Alma
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58 results found
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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 -
The currency under the invoice details can be converted according to the specified exchange rate.
In the case that the order currency is different from the invoice currency, when a new invoice is created, after the specified exchange rate is added, it is hoped that the order currency under the invoice details can be converted into the invoice currency according to the specified exchange rate.
3 votes -
“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 -
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 -
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 -
create, edit and pay an invoice with as few a screens as possible.
currently, you need to enter and exit numerous screens to enter and pay an invoice. it would be a good idea to cut that number down to one. you need to enter the invoice, save, find out where it is assigned, edit it, enter the invoice lines, save, edit and pay. you should be able to create, list, and pay the invoice in one shot. if ALEPH could do it, Alma should be able to.
2 votes -
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.
2 votes -
Accrual mode
When creating invoices, the Accrual mode checkbox should by default be unchecked
1 vote -
the opportunity to assign invoices from the create invoice page
currently, you enter (or create) an invoice, save and then have to hunt the new invoice in the "unassigned" invoices for further work on it. we should be able to assign the invoices at the creation stage. if there are 20 Ebsco invoices listed, it's nearly impossible to find the one you need to edit and enter lines on. unless you remember how much YOUR invoice is. the fewer pages it takes to pay an invoice the better!
1 vote -
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 -
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.
1 vote -
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 -
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 -
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 -
Ability to have more than customize payment status (paid/not paid)
We have several statuses that an invoice goes through - received, Open, coded, ready for payment and paid. Having the option to use configurable statuses would reduce the number of times we have to go into SAP to check payment status.
1 vote -
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 -
Titles ending in question mark issue with EDI invoices
There is a known Alma issue with EDI files for titles that have ending question marks, i.e. "What's So Controversial About Genetically Modified Food?" The invoice line loads with quantity of zero for such titles. This prevents the POL from moving to "closed". It would be great if this can be resolved, but I understand that the "he core of this functionality relies upon another system (Aleph) and currently Exlibris does not have a schedule fix for that. But putting it on the idea exchange to make sure we remember this is an issue.
1 vote -
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
1 vote
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