459 results found
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Possibility to invalidate invoice in autorize step
Would be great to get functionality be to able to invalidate and edit an invoice in the autorize step so you don't need to push it back to AP (distribute/post control) to be able to do it.
28 votes -
Ability to Export Authorization Groups into excel
Ability to export authorization groups into excel, or add a search function within the UI filter on groups that include particular dimensions.
2 votes -
Show comment in connect lines
It should be possible to see the comment field, when you are in "Connect lines". We often see important information in the comments, to use when we do the manual matching, so currently we need to do a screen dump of the comments, so we can see it while doing the matching. That could be done more smoothly.
7 votes -
Add column for date modified on user reports
It would be really helpful to have a report that can be ran in Excel that shows the date user authorization groups, roles, etc. were modified (access was added or removed) and who made this change. The business log in PDF is not a user friendly report.
3 votes -
optional post-control step when creating a supplier contract
Would it be possible, when creating a supplier contract, to have a post-control step (optional) so that an accounting manager can validate the contract and in particular the invoicing plan imputation?
1 vote -
Improve reports Document approval
I need to create different reports for each document type.
1 vote -
Improving mobile app UI
Info from a big prospect (2M invoices per year, over 3.000 field engineers, using the mobile for approval):
"I have sent Medius APA demo link to few managers to try and result was “we could live with this”, meaning it is functional but not impressive comparing to all apps or UIs you get nowadays open in your mobile device. I believe you want to position your product somewhere else, and we are happy to share our view to help with that. Nonetheless I still recommend getting Medius design team together and look at what else is on the market offered…
1 vote -
See why authorizer was selected by Medius
There are multiple workflows through which an authoriser can be selected. Through routing table, supplier responsible, supervisory role, or by manual action from the AP team. It would be nice to see in the histroy tab how/why an invoice ended up in an authorisers inbox.
26 votes -
Gray out coding fields in split tax
When an invoice is first posted preliminary and later final, the coding in the split tax task sometimes gives an error message in a later task. We would like the coding of the invoice to be made impossible in the split tax task. Split tax is only for preliminary splitting the tax. Preventing the coding is preferably done by allowing the code string fields to exist, but making them grayed out.
3 votes -
Allow for labels to be automatically applied to a vendors invoices
It would be very helpful if we could have labels automatically applied to a vendors invoices each time. For example, certain vendors that require special or expedited handling would have a label automatically applied with the invoice moves past the verify task. This would also help with reports as well.
3 votes -
Validate currency exchange rate within Tolerances
Every asian company needs to record the exchange rate from the supplier if the invoice is in foreign currency.
At the moment there is no control between the exchange rate captured in Medius and the expected exchange rate in the ERP.
We propose to set a matching rule with tolerance between this field and the currency exchange rate table, because every small issue in the capturing phase might have huge impacts in the GL (eg an exchange rate recognized as 1,327 instead of 1.327 would multiply the invoice value for 1327 instead 1.327)
This issue prevents to switch on the…
2 votes -
Ability for Users to view Archived Invoices Only
I would like to give Users the ability to view Archived invoices without also having the ability to view the invoices in other tasks, such as Route, Post Control, etc.
1 vote -
Add comment
In the supplier-adjustmen we added a custom field to stop certain suppliers invoices already in "Document Import", due to the reason that we would like to do an extra check of eg vat etc.
We would like to have the possibility to add a comment/text with the information what should be checked when the user handles the supplier invoice in "Document import".
Right now the text "The invoice stops because the supplier is marked 'Stand in document import" appears. We would like to have the possibility to specify what should be checked.1 vote -
Text
In the supplier-adjustmen we added a custom field to stop certain suppliers invoices already in "Document Import", due to the reason that we would like to do an extra check of eg vat etc.
We would like to have the possibility to add a comment/text with the information what should be checked when the user handles the supplier invoice in "Document import".
Right now the text "The invoice stops because the supplier is marked 'Stand in document import" appears. We would like to have the possibility to specify what should be checked.1 vote -
Button for "Show connections" for the lines in the final approval step
I would like a button for "Show connections", so that you in just one click can see all connections (IN, PO and GR) for all lines, in the same way you already can for invoices which are in the connect step. Today you have to click on each row to show all connections.
2 votes -
Add "to date" with the hold for payment flag
Possibility to use the "hold forpayment" flag up uintil a certain date - and then release for payment, for when we have credit notes due in the future for example
1 vote -
Return invoice to supplier from Capture/Expense AP/Order based AP
Ability to return invoices directly to the supplier from Capture, Expense AP or Order based AP and be able to choose from different return-to-supplier templates with different reasons for return.
2 votes -
A way to achieve rejected invoices
There should be a way to store rejected invoices without having to send them through the workflow. It should also be possible to query on rejected invoices through the Reports functionality. This feature will be helpful given that sometimes vendors comes back asking why their invoices were rejected.
3 votes -
Automatically Add Labels
Add certain label at document import based on invoice due date and/or item number on purchase order.
6 votes -
Ability to filter Inbox based on Supplier fields
We would like the ability to filter our inboxes based on supplier fields, including custom fields.
For example, in our ERP we categorise our suppliers using the 'supplier group' type, allowing us to categorise our suppliers.
As our AP function is split by supplier category rather than individual suppliers themselves, it would be useful to be able to filter out types of suppliers users aren't interested in.
At the moment we use Labels for this purpose, but it would be preferable if these categories or similar supplier fields could be both imported into APA and used in filters
1 vote
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