Submit your Suggestions for Vista Web

AP Unapproved Invoices - if notes were added in Vista in the line detail - show them in the portal

  • Kimberly Weikert
  • Aug 30 2019
Company Business Information Group
Job Title / Role Software Consultant
I need it... Yesterday...Come on already
  • Attach files
  • Scot Strickland commented
    October 13, 2020 19:04

    Entering business purpose in the AP line notes is an audit requirement for our company. Not being able to enter line notes from the portal makes this difficult, though at least these go through to the header inside Vista. This is not helpful on multi-line invoices as the notes pile up in the header with no indication of the line they are associated with.

    The bigger issue is that reviewers in the portal cannot see line notes from Employees who code in Vista and AP clerks who enter line notes in Vista. The Vista reviewer notes come through but these are not retained in the permanent transaction record once the invoice is posted out of unapproved.

    Support informs me this is an enhancement request, but the inability to enter notes through the portal at the line level that will remain with the transaction after posting seems like a basic functionality.

  • Ken Cooney commented
    May 28, 2020 15:49

    Would also like a notice to be sent to the responsible person.

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