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.

Quick Keys

Bring back the quick keys:

GL = General Ledger Enquiry

JNL = General Journal Entry

BR = Bank Reconciliation

TB = Trial Balance report

PL = P&L report

MP = Manual Present

AP = Accounts Payable Enquiry

AR = Accounts Receivable Enquiry

PC = Progress Claim

PMT = Payment Selection

PP = Prompt Payment batch creation

BS = Balance Sheet

BAS = BAS report

DS = Debtor Statement

21 = To change entity

BFM = Reporting

CWIP = Job costing reporting

JOB = Job enquiry

CC = Cost center's


So on and so forth....

  • Guest
  • Oct 25 2021
  • In Review
Company FK Gardner & Sons Pty Ltd
Job Title / Role Accountant
I need it... Yesterday...Come on already
  • Attach files
  • Admin
    Andrew Tucker commented
    October 26, 2021 06:25

    Hi Shelbie,
    I have been tracking votes on that suggestion since we removed the option
    for technical and security reasons 2 years ago. This was part of SOC2
    Compliance which is a high-level security audit standard. We found that
    only 2 or 3 customers out of our 280 customers used the accelerator
    commands, so you are correct that it has not had the same priority as some
    of our other roadmap priorities. However, I recognise the value of the old
    feature and would like to implement a similar feature in the new UI. As
    mentioned it is likely to be medium term.
    thanks
    Andrew

  • Guest commented
    October 26, 2021 06:10

    Thanks Andrew, I know the same sort of request was asked about 2 years ago (MAY 2019, Bring Back the Shortcut Box in WUI) and no action had been taken since. User experience is important, if the request from 2 years ago has had no movement do you think my request will bump that along a bit faster?


    Thanks

    Shelbie

  • Admin
    Andrew Tucker commented
    October 26, 2021 02:56

    thanks for your feedback. I think we probably will get to this in the
    medium term. User experience is important to us and if there is a way we
    can make you more efficien,t we want to do it. We just need to figure out
    how to deliver the same or better experience with the newer architecture.
    This won't be very near term but I think we will move in this direction.
    Stay tuned.
    cheers
    Andrew

  • Guest commented
    October 26, 2021 01:11

    I mean, it would solve the problem of getting the right reports into the favourites column, however the favourites column just seems to grow and then it is hard to find the one you want when scrolling through. Quick keys function is definitely more user friendly than the favourite options.

    Thanks

    Shelbie

  • Admin
    Andrew Tucker commented
    October 26, 2021 00:32

    thanks Shelbie,
    As a follow up question, would it solve the problem if the menu options
    were named appropriately in the favourites so you knew which TB you were
    running, for example?
    thanks
    Andrew

  • Guest commented
    October 25, 2021 22:00

    Hi Andrew, yes I am using the favourites but they don't achieve the same outcome. eg: Trial balance can be 3 different reports (AP trial balance, AR trial balance & the actual Trial Balance of all accounts) and even if you save as a favourite it still doesnt tell you which trial balance you are running. Where as the Quick keys "TB" would give you the actual trial balance. The same issue happens with "enquiry" when the quick key would allow "AP" and take you right where you need to be.


  • Admin
    Andrew Tucker commented
    October 25, 2021 07:37

    Hi Shelbie,
    Out of interest are you using the Web User Interface where you can set up
    your own favourites? Or are you using the old Jobpac Classic Interface?
    Andrew

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.

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