<body id="concept-5949"><main role="main"><article role="article" aria-labelledby="ariaid-title1">
	<h1 class="title topictitle1" id="ariaid-title1">Add New Employees to the Portal</h1>
	
	
	<div class="body conbody"><p class="shortdesc">All new employees set up in Vista's PR Employees are
		automatically added to the portal. </p>
		<p class="p">New employee security settings are based on Default Profile options selected
			under <span class="ph menucascade"><span class="ph uicontrol">Admin</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Portal Settings</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Security / Login</span></span>. </p>
		<p class="p">See <a class="xref" href="/viewpoint-field-management/viewpoint-field-management/getting-started/getting-started/core-configuration/change-default-modules-for-new-employees#task-4366">Change
				Default Modules for New Employees</a> for more details.</p>
	</div>
</article></main></body>

Reviewers can be set up to approve timecards, invoices, and
		jobs in the portal.

Set Up a Reviewer in Vista

Find answers to frequently asked questions about
		configuration and administration issues, including email settings, portal updates,
		attachments, and user counts.

Frequently Asked Questions: Administration

A quick link adds an icon to the home screen of your Apple
		device. You can use this link to access the portal.

Create a Quick Link to My Portal on an iPhone or iPad

All new employees set up in Vista's PR Employees are
		automatically added to the portal.

Add New Employees to the Portal

Viewpoint Field Management

viewpoint-field-management/viewpoint-field-management/getting-started/frequently-asked-questions-administration/add-new-employees-to-the-portal

viewpoint-field-management/getting-started/frequently-asked-questions-administration/add-new-employees-to-the-portal

Introduction to Vista Reports

Viewpoint Portal Production Sitemap

Viewpoint Resources

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ProjectSight

Vista Web Office Tools users must be active Vista users
    and must be set up with a User Type of Vista on their VA User
      Profile.

License Users for Vista Web Office Tools

With Vista Web Office Tools, you
        can easily access Vista forms on the
        web.

Vista Forms

With Vista Web Office Tools, you
        can easily access your Vista Crystal Reports on
        the web.

Vista Reports

With Vista Web Office Tools, you can easily access many of your Vista SQL inquiries on the web.

Vista Inquiries

<body id="concept-7639b753-7327-459b-8efb-96a320c165b0"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1"><span class="keyword">Vista Web</span> Office Tools</h1><div class="body conbody"><p class="shortdesc"><span class="keyword">Vista Web</span> Office Tools allows
        users to access the forms available in your <span class="keyword">Vista</span> ERP on the web.</p><p class="p">Currently, over 90 <span class="keyword">Vista</span> forms
            are available in read-only format, with more forms to be added in future releases.
            Licensed users can access the same forms and attachments in the web portal that they
            have permission to access in <span class="keyword">Vista</span>,
            including user-defined (UD) forms.</p>
        <section class="section" id="concept-7639b753-7327-459b-8efb-96a320c165b0__section_icg_qqz_nxb"><h2 class="title sectiontitle">License Requirements</h2>
            
            <p dir="ltr" class="p">The <span class="keyword">Vista Web</span> Office Tools feature is available to <span class="keyword">Trimble Construction
                                          One</span> customers whose organizations are using
                a <span class="ph uicontrol">Named User License</span> (<span class="ph uicontrol">NUL</span>) model in
                    <span class="keyword">Vista</span>.</p>
            <p dir="ltr" class="p">To access <span class="keyword">Vista Web</span> Office Tools, a user <em class="ph i">must be</em>:</p>
            <div class="p" dir="ltr">
                <ul class="ul" id="concept-7639b753-7327-459b-8efb-96a320c165b0__ul_z3r_vpw_qxb">
                    <li class="li">
                        <p class="p">An active <span class="keyword">Vista</span> user.</p>
                    </li>
                    <li class="li">
                        <p class="p">Set up with a <span class="ph uicontrol">User
                                Type</span> of <span class="ph uicontrol"><span class="keyword">Vista</span></span>
                            on their <span class="ph uicontrol">VA User Profile</span>.</p>
                        <div class="p">
                            <div class="note note note_note" id="concept-7639b753-7327-459b-8efb-96a320c165b0__note_hcn_qjr_jyb"><span class="note__title">Note:</span> Office Tools users can
                                have a <span class="ph uicontrol">License
                                    Type</span> of either <span class="ph uicontrol">Office</span> or
                                    <span class="ph uicontrol">PM</span> on
                                their <span class="ph uicontrol">VA User
                                    Profile</span>.</div>
                        </div>
                    </li>
                </ul>
            </div>
            <p class="p"><span class="keyword">Field Management</span> users with access to UD forms in <span class="keyword">Vista</span> will continue to have access to those forms through <span class="ph uicontrol">Field Apps</span>. These users can be
                set up with a <span class="ph uicontrol">User Type</span> of
                    <span class="ph uicontrol">User Application</span> on
                their <span class="ph uicontrol">VA User Profile</span>, or
                they can be deactivated. See <a class="xref j-external-link" href="https://apim.viewpointplatform.com/help/v1/contents/urn:contentId:FM_000027:FM:FM" target="_blank">Field Apps</a> for
                details.</p>
        </section>
        <section class="section" id="concept-7639b753-7327-459b-8efb-96a320c165b0__section_qdl_fqb_rxb"><h2 class="title sectiontitle">Login Requirements</h2>
            
