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Canceling a General Invoice or Contract Invoice
Once you pass the first screen on a General Invoice or Contract Invoice you cannot cancel out. The only way to remove that record is to "Delete". This is a big issue as we would not give delete rights to an average user. EXAMPLE: AP Role is keying...
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Linking Vendor to Vista brings in all addresses
Right now our subcontracts created in Vista print out the purchasing address of the vendor on the contract and they want to keep that when doing them in ProjectSight. The problems is when I link a company from Vista to ProjectSight it only pulls i...
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3
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Project Users when batch changing Security access role. Allow for an option to select the default roles.
This would allow clients to select their users with the already defined default role to add all those users at once. Right now there is no option for this and you are not taking advantage of the already set default security role. Currently you can...
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2
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Allow Administrators to turn off Ad Hoc Reports
Allow Administrators to turn off Ad Hoc Reports Users have arranged Ad Hoc reports for projects, the projects have been closed, or the report items were removed/deleted as they were not correct. The Ad Hoc Report keeps coming through, with an unsp...
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4
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3
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2
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Automatically update portfolios in production when template portfolio is changed
As an Enterprise Company we are using multiple portfolios for our multiple subsidiaries. We create these portfolios from a template portfolio, our company standard.But right now, when we change the template portfolio we have to update all portfoli...
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