Reason creditor is on hold
It would be great to have a field to enter a reason for why a creditor has been marked as "hold all payments" or the default invoice status is "hold" within Creditor Maintenance. When there are multiple people in a finance team, it's often hard to figure out why a creditor has this status and/or how/who to follow up with.
|
Company
|
Apollo
|
|
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.
You can enter the Reason that an Invoice is put on hold in the Invoice
Notes and you can also put the invoice on hold when entering the invoice
notes. The Invoice notes carry forward with the pending invoice into the
posted invoice. Currently though we do not force the entry of an Invoice
Note though I do like that Idea.
cheers
Andrew
100% There is also an issue when a person puts an invoice on hold while reviewing it in cost pending, and later approves the invoice, the invoice automatically stays on hold.
Agree. They can also be put on hold because insurances are out of date. Having an automatic message for this would be equally as helpful.