        </section>
        <section class="section" id="concept-7639b753-7327-459b-8efb-96a320c165b0__section_zcl_fqb_rxb">
            <p dir="ltr" class="p"><span class="keyword">Vista Web</span> Office Tools users <em class="ph i">must</em> log in to your portal using their Viewpoint ID single sign-on (SSO)
                account. Licensed users who log in to the web portal using their Viewpoint ID will
                see an <span class="ph uicontrol">Office Tools</span> link
                in the navigation bar of the web portal. For help configuring a Viewpoint ID single
                sign-on account, see <a class="xref j-external-link" href="https://help.viewpoint.com/content?resource_id=vista_60001&amp;version=Vista_2022_R2" target="_blank">Configure Your SSO
                    Account</a>.</p>
        </section>
        <section class="section" id="concept-7639b753-7327-459b-8efb-96a320c165b0__section_mnd_1zg_4xb"><h2 class="title sectiontitle">Learn more about Office Tools setup</h2>
            
        </section>
        <section class="section" id="concept-7639b753-7327-459b-8efb-96a320c165b0__section_and_1zg_4xb">
            <div class="p" dir="ltr">
                <ul class="ul" id="concept-7639b753-7327-459b-8efb-96a320c165b0__ul_hf2_2rz_nxb">
                    <li class="li"><a class="xref" href="/viewpoint-hr-management-for-vista/viewpoint-hr-management-for-vista/vista-web-office-tools/vista-web-office-tools/license-users-for-vista-web-office-tools">License Users for <span class="keyword">Vista Web</span> Office Tools</a></li>
                </ul>
            </div>
        </section>
        <section class="section" id="concept-7639b753-7327-459b-8efb-96a320c165b0__section_ldk_gph_4xb"><h2 class="title sectiontitle">Learn how to use Office Tools</h2>
            
            <div class="p">
                <ul class="ul">
                    <li class="li"><a class="xref" href="/viewpoint-hr-management-for-vista/viewpoint-hr-management-for-vista/vista-web-office-tools/vista-web-office-tools/vista-forms/access-vista-forms-on-the-web">Access <span class="keyword">Vista</span> Forms on the
        Web</a></li>
                    <li class="li"><a class="xref" href="/viewpoint-hr-management-for-vista/viewpoint-hr-management-for-vista/vista-web-office-tools/vista-web-office-tools/vista-forms/update-custom-vista-tables-and-forms-on-the-web">Update Custom <span class="keyword">Vista</span> Tables and Forms on the
        Web</a></li>
                    <li class="li"><a class="xref" href="/viewpoint-hr-management-for-vista/viewpoint-hr-management-for-vista/vista-web-office-tools/vista-web-office-tools/vista-reports/access-vista-reports-on-the-web">Access <span class="keyword">Vista</span> Reports on
        the Web</a></li>
                </ul>
            </div>
        </section></div></article></main></body>

viewpoint-hr-management-for-vista/viewpoint-hr-management-for-vista/vista-web-office-tools/vista-web-office-tools

Vista Web Office Tools

Vista Web Office Tools allows
        users to access the forms available in your Vista ERP on the web.

Viewpoint HR Management for Vista

You can access Automatic Invoicing from the Trimble Construction One
        home page.

Access Automatic Invoicing

Learn how to get started with Automatic Invoicing.

Getting Started

Upload your invoices to Automatic Invoicing in PDF format.

Upload Invoices

Prepare the batch of invoices in Automatic Invoicing by adding page breaks, removing
        pages, or rotating pages as needed.

Prepare Invoices

Once Automatic Invoicing has populated the header data for the PDFs in the batch, you can review the results, correct any errors, and then send the invoices to Spectrum.

Process Invoices

With the Inbox in Automatic Invoicing, you can have invoice-related attachments forwarded directly from your shared AP mailbox to Automatic Invoicing where you can quickly add them to a batch to be processed.

About the Inbox

You can view the status of all invoices sent to Spectrum from the Completed tab in Automatic Invoicing.

View Completed Invoices

The Accounts Payable Admin can edit invoice settings, which apply to all new invoices you add to Automatic Invoicing.

Edit Invoice Settings

An Enterprise Admin can provide access to Automatic Invoicing by setting the Accounts Payable role for a user in Trimble Construction One.

Give a User Access to Automatic Invoicing

To use Automatic Invoicing for an AP Company, a Spectrum system admin must first
                enable it for that Company.

