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AR Customer "On Account" Amounts and Multiple Projects

Customers may have multiple projects (and different upstream owners). There have been times when our customer has submitted one check covering payment for multiple projects. Allocation of the cash receipt may require an "On Account" amount to fully distribute the check, but there doesn't appear to be a way to track, grab and apply that Customer "On Account" amount to a specific project in the future. Suggestion was made to track these "On Account" overpayments separately (outside of PCMX) in order to know where those  "On Account" amounts can appropriately be applied. This seems to run counter to the idea of fully utilizing the integrated components of ProContractor's Accounting modules. Am I missing something?

  • Margaret McPherson
  • Apr 27 2016
  • In Review
  • Attach files

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.

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