Project editor roles can create a form from a custom form
		template in Team Mobile.

Create a Form with Team Mobile

You can search for created forms by using Team Mobile.

Search for a Form with Team Mobile

You can assign forms to contacts or distribution groups in
			Team Mobile. Assigning a form instance sends an email
		notification when the form is updated.

Assign Forms with Team Mobile

You can relate your Submittals, RFIs, Issues, Forms, and
        Potential Change Orders to other work items or drawings using your mobile device.

Relate Work Items with Team Mobile

You can add photos or files from your mobile device to a work
		item (submittal, RFI, issue, form, or potential change order) in Team Mobile.

Add an Attachment to a Work Item

<body id="concept-6257"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Forms</h1><div class="body conbody"><p class="shortdesc">Forms can be created and managed using the mobile app as well
		as the web application. The mobile app allows you to use your mobile device wherever you
		are. The web application gives you full functionality. </p><p class="p"></p></div><nav role="navigation" class="related-links"><div class="linklist relinfo"><span class="hd-label">Related information</span><br><ul class="linklist"><li class="linklist"><a class="link" href="/viewpoint-team/viewpoint-team/mobile/team-mobile/forms/create-a-form-with-team-mobile">Create a Form with Team Mobile</a></li><li class="linklist"><a class="link" href="/viewpoint-team/viewpoint-team/mobile/team-mobile/forms/search-for-a-form-with-team-mobile">Search for a Form with Team Mobile</a></li><li class="linklist"><a class="link" href="../topics/Mobile_Options/t_add_an_attachment_to_a_form.dita">Add an Attachment to a Form with Mobile Team</a></li></ul></div></nav></article></main></body>

The mobile app for Viewpoint Team™ allows you to work with Team anywhere using your mobile device, including the job site.

Team Mobile

You can add folders to other folders as needed to
                organize your documents in a way that makes sense to you by going to 
                        Projects
                        Documents
                        Add Folder
                . There is one default folder for each project and all added folders
                are contained within that folder.

Add a New Folder

Forms can be created and managed using the mobile app as well
		as the web application. The mobile app allows you to use your mobile device wherever you
		are. The web application gives you full functionality.

Forms

Viewpoint Team

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Introduction to Vista Reports

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Viewpoint Estimating

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

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

Access Automatic Invoicing

View the following videos 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 your ERP
        system from the Completed tab in Automatic Invoicing.

View Completed Invoices

<body id="concept-118"><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"></p><p class="p"></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 <span class="keyword">Automatic Invoicing</span> to enter
            validated vendor invoices. There are three steps in the process:</p><div class="p">
            <ol class="ol"><li class="li"><span class="ph"><span class="ph uicontrol">Upload</span> PDF invoices
							as a batch. See <a class="xref" href="/spectrum/spectrum/accounting/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"><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/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"><span class="ph uicontrol">Process</span> 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/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/process-invoices">Process Invoices</a>. <div class="p">
                        <div class="note note note_note" id="concept-118__note_h3r_rlr_55b"><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>
                    </div></li></ol>
        </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://help.viewpoint.com/?resource_id=spectrum_000001&amp;version=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/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/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

If an invoice is posted to G/L in July, reversal posts to G/L
        in Aug, when performing a reversal, you might find you don't have the option to
        automatically move both items to history. This is because a G/L transaction is required.
        Below is an example of the accounting process if the reversal performed manually in August
        for an invoice entered in July:

Performing Invoice Reversals for Previous Months

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 Team document (.docx, .pptx,
        or .xlsx) in Microsoft Office for the
                                          web.

Edit a Document Live in Team

<body id="concept-7260"><main role="main"><article role="article" aria-labelledby="ariaid-title1">
	<h1 class="title topictitle1" id="ariaid-title1">About Editing a Document Live in <span class="keyword">Team</span></h1>
	
	
	<div class="body conbody"><p class="shortdesc">If your company uses Microsoft Word, Excel, or PowerPoint,
		you can edit a <span class="keyword">Team</span> document (.docx,
		.pptx, or .xlsx) using <span class="keyword">Microsoft Office for the
                                          web</span>. </p>
		<p class="p"></p>
		<section class="section"><h2 class="title sectiontitle">About Enabling <span class="keyword">Microsoft Office for the
                                          web</span></h2>
			
