Today, when we submit approved credit card expenses to an AP Batch in Vista, a single Invoice is created and all the detail lines represent each individual receipt. After working with a client today, it would make sense to request that a Portal Setting be added to create an AP Ref# per last 4 digits of a credit card being entered. For example, if I have 20 transactions across 4 credit cards, I would have 4 invoices (one per credit card) with the detail lines grouped similarly to how they are today. Without this, this client is needing to process >50 credit cards individually in Credit Card Posting in order to maintain the detail needed to be able to track their expenses and reconcile against their credit card statement.
Seth Belt
| Company | Business Information Group |
| Job Title / Role | Software Consultant |
| I need it... | 1 month |
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.