If a user adds a receipt on the date of a transaction, the credit card transaction posting date doesn't always match up. We'd like to add a +/-3 or 4 days of wiggle room so that a match can still be found if the date isn't exact. Without this, the credit card/expense module is not usable.
Guest
| Company | PWCampbell |
| Job Title / Role | IT Director |
| 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.
Great suggestion!
That could be an option. I agree. Some way to make matching more robust would be useful.
For this suggestion and for a few other like it, it appears we should make the match a little more robust. How would you feel about a button that lets you choose what expense you match it to? If the date, amount, and card are the same, we can keep the green match button.
Let us know what you think.