Skip to content

AP Automation

Categories

JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

460 results found

  1. We use the contract especially for the lease invoices. These contracts have a due of 72 months. When an invoiceplan is made we would like to have in the coding description the month and year. Now we have to manually change the coding lines in the invoiceplan for one leasecontract 72 times

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. When working in MediusFlow you easily lock an invoice that someone else might need. Since it takes a while for the invoice to become available it would be nice with a "back button" that would release the invoice right away

    33 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. We would like invoices to be sent for analys before the goods have been received:

    1. Invoice matched against purchase order but goods not received.
    2. After a set amount of days if the goods have not been received then the system sends out the invoice for analys.
    3. Once the goods have been received then the invoice get transferred to the ERP system.
    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. We would like the DoA also for comment role in medius, now this is only working on tasks that are coming in the inbox of medius, while comments are not available there then the DoA is not working. Thx

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Inbox  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Possibility for the last approver to approve many invoices at the same time

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. We recently had a PO made in EUR but the invoice was received in another currency. The system currently doesn't allow matching of these two as the currency is different. It would be convenient if we had a workaround that enables us to process this order based transaction anyway based on the original PO.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. We would like the possibility to remove connections for all lines when an invoice is in analyze step, also fully connected lines. Today we need to "Return for connection" to remove all connections. Ex were the invoice has connected to the wrong po-line due to same line amount on several po-lines or line connected to an exceptiontype that should be a po-line instead.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. We are missing an options to code an OrderBased invoice and Credit Note through the OrderBased Channel without connecting to a PO using only an Exception Type.

    First, When we are receiving CreditNote it is usually reffered to a PO Invoice and currently we need to make sure the PO # are vioed out and it is handled as an Expense Invoice, which is easily forgotten. It also effects our possibility to search for invoices through PO numbers.

    Secondly, we for some of our Suppliers are using Pre-Payment before Approval. Currently if something goes wrong and we need to just…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Currently, if there is more than 100 items within an inbox function, you have to select "Show 100" multiple times to see a full list of items within the inbox. We would like to see a "Show All" button which would expand and show all items within a function. For example, Incoming Invoice has 352 invoices, select "Show All" to see all 352 instead of having to click "Show 100" multiple times).

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Inbox  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Ability to assign automatic coding on the user level for payment requests creators

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. The ability to be able to edit the amount box while the invoice is in the distribute stage instead of needing to invalidate and edit.

    21 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. In the admin pages it's possible to add / remove columns in the inbox/expense/orderbased invoices. You can also see which number the column has in the order. We would like this number to be customizable, i.e. be able to put more important columns before others

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Inbox  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. The ability to have additional columns for the invoice inbox. The main one that would be helpful is the invoice create date.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Inbox  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. I would like to see the possibility to add an accrual key on the coding/accounting templates. It's so easy to miss at the end step to add a key on quarterly or yearly invoices. And it's much easier to add in Medius rather than in our ERP.
    Thanks!
    /Kristin

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. We have had some feedback from test users about approval of deviations.

    The feedback was around the user friendliness and that it’s not very intuitive that they must first click the yellow ! icon to find the approval button. Suggestion would be to change user interface to display the deviations and their Approval options clearly on when you first open a document.

    16 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. We would like there to be a hot-key for the connect lines button on orderbased invoices

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Match  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Vi skulle vilja att det finns en längre rad att skriva på i rutan "Kommentar" i kontosträngen. Detta kan vara bra när man gör en mall och vill att attestanten inte ska missa att göra en viss sak med fakturan.
    Ex. kolla pris enligt prislistan, Periodisering vid en viss faktura, mm

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. When an invoice stops in document import for manual completion a Business Error is shown. This can be e.g Net + Tax =! Gross.

    After the invoices is manually corrected(Submit information task) and created the error-history is removed. There is no history event added, nor is it possible to extract with advanced search.

    This should be added both to the history tab og the invoices and in the report tool for two reasons:

    1. For easier investigation of issues reported by users. Often users blame the system when actually it is the users that have manually "corrected" an invoice wrongly

    2. To…

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Provide a placeholder for documents that need to be mailed with a check. We have multiple AP staff approving invoices and sending to our ERP system. We have 1 staff person that prints the checks. Would be nice to be able to print a job that pulls all documents that need to be sent with the checks. These could be a separate attachment to the invoice. The print job would pull all documents that need to be mailed with check. Once those documents are printed, add an indicator so that it doesn't print the next time the job is run.…

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. We would like to be able to match credit notes against purchase orders.
    The credit notes should also reduce total invoiced amount on PO.

    15 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Inbox  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
1 2 9 11 13 22 23
  • Don't see your idea?