I would like to see the option to attach AP images at the line level instead of the header level. When you have a credit card with 100's of images it would be great to attach at the line so the image that is associated with one particular job views that image only and doesn't have to go through the 100 pages to find the one associated with their project. We are starting to use Comdata expense tracker. The system knows exactly what image is associated with each line and when it gets to Viewpoint - Viewpoint attaches at the header level and not the line level.
Guest
| Company | Korte Construction |
| Job Title / Role | Projects Controller |
| I need it... | 3 months |
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While Vista AP reports and HR Management's Billing Compiler are now handling the line level attachments well, JC, PM and EM Drilldown reports do not seem to be. Anyone else having this issue? Case #30091402
FYI, nobody thought about the JB Copy Associated Attachments process, so if you're using that with JB T&M Bills, be aware that it will not export any line-level attachments.
We copy a few thousand attachments each month and got it working with our credit cards, so that's pretty disappointing for us.
Could you elaborate more on what that issue is? We are using the line level attachments now with Keystyle and it's Month-End...
I just checked with the KDS development team - they said there was an issue on the web side that is being corrected - a fix is being worked on and should be ready for their next release/update
Our firm subscribes to Keystyle and wants to start allowing our employees to submit their credit card receipts through Expenses. The problem is that all receipts appear in the header instead of at line level. This allows anyone drilling down on a job cost item to see everything else that is on the particular credit card for that month. This is problematic.
Supported in Vista 6.19 - AP Unapproved and Transaction Entry, as well as imports and reports
This is definitely a sticking point for us implementing Expense module in Keystyle. Our work around is bringing over every CC transaction line one at a time so they're in separate batches, and that's very time consuming.
Related Suggestion: VACCTG-I-263 Thanks for moving this forward.
we have the same issues both in Accounting as well as on the field. when AP is reviewing the expenses they have to flip through pages and pages to find a recipe as it’s not it order. on the field when out PM are running JC cost drill down reports, receipts for other users are being attached to the report which in some cases are confidential and no one should be seeing them. we had to (for now) create a custom report to hide the attachments.
We are having the same issue with this with expense statements. Our people in the field have no clue which document actually supports the invoice being looked at. We have to provide a lot of support to the field for something that should be easily viewed. This is becoming a real judgment of integrity for the users.
To hopefully put a little fuel to this idea - one area of IRS audits for companies is Entertainment expenses. They way things are done now, if the IRS looks at my Trial Balance for entertainments and see "Credit Card Expense" for $650.00 they will want to see a copy of this receipt and that will be like looking for a needle in hay stack.
we monthly look at our trial balance and audit ourselves for credit card purchases and the way this function currently works is a bit of a nightmare. We love the ease of keystyles for this process, the only issue we have is getting the receipt attached at the line item level vs the header level. Please fix ASAP!
What is the status of your support?
We are planning to offer support for attachments at both AP invoice header and line level. This will involve UI and process changes along with modifications to reports and imports. Expect to see this implemented in both AP Unapproved and AP Transaction Entry
I want to follow up on finding a solution to having all attachments go to the AP entry header. Example: Can you tell me which is the attached receipt is for the $28.56 visa charge that was put to this job. The answer is that it is probably on page 4 or 5 but who knows. This is a huge issue and makes Keystyles almost unusable for the managers. I spoke with you at the collaborate conference and with Vista representatives but received no resolution. We really need keystyles and vista to coordinate and find a resolution to this issue.
Follow-up: This is an issue in vendor drilldown and any other reports that show attachments for payables.
We have the same issue and it appears.