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Invoice Review Search (Similar to VCM)

It would be nice for those that have more than one company within Viewpoint to be able to search for an invoice across all companies in one place. In VCM, there is a search option to enter in the AP Reference and it will search for all invoices in all companies regardless of the invoice status. Within Keystyles invoice review the search feature only looks at invoices that haven't been paid and are tied to the user.  Within Viewpoint you have to look in each company for an invoice. It seems the best workaround for now is search in DM Attachment Index Search, but that does require that the invoice have an attachment, which 99.9% should and it has to be approved or paid.  

  • Michael Jewkes
  • Jan 29 2020
Company Clyde Companies
Job Title / Role A/P Manager
I need it... Yesterday...Come on already
  • Attach files

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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