Coming Soon: On April 2nd, all Suggestion Boxes will be migrating to The Network, Trimble's online user community. Your posts, votes, comments, and user accounts will transfer. This site will become read-only after the migration, and this banner will have a link to the new location for Vista suggestions.

Move unposted CM Outstanding Entry to another open month

I typed 25 lines in a Jan CM Outstanding Entries batch. Unposted batch. I then realized it should have been created in Dec. Need to move that unposted Jan batch to Dec. I do not want to have to delete the Jan batch and retype all the lines in a Dec batch. Would be nice to just move to another month. Just like in AP with "Tasks" function. Please add that "Task" function to CM.

  • Guest
  • Jan 29 2024
Company Anvil Builders Inc
Job Title / Role Sr Accountant
I need it... Yesterday...Come on already
  • Attach files
  • Shaina Arthur commented
    January 30, 2024 19:14

    I completely agree! I was just telling my co-worker this same thing. Why can I take a posted batch and copy it to a different open month but can't do that same thing with unposted invoices. It's so frustrating to individually delete each unposted entry and have to re-enter in the correct month.

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.