Enable Automatic Invoicing for a Company in Spectrum

<body id="concept-af8f26f4-cb54-416b-b5e8-e5792f0e11cd"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1"><span class="keyword">Automatic Invoicing</span> (for <span class="keyword">Trimble Construction One</span> Users)</h1><div class="body conbody"><p class="shortdesc">With <span class="keyword">Automatic Invoicing</span> you can automatically enter invoice headers into <span class="keyword">Spectrum</span>  without performing manual data entry, saving time and avoiding potential mistakes.</p><p class="p">Access <span class="keyword">Automatic Invoicing</span> from <span class="keyword">Trimble Construction One</span> by logging into <a class="xref j-external-link" href="http://team.viewpoint.com" target="_blank">team.viewpoint.com</a>, and then selecting <span class="ph uicontrol">Accounts Payable</span> from the main menu.</p><p class="p">Use Automatic Invoicing to enter validated, unapproved vendor invoices. There are three steps in the process:</p><ol class="ol"><li class="li"><span class="ph" id="concept-af8f26f4-cb54-416b-b5e8-e5792f0e11cd__ai_overview_1"><span class="ph uicontrol">Upload</span> PDF invoices as a batch. See <a class="xref" href="/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/upload-invoices">Upload Invoices</a>.</span></li><li class="li"><span class="ph" id="concept-af8f26f4-cb54-416b-b5e8-e5792f0e11cd__ai_overview_2"><span class="ph uicontrol">Prepare</span> the batch of invoices by adding page breaks, removing pages, or rotating pages as needed. See <a class="xref" href="/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/prepare-invoices">Prepare Invoices</a>.</span></li><li class="li">Process the batch of invoices by reviewing the header data, correcting any errors, and then sending the batch to <span class="keyword">Spectrum</span>. See <a class="xref" href="/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/process-invoices">Process Invoices</a>.</li></ol><div class="note note note_note"><span class="note__title">Note:</span> Only vendors with a “Last invoice
                    date” within the last 12 months are recognized and automatically populated by
                        <span class="keyword">Automatic Invoicing</span>. If the
                        <span class="ph uicontrol">Vendor</span> field is
                    not auto-filled, you can enter a vendor name to search for that option. When the
                    vendor is used in subsequent invoices, <span class="keyword">Automatic Invoicing</span> will recognize the vendor and automatically
                    populate that field.</div><section class="section"><h2 class="title sectiontitle">Requirements</h2><div class="p"><ul class="ul"><li class="li"><span class="ph">You can take advantage of <span class="keyword">Automatic Invoicing</span> if your company's subscription is part of our <span class="keyword">Trimble Construction One</span> contract.</span></li><li class="li">To access <span class="keyword">Automatic Invoicing</span>, users in your enterprise must have single sign-on enabled. For details on enabling single sign-on, see <a class="xref j-external-link" href="https://apim.viewpointplatform.com/help/v1/contents/urn:contentId:spectrum_000001:Spectrum:Spectrum" target="_blank">Single Sign-On</a>  in the <span class="keyword">Spectrum</span> Help. </li></ul></div></section><section class="section"><h2 class="title sectiontitle">Setup</h2><div class="p"><ul class="ul"><li class="li">Give users access to <span class="keyword">Automatic Invoicing</span> in <span class="keyword">Trimble Construction One</span>. See <a class="xref" href="/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/give-a-user-access-to-automatic-invoicing">Give a User Access to <span class="keyword">Automatic Invoicing</span></a>.</li><li class="li">In Spectrum, enable <span class="keyword">Automatic Invoicing</span> for an AP Company. See <a class="xref" href="/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/enable-automatic-invoicing-for-a-company-in-spectrum">Enable <span class="keyword">Automatic Invoicing</span> for a Company in <span class="keyword">Spectrum</span></a>. </li></ul></div></section></div></article></main></body>

The Data Entry menu is used to
      record invoices as they are received. Invoices can be tracked optionally through Unapproved
      Invoice Processing, and routed automatically to reviewers for approval. Options are available
      for correcting invoice entry errors. Typically, invoices are entered and updated, then later
      paid. In addition, credit memos, recurring invoices and subcontract progress billings can be
      created and processed. Payments can be made by issuing regular check or by manual or pre-paid
      checks. Issued checks may be voided.

Data Entry Overview

Use this window to modify the tax status and tax code associated with the detail lines.

Tax Information window

With Automatic Invoicing you can automatically enter invoice headers into Spectrum  without performing manual data entry, saving time and avoiding potential mistakes.

Automatic Invoicing (for Trimble Construction One Users)

Spectrum

If your company uses Microsoft Word, Excel, or PowerPoint, you can edit a VFP document (.docx, .pptx, or .xlsx) in Microsoft Office for the web. You won’t be able to open the document in Microsoft Office if it's an older version of office or if the document has custom mandatory fields with no values.

