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.
Guest
| Company | Satterfield & Pontikes Construction |
| Job Title / Role | Corporate Trainer |
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.
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.