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.

Show EM attachments in JC and GL drilldown reports and pull EM attachments in through the billing compiler

The JC drilldown and GL drilldown reports and the billing complier are used to view/reference/research/compile all the backup for transactions related to a job or account. Currently these reports and the billing complier will not show EM attachments. If backup for an EM transaction is needed, a user has to go to the EM Monthly Cost and Revenue Drilldown report or the DM Transaction Attachments program to see the backup for EM transactions. This causes great inefficiencies when researching and/or compiling transaction backup.


This enhancement would benefit any user that researches transactions or compiles backup for owner billings.

The attachments would show as links in the reports or would pull as files in the billing compiler.

  • Megan Low
  • Apr 16 2024
Company Jacobsen Construction Company
Job Title / Role Corporate Controller
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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