Revise a Document Live with Microsoft Office 365

<body id="concept-8694"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Edit a Document Live in VFP</h1><div class="body conbody"><p class="shortdesc">If you use Microsoft Word, Excel, or PowerPoint, you can edit a VFP document (.docx, .pptx, or .xlsx) live in Microsoft Office for the web, allowing easy collaboration whilst retaining the control and governance of your workflow, permissions and security in VFP.  </p><section class="section"><h2 class="title sectiontitle">Enable Microsoft Office for the Web</h2><p class="p">When you first open a Microsoft Office document in VFP, <span class="ph">a user agreement message appears. Review the agreement and accept to proceed. If you decline the agreement, you cannot use the feature and the message will reappear if you try to use this feature again.</span></p><p class="p">When the user agreement has been accepted, the option to open a Microsoft document will be available from the drop down menu.</p></section><section class="section"><h2 class="title sectiontitle">Co-Authoring and Versions</h2><p class="p"><span class="ph">When you edit a document in Microsoft Office for the web, changes are saved automatically, and a new document revision is created once you close the editing session. More than one user can access the same document at the same time and make edits.</span> When each user closes the editing session, a new item revision will be added. <span class="ph">An audit is logged in the item's Activity Log for each user that opens the item. When each user closes the editing session after making a save, a new item revision will be added. </span></p></section><section class="section"><h2 class="title sectiontitle">File Types</h2><p class="p">If you upload an older file type to VFP (for example, .doc, .ppt, .xls), you  will not be able to edit them in Microsoft Office for the web. You won't see the option from the drop-down menu.</p></section><section class="section"><h2 class="title sectiontitle">Permissions</h2><p class="p">Permissions for Microsoft Office for the web are no different than the existing permissions for the current Live Revise process.</p></section><section class="section"><h2 class="title sectiontitle">Session Length</h2>
            
            <p class="p">The session length for Microsoft Office for the web is 60 minutes. After 50 minutes of inaction, you will receive a warning stating when your session will expire. Clicking <span class="ph uicontrol">Save and refresh</span> in the warning window will restart another 50 minutes. After 60 minutes of inaction, you will receive a warning that your session has ended. You will need to close the tab and restart the session.</p>
        </section></div></article></main></body>

You can revise an item and then upload a new revision to share, edit the information associated with an item, and move items between containers, to make sure your latest information is right where you want it in Viewpoint For Projects™.

Revise, Edit, and Move Items

If you want to use Live Revise, you need to disable protected view for each Microsoft Office program or you will get an "In Use" error message.

MS Office Setup for Live Revise

If you use Microsoft Word, Excel, or PowerPoint, you can edit a VFP document (.docx, .pptx, or .xlsx) live in Microsoft Office for the web, allowing easy collaboration whilst retaining the control and governance of your workflow, permissions and security in VFP.

Edit a Document Live in VFP

Viewpoint for Projects

<body id="concept-1675"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Viewpoint Help Overview</h1><div class="body conbody"><p class="shortdesc"></p><p class="p">
            <iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/457880804" height="360" width="640" frameborder="0" allowfullscreen="true"></iframe>
        </p></div></article></main></body>

viewpoint-field-management/viewpoint-field-management/whats-new/whats-new-in-2024-r4

Viewpoint Financial Controls

Manage Financial Controls Licenses

Viewpoint Help Overview

<body id="concept-400"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Create PDFs and Share Links from Viewpoint Help </h1><div class="body conbody"><p class="shortdesc"></p><p class="p"><iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/386598722" height="360" width="640" frameborder="0" allowfullscreen="true"></iframe></p></div></article></main></body>

spectrum/spectrum/whats-new/whats-new-in-spectrum-2023-r3

Vista Field Service

Creating PDFs and Sharing Links from Viewpoint Help

<body id="concept-cf90411d-73de-4ecf-ae47-e967498472e3"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in <span class="keyword">HR Management for Spectrum</span> 2024
        R3</h1><div class="body conbody"><p class="shortdesc">The 2024 R3 release of <span class="keyword">HR Management for Spectrum</span> allows employees to
        access their 1095-C forms in Earnings and includes enhancements to pay stubs. This release
        is available as of 3/25/24.</p>
        <section class="section" id="concept-cf90411d-73de-4ecf-ae47-e967498472e3__section_dx4_sg4_l1c"><h2 class="title sectiontitle">Earnings</h2>
            
