Submit Your Suggestions for Vista

Ideaspace topics with the most votes have been moved into the Suggestion Box. If there is a topic missing, please re-enter. Our product team reviews the Suggestion Box items regularly and will provide updates as to status and incorporation into upcoming releases.

AR Aged Analysis By Customer/Contract should include credit notes

We have to print 2 reports for A/R a week.  The AR Aged Analysis By Customer/Contract report shows the 1st line of the invoice description but no credit notes.  The AR Aging report does not show any description information but will show credit notes.  Is there a way to either get credit notes on the AR Aged Analysis By Customer/Contract report or the description line on the AR Aging report? 

  • Frank Koszak
  • Feb 23 2017
  • Likely but not yet planned
Company ABM Franchising Group
Job Title / Role Application Specialist
I need it... 12 months
  • Attach files
  • April Borsten commented
    January 11, 2019 21:01

    Our company modified this report so that the credit notes appear on our AR Aged Analysis by attaching your note to the first invoice in a contract.

  • liz heisel commented
    June 04, 2018 20:04

    I think this can be deleted when item SM-160 gets applied.. This will help user determine contract vs. work order information.

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.