General Information

HR Management Highlights

The following customer suggestions were added in this release. For a list of defect corrections, see the Issues Fixed page.

• Personal Information

  • When updating direct deposit information, attachments are now required only if users add a new direct deposit account or change information for an existing account if you have enabled the portal setting Require an attachment for changing direct deposit information (Admin > Portal Settings > Expense).

• Expenses

  • The Employee dropdown on the Expense Posting Dashboard is now searchable by First Name, Last Name, and employee number.

  • Allow employees to submit individual expense items for approval upon entry by enabling the new portal setting: Allow users to Submit individual expense items (Admin > Portal Settings > Expense).

    • When this setting is enabled, a Save and Submit button is available on the expense entry window, allowing users to submit individual expenses without having to submit an expense packet.

    • Employees still have the option to Save and Close the item without submitting the expense.

• Report Library

  • SSRS reports can now be opened in a separate browser tab. Select the new Open in New Tab button for a report to open it in a separate tab, allowing for a full-screen view.

• Timecards

  • Users can now select Use employee's default Earncode when copying lines for one or more employees on the Grid Timecard.

  • Posted time will now show as read-only on the Grid Timecard if you enable the new advanced portal setting Allow Processed time to be shown on grid timecards (read only) (Admin > Portal Settings > Timecards > Advanced Configuration). Note that the time entry must be part of an existing batch in an open pay period.

  • Resolved syncing issue with job approval status. See Sync Approval Status to PR Timecard Batch in Help for more information on how the udJobApprovalStatus field updates.

Financial Controls Highlights

The following customer suggestions were added in this release. For a list of defect corrections, see the Issues Fixed page.

• AP Invoice Review

  • Added new portal setting Hide all invoice amounts for members of this employee group (Admin > Portal Settings > AP Review > Advanced). This setting hides the dollar information on an invoice approval for specific groups in the portal.

  • Added support for the ability to stamp pdf attachments that have unstamped OCR.

  • The portal setting Restrict AP Approvers in the Portal to only members of this Reviewer Group is no longer an Advanced Setting. The setting is now located under Admin > Portal Settings > AP Review > General Configuration.

  • Stamps and annotations added to invoices now show the author as the logged in user's first and last name.

• Purchase Orders

  • Added new portal setting: Default Unit of Measure override for Purchase Orders (Admin > Portal Settings > Purchase Orders > Advanced Configuration > Show Advanced Settings). Enter the Unit Of Measure that should be defaulted on new Purchase Order, PO Requisition, and Pending PO lines. This will override the current default UM that is setup in Vista.

  • Added PO Approval history to the PO Dashboard details dropdown. On the Pending PO Dashboard, select the Details icon > View Workflow to see the approval history.

  • Added new portal settingProcess Requisitions to create Pending Purchase Orders, allowing PO requisitions to be routed through the Pending Purchase Orders (Admin > Portal Settings > Purchase Orders > General Confguration).

  • When viewing multiple pages on the Purchasing Agent Dashboard, the portal will now hold check marks when scrolling between pages.

Field Management Highlights

The following customer suggestions were added in this release. For a list of defect corrections, see the Issues Fixed page.

• Timecards

  • Posted time will now show as read-only on the Grid Timecard if you enable the new advanced portal setting Allow Processed time to be shown on grid timecards (read only) (Admin > Portal Settings > Timecards > Advanced Configuration). Note that the time entry must be part of an existing batch in an open pay period.

  • Users can now select Use employee's default Earncode when copying lines for one or more employees on the Grid Timecard.

Vista Field Service Highlights

The following customer suggestions were added in this release. For a list of defect corrections, see the Issues Fixed page.

• Technicians can now add service items directly from the Site Details page using the new Add New Service Item button.