<body id="task-9969"><main role="main"><article role="article" aria-labelledby="ariaid-title1">
	<h1 class="title topictitle1" id="ariaid-title1">Create a Quick Link to My Portal on an iPhone or iPad</h1>
	
	
	<div class="body taskbody"><p class="shortdesc">A quick link adds an icon to the home screen of your Apple
		device. You can use this link to access the portal.</p>
		<section class="section context"></section>
		<ol class="ol steps"><li class="li step stepexpand">
				<span class="ph cmd">On your mobile device, open Safari, and access
					your portal URL.</span>
			</li><li class="li step stepexpand">
				<span class="ph cmd">Click the <span class="ph uicontrol">Share</span> icon <img class="image" id="task-9969__image_sb3_fxh_f4b" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/ypbGBf0HHAsU18tFNRmi/70679f20-acfb-11eb-ac28-02420ae60f1a?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1695542244&amp;Signature=Ka21X91bm48O%2B%2BHi8Kcrxy%2BiwtOlDUBtMeUq5JNKI5MK7X9wsSJVFeEiYEg9UTN2BwwjeBOrxxq4wvu%2FSXaq2s3tVPehs7%2BvW59fIqJhsZKjNiNt45%2BdvMQBFa6si6pprt2sHjvW4%2FjoB29nZbSSEVjlk3NJv84ASr4z8Efk55pxhK3VmUdey6sfRHagp4zYU9s3QLWn7deTjmLu9U8Chs3orr%2BiOg2yY5VgzZJcMRFVlkORPud%2B4qG5A9ku3ZcsEfAvQ2k0X%2BW%2BQmHQ6PeNGsDXWGiLzL4ABmzCZgeh8sKb9lPw97vNDdHkxU%2FBUk1oZ0s4WABQbfo7TRrMo8%2FyQQ%3D%3D" height="NaN" width="NaN"> at the bottom of the screen.</span>
			</li><li class="li step stepexpand">
				<span class="ph cmd">Select <span class="ph uicontrol">Add to Home Screen</span>.
					You may need to scroll to locate this option.</span>
				<div class="itemgroup info">The quick links displays on the home screen of your iPhone or iPad.</div>
			</li></ol>
		<section class="section result"></section>
	</div>
</article></main></body>

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

Add New Employees to the Portal

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

Frequently Asked Questions: Administration

During an emergency, use the portal to communicate
		information to your employees quickly.

Communicate Emergency Information Using the Portal

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

Vista Field Service

vista-field-service/vista-field-service/getting-started/frequently-asked-questions-administration/create-a-quick-link-to-my-portal-on-an-iphone-or-ipad

vista-field-service/getting-started/frequently-asked-questions-administration/create-a-quick-link-to-my-portal-on-an-iphone-or-ipad

Introduction to Vista Reports

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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

<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">Access <span class="keyword">Vista</span> Reports</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 your ERP
        system 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-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://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/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

<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="/db/organizations/viewpoint/repositories/team-production/content/documents/Global/VP1/admin/SSO/t_upgrade_your_VID_to_TID.dita">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><li class="li"><span class="ph">If your organization requires multi-factor authentication (MFA) when signing in with your <span class="keyword">Trimble ID</span>, do not use any of the Google, Apple ID, or Microsoft sign-in options.</span></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 not have a Trimble account, proceed with step 4. This is
                        the most common action.</li><li class="li choice">already have 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>

Viewpoint Help Overview

Automatic Invoicing with Trimble Construction One

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

<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-2023-r8

Viewpoint Field Management

Viewpoint Financial Controls

Manage Financial Controls Licenses

<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-2023-r2

Creating PDFs and Sharing Links from Viewpoint Help

<body id="concept-repjm4sc"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">New! Single Version of <span class="keyword">Vista</span> Help</h1><div class="body conbody"><p class="shortdesc">You can now access up-to-date information about <span class="keyword">Vista</span> in one place.</p><p class="p">All <span class="keyword">Vista</span> content is now
            available in a single version of Help on <span class="keyword">Viewpoint Help</span> (<a class="xref j-external-link" href="https://help.viewpoint.com" target="_blank">https://help.viewpoint.com</a>). This
            means that no matter what version of <span class="keyword">Vista</span>
            you are on, when you access Help from the <span class="keyword">Vista</span> application you will get the latest version of <span class="keyword">Vista</span> content.</p><p class="p">Please review the following Frequently Asked Questions for more detailed information.</p><section class="section"><h2 class="title sectiontitle">Why did this change happen?</h2>
            
