Submit your Suggestions for Vista Web

Approved/Rejected Status for Items in multi-coding expense

For multi-item/coding expenses (multiple coding entries), if an approver/manager approves some but not all and returns with rejection, can the status in the edit expense receipt form identify which items were rejected for clarity?

  • Whatever the status of the line was at point of 1st rejection would be transmitted back to the submitter.

    • Ex: 4-line receipt, approver approves lines 1 & 2 but rejects line 3

    • Result would = Submitter would see lines 1 & 2 approve (green checkmark), line 3 rejected (red X), line 4 (blank)

    • The email sent to the employee should include rejection notes including the author for transparency.

    • All approvers should be copied on the email.

    • Rejection notes and author should be recorded in the Expense Report generated and in an audit log.

Please see attached image for a sample of what this could look like.

  • Nicole Krakoczki
  • Aug 30 2024
Company Troy Life & Fire Safety Ltd.
I need it... 1 month
  • 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.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 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.