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Something similar is already set up when doing payroll. There have been times when I've needed to get a copy of a check but couldn't after the fact. If it automatically saves a copy of the check to the vendor binder, you could easily pull up checks that were paid to the vendor and see the pertinent information. This would also help if a vendor asks for proof of payment sent.
Samantha White
| Company | Roy Ness Contracting & Sales, Inc. |
| Job Title / Role | Accountant |
| I need it... | Yesterday...Come on already |
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With the increase in fraudulent activity on business checks, when will this become a higher priority? There is no proof that I didn't issue the check that has been altered to John Smith. Vendor Payment History isn't enough.
Actually, most of my vendor payments are paid online ... probably 99%. So there is no check stock, no printer time, no signatures, no stuffing and mailing and no postage, and I am not paying an additional amount to someone else to do it. When we were locked down with COVID, I was able to process every single check through our bank without a fee. So again, maybe a good idea for a larger office, but no benefit for me. I guess that means there is no plan to implement this process to save vendor checks in ProContractor.
Lani, Actually there is no extra step to process the payments. You save time and money by not having to put check stock in the printer, printing the checks, sign the checks, fold, stuff, and mail the checks to your vendors. The ePayment integration handles all of that for you. Plus you get an additional approver capabilities, if wanted, along with revenue coming back into the company.
And just why would I want this??? This is an additional step I do not need. So ... back to my original question. It would be very nice to have a copy of the vendor check attached to the vendor binder.
There is a small monthly fee but that is typcially offset by the rebate coming back to you. You can get a ROI analysis based on your vendor spend which will estimate the cost savings, and the estimate rebate. Your Account Executive can get you the details and facilitate the ROi analysis.
Do we have to pay a 3rd party to use e-Payments?
Sorry grabbed the wrong link...
https://viewpoint.wistia.com/medias/3bu1jsji1x
And just how do I log into Trimble?
Lani, ePayment is a new integration we launched in July that makes paying your vendors easier, more efficient, and pay them how they want to be paid (check, EFT/ACH, or credit card). PLus you can also earn rebates back into the company.
Here is a link to a quick video: https://viewpoint.seismic.com/Link/Content/DCie2uYOlYGkKdc6bsuFtrjw
And just what exactly is ePayment?? When I search the KB and click on the article link I get the error code for missing document.
This is addressed with our ePayment integration. For all payment done through ePayments, there is a history and remittance that can be accessed and sent to vendors as necessary.
In addition to the check, if there is a supplement stub showing all the invoices, it should make a copy of that as well. We have several vendors whose invoices during the month far exceed what prints on the stub.