I guess my first suggestion for the new update would be to add a module for Automatic Invoicing suggestions for Spectrum users. The Hyperlink in the What's New in Automatic Invoicing 2025 R8 brought me here and I don't use Vista.
The key roadblock that I don't see being addressed is coding. The only way for us to truly move off of our paper process is for Automatic Invoicing to allow for coding of the invoices. It should give an option to select a GL Code and then populate the conditional options from there or just have categories that could be chosen.
I.e. Job Coding -> GL Code (4100 for us) -> Job -> Phase -> Cost Type
or Equip Coding -> GL Code (6001, 6002, 6003, etc. for us) -> Equip No. -> Equip Cost Type
Until we can get coding we can't move off our current process. I realize that we could use this to import the invoices into Spectrum then use a routing workflow to route to the PMs to have them coded, however, we would like for the coding to occur outside of Spectrum and then be imported. The UI for Spectrum is not great for our PMs, the less they have to interact with it the better.
I think the best and most scalable solution would be to have a GL Code selection. The GL Code selection could be filtered by the admin so that only common GL codes are available. Then after the GL Code is selected by the user the conditional fields would populate:
Job -> Job, Phase, Cost Type
Equip -> Equip, Cost Type
Direct -> No other fields needed
The API is already pulling Vendors and POs, why not just a couple of more fields?
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| Company | Cone & Graham, Inc. |
| I need it... | Yesterday...Come on already |
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I agree 100%. It only makes sense to be able to code the invoice. Approval routing would also be great.