Would like to see a drop down for Multiple hold codes. currently in the financial controls there is only 1 option to select in the header of invoice review. Our company sometimes has multiple hold codes for a vendor (certified payroll, lien waiver, pay when paid etc)
Guest
| Company | Tober Building Co. |
| Job Title / Role | Operations Manager |
| I need it... | Yesterday...Come on already |
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Hi Jason,
Yes, the portal is only designed to allow one hold code at a time. According to the Vista documentation, you should only be able to add one hold code in AP Unapproved Entry as well. Can you find out how your team is managing to add multiple hold codes to an invoice?
Thanks!
Hey Mark,
I will see if our finance team can take a screenshot from the Viewpoint side for invoices. I am sure you are able to see/know that when i am in the HFF Portal as an invoice reviewer and have the Hold Code edit feature enabled i can see a full list of drop downs of any hold code options that originated from Viewpoint. The issue is i can see all of these hold code in the HFF Portal on a particular invoice but i can only select one option. maybe it isn't possible to select one hold code for an invoice then open up the drop down again in the HFF Portal to select a second or third etc hold code to also apply to the one invoice? right now we can only select one hold code then we have to put any other hold codes in the notes sections.
Hi Jason,
Can you attached a picture of how you are able to add multiple hold codes to an invoice in Vista? Do you know if this is controlled in Vista via a Company Parameter?
Thanks!
Mark,
thanks yes we have all our hold codes set up in Vista, however in the hff portal in the invoice header there is only a drop down option to select one hold code not multiple. otherwise i have to type in the notes what other hold codes need added to a specific invoice.
Hi Jason,
The hold codes available should be pulling from your hold codes setup in Vista. Do you have the your HQ Hold Codes setup in each company?
Thanks!