Submit your Suggestions for Spectrum

Bank Reconciliation update to include month on the screen

I have made the mistake of updating an account that was already reconciled. Once it's done, there's no return. I had to use a different date for the following month to be able to continue.

  • Guest
  • Jan 27 2021
Company Construction Adjunct Consulting Inc.
Job Title / Role Controller
I need it... Yesterday...Come on already
  • Attach files
  • Guest commented
    February 26, 2021 22:48

    It would work to have the display, because it would be asking for the next month if you had already updated it. We have several companies and I do 19 different bank reconciliations each month. That explains why I could make this mistake.

  • Admin
    Geoffrey Falk commented
    February 26, 2021 22:41

    Question: Do you just want to see the dates on the Update page or do you want to be required to reenter them?

    If we added them as a display - would that solve the issue?

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.