Users want to utilize the AP recurring invoices function - but the lack of flexibility in being able edit invoices prior to posting is a real turn off for them. Currently the only option is to post the batch through, then create a new AP Transaction batch, pull the invoice(s) in and then edit. Might as well just enter them as a regular invoice each month.
Company | ABM Franchising Group |
Job Title / Role | Application Specialist |
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.
It woudl be nice to be able to update Header information in the Recurring Invoices screeen when this items change, like the invoice sequence.
when you create the recurring batch just hit cancel. Then you can go into AP Transaction Entry and the batch will be there for you to edit any invoices before posting.