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.

Allow invoices to be emailed/delivered from the AR and JB modules

My client would like to email JB invoices to their customers directly from JB.

Guest
Aug 2 2021
Shipped

JB - Job Billing

Company	Converge Management Services
Job Title / Role	Consultant

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Karl Vaillancourt commented

March 27, 2023 20:24

Will this update include workflow functionality and email notifications for internal reviewers/approvers?

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Gary Gilmore commented

March 24, 2023 23:35

Targeted for the 2023 R1 release - putting it through QA now

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Jamie Stinson commented

March 21, 2023 15:29

Is there an update on this ?

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Jim Wagner commented

February 09, 2023 16:30

Is there an update on this feature enhancement from development?

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Beverly Schulz commented

January 17, 2023 18:45

This is an important improvement and Vista needs to get this completed as soon as possible if not before.

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diane adams commented

December 09, 2022 17:30

What is the progress on this?

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Michelle Proctor commented

April 20, 2022 14:15

Has this been implemented yet? If not, when can we expect it?

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Gary Gilmore commented

August 02, 2021 16:23

Look for JB email delivery in an upcoming release - working on it now.
With email delivery of invoices available from MS, SM and JB, will an email from AR still be valuable? (AR Statements already can be emailed)

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+271

348 Vote

Ability to email invoices to directly to customers Merged

Have a selection on customer master to email invoices, then when you process and post batch it would automatically email invoices to those customers that are marked as such.

Created 09 Mar 19:02 by Sharon Karpf

AR - Accounts Receivables / JB - Job Billing

29 Shipped

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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