There are very few reports that tie an invoice to a Work Order. It makes it very difficult to have to go back to SM Invoices to look up an invoice and find out what Work Order it's for. If it were on the AR Reports - specifically the AR Aged Analysis by Customer/Contract -we would know what Work Order was still owed for. There is not a good report for SM AR Aging that breaks down this information.
Brittany Johnson
| Company | LEI Companies, Inc. |
| Job Title / Role | Project Accountant |
| I need it... | Yesterday...Come on already |
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.
© 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.
The same should also be the case with linking contract numbers to the invoices in AR Aging. It is hard to determine the difference between invoices when a customer has both construction and service invoices due.