			<p class="p">When you first open a Microsoft Office document in Team, a user agreement
				message appears. Review the agreement and accept to proceed. If you decline the
				agreement, you cannot use the feature. However, if you decide later to use the
				feature, you can accept the agreement by going to the User Profile page and
				selecting the <span class="ph uicontrol">Enable Microsoft Office
					Online Document Editing</span> option. For instructions, see <a class="xref" href="/viewpoint-team/viewpoint-team/getting-started/viewpoint-team-getting-started/getting-started-user-accounts/edit-your-user-profile">Edit Your User Profile</a>.</p>
			<div class="note note note_note" id="concept-7260__note_ahv_1sl_stb"><span class="note__title">Note:</span> <span class="keyword">Microsoft Office for the
                                          web</span> is enabled for all
				enterprises by default. If you want to disable <span class="keyword">Microsoft Office for the
                                          web</span> for your entire
				enterprise, you can do so by contacting Support via the <a class="xref j-external-link" href="https://support.viewpoint.com/s/" target="_blank">Customer Portal</a> and requesting that change.</div>
		</section>
		<section class="section"><h2 class="title sectiontitle">About Co-Authoring and Versions</h2>
			
			<p class="p">When you edit a document in <span class="keyword">Microsoft Office for the
                                          web</span>, changes are saved automatically, and a new document
				version is created once you close the editing session. More than one user can access
				the same document at the same time and make edits. However, note that the document
				only saves back to Team as an updated version once the last user making
				modifications has closed the document.</p>
		</section>
		<section class="section"><h2 class="title sectiontitle">About File Types</h2>
			
			<p class="p"> If you upload an older file type to <span class="keyword">Team</span> (for example, .doc, .ppt, .xls), <span class="keyword">Team</span> converts and saves the file as
				the newer file type. The original format is saved as a version of the document.</p>
		</section>
		<section class="section"><h2 class="title sectiontitle">About Permissions</h2>
			
			<p class="p">Permissions for <span class="keyword">Microsoft Office for the
                                          web</span> are no different than existing permissions for
				Documents, as described in <a class="xref" href="/viewpoint-team/viewpoint-team/project-setup/contacts/project-roles">Project Roles</a>. For example, collaborators using <span class="keyword">Microsoft Office for the
                                          web</span> are still able to edit
				documents for those projects to which they're assigned.</p>
		</section>
		<section class="section"><h2 class="title sectiontitle">About the Session Length Limit</h2>
			
			<p class="p">Each editing session has a 60 minute limit. After 50 minutes, Team displays
				a warning, which indicates that the session is set to expire soon.</p>
		</section>
		<section class="section">
			<p class="p"></p>
			<p class="p">*Microsoft, Microsoft Office for the web, Microsoft Word, and
				Microsoft Excel are trademarks of the Microsoft group of companies.</p>
		</section>
	</div>
<nav role="navigation" class="related-links"><div class="linklist relinfo"><span class="hd-label">Related information</span><br><ul class="linklist"><li class="linklist"><a class="link" href="/viewpoint-team/viewpoint-team/project-management/document-collaboration/documents/about-editing-a-document-live-in-team/edit-a-document-live-in-team">Edit a Document Live in Team</a></li></ul></div></nav></article></main></body>

Documents are project-related electronic files that you upload to the relevant project in   Viewpoint Team™. The permissions granted to you when you were invited to 
Viewpoint Team™  control whether you can view, download,  and delete documents.

Documents

You can upload a new version of a document by going to
			
			Projects
			Documents
			More
			Edit
		.

Upload a New Version of a Document

If your company uses Microsoft Word, Excel, or PowerPoint,
		you can edit a Team document (.docx,
		.pptx, or .xlsx) using Microsoft Office for the
                                          web.

