Settings and activity
15 results found
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1 vote
An error occurred while saving the comment -
1 vote
An error occurred while saving the comment 
Björn Zachrisson
commented
When working on the invoice in Capture, click "Apply to line-items" and this is changed on line items.
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1 vote
An error occurred while saving the comment Björn Zachrisson
commented
Hi,
This is not a feature request for user voice, it's a translation bug in the administration part in Medius and support ticket should be created for things like this.
Backlog item already exist for this and are in progress (MFD-36353) -
15 votes
An error occurred while saving the comment Björn Zachrisson
commented
By activation the feature "Attach E-mail Body to Invoice" the invoice email will follow the invoice to Medius AP Automation where user can open the email and see any comments or instructions that the supplier wrote in email body.
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6 votes
An error occurred while saving the comment Björn Zachrisson
commented
If feature "Bundle Attachments with Invoice" is activated user will be notified via the paper clip icon showing how many attachments sent in invoice email had and user can se the listed inn the drip down from icon and download them to see/open for example Word or Excel documents
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4 votes
An error occurred while saving the comment Björn Zachrisson
commented
The Supplier settings dialog open or closed is saved per user.
If user have it open at Send to workflow it will be open on next invoice, if it's closed it will be closed on next invoice. -
10 votesBjörn Zachrisson
supported this idea
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11 votes
An error occurred while saving the comment Björn Zachrisson
commented
If you don't see it add it via Folders/My tasks and tab Editor for column configuration. (add ccf in typ to search for all regadring Capture)
Add/remove columns.
You can add both email address and email subject -
3 votes
An error occurred while saving the comment Björn Zachrisson
commented
If you have a filter active you see that filter with the filter name, if it’s a saved filter, or just the labeling Reset filter, if it’s not a saved filter.
To see the choices you have applied just click on the icon for creating filter and it will show you the current filter settings.
Via this you can activate a saved filter, click on the icon for filter, add or change something and click apply.
With that you can have a base filter created but do additional setting how you would like to filter at the moment.
The saved filter will not change if you just click apply, but you can of course save it as well. -
16 votes
An error occurred while saving the comment Björn Zachrisson
commented
Report option already exists today via Reports in APA.
Create a new report, select “Invoices – Verify (Capture)”.
Add “Processing Status “ and “Verified by” from list (and other parts you like in the report).
“Processing Status “ in report show deleted invoices and the “Verified by” show who deleted it.
You can add a filer to just show invoices with “Processing Status “ Deleted. -
4 votes
An error occurred while saving the comment Björn Zachrisson
commented
Medius capture have a feature named Data cleaning at it will learn to remove not wantet parts from a interpreted value. Works with invoice num,ber and order number.
To activate it contact PS or support.Read more in Success portal
https://success.medius.com/documentation/administration_guide/administration_pages/capture/configuration/#capture-configuration-features -
1 vote
An error occurred while saving the comment Björn Zachrisson
commented
Capture have 1 as default value if no quantity is interpreted and when adding new or additional lines and no quantity is found a 1 should be present in quantity.
If not working, send in support ticket with details how to reproduce how you did and attach PDF for testing -
2 votes
An error occurred while saving the comment Björn Zachrisson
commented
You can see the Received date or the Received time in Inbox Incoming invoice. Received time includes botth date and time.
If you don't see it add it via Folders/My tasks and tab Editor for column configuration. (add ccf in typ to search for all regadring capture)
Add/remove columns. -
9 votes
An error occurred while saving the comment Björn Zachrisson
commented
You can see the email address in Inbox Incoming invoice. If you don't see it add it via Folders/My tasks and tab Editor for column configuration. (add ccf in typ to search for all regadring capture)
Add/remove columns.
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3 votes
An error occurred while saving the comment Björn Zachrisson
commented
Hi Agneta
Medius capture already have a setting for invoice date range validation. The configuration that can be done is for max past days in relation to current date, and max future days.
The default setting is just to show a validation warning and user can choose to approve the invoice with date outside configured date range.
If needed the date range validation warning can be combined with “Stops client submit” so if warning appear user can not approve invoice until date are in valid range.
If your system do not have this range validation warning active and you need it, please contact project or support to get it can be activated.
Regards
//Björn, Medius
Data cleaning functionality should solve this, read more in success portal.
If not working, send in support ticket
https://success.medius.com/documentation/administration_guide/administration_pages/capture/tenant_configuration/settings/#features