I had forgotten that two years ago I had created 4 or 5 recurring invoices but ended up just entering them in manually since it seemed more of a hassle to go through the generate recurring vendor invoice process. Unfortunately, I did not delete the recurring vendor invoices and they just sat there with no consequences... up until now.
When I just ran the the process for (I thought) the one recurring invoice I had just created, there were suddenly close to 150 erroneous invoices in the posting group. I then found out that there is no way to delete the entire group. To avoid having a user have to delete these by entering the vendor name and the vendor invoice one by one, it would save a hell of a lot of time to be able to delete the entire batch. An alternate safety measure would be for the system to show the user what recurring invoices were being generated and give the user the option to pick and choose which ones to actually include in the posting group.
Yes, it was my mistake but I am not looking forward to having to straighten this out the only way I am told that one can. Once again PC has shown itself to be a very unforgiving program.
Company | Whitson Inc. |
Job Title / Role | CFO |
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.
I am not the only one that has recurring vendor bills - other people have set some up, too. So either someone else is generating my recurring vendor bills or I'm generating someone else's recurring vendor bills and it's all so inefficient.
I wish I could vote for this a thousand times - the function has us generating recurring vendor bills completely BLIND. I would like to put in the parameters and then have it generate a list of vendor bills that would generate based on those parameters and have the ability to either select them, or unselect the ones I do not want, and if necessary, have the ability to go back to the templates and edit them.