About Editing a Document Live in Team

<body id="task-38200001"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Upgrade your Viewpoint ID to Trimble (without Azure AD)</h1><div class="body taskbody"><p class="shortdesc">If you are based in North America, take these steps to upgrade your Viewpoint ID (SSO) account to a Trimble account in order to continue logging in to Viewpoint applications.</p><div class="section prereq p"> <div class="note note note_note"><span class="note__title">Note:</span> The steps on this page apply to you only if you are based in North
                America and you do not use Azure AD to log in to your Trimble Viewpoint
                    solutions.</div><ul class="ul"><li class="li">You must have access to your email to complete the upgrade because the upgrade process sends an email with a validation code which you must retrieve and use.</li><li class="li">You need to take these upgrade steps only once for your account.</li></ul><p class="p">You can find videos and more information in <a class="xref" href="/viewpoint-team/viewpoint-team/getting-started/viewpoint-team-getting-started/getting-started-user-accounts/about-upgrading-your-viewpoint-id-to-trimble">About Upgrading your Viewpoint ID to Trimble</a>.</p></div><section class="section context">
            
            <p class="p">The upgrade process starts automatically when you log in as you normally do using the Trimble Construction One login screen.</p><p class="p">After entering your password and selecting <span class="ph uicontrol">Sign In</span>:</p>
        </section><ol class="ol steps"><li class="li step stepexpand"><span class="ph cmd">(Optional) Watch the video offered within the screen welcoming you to the upgrade process.</span><div class="itemgroup info"><div class="note note note_note"><span class="note__title">Note:</span> If your company requires you to log in with multifactor authentication (MFA), a note appears just above the <span class="ph uicontrol">Next</span> button instructing you to enable MFA when you create your Trimble Account.<ul class="ul"><li class="li">If you do not see this note, MFA is optional for you.</li></ul></div></div></li><li class="li step stepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Next</span>.</span><div class="itemgroup stepresult">A Trimble account creation page appears with your email address placed by default.</div></li><li class="li step stepexpand"><span class="ph cmd">If you</span><ul class="ul choices"><li class="li choice">do <u class="ph u">not</u> have a Trimble account,  proceed with step 4. This is the most common action.</li><li class="li choice"><u class="ph u">already have</u> a Trimble account, skip to step 5.</li></ul></li><li class="li step stepexpand"><span class="ph cmd">Create a Trimble account:</span><ol type="a" class="ol substeps"><li class="li substep substepexpand"><span class="ph cmd">Enter your first and last name.</span></li><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Send Code</span>.</span><div class="itemgroup stepresult">A unique code is sent to your email, and the <span class="ph uicontrol">Verification Code</span> field appears.</div></li><li class="li substep substepexpand"><span class="ph cmd">Retrieve and enter the code in the <span class="ph uicontrol">Verification Code</span> field.</span></li><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Submit</span>.</span></li><li class="li substep substepexpand"><span class="ph cmd">Create a password that meets the complexity requirements shown on screen.</span></li><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Submit</span>.</span><div class="itemgroup stepresult">The Account Preferences screen appears.</div></li><li class="li substep substepexpand"><span class="ph cmd">Confirm the <span class="ph uicontrol">Country</span>, <span class="ph uicontrol">Time Zone</span>, and <span class="ph uicontrol">Language</span> field values.</span></li><li class="li substep substepexpand"><span class="ph cmd">If you are required  by your organization to use MFA, or would like to opt in, select <span class="ph uicontrol">Enable Multi-Factor Authentication</span> and select <span class="ph uicontrol">Submit</span>. Otherwise skip to step i.</span><div class="itemgroup info"><div class="note note note_note"><span class="note__title">Note:</span> If you are required by your organization to use MFA and you do not set it up, subsequent attempts to log in to your application will  place you in your Trimble account profile page where you must turn it on and set it up.<p class="p"></p><p class="p"><span class="ph uicontrol">Steps to set up MFA</span></p><table class="simpletable"><colgroup><col style="width:50%"><col style="width:50%"></colgroup><thead><tr class="sthead"><th class="stentry" scope="col">Authenticator app</th><th class="stentry" scope="col">Text codes</th></tr></thead><tbody><tr class="strow"><td class="stentry"><ol class="ol" type="i"><li class="li">Open the app and scan the QR code.</li><li class="li">In the <span class="ph uicontrol">Verification Code</span> field, enter the code provided by the app.</li><li class="li">Select <span class="ph uicontrol">Yes, Enable</span>.</li></ol></td><td class="stentry"><ol class="ol" type="i"><li class="li">Select <span class="ph uicontrol">Use a different method</span>.</li><li class="li">Enter your phone number and select <span class="ph uicontrol">Send Code</span>.</li><li class="li">In the <span class="ph uicontrol">Verification Code</span> field, enter the code provided by text and select <span class="ph uicontrol">Submit</span>.</li><li class="li">Select <span class="ph uicontrol">Yes, Enable</span>.</li></ol></td></tr></tbody></table></div></div></li><li class="li substep substepexpand"><span class="ph cmd">When the settings are complete in the Account Preferences screen, select <span class="ph uicontrol">Submit</span>.</span><div class="itemgroup stepresult">A confirmation window appears.</div></li><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Yes, use this account</span>.</span><div class="itemgroup stepresult">You are taken to the application to which you were logging in.</div></li><li class="li substep substepexpand"><span class="ph cmd">Ignore step 5.</span></li></ol></li><li class="li step stepexpand"><span class="ph cmd">Sign in to an existing Trimble account:</span><ol type="a" class="ol substeps"><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Sign in</span>.</span></li><li class="li substep substepexpand"><span class="ph cmd">Follow the prompts to sign in using your existing <span class="keyword">Trimble ID</span>.</span><div class="itemgroup stepresult">A confirmation window appears.</div></li><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Yes, use this account</span>.</span><div class="itemgroup stepresult">You are taken to the application to which you were logging in.</div></li></ol></li></ol><section class="section result">Your Viewpoint ID is upgraded to a Trimble account and your single sign-on experience now includes any Trimble products for which you have licenses.</section><section class="section postreq">Use this email address and password combination  when logging in to all Trimble products.</section></div></article></main></body>