            <p class="p"><span class="ph uicontrol">New! 1095-C forms
                    now available</span></p>
            <div class="p">
                <ul class="ul" id="concept-cf90411d-73de-4ecf-ae47-e967498472e3__ul_dt2_rs4_l1c">
                    <li class="li">
                        <p class="p">Employees can now access their 1095-C forms from their
                                <span class="ph uicontrol">Earnings</span>
                            page in <span class="keyword">Employee Self-Service</span>. </p>
                        <p class="p">As part of this change, the <span class="ph uicontrol">Tax Statements</span> tab
                            has been renamed <span class="ph uicontrol">Yearly
                                Forms</span>. Employees can select the <span class="ph uicontrol">Yearly Forms</span> tab to
                            view their available 1095-C forms (in addition to their W-2 forms). See
                                <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/employee-self-service/employee-self-service/earnings/view-pay-stubs-or-tax-forms">View Pay Stubs or Tax Forms</a> for details.</p>
                        <p class="p"><img class="image" id="concept-cf90411d-73de-4ecf-ae47-e967498472e3__image_yx4_drh_q1c" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/TNqDA7pyJl4sA2bQBJ9n/0a4135e0-ec62-11ee-86c7-0242b9b6af66?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1713368626&amp;Signature=UTmb168uaqXN76kVATAJCq2h4m7s1H6ExGnmZXDDM81K5%2BGpFJ8jN2GSjIvc%2FQwftSCGrHD2hGuiVP2HXHxKNQuktZeUo8lPsHjLDsKsAtFyk22bcr%2By2inQWHZAWMZw%2FSqeFbX76LD%2F%2BSa4VPidQwOCvbz3FwV6CS9u9j3eGdVVPua9SEAEuDb%2BqV6Ltp6Txn8mhYVbdpJbZtKimqA7ROhKKK8EvTWA0Qd9HwNYkU346jw%2BXn012YmrP6YQr89yweQjUUFTZUuWJL95uuIeZu56%2BWEup4jlAoyocJ%2FM3JCfW9Cx31%2Bb5bb08kXmblosUJXQgz%2BZE7bcagCM6cYEGQ%3D%3D"></p>
                    </li>
                </ul>
            </div>
            <p class="p"><span class="ph uicontrol">Enhanced Pay
                    Stubs</span></p>
            <div class="p">
                <ul class="ul" id="concept-cf90411d-73de-4ecf-ae47-e967498472e3__ul_hdv_jhg_s1c">
                    <li class="li">
                        <p class="p">Improved the consistency in headers and punctuation on
                            the PDF version of employee pay stubs.</p>
                    </li>
                    <li class="li">
                        <p class="p">Removed the <span class="ph uicontrol">Other Earnings</span> section from the <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/employee-self-service/employee-self-service/earnings/view-pay-stubs-or-tax-forms/pay-stubs-page">Pay Stubs Page</a>. This section was not being populated by <span class="keyword">Spectrum</span>. Instead, other earnings information is
                            sent to the other sections of the pay stub.</p>
                    </li>
                </ul>
            </div>
        </section>
    </div></article></main></body>

The 2024 R2 release of HR Management for Spectrum introduces a new
        Earnings Setting to prevent federal exemptions from showing on pay statements. This release
        is available as of 2/8/24.

What's New in HR Management for Spectrum 2024 R2

viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/whats-new/whats-new-in-hr-management-for-spectrum-2024-r3

What's New

The 2024 R3 release of HR Management for Spectrum allows employees to
        access their 1095-C forms in Earnings and includes enhancements to pay stubs. This release
        is available as of 3/25/24.

What's New in HR Management for Spectrum 2024 R3

HR Management for Spectrum

<body id="concept-0hrpommb"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in <span class="ph">ProContractor</span> 4.3.1</h1><div class="body conbody"><p class="shortdesc"><span class="keyword">ProContractor</span> 4.3.1 is the 2023 year-end version which brings updates required for 2023 year-end processing. It also provides updated tax rates and other new requirements for payrolls whose dates fall in 2024.</p><section class="section"><h2 class="title sectiontitle">Year-End Processing</h2>
            
            <div class="p"><span class="keyword">ProContractor</span> 4.3.1 contains the necessary regulatory updates and is required for 2023 year-end processing in the United States and Canada.<ul class="ul"><li class="li">United States - Forms W-2, 1094-C and 1095-C, and 1099 are updated to 2023. See the <a class="xref" href="/procontractor/procontractor/periodic-and-year-end-tasks/periodic-and-year-end-tasks/period-end-activities/year-end-checklist-u.s.">Year-End Checklist (U.S.)</a>.<div class="note note note_note"><span class="note__title">Note:</span> <span class="ph b">Aatrix may be required</span><div class="p"><span class="keyword">ProContractor</span> captures data for but does not print these 1099 forms:<ul class="ul"><li class="li">1099-NEC</li><li class="li">1099-MISC</li></ul></div> If you need to print and/or process these forms, Aatrix is required.</div></li><li class="li">Canada - No changes were required. See the <a class="xref" href="/procontractor/procontractor/periodic-and-year-end-tasks/periodic-and-year-end-tasks/period-end-activities/year-end-checklist-canada">Year-End Checklist (Canada)</a>.</li></ul></div>
            
