Alma

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  1. “Expended from fund” should be able to be un-ticked when “VAT per invoice line” is ticked

    Invoices can include different VAT percentages in different invoice lines, so VAT must be calculated per invoice line level (not in invoice level), but because library is not paying VAT (paid centrally by the university), VAT should not be expended from the library’s funds in Alma.

    The problem is that when the checkbox “VAT per invoice line” is ticked, the checkbox “Expended from fund” is automatically ticked and it can’t be un-ticked.

    It should be possible to choose “Expended from fund” to be ticked or un-ticked, when “VAT per invoice line” is ticked.

    3 votes
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  2. Allow bulk assigning of invoices

    Currently you have to go through invoices individually and assign them to yourself or to someone else. A bulk assign option would save a lot of time and make processing much easier.

    3 votes
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  3. 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

    3 votes
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  4. Add ability to include non-numerical characters as part of search for invoices

    My apologies if someone has already posted this...

    Please add the option to include non-numerical characters as parts of searches of invoices, for example when receiving items. Alma gives the option to receive new material as part of invoice creation, and automatically populates the Invoice number on the Receive New Material screen. However, if any non-numerical characters are included as part of the invoice number, no items are found. Items associated with an invoice can't be searched for until all non-numeric characters are stripped from the Invoice number.

    3 votes
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  5. Searching Invoice Lines in an Invoice

    In an invoice with multiple invoice lines, there should be a search (or Find) function added so that specific titles can be found without having to look through multiple pages of invoice lines. This would make searching an EDI created invoice of several hundred lines much easier. This new feature could be similar the find function that currently exists in the portfolios tab when editing the service in an Electronic Collection.

    3 votes
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  6. Invoice amount

    We need a display for a total invoice amount and total invoice lines amount above the invoice tabs. Otherwise we must always click on the summary tab after the recording the invoice lines for control. See attachment please.

    2 votes
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  7. Replicate the "view vendor" link for invoices

    Currently there is a link to view vendor next to the material supplier field when editing a POL. One can click on it, be taken to the vendor to confirm you have the correct one or be sure that necessary information is in the vendor record. Once you save or cancel, you are returned to the order being edited without loss of data. Please add the same "view vendor" link when creating, editing, or approving invoices. In particular, approvers need to ensure that the vendor payment address matches the address on the invoice and currently one has to either open…

    2 votes
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  8. The pre-check function during creating an invoice

    A customer needs a pre-check function during creating an invoice line, if the vendor of the selected PO line is different with the invoice line's, Alma should notify the user. So it could save time than verify it during the save stage.

    2 votes
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  9. Bulk import of more than one PO in ALMA

    ALMA only allows one bulk import of PO per invoice. However, it would be great if you could have the ability to add another PO with bulk POLs. Or have a 'select all' option to automatically push them through to the invoice.

    1 vote
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  10. Option for deduction of VAT in invoice

    Option for deduction of VAT
    Good morning, I am Juan Jose Bueno in the library of the Faculty of law of the UAM.
    We need to add a deduction of VAT field. According to Spanish law, we are entitled to deduct a percentage of VAT, 7% or 100%. This deduction is applied to the amount of VAT and we must have the possibility of applying this deduction.
    Example:
    Price book: €100
    VAT 4%: €4
    deduction 7%: 0.28
    Total invoice: €104
    Total invoice with deduction: €103,72
    Balance would have to be so:
    budget: €1000 paid: €104 balance: €896 balance with deduction:…

    1 vote
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  11. Sort Option by Invoice Owner

    We have at least four Owners of invoices at our university and need to sort by Owner when invoices are in Review Unassigned, Waiting for Approval or Waiting for Payment, but that is not an option. All other invoice fields are able to be sorted EXCEPT the Owner Field. Can the Invoice Owner field be enabled for sorting?

    1 vote
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  12. Improve credit/refund Acquisitions workflow

    The credit/refund process is cumbersome. When I receive a credit memo, I have to go back and re-open all the POL or add another POL. I have had to process multi-page Credit Memos this way and it's incredibly frustrating. The vendor doesn't send Credit Memos via EOD, but even if they did, I don't think it would work since the POl aren't open. If I could just open an invoice workflow that doesn't care that the POL is closed, that would be great.

    1 vote
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  13. Invoicing suggestion

    When processing invoices, on the invoice lines screen there are 4 default lines already - we usually delete all of these and have to do it one at a time. It would be good to be able to select all to delete in one go.

    1 vote
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  14. Add Invoice Date to Waiting for Payment File

    It would be helpful to have the option to sort by invoice date from the Waiting for Payment screen. Currently, there is no Invoice Date column.

    1 vote
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  15. Sort Invoice Lines by Description

    When viewing "Invoice Lines" in "Invoice Details" it would be highly useful to be able to sort invoice lines by Description A-Z. Currently you can only sort by Line no., Price/Total Price and Status.

    1 vote
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  16. Accrual mode

    When creating invoices, the Accrual mode checkbox should by default be unchecked

    1 vote
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  17. We would suggest to pop up a notificatiion when our staff works on an invoice of previous year.

    I would suggest to pop up a notificatiion when our staff works on an invoice of previous year. For example, before click "set back to Review", system will alert that "Edit is not allowed since it is not in this year." Or it is not permited to edit the non-current year invoices.

    1 vote
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  18. Add "Invoice was disapproved by your manager" in facet

    If Alma invoice approval is configured, the invoice manager can disaprove an invoice. That invoice is then sent back to "in review". An alert in the invoice tells us "Invoice was disapproved by your manager"

    When searching for invoices, there is no facet (or any other way) to quickly identify which invoices have been disapproved by the manager. We have to edit each invoice in review to see if the alert is there.

    We would like to have this facet or any other solution that would improve the workflow.

    1 vote
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