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.

Expense (keystyles) description on the Trial Balance

Currently when a credit card is posted and when looking at the trial balance report in Vista, it shows our Credit Card Vendor name and number and the "invoice number" - it would be nice, if these batches would allow you to post a description instead.  It would be very beneficial to see who's PCard was responsible and what the charge was for.  We used to see it come across this way from the import we did that was posted as a Journal Entry or a Job Cost Adjustment. The Trial Balance would show the description  As of now, we don't know who the charges belong to by simply looking at the Trial Balance or AP.

  • PENNY BEATY
  • Jan 21 2019
  • Likely but not yet planned
Company mdavis and sons inc
Job Title / Role Accounting Manager
I need it... Yesterday...Come on already
  • Attach files
  • Luke Kotz commented
    March 05, 2019 18:17

    I agree with this entirely.  For T&M billing, this is almost a must have.

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.