Collaborate with Viewpoint and your peers by providing us with your input
Customers want to see backup documentation
Janet Pearson
| Company | AE2S Construction |
| Job Title / Role | Project Coordinator |
| I need it... | Yesterday...Come on already |
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.
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Jennifer, thank you for the idea. I looked at this, but it is a little too time intensive to be efficient. Really it would be great if these invoices automatically pulled through as a reference.
It would also be great if on the Cost and Billing Detail report if a column was added that showed if the cost had been "billed" and if so on what invoice, or if the cost had been "never billed".
One way I've seen customers handle this is to use the "Reference Existing Binder Items" feature in a T&M invoice. That allows you to attach invoices (make sure the invoice in the AP record is marked as "shared") to the T&M billing record, which then makes it possible to email the T&M invoice with backup.
I really like this idea. Nearly 95% of our projects run on a T&M basis. Currently we open the View Vendor Invoice log and use the log to filter out the invoices we want. Though it doesn't take a ton of time, it would still be a big time saver if those invoices could be immediately printed for viewing/saving or whatever. Big fan of this idea!