Currently, the Direct Deposit authorization is the only "task" that is not sent to Vista as a PDF once Initialized. Only the attachment added by an employee - voided check, bank letter, etc. are attached to the Vista record. Banks may ask for the ACH authorization in the case of a correction, or ACH return, so it's important to have this in form format, with the employee acknowledgement. If you could also include the image attached by the employee, that would be awesome. I have attached a copy of the screens, as well as an example form which includes the information and employee acknowledgement.
Being able to choose the file default location and attachment type (like the other forms/tasks) would be an added bonus! :)
Thanks for your consideration!
Shannon Roberts
| Company | Adams Construction Company |
| 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.
