We have a couple of monthly bills we would like to get set up in AP Recurring invoices, but they get coded to several different places, i.e. OH, different depts, jobs, etc... Would be really nice if we could import our line items.
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| Company | Satterfield & Pontikes Construction |
| Job Title / Role | Corporate Trainer |
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What I would typically do is go in to AP Recurring Invoice Posting and bring in the transactions I want, then close it, Then I go in to AP Invoice Entry to make my coding changes. I need to look in to importing it from a spreadsheet - I've never thought about that. Thanks Brent!
I'll go out on a limb and guess that Viewpoint won't do this any time soon, but in the meantime if you have enough information to import the recurring invoice, why not just import it as a regular invoice instead?
Assuming you've got the basic structure in a spreadsheet, you could make a few tweaks each month to the LineType, Job, Account, Amount, etc. then just import it directly.