Collaborate with Viewpoint and your peers by providing us with your input
Currently there are only two status' Active and Inactive. We need to be able to create our own "status" for each job as we progress through the job. It would be nice to have different phase types to let us know where we are at in each job. For instance, "Contract"..."InProgress"..."OnHold"..."Completed." Or something like this. Sometimes I want to "Inactive" a job because we are not going back to it and it is 100% billed, but I don't want to mark it "Inactive" because I need to keep track of it. So, it would be nice to be able to separate the jobs by what phase they are in. Would be useful in various reports.
Sarah James
| Company | Cali Concrete Corporation |
| Job Title / Role | Accounting |
| I need it... | 3 months |
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I totally agree with this. We have some jobs that are completed and fully billed, but we can't make them Inactive because we have not received final payment. It would be nice to have a Completed status that will allow payments to be posted against the customer invoice, but would restrict any further costs to be added to this project before the final payment is received.