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Remove Expense Item ID from Pushing to Vista Batch in AP Transaction Entry Notes Field

There is no setting available to stop the portal from entering the Expense Item ID (and the other portal expense-specific information) into the AP Transaction Line's Notes. This happens when we move the expenses into a batch from the HR Portal, they are pulled into AP Transaction Entry, which is where the notes field is getting extra unnecessary text added to it. Then we have to go through and delete all of the text in the notes field that shows up like "||13744||" . This then also shows in the AP Vendor Drilldown report.



  • James Fencil
  • Jul 10 2023
Company Morgan-Keller Construction
Job Title / Role Senior Application Support Analyst
I need it... 3 months
  • Attach files

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.

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