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.

Change location/job of creditor invoices after registering them

Sometimes the person registering the creditor invoices doesn't know what job or location the invoice should belong to and may put into the wrong one.  If the project manager coding the invoices finds one registered to his job he doesn't know about it usually just sits there until we come to roll over the periods which is not ideal because some creditors (especially labour contractors) have 15 day terms.  It would be good if they could somehow change the job or location it is registered to so they can direct it to the correct person to code.

  • Ricardo Beatson
  • Dec 19 2019
  • Already exists
Project Operations
Company Beatson Group Ltd
Job Title / Role A bit of everything
I need it... 6 months
  • Attach files
  • Admin
    Andrew Tucker commented
    January 06, 2020 21:59

    Hi Ricardo,

    This is already possible. The user who finds the incorrectly allocated Invoice in their inbox can delete it from the inbox with a reason code eg "Wrong Job" or similar. Another user in accounts who is responsible for registrations can go to the "Deleted Pending Invoices for Retrieval" program and change the allocation and then retrieve to the correct inbox. Contact support should you need any further guidance.

    Hope this helps

    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.