Before you begin using Team, a project must be setup by the
        Enterprise Admin.

Getting Started: Project Setup

Learn about the upgrade from Viewpoint ID/SSO to Trimble accounts.

About Upgrading your Viewpoint ID to Trimble

Take these steps one time to link your Azure AD credentials to your Trimble ID.

Upgrade your Viewpoint ID to Trimble (with Azure AD)

If you are based in North America, take these steps to upgrade your Viewpoint ID (SSO) account to a Trimble account in order to continue logging in to Viewpoint applications.

Upgrade your Viewpoint ID to Trimble (without Azure AD)

<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-2022-r12

Viewpoint Field Management

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/whats-new-in-spectrum-2022-r3

Vista Field Service

Creating PDFs and Sharing Links from Viewpoint Help

<body id="concept-3343"><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> 2023 R2</h1><div class="body conbody"><p class="shortdesc">The 2023 R2 release of <span class="keyword">HR Management for
                                          Spectrum</span> delivers a
                new Approvals section in <span class="keyword">Trimble Construction One</span> and
                enhancements to the home page in <span class="keyword">Employee
                                          Self-Service</span>. This release is available as of
                2/8/2023.</p>
                <section class="section" id="concept-3343__section_zdk_ztp_jwb"><h2 class="title sectiontitle">Approvals</h2>
                        
                        <p class="p"><span class="ph uicontrol">New!
                                        Approvals section in <span class="keyword">Trimble Construction One</span></span></p>
                        <p class="p">The <span class="keyword">Trimble Construction One</span>
                                home page now includes an <span class="ph uicontrol">Approvals</span>
                                section with direct links to approvals in <span class="keyword">Employee
                                          Self-Service</span>.
                                After logging in to <span class="keyword">Trimble Construction One</span>, you can select either a company name or a status indicator from
                                the <span class="ph uicontrol">Approvals</span> section:</p>
                        <div class="p">
                                <ul class="ul" id="concept-3343__ul_s4g_yll_kwb">
                                        <li class="li">
                                                <p class="p">Select a company name to open
                                                  the Employee Management page for that company. You
                                                  will need to filter for approvals. </p>
                                        </li>
                                        <li class="li">
                                                <p class="p">Select a status indicator
                                                  (<span class="ph uicontrol">Pending</span>, <span class="ph uicontrol">Sent to
                                                  ERP</span>, or <span class="ph uicontrol">Failed</span>) to open the Employee
                                                  Management page already filtered for approvals in
                                                  the respective company.</p>
                                                <p class="p"><img class="image" id="concept-3343__image_af4_2ll_kwb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/CvJOV2O9kqcV01rHLQzG/a8b55250-a80d-11ed-a98b-024202b4c28e?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1676014159&amp;Signature=fDiriNH5e2M4ZN9QUq7GhlgxoRgzi8VVBcZoYl2apfoMLJAeosr2JlywYfKGHhoJJAJFgHPRqQuvOdSeQhbMqr9RoBevNccavi8tNygpx0L%2BVIcV412ztX3tegUTK%2BQLoDBTij%2FaHDUSJmGA8VaKd2ckZK7rhxNOY5xSxRhwe7Bx8C5NZSxhInRC9tnsq%2BBi3os94ZdDoFZD79OsPdWshZuv9lGlrgP8%2F29YKKa%2BteBTCFYFlI8lwPFdB3U8C1K9qQeSGRxG7CxBqvDP1LNGOpJMCcKQ7M5j%2B2enLOWYCZU7%2Fu%2BEuSwwItDAMwe8Im4CfgOGu664G9QHQNiC4JTCdA%3D%3D"></p>
                                        </li>
                                </ul>
                                <div class="note note note_note" id="concept-3343__note_j3n_y1m_kwb"><span class="note__title">Note:</span> HR specialists
                                        must be assigned approval permissions to use this feature.
                                        See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-administration/hr-administration/hr-admin-settings/permission-groups/create-permission-groups">Create Permission Groups</a> for details. To learn more
                                        about approvals, see the <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-administration/hr-administration/approvals">Approvals</a> section in Help.</div>
                        </div>
                </section>
                <section class="section" id="concept-3343__section_h4c_dl1_lwb"><h2 class="title sectiontitle">Enhanced home page in <span class="keyword">Employee
                                          Self-Service</span></h2>
                        
