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.

Choose G/L Month for Agreement Billing

You can override at an individual level, but when you have over 600 invoices to change, this becomes cumbersome.  The G/L batch month is currently chosen by the current date (i.e. date you login and are performing the action).  We bill our maintenance billings in advance.  Therefore, on 12/15/16, we are billing for January services.  I either have to change each line separately or do a GL entry to defer.  Also, the invoice date pulls from the billing schedule.  I need the invoice date to reflect 12/15 as well.  Currently, I modified the Crystal Report to subtract a certain number of days from the system invoice date.

  • Guest
  • Dec 22 2016
Company HighGrove Partners LLC
Job Title / Role Controller
I need it... 12 months
  • Attach files
  • liz heisel commented
    August 03, 2018 19:51

    This also impacts everyone of our franchises (159 users)  and is extremely annoying to have to manually update each line.

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.