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.

Add GL Journal Transaction Entry type to DM Transaction Attachments

Currently, the only way to attach documents/ backup to GL journal entries  is directly in GL Journal Transaction Entry from before the batch is posted. A lot of time additional documentation has to be added after the batch had already been posted , and the only work around would be to pull previously posted transaction back into a new batch, but even that option is only available while the accounting month is still open, once the month is closed DM stand alone attachments is the only option to save the documents in Vista, which id not a very effective option when it comes to document retrieval.

  • Natallia Prokin
  • Jul 31 2018
Company ISC Constructors, LLC
Job Title / Role ERP Manager
I need it... Yesterday...Come on already
  • Attach files

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.

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