Collaborate with Viewpoint and your peers by providing us with your input
You aimed to make a better software solution, but taking away the ability to enter all cash receipts in one area was not smart. When I enter cash receipts regardless of whether it is for a customer invoices or a rebate, the total entered should equal the amount of my deposit slip. It it stupid to enter an invoice for money received for something like a rebate and then do a journal entry to reclassify the money to the appropriate account. This is doing double the work. At least in Management Suite all cash was applied in the AR module and totaled the amount of the deposit slip. Only only that, but balancing the check book is way more time consuming. If you don't want to add a non accounts receivable area to enter cash receipts, then you should at least have all money that is applied to the cash account on the deposit sheet of the reconcile bank account.
We have a variety of cash payments that should not be required to go through AP. Having to go through AP for everything is a lot of extra work, but I would still like to keep up with payments made to a specific recipient. Cash payments (and cash receipts) really need their own tasks and not have to be entered as journal entries.
Gayle Brinkley
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.
© 2023 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.
Thank you Jacqueline - I did try that but you have to put in a GL cost acct and I don't want to add that yet (like in American Contractor you could do an unapplied payment) This is job related with cost codes and the prepayment just lets you do a GL cost.
You can always enter a vendor prepayment to make a vendor payment now and enter an invoice later.
Jacqueline Fancher
Acctg & Contract Admin.
Paradise Group
(831) 636-4900
I need to write a check without having an invoice. This is a huge problem the way it is structured. Please fix this ASAP Cash payments are necessary - you should not have to go through AP. I also would like to be able to make an in applied payment in AP and apply an invoice later.
I agree, I prefer it the way it is in American Contractor. It was easy and clean. No duplicate or confusing transactions. I hope to see this change made soon.
I would like to see Cash Receipts be more like American Contractor. You could enter cash receipts for items that did not require an invoice such as refunds, hand written checks, etc without having to generate an invoice first. These entries showed up on the bank statement and also gave a description of what the transaction was for. A debit was made to the necessary account and a credit to the cash account. No duplicate transactions needed.