It is difficult to discern "how" an invoice came to be no longer "open." A Payment is very different than a Write-off and (I believe) you have to review Invoice Detail report and dig to see the difference. The detail is exhausting when SM lines are present. It would be beneficial to have some sort of summary report for the Write-offs, e.g. for a particular customer or a range of periods. (i.e. particularly at audit time...) We're reluctant to use the Auto/Write-off feature because of this. (For larger items, we load a "negative" invoice and then "cash receipt" them together with a 0.00 payment so we don't lose that visibility.)
teresa kulinowski
| Company | Atlantic Constructors Inc |
| Job Title / Role | CFO |
| 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.