460 results found
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Coding the invoice - possibility to see all rows
When you make the coding of the invoice, it should be possible to see all entries (rows), today it is limited to 10 rows per page.
Compare the option on the dashboard.38 votes -
18 votes
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Double approval with sufficient approval limit over a certain invoice threshold
In case of invoices of very high value it's needed to enforce approval by more than one senior user.
Each such invoice or line above a limit defined should be approved by at least two people who both have authorization limit above the invoice amount.
That is similar to 4EP but in case of 4EP it's enough that only one of the approvers has the authorization limit above certain threshold.1 vote -
Options to set Approvers already on the document approval type
We would like to have an option when we create a new document approval type to set which persons that should be able to approve these documents in that type so that this is handled already when we create the document approval type. So not just by giving those users that role but by steer the document approval type to specific users so when a regular users then create a new document the approvers comes by default. This is because we don’t want the documents to be sent to wrong users by accident and also to be able to show…
5 votes -
Don´t auto-connect invoices with purchase orders when on review
When invoice is on review, don´t let the system auto-connect it to a purchase order.
As the invoice is on review it mostly means (for us) that we need some kind of answer, or even action, before connecting and sending it further into the system. As the system ends the review and auto-connect we instantly have to re-send it on review and we also take a risk to forget about the invoice in the large flow of invoices.6 votes -
See future invoices
We would like to have a function that shows authorizers their future invoices/incoming invoices.
1 vote -
Applying accrual should be simplified by not needing to make templates, one should be able to just chose account and the period
Applying accrual should be simplified by not needing to make templates - one should be able to just chose an account and then the period.
2 votes -
Ensure that PO based invoices are fully balanced when in Post Control step
We have found that PO based invoices appearing in Post Control are not always fully balanced. This might be due to that e.g. a freight cost has not been coded/caught by any exception. We would like unbalanced PO based invoices to be haltered and managed in the Analyze step (as in Mediusflow 10) so that in our case the Procurement department are forced to book/accept e.g. the freight cost.
Since it is our Finance department in some of our subsidiaries who final book PO based invoices they are not always aware if any un-coded freight cost is OK to pay…28 votes -
Reminder as message on mobile
We would like to be reminded by SMS when there is a new invoice to handle as a complement to the email notification.
5 votes -
Apply latest coding/accounting template when coding already exist
All our invoices are provided with an accounting template based on the users (dimension 2 and 4) for convenience. If the user then wants to use another accounting template or use latest coding instead, he first needs to delete all of the existing coding rows. We want to be able to replace the existing coding by just marking the rows and choose apply latest coding/accounting template.
17 votes -
Vårt företag använder ofta kommentarer som skickas fram och tillbaka. Vi vill att en oläst kommentar ska ha en egen markering så att man ser
Vårt företag använder ofta kommentarer som skickas fram och tillbaka. Vi vill att en oläst kommentar ska ha en egen markering så att man ser att det finns ett svar. Detta fungerade i Medius 10.
2 votes -
Validator for tax indicator set in distribute
For our ERP system the information on tax code applied is crucial - a transaction sent without vat code will be rejected.
Currently there is no validation when distributing that no vat code was coded and thus missing. So it possible to distribute an invoice without having added a vat code. In case of vat amount being zero (no vat or reverse charge for inter community purchases) also validation on vat amount wouldn't prevent this.
Before sending invoice to ERP or to post control there is however such validation and in this case an approved invoice without having a vat…3 votes -
Column for "Motreferens" to simplify allocation between credit notes and invoices
Would it be possible to get a column for "Motreferens" in Medius so it'll be easier to allocate invoices and credit notes to each other?
1 vote -
Duplicate tasks when you are delegatee
When you are delegatee and you have some specific roles assigned it happens that invoices appear twice in your inbox. This view is inconvenient and create a bad impression of important workload for end-user.
Could it be possible to make the invoices appear only once if we keep the status messages when opening it?6 votes -
Det vore bra om man kunde korrigera/rätta en inläst rad på varufakturor i de fall tolkningen blivit felaktigt
Det vore bra om man kunde korrigera/rätta en inläst rad på en varufaktura ifall tolkningen skulle blivit felaktigt. Eller alternativt kunna lägga till (skapa) en ny rad och ta bort en felaktigt.
Detta för att undvika att behöva makulera och läsa in en faktura på nytt i onödan.25 votes -
Search in coding template
We have a lot of templates for the coding and it is sometimes hard to find the one we want to use.
It would be good to be able to search in coding templates to find the correct one.3 votes -
Change multiple existing lines and also sort lines in order of time
Want to be able to change multiple existing lines in the billing plan, both amount per row / period and the associated accounts on that line. Then you can change both the accounting and the amount. Other wishes are when adding new lines to the billing plan, the system will sort the lines in order of time.
2 votes -
Possibility to mention a role in a comment
It would be great to be able to comment roles in a commentbox.
We work with roles setup for our departments where serveral employees work with all cases in a role inbox. So we want to be able to send an invoice comment to that role.9 votes -
delegation to other user should be possible also on singular dimension level (e.g. for dimension 2 cost center)
Current situation:
- Our approval workflow concept is organized that way, that the 2nd approver is identified by the user who is set as owner for dimension 2 (Cost Center).
- The user who is set as owner for dimension 2 (Cost Center) is the Cost Center owner as per our official Governance guideline, which allows that Cost Center owners can be the same person (user) for a. the same Cost Center across multiple entities or b. several Cost Centers for one entity or c. several Cost Centers for several or all entities.
- Cost Center owners in such multiple ownership scenario want…
1 vote -
have dashboard function available for document approval
Currently there is no dashboard function available for document approvals, which is inconvenient for normal users to follow up and search for documents.
Additionally you can't use "control center" function. The button is available however when you set control center to a document you get a blank page, which is useless.
Dashboard function should allow to search (filter) on company, document number, document type, the relevant (custom) fields, label.8 votes
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