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Allow Recurring Vendor Bills for all monthly bills - currently, the program allows for recurring vendor bills only if they 1. Come at regular intervals 2. Are for the same amount 3. Are charged to the same general ledger account. This would include very few transactions.

If Recurring Vendor Bills were allowed for bills where even just the dollar amount changed every month, it would include so many more.  We'd be able to use them for any monthly / quarterly / annual bill.  But we would need the ability to change the dollar amount every month. It would save having to re-type descriptions and GL accounts every single month.  And we could use it as a Reminder - if the Recurring Vendor Bill is still out there, we would know that we haven't received or paid the Bill yet.

  • CJ Forgus
  • May 3 2018
  • Already exists
Company B&B Wrecking & Excavating Inc.
Job Title / Role Full Charge Bookkeeper
I need it... 6 months
  • Attach files
  • Deleted User commented
    June 21, 2018 15:58

    CJ,

    I will get the help file updated to better reflect the capability. 

    Glad this will work for you.


    Michael

  • CJ Forgus commented
    June 21, 2018 10:52

    Thank you for your response.  I tried it and found that you are right.  I was going by what the Help file says.  I'm sorry, but I don't see any other resource for learning the program other than the Help file, so I am struggling on my own to learn it.  This is what the help file says:

    Recurring Vendor Invoice screen

    Use the Recurring Vendor Invoice screen to set up an invoice template for a recurring payment. When you set up a recurring vendor invoice template, you can choose to have ProContractor enter the invoice automatically or remind you that the invoice is due. This is a convenient feature when you receive invoices from a vendor that:

    • Come at regular intervals.
    • Are for the same amount.
    • Are charged to the same general ledger account.

    I took this to mean that this is the only time a recurring vendor bill can be used, but I guess I misunderstood it.

     

    http://cdnedge.viewpointcs.com/help/Production/ProContractor/3.11.0/Default.htm#Accounting/Screens/Vendors/Recurring_Vendor_Invoice.htm?Highlight=recurring

  • Deleted User commented
    June 20, 2018 22:55

    CJ

    I am trying to understand what you are asking for. I can setup a recurring vendor invoice with no dollar amount and 1 distribution with no amount on it. I can set it to generate as Open status and the appropriate frequency.

    Once generated, I can edit the invoice in Enter vendor invoices. What am I missing?

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