In TC1- the AP Automation Process would be greatly improved by adding a field to identify the Job #, PO #, Equipment Number, etc. This is a field that is contained in most vendor invoices. If the system could read or the user could manually input this information while the invoice is in view during the "Process" stage, the user could skip the next step of having to go to Vista to add the information to the AP Unapproved Invoice Entry file (Vista> Accounts Payable > Programs > AP Unapproved Invoice Entry). Understanding that this would require that the Job, for example, is set up with a Reviewer Group. However, this should be a standard part of the Job Set-Up.
Adding this to the AP Automation would further automate the process allowing AP Unapproved Invoice Entry to transition into "Ready" status and move on to the next stage of approval in Financial Controls>AP Invoice Review.
Another thought relates to the "Description" field in AP Automation. This field already flows to 4 different areas of Vista>Accounts Payable>Programs>AP Unapproved Invoice Entry. If the Description field could default to populate the Job Number field along with the other 4 description fields- this might make this an easy customization.
The TC1 AP Automated process is so close to being an effective tool. I truly believe adding this customization would increase efficiency and improve the tool saving time and money.
Guest
| Company | Selland Construction, Inc. (plus many subsidiaries) |
| I need it... | Yesterday...Come on already |
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Agree with previous comments. Trying to vote more with comments to bring more attention. With the current process you are just touching an invoice double the time if you have to go back to the old way just to provide coding and job information. This would be more streamline if you were able to do all in one place.
Vista, please look at this. Going into Vista after the automatic invoice entry to finish it up negates most of the benefits of this module. Make this a one-stop shop where the entire invoice can be fully entered online!
This does seem like an obvious ask... how long or how many votes will it take to get this developed?