In the system we used prior to Vista (Altec/Doclink) there is a check review workflow created as there are different levels for approvals/signatures: CFO Review/Subcontractor Compliance/Final Signature by President or COO. Once the CFO Reviews it, he approves it by placing a stamp on it hits send, it is electronically moved to Subcontractor compliance where they can approve it or place it on hold for noncompliance. After cleared it is electronically moved to the Presidents or COO bucket for approval/signature.
Accounting is able to see where a check is at anytime and able to tell a vendor is their check is on hold and inform them of who they can speak to about it.
I have attached a few screen shots from the other software for reference.
Guest
| Company | CB Constructors, Inc. |
| Job Title / Role | Accounting Manager |
| 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.
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