Submit your Suggestions for Vista Web

AR Invoice Auto-Populate Job Number When Adding New Line

For invoice approval, it would be great if when you added a new line, the basic info was copied from the previous line (ie job number).  Currently you have to re-enter it and it is kind of a pain.

  • Caroline Kreutzer
  • Aug 15 2018
  • Already exists
Company Cahill Contractors
Job Title / Role Operations
I need it... 3 months
  • Attach files
  • Admin
    Michael Smith commented
    August 17, 2018 16:20

    Hi Caroline,


    If you are making a new line, you can copy the previous line as shown in the image below.  

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

© 2024 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.