460 results found
-
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 -
Summarized coding on PO-invoices
We would like the coding on PO-based invoices to be summarized for each invoice line. This instead of having several coding lines with both positive and negative amounts.
2 votes -
Enable Auto-code of Free Text Dimensions to SaC
Allow SaC (same as cost) to be used as an auto-coding option for Free Text Dimension Fields.
Presently free text dims cannot have auto-coding set to SaC which is annoying as for many customers, this means the only option they have is to "unlock" the coding so a user can manually enter the details at post control which decreases the straight-through processing rates.
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 -
Avoid automatic selection of item in inbox on login
When a user logs in, they are automatically selecting the first item in the inbox, which makes it read-only for other users. So given the users goes elsewhere, i.e. administration pages, then the other users are blocked from handling this invoice. It would be nice, if there was a way to avoid this by either having a way to release the invoice or simply enter/leave actions on the invoice itself.
12 votes -
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 -
Manager escalation banner is missing for deviation escalations
Deviation escalation screen does not provide blue banner that the task was escalated like other tasks. Manager don't always look in history to find status.
3 votes -
Goods in Transit and supplier data
Hi Medius,
We're using the functionality of the Goods in Transit, so will fill in the number of days in the supplier data. Only when we will change a field in our ERP system for the supplier data, it will import again in Medius as a new supplier, with as results that the field of the goods in transit is empty again.
Could it be possible that this field will not change when you will change the masterdata of the supplier in the ERP system. This is only applicable for customers that will do their supplier data outside of Medius.…
3 votes -
Allow contract deviations to be split proportionally, rather than only on a seperate coding line.
When an invoice deviates from a contract, automatic coding does not allow an option to split the accepted (or rejected) deviation according to the coding of the original contract. It adds the entire difference in one seperate coding line and chooses one of the coding lines configured in the contract.
1 vote -
split inbox by supplier responsible
Hi,
Our company is processing that many invoices (last year 167.000 orderbased invoices) that we have a lot of invoices in our inboxes in Medius (over 500).
We have split our supplier on alphabet per AP responsible. For example, one AP team member is responsible for all supplier from A to E etc.
We want to have the inbox organized like this so that they will only see the suppliers for which they are responsible.We were thinking about an Excel upload with all suppliers were you can fill in the name who is responsible. This person will only see…
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 -
Is it possbile to match against EAN numbers?
We would like to match invoices against purchase orders using EAN numbers. EAN number are universal and are always thirteen numbers long without letters or symbols. This would give us a better matching percentage. If in the first case an EAN number is not given then the system should try to match against the suppliers articles number. The third option should be our article number.
4 votes -
Users need to be able to forward a Review
The reviewer only has the option to comment and @ someone if they want another person to review the invoice as well.
Since users can only access invoices where they have been mentioned via email notifications and not via their inbox, these mentions are often forgotten. Which forces AP users to send it out for review again and act as the middle man. This leads to invoices taking an unnecessary amount of time and manual handling before they are ready for payment.Users need to be able to communicate with eachother efficiently in Medius without needing us to do it…
3 votes
- Don't see your idea?