Submit your Suggestions for Spectrum

Cash Receipts - adjustment hard "Check numbers"

Right now when you do an adjustment a number is generated, but what happens is when Collections is looking to see if a check has been posted, you can't tell what is a check number and what is an adjustment number.    There needs to be something, when looking at the customer financial screens to tell them apart.

  • Guest
  • Dec 2 2019
  • Already exists
Company Western Allied Corporation
Job Title / Role Billing
I need it... 6 months
  • Attach files
  • Kathy Oostra commented
    October 04, 2023 18:45

    When I make adjustments in Cash Receipts, I backspace over the number and add "ZA" to the beginning of the random number. That way it is easy to look in history to see which are internal adjustments and which are actual check payments.

  • Kathy Oostra commented
    December 05, 2019 20:11

    When I make adjustments, such as a ZA zero adjustment, I type a "ZA" in front of the generated number. That way I can tell at a glance what are actual checks and what are adjustments.

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.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 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.