It would be very efficient to have these 2 fields added in the Automatic invoicing module so that we don't have to go back into Vista once these invoices are reviewed and sent to Vista. These would be fields AI could automatically fill in or I anticipate the user would have to fill these in but it would save confusion and time if these were fields that we could input data into within Trimble Contruction One.
Company | Otto Baum |
Job Title / Role | Accounting Cooridnator |
I need it... | Yesterday...Come on already |
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Glad the description is now part of the AI loading process but wish you could use the highlight option to pull what you want from the invoice on the description.