• Home /
• SM-I-347 /
• New Suggestion

17 Vote

Ability to mass select post month for SM Invoices

Our franchises bill agreement bills a week or two prior to the month they are scheduled. When the invoice is in the SM Invoice Review screen the post month defaults to the month of the system date and needs to manually updated (one line at a time) to the post month that the invoice should be associated with. This can be a cumbersome process when you have 50+ agreement invoices in a month. It would be nice to have the same function that SM Work Order Cost Posting has to select the lines and mass update the post month.

• Guest
• Jun 4 2018
• Likely but not yet planned

Vista Apps / SM - Service Management

Company	ABM Franchising Group
Job Title / Role	Accounting Application Specialist
I need it...	6 months

• Comments (1)
• Votes (17)

• Attach files

  Enter a subject
• 
  Frank Koszak commented

  August 26, 2021 14:27

  It would also be nice to be able to mass update the invoice date in the review screen too.

  Attachments Open full size

• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 

Log in / Sign up

Identify yourself with your email address

Email address

Subscribe

You won't be notified about changes to this idea.

Related Suggestion

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.