                        <p class="p"><span class="ph uicontrol">New!
                                        Personal and Admin Work sections plus Approvals
                                        links</span></p>
                        <p class="p">The home page in <span class="keyword">Employee
                                          Self-Service</span>
                                has been enhanced for improved usability. Two new headers were added
                                        (<span class="ph uicontrol">Personal</span> and <span class="ph uicontrol">Admin Work</span>)
                                to help HR users differentiate between their personal and
                                administrative options in <span class="keyword">Employee
                                          Self-Service</span>.</p>
                        <p class="p">In addition, the new <span class="ph uicontrol">Admin Work</span>
                                section includes quick links to approvals. HR users with approval
                                permission can select a company name or a status indicator in the
                                        <span class="ph uicontrol">Approvals</span> section to open the Employee
                                Management page already filtered for approvals in the respective
                                company.</p>
                        <p class="p"><img class="image" id="concept-3343__image_gpj_xbm_kwb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/CvJOV2O9kqcV01rHLQzG/aa3e3c40-a80d-11ed-a98b-024202b4c28e?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1676014159&amp;Signature=tYxWV4Ju8qzeOTnM16MomlD%2B6KSaAQUk2LrR15dT7UjbyOS%2F7TQ0V7W0Z361aF8JqbxjbtFqCLD1fZKj%2BGKAk1YTbp5k8I9o2jG0xHjmVdP5qYz3c%2F003hoJ5XDu8l0DDk5771QOeMqmwHvTN5u8H%2B6KoMSub%2F88%2BKGUvGCBmW5l06KYNJhK9LdNrSGD95K4yCHg0Hz9m1bBdeCqxsImdgyPEJuNjgmJXfy%2FADsA8k4eltcUye2WVoEoS09kRtGAEPu8CRu%2BApoP2Dfv4G3sXN7XOO%2F1sfWXAXA%2BhhXRyUjEcU95spNSmUD1ou2k2sLZyLT%2BVamQFKlgnGyi%2FoSZdA%3D%3D"></p>
                </section></div></article></main></body>

Review the features and enhancements that were released in
		2022.

2022 Releases

viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/whats-new/whats-new-in-hr-management-for-spectrum-2023-r2

What's New

The 2023 R2 release of HR Management for
                                          Spectrum delivers a
                new Approvals section in Trimble Construction One and
                enhancements to the home page in Employee
                                          Self-Service. This release is available as of
                2/8/2023.

