Submit your Suggestions for Spectrum

Automatic Line-Item Coding Based on Vendor and Job Rules

We would like Spectrum to automatically code invoice line items using vendor and job rules we set up. For example, if the invoice is from Pace Supply for Job 012, Spectrum would automatically code each line to 012-5030-0009999 (job, GL, phase).

It would also be helpful if Spectrum could read the job number directly from the invoice PDF using AI to match it to the correct job in Spectrum, reducing manual entry when job numbers are shown on invoices.

  • Jessica Martensen
  • May 23 2025
Company Steelhead Constructors
I need it... Yesterday...Come on already
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    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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