Submit Your Suggestions for Jobpac

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.

Add creditor approval workflow

Is there a way to add an approver for creditor setup/maintenance?

This is needed as an extra layer of security when bank details are being changed.

As also suggested a change log would also be beneficial.

I'm new to Jobpac so this may be there. I've looked through a lot of documentation and can't see it.

  • Guest
  • Mar 28 2024
Finance
Company Roberts Co
Job Title / Role AP Manager
I need it... Yesterday...Come on already
  • Attach files
  • Admin
    Andrew Tucker commented
    02 Apr 03:18

    Hi Peter,
    Although we dont currently have an approval workflow around setting up a
    new Creditor, we do have some configuration settings that restrict the edit
    capability of bank account details on the Supplier. Edit capability can
    then be granted to specific users through their menu access.
    There is also a Change log on the creditor master file for most fields.
    Please reach out to support for assistance in understanding this feature
    and how to see audited changes.
    Cheers
    Andrew

    Attachments Open full size

Related Suggestion

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.