AP has a recurring invoice feafeature;ture, can AR get this same feature. It would save us a lot of time each month.
Company | Plote Construction Inc. |
Job Title / Role | Corporate Controller |
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.
I think, what you are asking for with whole bunch of options already exists with SM Agreements. If you use this feature of Vista you will be able to set up customer leasing agreements within SM module, and initialize invoices from those agreements just like from templates.
We have companies that lease equipment or property to the same customer at the same monthly rate. Every time we bill for these transactions in a month we have to start from scratch instead of using a recurring template.
Reoccurring invoices are basically records created from templates that get reinitialized with a selected frequency. Every time they get pushed into accounting they would be for the same amount and hitting the same revenue centers.
Normally, on T&M billing the amount is based on costs incurred in a period of time, and costs can vary greatly. On progress billing jobs are invoiced based on installation quantities and/ or percent complete, and that can change as well from period to period.
In addition, those quantities and costs can vary from cost center to cost center between different periods, so I can not quite picture how we can benefit from a reoccurring invoice here. Can you please elaborate on your business case for this request? Thank you