What's New in HR Management for Spectrum 2023 R2

HR Management for Spectrum

<body id="concept-06-16-2022"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in Spectrum 2022 R3</h1><div class="body conbody"><p class="shortdesc">Spectrum 2022 R3 is the year-end release which contains the required changes for processing Forms like W2s, 1099s, and those for ACA. We've also added other time-saving improvements, and fixes to customer-reported issues.</p><section class="section"><h2 class="title sectiontitle">U.S. regulatory updates for tax year 2022</h2>
            
            <p class="p">In support of the 2022 tax year filings, we've updated Spectrum so that the pertinent reports and electronic files are IRS-compliant, as well as functional with our partners like Nelco and Aatrix.</p>
            <div class="p">With this version, you can confidently proceed with your year end processing. We've updated things like:<ul class="ul"><li class="li">Nelco and Aatrix electronic file outputs</li><li class="li">These forms are all updated as needed for your use during year-end processing.<ul class="ul"><li class="li">Form 1099-NEC</li><li class="li">Form 1099-MISC</li><li class="li">Form W-2</li></ul></li></ul>
            </div><span class="ph uicontrol">Canada regulatory updates</span>
            <p class="p">Canadian filing forms did not require changes this year.</p>
        </section><section class="section"><h2 class="title sectiontitle">Easier state unemployment filing for U.S. payrolls</h2>
            
            <p class="p">In expanding our integration with Aatrix, Spectrum can now generate data files for electronic filing of U.S. state unemployment (SUTA/SUI) reports.</p>
            <p class="p">Some states require electronic filing of SUTA reports, and with Spectrum you can opt to use this convenient method even if your state doesn't require it. See new filing instructions in <a class="xref" href="/spectrum/spectrum/accounting/accounting/payroll/reports-overview/unemployment-tax-report">Unemployment Tax Report</a>, or for general information about using Aatrix, see <a class="xref" href="/spectrum/spectrum/accounting/accounting/payroll/reports-overview/aatrix-report-filing">Aatrix Report Filing</a>.</p>
            <div class="p">
                <div class="note note note_note"><span class="note__title">Note:</span> Aatrix is available only via Trimble Construction One.</div>
            </div>
        </section><section class="section"><h2 class="title sectiontitle">Expanded state and local tax filing options</h2>
            
            <p class="p">Spectrum can now compile and send state and local income tax data to Aatrix, who can coordinate with you to file the relevant forms using the appropriate methods, for a fee.</p>
            <div class="p">Among all states, this release includes more than 150 new options. To see what new filings are available for any state:<ol class="ol"><li class="li">Go to <span class="ph menucascade"><span class="ph uicontrol">Payroll</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Reports</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Aatrix Report Filing</span></span>.</li><li class="li">Select the <span class="ph uicontrol">State</span> button.</li><li class="li">In the <span class="ph uicontrol">Tax code</span> drop-down, choose a state.</li></ol></div>
        </section><section class="section"><h2 class="title sectiontitle">Flexible control over what appears on the W-2</h2>
            
            <p class="p">Using an enhanced window in the W-2 Build Process, you can decide which tax codes appear or not in boxes 15 through 20.</p>
            <p class="p">To see the list of tax codes you can opt to include on the W-2s, go to <span class="ph menucascade"><span class="ph uicontrol">Payroll</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Period End</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">W-2 Processing</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Build W-2 Forms</span></span> and select the Overrides button.</p>
            <p class="p">Select the checkbox for each tax code you want to appear in the Edit W-2 Forms screen and the resultant W-2s.</p>
        </section><section class="section"><h2 class="title sectiontitle">Improved control of your service business</h2>
            
            <p class="p">In response to customer requests, we’ve enhanced security permissions enforcement in Service Requests in the context of adding new Sites and new Customers, providing better control over which users can do these functions.</p>
        </section><section class="section"><h2 class="title sectiontitle">Spectrum 2022 R3 Bug Fixes</h2>
            
            <div class="p">We've provided fixes to over a dozen customer-reported issues. To see issues fixed in this version:<ol class="ol"><li class="li">Go 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 Viewpoint Customer Portal.<p class="p">Log in if necessary.</p></li><li class="li">Use the filter options to select your product and module.</li><li class="li">In the <span class="ph uicontrol">Fixed in Version</span> field, enter 2022 R3.</li><li class="li">Click <span class="ph uicontrol">Apply Filters</span>.</li></ol></div>
        </section></div></article></main></body>

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

Introducing Automatic Invoicing with Trimble Construction One

Spectrum 2022 R3 is the year-end release which contains the required changes for processing Forms like W2s, 1099s, and those for ACA. We've also added other time-saving improvements, and fixes to customer-reported issues.

