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.

Basic Accounting Principle - AR Collections

Currently, we track our open AR invoices in Excel. It would be extremely useful if there were a program, vaguely similar to AR Credit Notes, were it would pull information of an Open Invoice (Customer, Job Number & Description, Invoice Date, Amount, Days Over Due, Partially Paid?, etc) with a comment section to keep track of the history of the invoice... all in one Grid.
AR Credit Notes only shows one customer at a time and the info on the invoice has to be entered, it doesn't pull from any other AR program.

  • Alejandra Garcia
  • May 20 2022
Company Peter Baker & Son Co.
Job Title / Role Project Accountant
I need it... Yesterday...Come on already
  • Attach files

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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