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.

All Bank Account Balances at a glance

See ALL your bank account balances in one place all the time.  With several bank accounts it's important to monitor balances at a glance. We should be able to see our bank account balances without going to the CM Checkbook.  American Contractor showed balances on one screen for all accounts always.

  • Guest
  • Feb 21 2020
Company Creekside
I need it... Yesterday...Come on already
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  • Guest commented
    July 17, 2023 11:30

    While this is available in CM Current Account Balance Drilldown, it would be helpful for the "As of" date to actually work. I would like to be able to record amounts that will be deducted at a specific date, but if it's in the future, this report doesn't take dates into account, even though there is an "Ending Actual Date" box.

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.

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