Our team has identified potential for double payments where a staff member has accidentally cancelled a presented EFT and not realised.
Can we put some more controls around this:
Possible Solutions:
1: Cancelling of a presented chq or EFT is not possible (i.e the transaction must be unpresented first).
2: Increase the requirements to include creditor and batch and eft number to prevent this from happening by mistake
3: Pop-up indicating the creditor, batch etc. that you can check the cancellation against
Company | FKG |
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.
© 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.
Happy to inform that more controls have been placed around deletion here. enjoy!
Hi Jess,
Thanks for this. I am a fan of more controls if it can prevent errors. We will consider this for roadmap but it may be medium / long term. If you need extra controls quickly we could consider as a funded development service request. If you would like to pursue this path please log a request for development in the customer portal and we can quote. AS an option.
thanks
Andrew