REMOVE UNECCESSARY POP UP PROMPT. USER SELECTING SAME INFO TWICE.
PAYMENT SELECTIONS BY JOB ADDED TO MENU. CREATE PROMPT PAYMENT BY BATCH APPEARS, USER IS PROMPTED TO SELECT A BANK ACCOUNT. THIS FUNCTION IS NOT NECESSARY AND RATHER ANNOYING AS PROCEEDING TO PAYMENT PROCESSING THE BANK ACCOUNT MUST BE SELECTED TO COMPLETED THE FINAL PROMPT PAYMENT BY BATCH. PLEASE REMOVE THE POP UP PROMPT
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Company
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FUGEN CONSTRUCTIONS
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I need it...
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Yesterday...Come on already
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Hi Andrew,
The prompt batch feature is not the issue, it's the intermediate pop up requesting to select a bank account that is NOT NECESSARY.
I appreciate that this function will be modified soon, however prompting for a bank account at this point should not be included.
Kind regards,
Deanna Thompson | Accounts Payable Executive
Office: 02 9289 3700
Level 1, 9-13 Underwood Avenue, Botany NSW 2019
fugenconstructions.com.au
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Hi There,
A couple of things may help you here.
1. We are improving that workflow so that you can make multiple selections,
before batching up with a bank account to 'pay from'. and the prompt won't
pop up so many times.This will come soon.
2. The multiple Prompt payment batches functionality can be turned off, if
it is not important for you to be able to create multiple Prompt
payment batches each to be paid out of different cash accounts. This
functionality was designed to help customers who need to manage many
Project Trust accounts. With the functionality turned off, your workflow
will change to... 1. mark invoices for prompt payment , 2. then go and pay
the Invoices marked for Prompt payment from the one cash account., 3. then
repeat. Should you wish to turn the multiple prompt payment batches feature
off, please reach out to our support team for assistance.
Cheers
Andrew
*Andrew Tucker | **Sr Product Manager APAC*
*Trimble Viewpoint*
*D:* +61 2 9492 4100 | *C:* +61 416 209 722
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This request will enhance user ability and alleviate unnecessary steps. The same information is being selected twice unnecessarily.