Submit your Suggestions for Vista Web

Need ability to "post" rejected invoices from AP Unapproved to retain Rejection info and inv#

We (like most AP teams) rely heavily on the AP invoice # to catch duplicate invoices coming in to AP. Like most contractors, we have jobs that span over YEARS and subs come back long after the initial invoice is submitted asking for payment. We currently have 100's of invoices sitting in AP Unapproved going back many years because that is the only place to retain the rejection info, notes, date, etc from the Reviewer AND invoice #. I have tried every way possible to post $0 invoices to push these over to AP history, but it doesn't let me. We need a way to retain the rejection info without having it clog up AP Unapproved.

  • Laura McGillicuddy
  • Jul 22 2020
Company Metromont Corporation
Job Title / Role Director of Financial Planning and Viewpoint Admin
I need it... Yesterday...Come on already
  • Attach files
      Drop here to upload
    • Guest commented
      December 01, 2022 01:56

      We process the invoice as a zero dollar, but you do need at least an AP Line in the detail to do so. (If job related, we post to a Job Phase)

    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.