Submit Your Suggestions for Trimble Construction One Analytics

Go back to allowing deleted emails in AP batch to be deleted vs going back to inbox

We used to be able to delete items in the batch that we did not want to go to AP and they would be removed from the batch and from the inbox.

Now those items go back into the inbox to “help” us not miss something.

We get many statements, packing slips and material management things that cannot go through AP to our AP email.

  1. Right now we just click all emails in the inbox to process into the batch. Quickly. No need to critique the emails.

  2. Then if we come across junk emails or things that don’t go to AP as an invoice we delete them in batch and all is well.

  3. Now with this new flow, we have to delete from the batch THEN it goes back into the inbox THEN we have to delete again.

  4. Why not just have an audit log of what user deleted something and let the AP person be the truth?

What are your thoughts on the new work flow? Is this what all your other customers are asking for?

  • Sarah Dalrymple
  • Oct 21 2024
Company WRS
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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