            <p class="p">For a page of resources, visit <a class="xref j-external-link" href="https://www.viewpoint.com/procontractor-year-end" target="_blank">Year-End <span class="keyword">ProContractor</span> 2023</a>.</p>
        </section><section class="section"><h2 class="title sectiontitle">Tax Table Updates for 2024</h2>
            
            <p class="p">Like all prior year-end releases, this update does not affect the tax tables within <span class="keyword">ProContractor</span>. You must update the tax table manually for Federal and for each state which is relevant to your organization and the new information will take effect on the date you choose.</p>
            <p class="p">For your convenience, tax table information for each state is
                available at the <a class="xref j-external-link" href="https://support.viewpoint.com/s/knowledgedetail?c__urlname=170108064106574" target="_blank"><span class="keyword">Viewpoint Customer Portal</span></a>.</p>
            <p class="p"><span class="keyword">Viewpoint</span> updates this information for each state as each tax authority releases it. For the tax tables which are relevant to you, consider subscribing on the <span class="keyword">Viewpoint Customer Portal</span> so that you receive notifications when the information changes.</p>
        </section><section class="section"><h2 class="title sectiontitle">Support for Multiple Local Taxes per employee</h2>
            
            <p class="p">In some cases, you may need to apply more than one local tax to an employee's wages. This release supports this requirement.</p>
            <div class="p">Your <span class="keyword">ProContractor</span> application has been modified in these ways:<ul class="ul"><li class="li">The Additional Tax Factors (Canada) grid has been moved from the Taxes tab to the <a class="xref" href="/procontractor/procontractor/screen-reference/screen-reference/employees/employees-module/setup-screens/employee-screen/employee-screen-field-reference#ID-00045448__ID-000474eclair">Others tab</a> of the <a class="xref" href="/procontractor/procontractor/screen-reference/screen-reference/employees/employees-module/setup-screens/employee-screen">Employee screen</a>.</li><li class="li">A new grid takes it place of the Local section (U.S.).</li></ul></div>
            <div class="p">As part of the update, any field values you currently have in the Local section (U.S) will be automatically placed in their respective columns in the new grid. These include:<ul class="ul"><li class="li"><span class="ph uicontrol">Local Tax Authority</span></li><li class="li"><span class="ph uicontrol">Status</span></li><li class="li"><span class="ph uicontrol">Local Income Tax Additional Amount</span></li></ul></div>
        </section><section class="section"><h2 class="title sectiontitle">Option to exempt Overtime Wages from State Taxes</h2>
            
            <p class="p">You can now set up your weekly overtime wages to be exempt from state taxes based on location by selecting the new <span class="ph uicontrol">Exempt State Income Tax Overtime Weekly</span> checkbox in the <a class="xref" href="/procontractor/procontractor/screen-reference/screen-reference/employees/employees-module/setup-screens/pay-classifications--rates-screens/work-locations-screen">Work Locations screen</a>.</p>
        </section><section class="section"><h2 class="title sectiontitle">Support for new Adoption Allowances</h2>
            
            <p class="p">Starting with this release, you can enter the number of adoption allowances reported by residents of Indiana (U.S.), and <span class="keyword">ProContractor</span> will consider the value when calculating payroll. The new field is <span class="ph uicontrol">Adoption Allowances</span> in the Taxes tab of the <a class="xref" href="/procontractor/procontractor/screen-reference/screen-reference/employees/employees-module/setup-screens/employee-screen">Employee screen</a>.</p>
        </section><section class="section"><h2 class="title sectiontitle">New Tax Basis Option</h2>
            
            <p class="p">The <span class="ph uicontrol">Tax Basis</span> drop-down in the <a class="xref" href="/procontractor/procontractor/screen-reference/screen-reference/employees/employees-module/setup-screens/taxes--insurance-screens/income-tax-table-screen">Income Tax Table screen</a>'s General tab has a new <span class="ph uicontrol">State Taxable Wages</span> option. If there is a Tax Table you want to base on the state income wages, select this option.</p>
        </section><section class="section"><h2 class="title sectiontitle">New Report Filter</h2>
            
            <p class="p">You can now filter the Payroll Hours and Earnings History report by work location. Select one or more locations to see the hours and earnings for just the selected location(s).</p>
        </section><section class="section"><h2 class="title sectiontitle">Bug Fixes</h2>This release provides fixes to customer-reported issues. To see the list:<ol class="ol"><li class="li">Log in to the <a class="xref j-external-link" href="https://support.viewpoint.com/s/browse-cases-and-issues?tabset-d4f10=2" target="_blank">Track Cases/Issues page</a> of the <span class="keyword">Viewpoint Customer Portal</span>.</li><li class="li">Make your selections in the product and module filter options.</li><li class="li">In the <span class="ph uicontrol">Fixed in Version</span> field, enter the current release version.</li><li class="li">Select <span class="ph uicontrol">Apply Filters</span>.</li></ol>
        </section></div></article></main></body>

ProContractor 4.3.0 brings multiple suggestion box enhancements, new online Help, updates to security, and bug fixes.

