Alma
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27 results found
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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.
17 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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“Creating an invoice from PO” always sets the encumbrance to zero
The use of the function “creating an invoice from PO” is essential for us. It saves a lot of work during invoice processing. The function always sets the encumbrance to zero, even if only a partial invoice has been recorded (for example: encumbrance: 300 Euro, partial invoice: 100 Euro -> disencumbrance: 300 Euro instead of 100 Euro).
Ex Libris write: "This enhancement is already on the Alma Road Map but I can't provide a date now when this will be implemented."
From our point of view, this is a mistake and should be corrected. A disencumbrance of the budget may…
17 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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"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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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“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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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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 votesHello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
This cleanup process is necessary to streamline our idea management process and ensure that the most relevant and impactful ideas receive the attention they deserve. If you still feel strongly about this idea, you may submit it via the NERS process.
We value your feedback and encourage you to continue submitting and voting for ideas that you believe will enhance Alma.
Alma Product Team
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