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The Ability to create multiple invoices related to either a single vendor, or multiple vendors would be extremely useful when managing credit card transactions. For example, we have a Home Depot Commercial Account that has multiple individual invoices each month that need to get allocated to various accounts and projects/cost codes. I would like to be able to import invoices similiarly to how you import Employee Timecards. This would also work for other credit cards, where the invoices would be to various vendors. This could be considered a utility
Jeannine Martin
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This needs to happen 2 years ago.
I can't imagine that import template and implantation into PCMX would be all that difficult. This is not much different than importing a timecard. Just use the Import Timecard as a your guide, change a few pathways to match the Enter Vendor Invoice and there you have it.
I probably make it sound easier than it really is, but come on... this is a pretty basic feature.
Any invoice import or B2B capability is right off Viewpoint's radar screen. They won't even offer a short-term roadmap for where the product's going. They simply cannot see the need for this type of innovation when the majority of customers are struggling with the basics. As long as Viewpoint can demand 20% annually for just keeping the product on life-support, then there's not much incentive for doing any more than fixing obvious bugs and adding a few simple enhancements. I suspect our support dollars are feeding Vista's development program.
So if you want to do what competitor products do out-of-the-box, we're going to have to pay for it. Daniel Rose Management Consultants offers the type of integration solutions you are looking for (drose@rosemcllc.com). Also I'd suggest anyone who's serious about this should participate in a working group to spec something out we can all agree on and maybe share the costs. I'm prepared to facilitate this if you're interested (srogers@westernelectrical.com). Hopefully, there's strength in numbers, but as Matt has observed, this suggestion is going nowhere fast.
I'm guessing this idea is going nowhere, just like all of the other ideas that are entered here?
Yes, having an import function for credit card expense data is needed. We were looking at using Concur to handle this function online and send us .csv for import into ProContractor. From what Concur told us, Vista does have credit card expense import functionality, but ProContractor does not.
The ability to copy an invoice and change the date and project # (or Profit Center code) would be GREAT to have. This is even faster than my idea to have Defaults set up.
Invoice numbers are an issue when keying in hundreds of CC receipts (which we have). We either don't need to put an invoice # in for CC receipts or be allowed to have the same Inv# for entries. (ex. we may have 10 fuel receipts for the same job..........the date is the only difference in the entry)
Similarly, we have a national corporate card processor that can deliver all our transactional information in electronic format, and can work integrations with any software that has an integration pathway or import functionality. ProContractor needs improved communication/import functionality to address third-party generated accounting transaction data - particularly credit card transactions.