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  1. We would like to add more information in the email notifications such as accounting unit, so that users connected to several accounting units directly can see to which unit the invoice belongs.

    2 votes

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    1 comment  ·  Invoice  ·  Admin →
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  2. would be nice if during changing expense invoice to orderbased (and opposite) new voucher will not be created and invoice number will not be changed.
    In fact this is the same document

    10 votes

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  3. Vi vill kunna kontera endast vissa konton på en viss leverantör. Inga andra konton ska vara valbara. På en användare kan man lägga upp en attestgrupp och där välja vilka konton som finns att välja på. Här önskar vi motsvarigheten för en leverantör.

    1 vote

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  4. We are wishing for some update on the manual code string.

    1. When I'm writing the "Authorizer", I want Medius to keep up and find the Authorizer immediately so I can just "tab" and keep on writing the next coding line. Today Medius needs some seconds to find the authorizer, and when it does, it jumps back to the "Authorizer"-box. So if I am to quick on the writing, the account I wrote on the next line ends up after the authorizer on the previously line.

    2. Sometimes when using "tab" in the Authorizing-box a new coding line shows up with the…

    1 vote

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  5. Don't reset four-eyes-principel on certain dimensions.
    For example, I don't want to reset the four eyes principle if dimension 2 remains the same, but dimension 1 is changed. If dimension 2 is changed, it should reset and continue to the next authorizer.

    2 votes

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  6. Users added as "delegates" should be informed by system directly of the source and the timeline.

    11 votes

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  7. A role that you cannot distribute to should not be visible in the distribution list. For better illustration, see Ascendo's function.

    En roll som man inte kan distribuera till ska ej heller vara synlig i distributionslistan.

    6 votes

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  8. We have a need for assigning a value for Tax group on every accounting line.

    We can fix this, by putting the Tax group on the supplier, but this can only be done for a small amount of the suppliers. So, our users need to register the Tax code manually for the majority of the coding lines. But the problem is that many of our users forget to fill in the Tax group and the invoices then stops in the Post Control.

    It would be a good feature to add a rule that prohibits the user so send the invoice…

    1 vote

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  9. Vid slutkontroll kontrolleras alla uppgifter en sista gång. För att underlätta detta skulle vi vilja se valutan tillsammans med beloppen i den gröna listen.
    Det skulle vara värdefullt vid alla steg att se valutan i detta fält men speciellt vid slutkontroll.

    2 votes

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  10. When you want to continue and create more lines to post, is it sometimes possible to press "tab" to get a new line, but this does not always work, so then you have to manually click add.

    När man har konterat en rad och önskar fortsätta skapa fler rader att kontera, kan man i visssa lägen trycka "tab" för att få fram en ny rad, men detta fungerar inte i alla lägen, utan då måste man manuellt klicka på lägg till rad.

    4 votes

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  11. Suplier invoices with mixed VAT-%, various VAT-free fees, etc. are continuously included in the VAT control. For this reason, it would be nice to be able to turn off the VAT check on selected suppliers.

    Leverantörsfakturor med blandmoms, div momsfria avgifter osv fastnar löpande i momskontrollen. Med anledning av detta bör man enkelt kunna stänga av momskontrollen på utvalda leverantörer.

    4 votes

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  12. Temporary delegations should disappear automatically when the time expires. Right now, it becomes difficult when you try to deactivate a person and get an error message because the person is assigned as someone's delegation from earlier - so you have to manually clean it up before you can deactivate the user.

    61 votes

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    1 comment  ·  Invoice  ·  Admin →
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  13. It wolud be nice if it was posible to change referense when the invoice is in status "redistribute VAT", so you can correct the reference directly.

    Vore önskvärt om referens var möjligt att korrigera i alla lägen. Idagsläget kan man inte korrigera referens när fakturan har status "omfördela moms".

    2 votes

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  14. Be able to certify without opening invoices, for example, heads who may wish to attest based on "sampling principle". For better illustration, see Ascendo's function.

    Kunna attestera utan att öppna fakturor, tex chefer som önskar slumpmässigt urval på vilka fakturor de ska öppna och slutattestera när annan ansvarig redan har attesterat.

    1 vote

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    1 comment  ·  Invoice  ·  Admin →
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  15. Residual amounts on unposted amounts should automatically roll down as a posting line, (provided that amount is not on another certificate). If there is a line below that does not have the entire balance amount, that line should be updated to the correct balance amount. This is to avoid using calculators or removing and adding lines, which becomes a lot of extra moments and unproesional. For better illustration, see Ascendo's function.

    Restbelopp på ej konterat belopp ska automatiskt trilla ner som en konteringsrad, (förutsatt att det beloppet inte ligger på annan attestant). Om det ligger en rad nedanför som ej…

    2 votes

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  16. If someone has activated its temporary delegation, it should be good that we get a pop up, informing us that this person is out of office when sending @function.

    8 votes

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    1 comment  ·  Invoice  ·  Admin →
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  17. Currently the maximum invoice number length limitation is only working for the documents in the document import step. When you change the invoice number in the distribute, connect or post-control step you're still able to use more characters than the limitation that has been set up. We think the limitation of maximum invoice number length should be applied to all the steps.

    4 votes

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  18. I read, that from release R69 there will be possibility to DISTRIBUTE expense invoices to responsible roles and users based on multi-dimension routing configuration.
    For us this is a very long awaited addition! We have been missing so much over the years! Good job! :)

    There are two more suggestion for future upgrades on same topic:
    1. Also "Supplier" could be one variable to choose from - so it woudl be possible to choose Dim1 + Supplier1 = Responsible1 and Dim2 + Supplier1 = Responsible2.
    2. Expand multiple routing not only to distribution rules, but also to NextAuthorizerPerspective & user…

    9 votes

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  19. The history shows who performed a specific action but more information could be helpful especially when items are redistributed. Often people will send the invoice to someone else for approval. In the history is just states the first person performed a send action in the status of "Authorize Invoice Amount"

    I would like this to say Person One redistributed the invoice to Person Two. Right now, we cannot see who the person sent the invoice to without looking at the current approver.

    10 votes

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    1 comment  ·  Invoice  ·  Admin →
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  20. If an invoice is sent to supervisor due to being escalated, that supervisor should have the right to approve the invoice. It really doesn't make sense to not have this as an option.

    19 votes

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