Would save loads of time to be able to enter a reviewer or reviewer group when entering an invoice in SL Worksheet. And/or it would also save loads of time to be able to add a reviewer in AP Unapproved Invoice Review without having to use the Invoice Setup button (which sometime takes a long time to open AND it locks you from doing anything else while it is open)
Guest
| Company | Kinsley Construction |
| Job Title / Role | Project Accountant |
| I need it... | 3 months |
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.
Our policy for reviewers is dependent on the payable type level (or is different for subcontractors compared to regular AP transactions) not just the phase code level so once we've sent the SL Worksheet data to upload to AP Unapprove Invoice Entry we have to search and find all those transactions again to revise the reviewers . Either we need the ability to assign reviewers based on payable type in HQ or we need the ease of changing it in the creation module at the SL Worksheet
Since this function does not exist we use the Workflow Checklist to track and create a history of who entered the quantities and who approved. We also require anyone who enters quantities to put the date completed and their initials with a note that entries are competed in the Notes section of the header for each sub, then the reviewer does the same thing. They also include any questions and answers so there is history. These notes will follow through to AP, and can be displayed if desired by checking the include notes box on some SL report launchers.