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AP Invoice Transaction line level document attachments

Currently images are attached at the header level for AP invoices. The is problematic for expense report invoices and credit card invoices where there are hundreds of invoice detail lines, all being charged to different GL accounts, Jobs, phases, etc. The images associated with all of those cost transactions are currently being stored at the header level. This is a problem when creating T&M invoices where we send document backup to customers - they end up with every receipt image for our entire credit card invoice, not just the receipt associated with the cost transaction they are being billed for. It is a security issue and it creates confusion.

It is also a security issue in that Spectrum operators can view receipt images unfiltered. Furthermore it creates a tedious process trying to locate a receipt image for a particular cost transaction.

  • Ryan Schwarz
  • Nov 20 2020
Company Rovan Texas, LLC
Job Title / Role admin
I need it... Yesterday...Come on already
  • Attach files

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.

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