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.

AP Company Parameters - Checkbox for AP Attachments to Attach to Header Only

AP Company Parameters - Checkbox for AP Attachments to Attach to Header Only

  • Guest
  • May 6 2021
Company Pan-Pacific Mechanical
Job Title / Role Software Engineer
I need it... 3 months
  • Attach files
  • Admin
    Gary Gilmore commented
    May 07, 2021 16:18

    Great solution for those that want to make sure the attachment is always made at the invoice header level

    Admin not as easy as a single option in AP Company, but certainly more flexible

  • Arin Knudtson commented
    May 07, 2021 04:01

    You can do this through Security functionality.

    In VA Viewpoint Administration>Programs> VA Form Security -

    For AP Unapproved Invoice Entry (APUnappInv), you would have your attachment security to Add, Edit, Delete. For AP Unapproved Invoice Items (APUnappInvItems), you would have your attachment security to View Only.

    The same would be true for AP Transaction Entry (APEntry) and AP Transaction Entry Detail (APEntryDetail).

    If you can't see the security options for APUnappInvItems or APEntryDetail, you need to go into VA Form Properties, find the appropriate form, go to Security tab, and check "Allow security for this form to be maintained separately".

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.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 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.