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.

• Home /
• VACCTG-I-675 /
• New Suggestion

4 Vote

Allow Accounting Work Centre Drilldown into Actual Transaction

Currently the AP Posted Invoices and Payments Drilldowns in the new Accounting Work Centre only open the Batch Selection, which you then have to create a new batch then manually re-add the transaction that you already have listed in the Work Centre ie you are searching twice.  

 

For AP Unapproved invoices they have a great read-only view of a full invoice and all of its lines.  Why can't the Work Centre for AP Posted Invoices and Payments open a read-only form for that particular invoice?  The majority of reasons to lookup a transaction is to see the detail and not edit it.  You can then also have a switch to open in AP Entry where you can then add into a batch.

We shouldn't need to create a new batch just to view a posted invoice or payment.  

• Mercedes Green
• Jan 4 2018

AP - Accounts Payable

Company	Skygrid
I need it...	Yesterday...Come on already

• Comments (0)
• Votes (4)

• Attach files

  Enter a subject

• 
• 
• 
• 

Log in / Sign up

Identify yourself with your email address

Email address

Subscribe

You won't be notified about changes to this idea.

Related Suggestion

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.