460 results found
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Tax code Visible when Manually connecting orders to invoice
Today we can't see (in the connection step) the tax code related to the orders imported to Medius.
We can see that first in Analyze step.
For us in our daily work it help us a lot to be able to see the tax code already in the connection step.
The information is already in Medius, we just need the possibility to add that column in that view.5 votes -
Rapport document approval
Jag har behov av att kunna lägga till kolumn med datum för approval i rapporten
4 votes -
Extra notifications
When creating extra notifications, we would like to have the possibility to select an user or an external email address. Not only external email address as it is today.
1 vote -
Download contract image as PDF from Contract Dashboard
Would like to see a function to download all uploaded contract images from a Dashboard search, without having to open the Contract. This functionality is possible for invoice images.
1 vote -
Möjlighet att sortera om i kolumnerna i inkorgen
Vill själv kunna ändra ordningen på kolumnerna i inkorgen. Så att t.ex. fakturadatum o förfallodag kommer först eller iallafall efter "uppgift". Men bäst om man själv kan bestämma ordningen på kolumnerna.
33 votes -
Rapport document approval
Vi har behov av att komma åt bakomliggande data i rapporten för document approval för att kunna samköra med M3
2 votes -
enter link to another document (e.g. invoice, contract, document approval,..) directly in creation menu
Currently you are not able to enter a link to another document (e.g. invoice, contract, another document, ..) immediately when you set up the document. You need to take an intermediate step to save it as a draft and then you can add a link. This intermediate step is inconvenient - you should be able to create and distribute the document in one step
6 votes -
restrict field length for numeric fields for document approvals should be possible
Currently you can restrict text and text area fields field length in approval documents however not for numeric fields. Some information for which you use numeric fields (e.g. a supplier reference number, identification numbers, ..) however have a certain maximum or a dedicated length. So it would be helpful to restrict also this field length.
P.S.: The current setting for numeric field is to show decimals even if not needed. If in the settings you could set, whether the value requires decimals or not it would be nice to have.
4 votes -
Comments or reason code for invalidate
Force the user to enter either comments or reason code from a drop down list when performing either invalidate or invalidate and edit. If this information could then be entered into a gadget so scanning errors can be reported on.
15 votes -
See final attestant when ditributing - Se slutlig attestant i distributionssteg
When distributing an invoice to a first attestant, it would be good if you could get the final attestan in an info-window by the user's name. So that you immediately see which supertenant the first attestant has in the flow.
När man ska distribuera en faktura till en första attestant så skulle det vara bra om man kunde få upp den slutliga attestanten i ett info-fönster vid användarens namn. Så att man direkt ser vilken överordnad som den första attestanten har i attestflödet.
34 votes -
have status information in reporting
currently there is no possibility to have a status information for document approvals in reporting as you have it for invoices. only possibility is to add current status, however for invalidated or archived invoices this information is blank. So no possibility to filter/monitor from report status of these approval documents. So status information is a missing information that should be added.
3 votes -
Improve connect step history information - add connection maker
Today MediusFlow does not record who is making connection but who is pushing invoice further in flow (hitting "Connection done" button in that case).
If you enable automatic connection then you cannot access all invoice history and only see what the system has done but not users.6 votes -
extend search functionality for document approvals
Currently search functionality for document approvals is quite limited and give poor results. It should be possible to find documents in search function by their document number, document approval type and the information in the fields.
In a way you should be able to find a document like an invoice in search directly (without making a workaround over (advanced search) reports, which is for ordinary users not very convinient)3 votes -
Create separate Notification type when new invoice is sent for review
Please create separate notification type, when new Invoice has been sent for Review. Special Notifications types are available for Completion and Withdrawal of review, but not for "Creation" of Review.
Currently Notification type “New task” controls also notifications for invoices sent for Review, but it also controls same time notifications for ALL new tasks. For AP users "New task" notifications are disabled or otherwize hundreds of emails are received for all new invoices handled in Medius, but same time they need to receive Notifications, when new invoice is sent for Review for them.
Therefore the new Notification type is needed,…6 votes -
Support for approvals in mobile web app
I love the document approval feature, but I would really like to be able to approve documents in the mobile web app.
17 votes -
Authorizer for invoice to be changed if approved by other
We have noticed that if an invoice is approved by another user than the user shown as authorizer for the invoice line, the user name on the invoice does not change.
To provide an example: One company has two employees (User A and User B) with approval rights. An invoice is at the approval stage and the user who has been assigned, by the business rules of MediusFlow, as authorizer is User A. However, User A is away and asks User B to approve the invoice. User B approves the invoice but on the invoice line, the name of User…
3 votes -
Send escalation reminder (mail notification) to non-acting approver and his/her manager
Currently there is no function to send a (separate) reminder/mail notification to a user AND his/her boss in case, that an invoice is untreated within a certain time frame standalone.
There is just a function to push forward this invoice to the user's superior (manager) combined with a mail notification on that. Basically this function is good but it might be unwished or unnecessary to do so, in particular if this process would lead that all untreated invoices are ending up in top management's inbox for action.
Better would it be to have a standalone reminder to the approver and…4 votes -
Vid avvikelse - inte behöva klicka i rutan för vidaredistribution.
Om jag vill distribuera vidare exempelvis en prisdiff på en varufaktura, och i detta fall trycker på "varningstriangeln", vill jag inte behöva klicka i rutan där jag ska skriva namnet på den personen fakturan ska till. Om jag har tryckt "Distribuera vidare" vill jag ju direkt kunna skriva ett namn och inte först klicka i rutan. Störande moment som borde vara lätt fixat!
4 votes -
A line under the invoice information
When you klick on an invoice you get a little infomation above the invoice, supplier, company, invoice number, tax etc..
Could you ad another line where the posting date showes and the voucher number.4 votes -
2 votes
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