Alma
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58 results found
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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 -
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 sub lines in a manual invoice
The ability to add servicing charges to an invoice manually as separate invoice lines that are linked to the regular lines.
13 votes -
Add invoice price increase from last year's invoice
When adding a new invoice line, it will be very useful to add a small box that shows percentage increase since last year's invoice line price.
That way we can check the price increase since last year while adding an invoice.12 votes -
Allow copying of invoices
It would be great if we could copy an invoice and be able to edit it (invoice #s, dates, prices, funds, etc.), rather than having to rebuild basically the same invoice in the next fiscal year for the same exact titles. This would be great for lengthy invoices or standing orders that you receive frequently.
12 votes -
Add "This Fiscal Year" to options for subscription dates range in Invoice Line Details
Add "This Fiscal Year" to options for subscription dates range in Invoice Line Details. "This Year" is very helpful for many subscriptions, but "This Fiscal Year" would be a great shortcut and reduce the work involved with using "Custom Range."
10 votes -
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.
10 votes -
"Check subscription date overlap" check box
We would like to configure a default (= hook) for the check box "Check subscription date overlap" in the "Invoice Line Details" screen.
10 votes -
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.
8 votes -
Add facet for payment method to invoice task lists
Our finance staff divide invoice approval work based on payment method. Each focuses on a different payment method and each method has its own workflow.
We typically have hundreds of invoices in the approval task list (and many hundreds in review). Being able to filter the list based on payment method would enable users to work more efficiently, as it currently cannot be determined without either opening the invoice or first creating a report in Analytics.
7 votes -
Create "View Only" Role for Invoices
The current roles that allow personnel to search and view invoices in Alma are high-level roles (Invoice Manager; Invoice Operator; Invoice Operator - Extended; Purchasing Manager; Purchasing Operator). We propose creating a generic "view only" role for invoices that will allow personnel to view invoices in Alma without being able to perform additional invoicing/purchasing tasks.
7 votes -
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.
6 votes -
Make invoice lines "Ready" in bulk.
EDI invoices load lines with the status "In Review". These can be checked against the invoice copy in the Invoice Details tab, but making them "Ready" requires clicking the ellipsis then "Edit" then "Save".
This has to be done manually for each line which significantly slows the process of getting the invoice paid. There needs to be a way to select all invoice lines and make them ready at one time.
Other libraries may get larger or smaller invoices but in any given week we usually get EDI invoices with a hundred or more lines.6 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…
6 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.
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 -
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.
4 votes -
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 -
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.
2 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
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