Customer Center
Get the most out of Medius with tips, tricks and instructional videos.
AP & Source to Contract Hacks and Medius Top Tips, content series full of tips, tricks and utilization advice from the leading minds at Medius, is packed full of suggestions for how to get the most out of Medius software applications.
Top tips in action
Quarterly hands-on training covering skills and features you may or may not be aware of within Medius.
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Capture consistency: Tips for cleaner field capture and fewer exceptions
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Introduction to the new Medius experience and the main design concepts behind it
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Deeper dive into new persona-based, user interface: Home Page view for users and approvers, Inbox, and Search Box
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Check your integration is up-to-date, Customer Center Top Tips compendium, keep up-to-date with self-service registration
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Handling frequent deviations and automating other minor but frequent manual tasks in the AP workflow
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Actionable emails for approvers, initiating supplier onboarding from Medius Capture, and reporting tips
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Handling goods receipt deviations with a routing table
Instructional videos
Get the most out of your AP system by watching these instructional videos.
- Get started with Medius AP Automation – Inbox overview
- Search for an invoice
- Approve an invoice
- Configure four eyes principle
- Configure approval group and assign it to user
- Configure temporary delegation
- Use labels
- Configure Touchless automation in Capture
- Configure post control rule
- Configure supplier responsible
- Code an invoice using Excel
- Configure tax tolerance
- Route invoice by using accounting template and cost center responsible
- Configure additional charges for supplier
- Configure connection and deviation tolerances?
- Configure automatic coding of balancing
- Configure dashboard for automatic routing metrics
- Grant access to gadgets
- Use and edit the standard report for month-end closing
Benchmark your AP process against your peers
These benchmarks are gathered from the performance data of your fellow Medius customers, so you're not comparing yourself to industry surveys or analyst estimates. You're seeing what's actually possible when AP automation is running the way it should.
Use them to see exactly where you're performing well and where there's room to improve. The full report goes deeper into each KPI with context, tips, and what better performance looks like in practice.
| KPI | AVERAGE | BEST-IN-CLASS  |
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| Non-PO Invoices |
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| Total invoice processing cycle time | 7.36 days | 2.05 days | |
| Touchless capture rate | 76.6% | 100% | |
| Automatic routing rate | 65.69% | 99.48% | |
| Average approval time | 3.26 days | 0.97 days | |
| PO Invoices |
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| Total invoice processing cycle time | 5.12 days | 1.37 days | |
| Touchless capture rate | 77.0% | 100% | |
| Touchless processing rate | 68.86% | 96.29% |
FAQs
FAQs specific to application areas:
Resources
Guides & Reports
Take a deeper dive into key topics for Finance and AP professionals, including reports from leading analyst firms as well as Medius experts, allowing you to stay up to date on the topics that are impacting the future of Spend Management.
Events & Webinars
Join us at an upcoming event or webinar to learn from industry thought leaders, Medius experts and peers in Finance across the globe – either in person or virtually from the comfort of your desk.
Case Studies
Who better to convey the impact of technology than the users themselves? Hear from current Medius customers on their experience with a variety of solutions and how it’s improved their company’s spend management processes.
Podcast Series
For learning on the go you can listen in to our podcasts, including our award-winning Accounts Deceivable series featuring real life victims and perpetrators of AP fraud around the world.
Industry Insights
Head to our blog to learn about interesting trends in AP and invoice management, and to continue the journey toward continuous improvement.
"The Medius team provides us with insights into industry norms and best-practices, which we had no clue about nor any access to before. The combination of modern technology and industry expertise has been very valuable to us."
Alden Senteney
Project Manager
Briggs Industrial