If utilizing the PR :: AP linking and an employee updates their PR address or direct deposit account information through the portal (FKA Keystyle) those changes don’t push through to AP as they do if the change is made directly in PR.
This is a problem. We currently have a number of PR records that now don’t coincide with AP despite turning on the PR > AP linking. It doesn’t break the link – if we go change something on the PR record in Vista it will still push the change to the AP Vendor. Obviously this is not ideal.
For companies set up to push PR updates to AP, any applicable updates to a PR record made in the portal need to also push to AP . Maybe this is an option when the admin approves the change in the portal or just done automatically based on the Vista set up or a Portal Setting. Without this functionality, the value of the PR : AP linking functionality in Vista is greatly diminished.
Company | Sellen Construction |
Job Title / Role | Construction Applications 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.
© 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.
Shouldn't the address update be separate from the banking information? Some employees have multiple DD accounts in PR but only one in AP. If an address update is required we may not want the wrong or different direct deposit account to update to AP.
Keystyle is not the only issue. We have HR people that update addresses in HR and when those are updated they also need to be updated in AP but don't because the change was made in HR not PR.
Hi. Just wondering if there is any movement on this. . .
For anyone who voted here, give a click to the suggestion on the Keystyle side too:
https://keystyle.ideas.aha.io/ideas/KDS-I-1223