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41 results found

  1. Batch editing and deleting invoices

    There is currently no way to batch delete invoices. Old invoices can be an issue when it comes to deleting POLs. For those of us with thousands of invoices to delete, it would be extremely helpful to have a batch delete option.

    Additionally, a job to set invoices back to review (in bulk) would be very helpful.

    [If this idea has already been posted, please let me know]

    89 votes
    1 comment  ·  Acquisition - Invoices  ·  Admin →
    How important is this to you?

  2. Add the Additional Information field to Invoice Lines screen

    When viewing Invoice Lines within a Purchase Order it is possible to add the Additional Information field from the Invoice Line as a column to this screen.

    However, when viewing Invoice Lines from within an Invoice it is NOT possible to add the Additional Information field from the Invoice Line as a column to this screen.

    We would like it to be possible to add the Additional Information field Invoice Lines screen within an Invoice so that there is consistency between Invoice Lines tab on a Purchase Order and the Invoices Lines tab on an Invoice

    14 votes
    0 comments  ·  Acquisition - Invoices  ·  Admin →
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  3. Update invoice information in batch

    Since we have to approve a lot of invoices and input the same payment information to a pile of invoices, is it possible to 1) set a certain number of invoices as a set and approve them in batch, and 2) update invoice payment information in batch as a job (similar to update PO line information)? Detailed information are as follows.

    1. Add invoices as sets Add invoice to ‘set content type’, and enable add contents from file to set so that a certain number of invoices can be grouped as a set.
    2. Add new jobs a. Update invoice status Approve/send…
    20 votes
    0 comments  ·  Acquisition - Invoices  ·  Admin →
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  4. 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
    1 comment  ·  Acquisition - Invoices  ·  Admin →
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  5. 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
    0 comments  ·  Acquisition - Invoices  ·  Admin →
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  6. 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.

    5 votes
    0 comments  ·  Acquisition - Invoices  ·  Admin →
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  7. 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" view

    3 votes
    0 comments  ·  Acquisition - Invoices  ·  Admin →
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  8. Ability To Search Invoices By Payment Status

    We would like the ability to search invoices by payment status. This is important to us because we bulk export invoices (XML), one campus at a time. For example, we need to be able to check that all invoices in Ready to Be Paid status are of one campus before we send to the integration.

    21 votes
    0 comments  ·  Acquisition - Invoices  ·  Admin →
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  9. Mapping of Rialto invoice data in Alma

    The freight charge in our Rialto invoices is being mapped to the "Overhead amount" field. We would like this to be mapped to the "Shipment amount" field which seems more accurate. Ex libris have advised that this is hard coded and requires support from the user community to proceed.

    21 votes
    0 comments  ·  Acquisition - Invoices  ·  Admin →
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  10. 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
    0 comments  ·  Acquisition - Invoices  ·  Admin →
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  11. 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.

    25 votes
    0 comments  ·  Acquisition - Invoices  ·  Admin →
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  12. 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

    16 votes
    0 comments  ·  Acquisition - Invoices  ·  Admin →
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  13. 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.

    58 votes
    1 comment  ·  Acquisition - Invoices  ·  Admin →
    How important is this to you?

  14. 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.

    68 votes
    0 comments  ·  Acquisition - Invoices  ·  Admin →
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  15. 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.

    112 votes
    2 comments  ·  Acquisition - Invoices  ·  Admin →
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  16. '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.

    34 votes
    1 comment  ·  Acquisition - Invoices  ·  Admin →
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  17. 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
    3 comments  ·  Acquisition - Invoices  ·  Admin →
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  18. advanced option in Invoice search.

    We hope that there is an advanced option in Invoice search.

    35 votes
    2 comments  ·  Acquisition - Invoices  ·  Admin →
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  19. 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:

    1. 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.…

    212 votes
    8 comments  ·  Acquisition - Invoices  ·  Admin →
    How important is this to you?

  20. 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
    5 comments  ·  Acquisition - Invoices  ·  Admin →
    How important is this to you?
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