Allow a zero payment in AP to offset invoices and credit notes
One has to wait until you actually have a payment to make to offset invoices and credit notes. This can take a while for this to happen.
|
Company
|
Thermosash
|
|
Job Title / Role
|
Finance
|
|
I need it...
|
3 months
|
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.
Hi Susan, This should be possible already. If its not working for Zero EFT
payments, could you please try changing the offsetting transactions to
Cheque payments in Payment Selections, and then doing the Zero run. Both
EFT and Cheque should work however, so I think if you wouldnt mind also
logging as a case then if there is a problem we can fix it permanently.
thanks
Andrew
On Wed, Apr 22, 2020 at 1:41 PM Aha! <
dc693d2ee579a3b9c16e4a62-viewpoint@iad-prod1.mailer.aha.io> wrote:
> Aha!
>
> Suggestion details
> JPC-I-433 Created by Susan Jacobsohn on Apr 21, 2020
> Allow a zero payment in AP to offset invoices and credit notes
>
>
> Status
> New
> Product
> Jobpac Connect
> Assigned to
> Default (Andrew Tucker)
> Aha! Score
> 0
> Categories
> Finance
> Company
> Thermosash
> Job Title / Role
> Finance
> I need it...
> 3 months
>
> One has to wait until you actually have a payment to make to offset
> invoices and credit notes. This can take a while for this to happen.
> Activity
> Type Count
> Votes 1
> Subscribers 1 Portals
>
> Visibility Visible to all suggestions portal users
>
> Name
> Ideas Submit only
> Submit Your Suggestions for Jobpac View in portal
>
> Control your notification preferences
>
> in Aha!
> Aha! Labs Inc, 20 Gloria Cir, Menlo Park, CA 94025
> View on Aha! mobile
>
>