Submit your Suggestions for Vista Web

Expenses - Move Attachments back to Header instead of line Items

When you did the most recent update, the expense attachments now attached in AP Entry on the Line Items instead of the header. Because you haven't fixed the issue of when a PO Comes over, you have to delete the POs and re-initialize them in order to process the batch, i am deleting my attachments causing me to do 2x's the work to save the attachments, then add them to the header. Fix this back to how it was.

  • Kelly Cale
  • Mar 31 2020
Company Nickle Electrical Companies
Job Title / Role Accounting Administrator/Keystyle Implementor
I need it... Yesterday...Come on already
  • Attach files
  • Kelly Cale commented
    May 01, 2020 16:37

    Mark - issue #93450. When i post PO's, i get an error and have to delete the entire line, initiaze the PO and pull it back in. So when i delete the line, all my attachments delete.

  • Admin
    Mark Cadman commented
    April 06, 2020 17:29

    Hi Kelly,

    Let's make sure we resolve that issue. Can you post the case number once you have it?

    Thanks!

  • Kelly Cale commented
    April 06, 2020 15:56

    Mark,

    It appears i have been taken off the issue and cannot find it. I will submit another ticket because it's still an issue. Essentially when you import an expense going towards a PO, you cannot just interface, you have to delete the whole line item and re-interface the PO in order to post. Hence why having attachments add to line items is a pain as the entire attachment is deleted.

  • Admin
    Mark Cadman commented
    April 02, 2020 20:43

    Hi Kelly,

    We made this change since Vista 6.19 now supports the attachments at the line level. Do you have an issue number for the PO issue you are currently experiencing?

    Thank you!

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