New AP Invoice Enquiry-Pending screen should have an "Approved" flag
Similar to the status "Approved" from Pending Invoices Report, It will allow us to see all invoices that are pending on approval.
Now under New AP Invoice Enquiry, we are not able to exclude invoices that have already been approved.
|
Company
|
Mainbrace Constructions
|
|
Job Title / Role
|
Management Accountant
|
|
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.
1515 SE Water Avenue, Suite 300, Portland, OR 97214 | 800.333.3197 | Contact Us | Terms of Use | Privacy | Support Policies
© 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.
Thanks Andrew,
No we don't want that. AP review all transactions prior to posting.
We might want to tackle this in another way. There are settings in Jobpac
that can automatically post invoices on approval so that they do not sit in
Pending? would you be interested in that configuration? If so lets get a
support request in to help you with that.
If not I will dig into your suggestion in more detail.
cheers
Hey Andrew,
It is not the case.
Approved invoices are also shown on this "Pending" screen.
Hi,
Approved Invoices should all be "Posted" Invoices... therfore, if you select "Pending" as the status then these should be the not approved ones. Is that not the case?
This screen includes posted approved invoices. How do we filter out approved invoices?
Status doesn't include a "Approved" flag.
Hi there,
you could do this by filtering on the status. ie all invoices the are of
Pending status would not be approved.
cheers
Andrew