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.

Add AP Check Transaction Type to DM Transaction Attachements

We leave payment batches open while checks are being signed and then scan and attach them to their respective transactions before the batch is posted.  At times, a user will forget to attach the checks and post the batch.  There are two ways to attach the copies of the checks to the original transaction and they are both not easy. 

The first one would require opening an AP check batch and clearing the check numbers to be used again and then assigning the check numbers again and attaching the scans.  This is too much work just to attach an image.

 

The second involves finding the check number in AP Payment History program and then attaching the scan this way.  As per Viewpoint, this is not an area that people should be "in and out" of on a regular basis.  This is not a viable option. 

 

If we can add AP Check Transaction to the DM Transaction Attachments form then we can go in an attach the transaction with that form. 

 

 

  • Joseph Thein
  • Mar 24 2017
Company GHC
Job Title / Role Accountant
I need it... Yesterday...Come on already
  • Attach files

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.

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