First, the fact that you cannot go from one expense line to the next is very cumbersome in itself.
2nd - there needs to be a bulk review process where you open the 'package' and all of the line items and receipts are available to scroll through easily. We went from Concur, which did this process easily, to one that doesn't.
3rd - Bulk Reject/Print/Reset Approvers-basically the action Button for Packages - the Expense Posting Dashboard makes you do each line individually. So if we needed to reject an expense package that as 24 line items, that means we have to individually reject each line item. Again, the common theme is cumbersome.
Janeen Sheard
| Company | The Conlan Company |
| Job Title / Role | Director of Information Systems |
| I need it... | Yesterday...Come on already |
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.
© 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.
Hi Janeen,
This is a large change and our short term roadmap is currently full. I'd like to see what the rest of the community thinks of this suggestion before reviewing this with my development team.
Thank you!
Also - need to be able to turn off 'your expense has been approved' email. People are getting an email for each and every line item approved. To get 20 emails instead of one is again, cumbersome. I would only want them to get an email if their expense has been rejected and the needed to do something about it.
Mark - I had responded previously to this, but do not see it listed so I am doing it again.
If we added an Approve & Next button similar to AP Invoice Review would this help?
Would need it to be [Next] or [Approve & Next]. The [Next] would eliminate the need to select a person 15 times if you have 15 line items that need to go to someone else for approval. You can go the Approval Screen and select them all at one time.
Since we allow for specific reviewers per expense line, how would this work for packages that are split across multiple reviewers? I’m not sure about this since we are not using AP Invoice approvers and only can select one approver at time.
Instead of showing the workflow in the actions item, would you prefer to see this in a column with each reviewer listed comma separated? YES
Do the majority of your expenses get approved on the package level and not the line level? YES
How would you like a Vista Expense Reviewer group to be setup?
Separate field where these can be assigned in all the places in Vista where a Invoice Reviewer Group is assigned? Add a type in the Reviewer Group type: 1-Invoice, 2-Timesheet, 3-Job Billing, 4-Expenses
Do you think grouping the expense items at the package level in an accordion, but allowing admins to open that for the details of each item would be helpful? Or would it be more helpful to create all Expenses by the header and then add associated items to it? Anything that will require opening/closing each individual line item instead of scrolling from one to the next, is what we need to get away from. If we could have an Expense Header and then you scroll through all the line items under it with a picture of the receipt off to the side, only opening it if a change needs to be made, then that would be ideal.
Hi Janeen,
Thanks for adding this suggestion!
If we added an Approve & Next button similar to AP Invoice Review would this help?
Since we allow for specific reviewers per expense line, how would this work for packages that are split across multiple reviewers?
Instead of showing the workflow in the actions item, would you prefer to see this in a column with each reviewer listed comma separated?
Do the majority of your expenses get approved on the package level and not the line level?
How would you like a Vista Expense Reviewer group to be setup?
Separate field where these can be assigned in all the places in Vista where a Invoice Reviewer Group is assigned?
Do you think grouping the expense items at the package level in an accordion, but allowing admins to open that for the details of each item would be helpful?
Or would it be more helpful to create all Expenses by the header and then add associated items to it?