invoice and recapture all of this information.
3 votes -
Automatically posting when invalidate and edit
Often we need to change an order based invoice to an expense invoice and the other way around. This is done by "Invalidate and edit".
When we do that, the new document goes into "Document import" with the message that it is waiting for the original document to be invalidated, which makes sense. However, we need to keep an eye out for when the original document is invalidated before we can click on "Create" for the new document, which is a manual action.
Would it not be possible to let the system know when the original invoice is invalidated and…3 votes -
Authorization in role Expense AP
In the final step in post control it is possible to change the coding on the invoice(lines) by a person assigned with the role "Expense AP". Idea is to remove the possibility to do this from this role. Alternatively, if a change is made, it should go back to the person who coded the invoice(lines) originally.
2 votes -
Approval on multirow invoices
Authorization limits on multi-lines invoices are checked once all lines in certain sequence (for example, approvers of Round 1) are authorized, which prevents all the approved lines from moving forward to the approvers of the second round, in case one or few rows have not been approved in time.
I suggest, as an option to the existing process, a possibility for the rows to be distributed to the next level as soon as they have been approved, each separately, with no regards to the approval status for the remaining rows. From our perspective, the faster the rows are forwarded to…
3 votes -
Display dimension description by default
Hello, most of our users do not have any knowledge of the GL codes and always refer to the description. It could be good if by default they could see the description to faster the process of invoice validation.
4 votes -
Invoice Date Parameters
The ability to limit the invoice date in the system similar to how we can control the periods that are available to post to. We are trying to eliminate human error of choosing 2031 instead of 2021. This causes the due date to also show as 2031.
1 vote -
Add a new "approve and send button"
Add a new button besides the "Send"-button that with one click both approves my invoice lines and sends the invoice to the next step. This will elimate one click.
19 votes -
Document import delete all lines by one click
Hi, it will be great when you will have an invoice in document import and something went wrong with the lines, that, if you want, you can delete all scanned lines by one click, so select all button. Now if you want to delete them, you have to delete it one by one. When you will have an invoice with 20 rows, it's a waste of your time. It can be an easy change :D
28 votes -
Withdraw Review from individual users on an invoice
When an invoice is sent for review, it can escalate to others after a period of time. If a user leaves the company or changes roles, we have to remove them from all tasks before the user can be inactivated. In order to remove them from Review, you have to pull back the entire invoice and send back for Review even if you want it to stay with one of the Reviewers. We should be able to go into an invoice and withdraw Review from whichever user(s) we choose without completely removing from the Review process for others.
2 votes -
More details in Invoice History, regarding Authorization rules.
Invoice "History" could show the actual rules, what has been used for Authoprization (superior, supplier XX responsible, dimension XX responsible, etc.)
This makes troubleshooting much easier, if we need to find out WHY some users have got some lines. Now we need to search suppliers, dimensions etc. to see, where that user is responsible for.13 votes -
Ability to place notes/stamp on invoices during processing
Ability to add a notepad/comment or stamp on invoices just like you can on a PDF in Adobe. This way it is on the invoice itself and not in the comments sections which can sometimes get overlooked. When I utilized Kofax Markview it was called a "mark up" .
3 votes -
Accounting templates including "attestant"
Is it possible to include the "attestant" in the accounting templates? We have a lot of invoices that always look a like and depending on the supplier, is attested by the same user everytime.
7 votes -
Manual Invoice Entry
It would be helpful if the upload from excel could be done as the invoice is created. Instead of first having to submit it and wait for it to show up on the list. Distribution could be done after.
1 vote -
Possibility to ignore payment details check in Document Import when supplier is paid with direct debit (autogiro)
When you have the payment details validation turned on in Medius Flow it would be great if it can be ignored when payment is done through direct debit (autogiro) which is very common in Europe. In some cases there are no payment details printed on the invoice which always stops the invoice in Document Import.
1 vote -
Improved email notifcations
We would like to display more information in the email users receive from Medius when someone have mentioned them in a comment (@)
The information we find useful is invoice number, supplier name and number, company and whether it´s an expense or orderbased invoice24 votes -
change comment
Add possibility to edit and/or delete a comment that was created by the user.
52 votes -
Multiple companies with excel upload
Would like the ability to upload multiple companies when utilizing the Excel coding line feature. Currently the company field is not available to allow coding across multiple companies in an upload.
4 votes
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