This was an extra cost to purchase for us that allows us to scan invoices into an AP Unapproved Invoice Entry record. This module can be so much better and make invoice entry more efficient by adding in some OCR technology.
Each form can be configured with keywords to link to those fields on the form (Invoice #, Invoice - Invoice, Invoice Date - Date, Total, Grand Total - total invoice etc).
When a new record is created, we open the scan single image as usual. Scan the invoice and when it converts it to a pdf, add the OCR code to search the document for these keywords and input them into an area beside the invoice. The user could then adjust the values in case it missed or converted it incorrectly. When they click on okay, it adds the pdf as it does now, but also inputs the values into the form for you, versus manually typing it in.
This could work on any form that you link keywords to and could help so much with data entry.
Mercedes Green
| Company | SKYGRiD Construction Inc. |
| Job Title / Role | Technology Strategist |
| 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.
Can I please get someone from product management to review this suggestion?
They bought a company that does this, but they either killed it or charge extra for it under a different name. I consider it borderline breach of contract that they don't add it to existing modules, especially since we financed the acquisition with our purchase and support dollars.