Alma
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45 results found
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View all PAID invoices
Right now there is no easy way to see all of the recently paid invoices after they return from the ERP. Our business office needs to verify that they were, in fact, paid. We are using an analytics report but this is non-optimal
13 votes -
Creating an invoice via the POL
Creating an invoice via the POL
Would it be possible to have a "create invoice" button/option within the POL via the invoice line tab. This would make creating invoices from PO more streamlined. Currently creating invoices "from PO" involves accessing approximately 5 screens. My idea would only require locating the POL, clicking on the invoice line and then selecting a button to create invoice
12 votes -
More column in "Waiting For Approval Invoices"-View
We would be pleased if the fields
Invoice reference #
Prepaid
Internal copy
VAT Type
should be integrated into the "Waiting For Approval Invoices" view11 votes -
auto populate the end date for an invoice
When entering a date range for a subscription, it often crosses into the next fiscal year. Having to select the year before you use the drop-down to select the month and day adds a lot of clicking. It is rare to have a subscription that isn't one year in length. It would save a lot of time and clicks if the end date (1 year later) would auto-populate.
9 votes -
Printed history of invoice IN PDF FORMAT as proof of approval - for audits
Printed history of an invoice is accepted as an official approval for audits.
History output can be downloaded only in excel now, which can be overwritten manually in excel, that does not support the audit reason.
My request is that history of an invoice should be downloaded in pdf format too which should be unchangeable.9 votes -
Creating an invoice without PO number as invoice number
Now when I create a new invoice from PO, then at the tab Summary there is automatically filled a PO number as an invoice number. We would appriciate some setting which would cause that this field wouldn't be filled out automatically and would stay empty. Our librarians are using other invoice numbers and current setting of Alma is leading to errors because sometime the librarian forgets to change the invoice number. We would appriciate if Alma wouldn't filled out the invoice number automatically with PO number. We would like only a warning by saving the invoice that the invoice number…
8 votes -
Treat invoices created from Excel as distinct from manually created invoices for the purpose of creating invoice review rules
Currently, invoices that are created from Excel spreadsheets are considered to be created manually. We want to be able to create invoice review rules (https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/020Acquisitions/040Configuring_Acquisitions/100Configuring_Invoice_Review_Rules) that set invoices created from Excel files to a status of 'in review' and those that are created manually by staff to 'in approval'. In order to do this, we need to be able to distinguish between invoices created manually by staff and those created from Excel files.
7 votes -
Allow for greater variety in the scheduling of export invoices.
Allow for greater variety in the scheduling of export invoices.
We need to expand the times at which invoices can be exported automatically. Specifically 5 pm on Mondays. Thanks.
6 votes -
Exporting invoice lines with multiple funds
This is a known issue. According to an article of April 2023, "When POL is paid with 2 funds, and invoice is created, the export to Excel of the invoice lines only contains the 1st fund." It would be nice to have all funds included on the Excel file for better fund analysis and reporting.
6 votes -
Invoice templates
Allow a template so if I'm invoicing dozens of orders in a row for one vendor I don't need to go through a bunch of drop down menus every time- Just one vendor, default account, same invoice date, pre-paid, with a credit card, etc.
5 votes -
Allow VAT % amount greater than 100% when VAT Type is not Exclusive
We receive a 'The field VAT % contains an invalid value' error when a VAT % amount is recorded as being >100% and we cannot progress the invoice any further. This error is valid when VAT Type is 'Exclusive', because it indicates that the VAT Amount > Total Amount. But it shouldn't be invalid when the VAT type is Line Exclusive or Inclusive, because it merely indicates that the VAT Amount > the amount of the other invoice lines.
We encounter the problem when paying invoices where the invoice primarily consists of a taxed amount. This is common when receiving…
5 votes -
Implement e-invoicing compliant with EN 16931
Add the possibility for alma to process electronic invoices that are compliant with European norm EN 16931. The EDIFACT standard will only be accepted until the end of 2027.
4 votes -
Customize "Add Invoice Line" fields for past serial invoices
Serials invoicing does not always use the same tax status (taxable vs exempt) for every invoice based on material type and frequency. Our campus uses the Reporting Codes to record tax category. When adding an invoice line in an invoice, using a Subscription POL brings up display of past invoices, but the Reporting Code fields are not available. We would greatly appreciate being able to see the First Reporting Code in addition to the Notes (where we record enumeration)
4 votes -
Make it possible see in invoices both total price and other currency(SEK, USD, DKK)
Make it possible to ses total amout and the currency for a specific countrys amount.
3 votes -
Allow ERP Job to Fail Gracefully Without Updating Invoice Status
Occasionally, the ERP job “ERP export using profile Export Invoices for Payment PA” fails when it is unable to connect to the configured FTP destination. In these cases, invoices that are in the status “Waiting to be sent” are still updated to “Closed”, even though the export did not successfully complete.
This behavior creates a significant issue, as invoices are effectively marked as processed without actually being transmitted to the external system. As a result, staff must manually identify and correct these records, which is time-consuming and introduces risk of error.
It would be highly beneficial if Alma handled this…
3 votes -
3 votes
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Add Reporting Code 4 and 5 to XML Invoice Export
Currently only Reporting codes 1, 2, and 3 are included in the invoice XML that is exported from Alma. This has been confirmed with Ex Libris.
It would be useful to include the other 2 reporting codes as well.
2 votes -
Ability to add invoice line by scanning ISBN or Barcode
Manually keying invoices, especially for LOTE books is difficult when you can't easily use the ISBN or shelf-ready barcode to bring up the POL to create the invoice line. The title on the invoice supplied by the vendor rarely matches how the title is imput in Alma in the POL, so that is an unreliable data point. ISBN and Barcode should also be options for searching for Order lines in a basic Order line search.
2 votes -
Link POLs to EDI invoice lines using Identifier field
When loading EDI invoices from a vendor that do not include POL information, use the Alma Identifier field (usually the ISBN) to match the EDI invoice line to the POL.
2 votes -
License terms
We have multiple licenses for various databases from the same vendor - each with with different licensing terms. We would like to be able have separate License Terms pages for these individual databases under a single vendor in ALMA
2 votes
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