What's New in Spectrum 2022 R3

<body id="concept-120601"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in Vista 2022 R2</h1><div class="body conbody"><p class="shortdesc">The Vista 2022 R2 release includes several enhancements and new features, as well as defect fixes that apply to all geographies.</p><p class="p">Some of the features contained in this release include electronic delivery consent for W-2s, 1099s, and 1095s,  the ability to flag employees as exempt from Federal tax,   and an easier workflow for selecting and paying released retainage on AP invoices, as well as several other features to help improve your workflow.</p><p class="p">Click on the links below for more information about the new features and enhancements included in this release.</p><div class="p">
            <table class="table frame-all" id="concept-120601__table_l3p_vps_4lb"><caption></caption><colgroup><col style="width:2.85in"><col style="width:2.85in"><col style="width:2.85in"></colgroup><thead class="thead"><tr class="row valign-top"><th class="entry align-left colsep-1 rowsep-1" id="concept-120601__table_l3p_vps_4lb__entry__1">Accounting</th><th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-120601__table_l3p_vps_4lb__entry__2">HR and Payroll</th><th class="entry align-left colsep-1 rowsep-1" id="concept-120601__table_l3p_vps_4lb__entry__3">Service Management</th></tr></thead><tbody class="tbody"><tr class="row valign-top"><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 "><a class="xref" href="/vista/2022-r2/whats-new/accounting/accounts-payable-features">Accounts Payable Features</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 "><a class="xref" href="/vista/2022-r2/whats-new/hr-and-payroll/human-resources-features">Human Resources Features</a>
                            </td><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 "><a class="xref" href="/vista/2022-r2/whats-new/service-management/service-management-features">Service Management Features</a></td></tr><tr class="row valign-top"><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 "></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 "><a class="xref" href="/vista/2022-r2/whats-new/hr-and-payroll/payroll-features">Payroll Features</a></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 "></td></tr></tbody></table>
        </div><div class="p">
            <table class="table frame-all" id="concept-120601__table_d13_g53_dpb"><caption></caption><colgroup><col style="width:2.85in"><col style="width:2.85in"></colgroup><thead class="thead"><tr class="row valign-top"><th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-120601__table_d13_g53_dpb__entry__1">Administration</th><th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-120601__table_d13_g53_dpb__entry__2">System Tools</th></tr></thead><tbody class="tbody"><tr class="row valign-top"><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-120601__table_d13_g53_dpb__entry__1 concept-120601__table_d13_g53_dpb__entry__2 "><a class="xref" href="/vista/2022-r2/whats-new/administration/viewpoint-administration-features">Viewpoint Administration Features</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-120601__table_d13_g53_dpb__entry__1 concept-120601__table_d13_g53_dpb__entry__2 "><a class="xref" href="/vista/2022-r2/whats-new/system-tools/work-centers-features">Work Centers Features</a></td></tr></tbody></table>
        </div><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 class="section"><h2 class="title sectiontitle">Improved Field-Level Help Experience</h2>
            
            <p class="p">This release improves your experience when accessing Help for fields on a form.</p>
            <p class="p"> Field-level information for each form is now presented in a single Help article. When you press F1 from a field, you are taken to the appropriate Help location, but it now displays with all other fields on that form in a single article. This allows you to scroll through the Help for other fields on the form without having to press F1 again from the same Vista form.</p>
            <p class="p">This new format also eliminates lengthy lists of field definitions in the Help Table of Contents. You will now only see a "field descriptions" article for each form.</p>
            <div class="p">
                <div class="note tip note_tip"><span class="note__title">Tip:</span> If you are on a Field Definitions article that contains a large number of fields and you know the name of the field you are looking for, you can press <span class="ph uicontrol">Ctrl + F</span> and type in the field name, and the cursor will move to that section in the article automatically.</div>
            </div>
        </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-120601__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/2022-r2/whats-new/about-viewpoint-help">About Viewpoint Help</a>.</p>
        </section></div></article></main></body>

You can use the following topics to perform 2022 year-end processes in Vista for the United States and Canada.

Resources for Vista Year-End Processing

vista/2022-r2/whats-new/whats-new-in-vista-2022-r2

The Vista 2022 R2 release includes several enhancements and new features, as well as defect fixes that apply to all geographies.

Welcome to Help for all Trimble Viewpoint products.

Forms