We work with property management companies (PMC) and they deal with several properties and owners. Many or most times they will instruct us to do work at a property and bill the owner at the PMC location. We set up Bill to’s to accommodate the one customer and sever properties and names. Technically, the PMC wants all documents to reflect the owner, which includes the releases. Spectrums releases uses only the customer numbers name, not the Bill to name. There should be an option, to select, to use the Bill to as the customer name on the releases and not to whom the customer number is. Being told to set up a new customer, change it for that one release, and change it back, to me defeats the purpose of Bill to’s and opens up potential errors. Not only that, you now have another new customer to deal with and employees using it to set up new jobs. Yes, you can set them to inactive but if someone does not check, you now have created another customer.
Guest
| Company | Western Allied Corporation |
| Job Title / Role | Billing |
| I need it... | 6 months |
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.