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.

Option to Hold Invoices when Entering Invoices Notes - Need an option to turn this off

This was released in the most recent release without the option to turn this off. Can we please have this option?

  • Sharee Kawenga
  • May 26 2024
Company BMD Group
Job Title / Role Commercial Systems Coordinator
I need it... Yesterday...Come on already
  • Attach files
  • Admin
    Andrew Tucker commented
    03 Jun 07:07

    Cheers. I will put this on the watch list for possible R3/R4 Inclusion.
    And will check back in with you in a couple of weeks to see if you are
    still experiencing same.
    Note the user would need to physically click the hold selection to put an
    Invoice on Hold. Ie a decision needs to click the radio button.
    One thing to check. for the invoices that seem to be getting accidentally
    held, what is the default set up at creditor level? ie is the creditor set
    up to default to Held?
    cheers

  • Sharee Kawenga commented
    03 Jun 06:57

    Hi Andrew, Our team keep accidentally turning the hold setting on unintentionally somehow and we keep having to run reports and then change them back to release.

  • Admin
    Andrew Tucker commented
    03 Jun 06:54

    Hi Sharee,
    Could you please describe the problem this creates? in most places where
    you can add invoice notes it is also possible to change the hold release
    status.
    Let me know.
    Hope you are well.
    cheers
    Andrew

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.