New Portal Setting Dropdown Fields in 2023 R4
Dropdown fields with user-friendly options are now available for many portal settings that offer a predefined list of choices. Instead of having to make a manual entry in these settings, you can select an option from a predefined list, streamlining your Vista Web portal setup.
In the Vista Web 23.4 release, the following portal settings now provide dropdown lists that you can use to configure each setting. If you had configured any of these settings in a prior version, your previous entry has been updated to the corresponding new option.
To view all enhancements made in this release, see What's New in 2023 R4.Administration / Initial Setup
| Setting | Previous options | Corresponding new options |
|---|---|---|
| Country Code for date format |
AU US CAN |
Australia United States Canada |
| Portal user enrollment mode |
D S L |
Default Strict Loose |
AP Review
| Setting | Previous Options | Corresponding New Options |
|---|---|---|
| Show Due Date or Invoice Date on AP invoice grid |
D I |
Due Date Invoice Date |
| Retainage, Tax, and Misc Amounts on edit options |
0 1 2 |
View and Edit Hide View Only |
Expense
| Setting | Previous Options | Corresponding New Options |
|---|---|---|
| Expense Posting Mode |
A P |
Accounts Payable Payroll |
| Use Expense (S)ubmitted or (T)ransaction date when filtering expenses in the Posting Dashboard |
S T |
Submitted Date Transaction Date |
Field Management Mobile
| Setting | Previous Options | Corresponding New Options |
|---|---|---|
| Options for employee classes in app |
0 1 2 |
Read Only Class Editable Class Hide Class |
| Jobs to Include in FM Mobile Date Security page |
1 2 3 |
Open Jobs Only Open and Soft Closed Jobs Only All Jobs |
| Mobile Data Security Mode |
0 1 2 |
Off On - Fail Open On - Fail Closed |
Personal Information
| Setting | Previous Options | Corresponding New Options |
|---|---|---|
| Default Personal Info Attachment Save Location |
H P |
HR Resource Payroll Employee |
| Update W4 information to HR Resource Master or to Payroll Employees |
H P B |
HR Resource Payroll Employee Both |
| W-4 Mode |
D R E |
Disabled Read Only Enabled |
Security / Login
| Setting | Previous options | Corresponding New options |
|---|---|---|
| Enable Secure LDAP |
0 1 2 |
Off Secure Secure / SSL |
| Log in mode |
1 2 3 4 |
Vista Employee # Only Windows / Active Directory Only Both SSO |
| Job Data Security Mode |
0 1 2 3 |
Off On - Fail Open On - Fail Closed On - Use Allocations Only |
| Job Data Security: Use (C)ontract or (J)ob security for data dropdown filtering? |
C J | Contract Data Type Job Data Type |
Time Off
| Setting | Previous Options | Corresponding New Options |
|---|---|---|
| Show unit of time in the time-off calendar in Hours or Days |
H D | Hours Days |
| Delete HR Resource Schedule or update status when Vacation Request is canceled |
C D |
Update to Canceled Remove From Resource Schedule |
Timecard
| Setting | Previous Options | Corresponding New Options |
|---|---|---|
| Timecard Attachment Mode (Standard Timecards only) |
N A E |
No Attachments All Lines Expense Lines |
| SM Timecard Edit Restriction |
0 1 2 |
Normal (no change) Add / Delete Disabled Service Lines Read-Only |
| Restrict time inputs to certain hourly intervals in Time Worked feature |
0 15 30 60 |
No Restriction 15 Minutes 30 Minutes 60 Minutes |