What's New in ProContractor 4.3.0

procontractor/procontractor/whats-new/whats-new-in-procontractor-4.3.1

ProContractor 4.3.1 is the 2023 year-end version which brings updates required for 2023 year-end processing. It also provides updated tax rates and other new requirements for payrolls whose dates fall in 2024.

What's New in ProContractor 4.3.1

ProContractor

You can use the following topics to perform 2023 year-end processes in Vista for the United States and Canada.

Resources for Vista Year-End Processing

You can now access up-to-date information about Vista in one place.

New! Single Version of Vista Help

You can access installation instructions, hardware/software requirements, and release notes for tax updates in Vista Help, as well as database changes for major releases.

What's New in Vista Help

With Automatic Invoicing, Trimble Construction One users can automatically enter invoice headers into Vista without performing manual data entry, saving time and avoiding potential mistakes.

Automatic Invoicing with Trimble Construction One

The Hilti ON!Track integration with Vista streamlines and automates the equipment management process, allowing for precise tool tracking and allocating tool use and costs to a job.

Hilti ON!Track Integration with Vista

Vista 2023 R2 delivers on General
        user-requested enhancements, fixes, and other improvements.

General Features

Vista 2023 R2 delivers on user-requested enhancements, fixes, and other improvements for the Accounting modules.

Accounting

Vista 2023 R2 delivers on user-requested enhancements, fixes, and other improvements for the Costs and Contracts modules.

Costs and Contracts

Vista 2023 R2  delivers on user-requested enhancements, fixes, and other improvements for the HR and Payroll modules.

HR and Payroll

Vista 2023 R2 delivers on user-requested enhancements, fixes, and other improvements for the Project Management module.

Project Management

Vista 2023 R2 delivers on user-requested enhancements, fixes, and other improvements for the Service Management module.

Service Management

Vista 2023 R2 delivers on user-requested enhancements, fixes, and other improvements to the Administration modules.

Administration

Vista 2023 R2 delivers on user-requested enhancements, fixes, and other improvements to the System Tools modules.

System Tools

Vista 2023 R2 delivers on user-requested enhancements, fixes, and other improvements to Cloud Deployment.

Cloud Deployment

The Vista 2023 R2 release includes the addition of new forms and form tabs. Since these additions may affect your security setup, you should review them to determine what changes are necessary for your company.

Security

This section provides information about the database changes for the  Vista 2023 R2 release, including new foreign keys, table/view changes, and report procedure changes.

Database Changes for Vista 2023 R2

These are the minimum hardware and software requirements for
        running Vista™ by Viewpoint as of the latest Vista release.

Hardware / Software Requirements

Select the links below for information about the service packs for Vista 2023 R2.

Vista 2023 R2 Service Packs

Select the links below for information about Vista tax updates by year.

Tax Updates

Access What's New information for previous Vista releases / service packs by year.

Previous Vista Releases

Viewpoint Help is a new Help website that gives you access to comprehensive product documentation from a single location, with quick links to content for individual applications.

