Error message if creditor bank details are not valid
My understanding is that the bank details for creditors cannot have a "-" in the BSB number. However, it will still let you enter it into the creditor file incorrectly. It would be great if the system did not let you proceed if this is the case.
Currently the payment preview report does not flag if there is an issue with the bank details either. The payment value is still included when we process the payment and consolidate the EFT. It is not until we extract the payment that the file fails. Then we need to cancel the EFT and restart the payment process. This is frustrating when you've already checked the file and values at three different points - just for it to fail!
Side note - it's really annoying that the payroll bank details require a "-" in the BSB, but the creditor bank details prohibit it.
|
Company
|
Apollo
|
|
Job Title / Role
|
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.
Maintenance of Bank details in the creditor file can be locked down to only
those employees that require it.
EFTSure is also worth looking into which has an integration to Jobpac
through DataFeile.
cheers
Andrew
Thanks Andrew, we will look into that parameter for payroll. Did you have any thoughts on a safeguard for bank details in the creditor file?
Hi Emily,
There is a parameter setting that removes the requirement to enter the dash
in the Payroll BSB.
Please reach out to support for information on the parameter details.
Hope it helps!
cheers
Andrew