Skip to Main Content
Welcome to the ProjectSight Idea Portal

Your feedback is an essential part of how we continually improve ProjectSight. You can use this page to submit new ideas, or vote on ideas from other users.

This portal is for suggesting enhancements only. If you are experiencing a product defect, please contact support.

Created by Mercedes Green
Created on Jun 21, 2023

Please Add Payment Terms to Companies and Pull Terms from Company on Commitments

Payment Terms for Vendors are determined by accounting (in our case they are setup in Vista). These payment terms need to pull from Vista into ProjectSight for those with the ERP Integration so a new field needs to be added to the Company form in ProjectSight.

Once the payment terms appear on the Company, any commitments or invoices should pull the Terms from the Vendor and not be an editable field that a user can enter or change. A person on the field should never be able to change the terms of payment to a vendor.

  • Attach files