We compared the Vista AR Aged Analysis by Project Manger to the Open Billing Review in Viewpoint Financial Controls (the portal).
Even though both reports are pulling from the same data they are very different. In the Viewpoint Financial Controls, on the same job, some invoices are showing under the Project Manager and some are unassigned. As best that we can tell and with Viewpoint Tech Support the invoices are essentially identical. Test support did find in the SQL code that changing the type of join fixed everything.
This is a request to have Open Billing Review in Viewpoint Financial Controls show the same information as Vista AR Aged Analysis by Project Manger since they pull from the same place and are, essentially, the same report.
Ken N
| Company | Meisner Electric |
| Job Title / Role | Director of Business Process |
| I need it... | Yesterday...Come on already |
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Hi Mel, we are currently working on this item. We're looking forward to releasing it in the near future!
Please fix this ASAP! I don't understand why some invoices on the same job aren't showing as uncategorized.
This is something we are actively working on!
It seems like this shouldn't be a request. It's a fault in the system and needs to be fixed. This is causing the open billing screen to be pratcially useless.
It seems like this should be an easy fix and would make their product appear more useful and professional. Yes, we can go to Vista and retrieve this information but it seems if they are going to go to the trouble to include this as one of the few features in Financial Controls it would be worth the effort to make the data accurate and complete.