Alma
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32 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 -
Update the Subscription dates range in batch for every invoice line on an invoice
I would like to be able to update the subscription dates range in batch for every invoice line on an invoice, rather than having to open and enter the data manually for each line. I'm currently entering an invoice with over 60 lines, and the subscription dates are the same for every one of those lines. Even though I can click "this year" for each one, that's still a LOT of clicking.
18 votes -
Release Remaining Encumbrance and Accrual Accounting do not work together
Colleagues
For those of us that use accrual accounting, the inability to release remaining encumbrance causes difficulties in calculating expected expenditure as the fiscal period draws to a close.
Ex Libris propose a workaround for this limitation (fault), article https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/How_do_I_batch_release_encumbrances_in_Alma%3F.
I would like to see full functionality within Alma, that enables these two features, Release Remaining Encumbrance and Accrual Accounting, work together, to ensure remaining in year encumbrances can be calculated accurately.
Regards
Wayne
14 votes -
Copy subscription date range
When adding an invoice line for a POL which has subscription date it would be useful if there was an option to copy the POL Subscription dates to the ‘Subscription Dates Range’ in the invoice line rather than having to enter it. Especially if there are multiple invoice lines it would speed up entering the data and avoid errors.
54 votes -
Adding a field in the Excel Example of Creating Invoice from File.
Adding a field in the Excel file under batch process that allows for inputting custom exchange rates. The reason for this is because the invoice creation date may not always be on the same day as payment, resulting in outdated rates.
65 votes -
Add checkboxes for the single positions at the invoice details in the invoice lines tab
Add checkboxes for the single positions at the invoice details in the invoice lines tab.
We create all of our invoices manually. Usually we don’t use the pro rata checkbox and four invoice lines for shipment, discount, overhead and insurance are created automatically.
In most cases not all invoice lines are needed and we delete the redundant lines manually. Therefore it would be easier to have a checkbox for choosing these lines and to be able to delete all of them at once instead of choosing and confirming the deletion of each line separately.106 votes -
'Release remaining encumbrance' Box To Be Ticked as Default
When looking at manually created invoices it would be ideal if the 'release remaining encumbrance box' be ticked by default. It currently is left blank and we have to remember to tick it each time.
33 votes -
Subscription dates range on Invoice line
When we double-check invoices for the correctness of the keyed-in invoice information, we also double-check the subscription period for which we pay. If Subscription dates
range displays in a column on the Invoice Lines tab, we don't have to enter the invoice line details to double-check the dates.13 votes -
advanced option in Invoice search.
We hope that there is an advanced option in Invoice search.
27 votes -
Stop the practice of showing funds for 'in review' invoices as expenditure.
Current Alma practice is that EDI invoices automatically load into Alma and expend from a fund whilst still 'in review' and before the 'approval' stage.
Below are some examples where the practice of expending a fund whilst the invoice is still 'in review' is causing us issues:
We have full end-to-end invoice integration from our suppliers, via Alma and into Agresso. We don't send through manual invoices for payment. Our invoice data is automatically transferred through to Agresso every evening once an invoice has been approved. Only those invoices that have moved out of review are included in the export.…
198 votes -
Make the SAVE button more prominent on the Invoice Screen
I have had a suggestion from my staff to make the SAVE button on the invoice screen more prominent. We have several workflows where one person puts an invoice in review and then it is checked by a second person before moving to In Approval. We have discovered that the incidences of someone hitting SAVE & CONTINUE rather than SAVE in the new Alma interface has increased. When we looked at the old interface versus the new, we discovered that that SAVE is now white and much fainter. At least having it the same color or size I think would…
26 votes -
Customization of invoice line summary display
The notes field on the invoice lines summary display currently displays a tick if there is anything is written in the notes field of the invoice line. It would be more convenient if we could customize/configure what we can view so that we can see the content of the notes field without having to go in and view the individual invoice line.
27 votes
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