About Viewpoint Help

<body id="concept-1206001"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in <span class="keyword">Vista</span> 2023 R2</h1><div class="body conbody"><p class="shortdesc">The <span class="keyword">Vista</span> 2023 R2 release includes several enhancements and new features, defect fixes that apply to all geographies.</p><p class="p">Some of the features contained in this release include the ability to create separate work order scopes for service items, updates to the Job Billing invoice delivery feature, and the ability to access <span class="keyword">Vista</span> Web's Pending PO / Subcontract Review page from <span class="keyword">Vista</span>, as well as several other features to help improve your workflow.</p><p class="p">Select the links below for more information about the new features and enhancements included in this release.</p><div class="p">
            <table class="table" id="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7"><caption></caption><colgroup><col style="width:200pt"><col style="width:200pt"><col style="width:200pt"><col style="width:200pt"></colgroup><thead class="thead"><tr class="row"><th class="entry align-left" id="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__1">Accounting</th><th class="entry align-left" id="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__2">Costs and Contracts</th><th class="entry align-left" id="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__3">HR and Payroll</th><th class="entry align-left" id="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__4">Project Management</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry align-left" headers="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__1 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__2 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__3 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__4 "><a class="xref" href="/vista/vista/whats-new/whats-new-in-vista-2023-r2/accounting/accounts-payable-features">Accounts Payable</a></td><td class="entry align-left" headers="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__1 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__2 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__3 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__4 "><a class="xref" href="/vista/vista/whats-new/whats-new-in-vista-2023-r2/costs-and-contracts/job-billing-features">Job Billing</a></td><td class="entry align-left" headers="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__1 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__2 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__3 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__4 "><a class="xref" href="/vista/vista/whats-new/whats-new-in-vista-2023-r2/hr-and-payroll/payroll-features">Payroll</a></td><td class="entry align-left" headers="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__1 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__2 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__3 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__4 "><a class="xref" href="/vista/vista/whats-new/whats-new-in-vista-2023-r2/project-management/project-management-features">Project Management</a></td></tr><tr class="row"><td class="entry align-left" headers="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__1 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__2 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__3 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__4 "></td><td class="entry align-left" headers="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__1 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__2 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__3 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__4 "><a class="xref" href="/vista/vista/whats-new/whats-new-in-vista-2023-r2/costs-and-contracts/purchase-order-features">Purchase Order</a></td><td class="entry align-left" headers="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__1 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__2 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__3 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__4 "></td><td class="entry align-left" headers="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__1 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__2 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__3 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__4 "></td></tr><tr class="row"><td class="entry align-left" headers="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__1 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__2 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__3 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__4 "></td><td class="entry align-left" headers="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__1 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__2 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__3 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__4 "><a class="xref" href="/vista/vista/whats-new/whats-new-in-vista-2023-r2/costs-and-contracts/subcontract-ledger-features">Subcontract Ledger</a></td><td class="entry align-left" headers="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__1 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__2 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__3 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__4 "></td><td class="entry align-left" headers="concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__1 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__2 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__3 concept-1206001__797f8541-b702-4ec7-b359-5c4dd8c161d7__entry__4 "></td></tr></tbody></table>
        </div><div class="p">
            <table class="table" id="concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd"><caption></caption><colgroup><col style="width:200pt"><col style="width:200pt"><col style="width:200pt"><col style="width:200pt"></colgroup><thead class="thead"><tr class="row"><th class="entry" id="concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__1">Service Management</th><th class="entry" id="concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__2">Administration</th><th class="entry" id="concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__3">System Tools</th><th class="entry" id="concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__4">Cloud Deployment</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry" headers="concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__1 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__2 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__3 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__4 "><a class="xref" href="/vista/vista/whats-new/whats-new-in-vista-2023-r2/service-management/service-management-features">Service Management</a></td><td class="entry" headers="concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__1 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__2 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__3 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__4 "><a class="xref" href="/vista/vista/whats-new/whats-new-in-vista-2023-r2/administration/imports-features">Imports</a></td><td class="entry" headers="concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__1 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__2 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__3 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__4 "><a class="xref" href="/vista/vista/whats-new/whats-new-in-vista-2023-r2/system-tools/reports-features">Reports</a></td><td class="entry" headers="concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__1 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__2 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__3 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__4 "><a class="xref" href="/vista/vista/whats-new/whats-new-in-vista-2023-r2/cloud-deployment/cloud-deployment-features">Cloud Deployment</a></td></tr><tr class="row"><td class="entry" headers="concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__1 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__2 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__3 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__4 "></td><td class="entry" headers="concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__1 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__2 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__3 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__4 "></td><td class="entry" headers="concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__1 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__2 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__3 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__4 "><a class="xref" href="/vista/vista/whats-new/whats-new-in-vista-2023-r2/system-tools/vista-reports"><span class="keyword">Vista</span> Reports</a></td><td class="entry" headers="concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__1 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__2 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__3 concept-1206001__8641cfb4-640f-4676-8016-67b775b490cd__entry__4 "></td></tr></tbody></table>
        </div><section class="section"><h2 class="title sectiontitle">Check Issue Status</h2>
            
            <p class="p"></p>
            <p class="p">To see a list of defects fixed in this version, go to the <a class="xref j-external-link" href="https://support.viewpoint.com/s/browse-cases-and-issues" target="_blank">Track Cases/Issues page</a> of the Viewpoint Customer Portal. Use the filter options to select your product and module. In the <span class="ph uicontrol">Fixed in Version</span> field, select this version, then select <span class="ph uicontrol">Apply Filters</span>.</p>
        </section><section class="section"><h2 class="title sectiontitle">Viewpoint Help</h2>
            
            <p class="p">Viewpoint Help includes content for multiple products in a single website, providing the following benefits:</p>
            <div class="p">
                <ul class="ul" id="concept-1206001__ul_vmy_1nd_xkb"><li class="li">A single point of entry for Help content</li><li class="li">Dynamic search capability across Help content for multiple products and versions</li><li class="li">Ease in sharing and socializing Help articles</li><li class="li">Ability to print or create PDFs of individual Help articles or entire sections of content</li></ul>
            </div>
            <p class="p">For more information, see <a class="xref" href="/vista/vista/whats-new/whats-new-in-vista-2023-r2/about-viewpoint-help">About <span class="keyword">Viewpoint Help</span></a>.</p>
        </section></div></article></main></body>

vista/vista/whats-new/whats-new-in-vista-2023-r2

The Vista 2023 R2 release includes several enhancements and new features, defect fixes that apply to all geographies.

Welcome to Help for all Trimble Viewpoint products.

Add New Employees to the Portal