Currently users need to manually do a field lookup on G/L codes that come across on their review list in order to obtain the GL Description. Would be great if the GL description would show alongside the GL code during the Approval process.
We are getting ready to offload the approval process from our AP clerks to the Project Managers who aren't always familiar with the G/L Codes in use. This could be alleviated with user security against GL Accounts but that doesn't seem to be a feature in Vista.
Company | B&D Industries, Inc |
Job Title / Role | IT |
I need it... | 1 month |
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.
Thanks for that suggestion Gary, will pass that tip on immediately.
Use Field Properties (F3) from one of the accessible fields in the line detail section of the Review form, select Field Seq#346 - GL Acct and set the Description in Grid option to 0-Show in grid only. That will expose a column next to GL Account with the GL Account description