A Project Manager should not have to go to multiple places/reports when approving invoices for a project. AP unapproved Invoice Review should display, at a minimum, PO#, PO amount and tax, Previously posted invoices (AP Reference #, amounts and tax), unapproved amounts and tax (for if there are multiple unapproved invoices on this PO), and Remaining Cost (Total Cmtd - Actual invoiced to date amounts). It would also be nice if it displayed the tax rates on the PO and invoices and if we were able to open all invoices on the PO to more easily identify discrepancies if the current invoice being approved put us over the PO amount. If it's not an option to add this info to the header of AP Unapproved Invoice Review, it would be nice if there was somewhere a PM could go to access all information and invoices associated with a PO. Currently, you have to have several screens open when approving invoices.
Breanna Signore
| Company | MMC Contractors |
| Job Title / Role | Project Manager |
| I need it... | Yesterday...Come on already |
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.
Same should be added to Unapproved Invoice review in HFF: https://keystyle.ideas.aha.io/ideas/KDS-I-1225
This should be added to the web form. The Project Manager should also be able to see that the line items on the PO have been received.