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Vacation tips

Is it time for a vacation, but you want to make sure that work is running smoothly in MediusGo. Below we've put together some tips to keep in mind and use, so that your vacation is as free as possible.


Checklist 

  • Add replacers to approval workflows 
  • Submit your invoices via MediusGo Capture (Verification) and use MediusGo Genie to manage your invoices 
  • Use the Dashboard and Search function to check invoices in the workflow and speed up the process before the end of the fiscal year 
  • Use the messaging feature directly on invoices where you need a response from colleagues 
  • Use your mobile device to review and approve invoices wherever you are  


Replacer

If you want someone else to manage and approve your invoices while you're away, use the substitute function. Here's how to get started:



If you forgot to do it yourself, your administrator can create substitutes for you through the admin tool:



MediusGo Genie and MediusGo Capture 

With MediusGo Genie, you can receive automatic suggestions for coding, address assignment, and accrual, provided you use MediusGo Capture for invoice interpretation. 


If you do not use that solution, you can instead use the Touchless feature in Genie Smartflow. In that case, coding and addressing suggestions are created in the same way as before via the administration tool, and you can control per vendor whether invoices should go automatically to review or approval. 


To manage these settings, the user must have the Genie admin role. 



MediusGo Capture is a built-in interpretation service where invoices are sent via e-invoice or email, automatically interpreted, and, if necessary, supplemented during verification. After a short training period, invoices can be fully automated (touchless) and go directly into the workflow. 


The benefits of MediusGo Capture include faster processing, better control over interpretation, and the ability to fully utilize Genie Smartflow. 



Take control of your invoices

Before it's time to create autoresponders to the emails, make sure to check the external invoices, or find deeper information about them via search or the dashboard:



Speed up the handling of invoices with the help of colleagues

Do you have invoices that you need help from colleagues to manage? Use the message function, and tag your colleagues in the dialog - works just as well during your holidays, if you choose to check your mailbox from time to time:



Mobile interface 

Use MediusGo on your mobile device: