Collaborate with Viewpoint and your peers by providing us with your input
Every month I enter a Contract Billing. The line items are identical to the codes codes on the project's cost budget and the contract billing will match the costs for the month. On several occasions a (Credit) needs to be entered to a code that has a positive budget/contract amount. This may because this particular code was overbilled the month before or miscoded. THE SYSTEM WILL NOT ALLOW ME TO ENTER THAT CREDIT. This is a big problem. I realize creating a change order is an option, but this is NOT ideal. We should able to simply enter a credit for a line item on the current contract claim. If sub-contractors can do it. We should be able to do it on our billing to the owners. I have provided an attachment of the error. When this happens, I have to>Go to Projects>Billings Codes>Change the billing/budget Amount on this code>Put that amount on another code so the overall contract amount does not change>Enter the Current Progress Claim>Then go back to the project and put the correct budget amount back on that line item. HELP!! Let's get this fixed-up please!
Greg Faulkenham
The ability to enter a credit in Contract Billing is included in the Fall, 2016 release, scheduled for release Oct, 2016. Please let us know if you would like to participate in the BETA which begins Sept 2nd. Thank you.
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.
Hello
Please provide a quote according to the attached document. The attached file is too large to be sent through PDF.
Thank you,
Tom Reich
Estimator
EZ Excavating
303-772-8921 ph
303-887-3924 cell
303-772-2240 fax
[cid:image001.jpg@01D54D47.72EBF220]
Twist my arm! Yes, please sign me up for the BETA. Thanks.
I would like to participate in the beta test. Thanks for getting this request done! Much appreciated.
Yes, we would like to participate in the Beta test.
Yes please
Thanks:)
Susan Braden
Winco Contractors
sbraden@wincocontractors.com
YES! Absolutely I want to participate in BETA!
I know a lot of client (and consultants) who are going to be thrilled to see this. Thank you so much.
Ione Ramsdell, CIT, CDS
Software Consultant | 800.688.8226 x1290 (d) | 615.473.2467 (c)
Web | Twitter | Facebook | LinkedIn | Pinterest | Google+
_____________________________________________________________
[cid:image003.png@01CF3143.19397700]
This email and any attachments are confidential and may be privileged. If you are not the named recipient, or have otherwise received this communication in error, please delete it from your inbox, notify the sender immediately, and do not disclose its contents to any other person, use for any purpose, or store or copy them in any medium. Thank you for your cooperation.
Excellent!!! Thanks everyone!!
Greg
YES!!!!!
Debra Klick
Project Accountant
200 Old 63 South, Suite 301
Columbia, MO 65201
573-874-7119, 866-431-4939 Fax
debra@infinitycontractors.biz
CONFIDENTIALITY NOTICE: This e-mail message including attachments, if any, is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.
YES!!
Wow! This idea was submitted over a year ago and there's a lot of votes for it yet there is no indication that fixing this problem is even being considered by development. This does not bode well for Viewpoint's reputation. It could be redeemed, however, if they would only start addressing this and other crucial problems. At this point in my ProContractor experience, I could not honestly recommend this program.
Bob, that's true and part of the problem. I do an offset to contingency so the change order value is actually $0.00.
The problem with entering a negative change order is that, from my understanding, it reduces the contract amount which is not the results one wants when they are trying to correct an overbilling.
Appreciate your comment Bryan. The issue is on the 'Contract' Billing side.
We just enter a negative unit and it carries through the program just fine.
Has there been any progress on this issue?
FYI - to account for the credit, my work around is to enter a negative Change Order to bill against the line item.
We have the same issue on Unit Price Contracts. Owners often have us bill measured quantities throughout the project that may over run the contract quantity. At the end of the job they have us do one change order to reconcile all quantities and the contract amount. All items get billed out to 100% with the Quantities adjustment change order cleaning things up. At this point we have to enter a negative quantity and the system will not allow it. Or we make a mistake one month and have to issue a credit and we can't. Only work around we have right now is to export to excel and make our own billing sheet. We are trying to eliminate spreadsheets and work out of the system.
I ran into this same issue on a unit cost project. A line item was billed beyond 100% in err and it was not caught until the next month's bill. We were unable to adjust the mistake as it would not allow us to enter a negative unit amount.
Allowing a negative entry against a positive billing code is a current limitation of ours, and unfortunately it isn't as simple as just "allowing" it. This is something that has been on our roadmap for some time, and we are considering options for the best way to solve the pain point in a future release.