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Create an option to import T&M Detail Billing into AR Draw Request

During the budget creation of a project in Spectrum you can assign SOV/Draw Request billing lines to specific phase codes. It would be incredibly time saving and drastically reduce human error by manual entry to auto-populate the Draw Request "This Period" billing lines based on the T&M billing totals. There will not always be a T&M detail so it doesn't make sense to do it all the time, but having a means of selecting the option when creating a new draw request would be very helpful.

  • Heather Lindsay-Bhatt
  • Jan 28 2021
Company Design Line Construction Inc
Job Title / Role AP/AR Accountant
I need it... 3 months
  • 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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