            <p class="p">This change has a number of benefits, all centered around ensuring that you have access to the most up-to-date information on <span class="keyword">Vista</span>.</p>
            <p class="p">Some benefits include:</p>
            <ul class="ul"><li class="li">All users will see the most up-to-date <span class="keyword">Vista</span> Help content and be aware of new features available in the latest versions of the software.</li><li class="li">It provides one location to find all information on tax updates, cloud deployment options, integrations, etc.</li><li class="li">It provides a single, canonical source for <span class="keyword">Vista</span> content online, enabling search engines to display only the latest information.</li><li class="li">It eliminates the chances of finding outdated or irrelevant information.</li></ul>
        </section><section class="section"><h2 class="title sectiontitle">What about older <span class="keyword">Vista</span> Help sites that are not on
<span class="keyword">Viewpoint Help</span>? </h2>
            
            <p class="p">Coming Soon: All versions of <span class="keyword">Vista</span> Help
                prior to 2021 R1, which are on separate, standalone sites, will be redirected to the
                    <span class="keyword">Vista</span> Help home page on <span class="keyword">Viewpoint Help</span>. This change is planned for
                September 26, 2023.</p>
            
        </section><section class="section"><h2 class="title sectiontitle">Does  F1 still work?</h2>
            
            <p class="p">For all users on versions 2021 R1 and forward, pressing F1
                continues to open the related Help article as it has in the past. For anyone using a
                version prior to 2021 R1, pressing F1 will open the <span class="keyword">Vista</span> Help home page on <span class="keyword">Viewpoint Help</span>.</p>
        </section><section class="section"><h2 class="title sectiontitle">Do bookmarks to <span class="keyword">Vista</span> Help pages still work?</h2><p class="p">No, they don't. For users on all versions of  <span class="keyword">Vista</span>, you will need recreate your bookmarks on <span class="keyword">Viewpoint Help</span>.</p></section><section class="section"><h2 class="title sectiontitle">Did we lose access to historical information like release notes?</h2>
            
            <p class="p">Though outdated versions of <span class="keyword">Vista</span> Help are no longer available, a record of release notes from version 6.17.0 forward will be available. There are also PDF copies of older release notes available on the Customer Support Portal.</p>
            <p class="p">If you are running a legacy version of <span class="keyword">Vista</span>, in some cases, you may see a discrepancy between the software and the Help content. However, we'll ensure that when you open the Help, either by pressing F1 or browsing from the <span class="keyword">Vista</span> Help home page, you will continue to find relevant information when you need it.</p>
        </section><section class="section"><h2 class="title sectiontitle">Additional questions?</h2> If you have additional questions or concerns, please <a class="xref j-external-link" href="https://forms.gle/QhxU1uGs1UESW3G36" target="_blank">click here</a> to submit them, and we will get back to you. <p class="p">We will continue to update this article as needed.</p></section></div></article></main></body>

Use the Hilti ON!Track integration with Vista to streamline
                        and automate your equipment management process.

Hilti ON!Track Integration

The Vista 2023 R1 release includes several enhancements and new features, as well as defect fixes that apply to all geographies.

What's New in Vista 2023 R1

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

New! Single Version of Vista Help

Vista

<body id="concept-1206"><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> 4.3.0</h1><div class="body conbody"><p class="shortdesc"><span class="keyword">ProContractor</span> 4.3.0 brings <span class="ph">multiple suggestion box enhancements, </span>new online Help, updates to security, and bug fixes.</p><section class="section"><h2 class="title sectiontitle">Welcome to the New Help</h2>
            
            <p class="p">Just as we did with the prior online Help system, with each release, we'll outline the new features and provide any new information you need to know to successfully use your <span class="keyword">ProContractor</span> application.</p><p class="p">A few things you should know about the new Help:</p>
            <ul class="ul"><li class="li"><span class="ph b">Minimum Help Requirements</span>
                    <p class="p">To retain up-to-date contextual Help functionality, please upgrade to version 4.3.0 (and higher, once available) as soon as is feasible for your organization.</p>
                    
                </li><li class="li"><span class="ph b">Installation Guides and Other PDFs</span>
                    <div class="p">All the information contained in Installation Guides and other PDF guides is now available and up-to-date here, in the Viewpoint Help, rather than provided as downloadable PDFs at the Viewpoint Customer Portal.<div class="note note note_note"><span class="note__title">Note:</span> If you require a printed version of any Help page, you can generate a PDF or print a single Help page or an entire section of the Help at any time.</div></div>
                </li><li class="li"><span class="ph b">Reports Book</span>
                    <div class="p">Help pages for ProContractor Reports are now sorted alongside related topics. For example:<ul class="ul"><li class="li">the Help page for the Vendor Invoices by Project report is among the Help for the Vendor Module.</li><li class="li">The Profit Center Billing report Help page is within the Customer Module Help.</li></ul></div>
                    <p class="p">Whether for a report or any other Help page or topic, use the <span class="ph uicontrol">Search Product Help</span> field in the upper right corner if you need help finding the information you want.</p>
                </li></ul><p class="p">For more information, see <a class="xref" href="/procontractor/procontractor/whats-new/procontractors-new-help"><span class="ph">ProContractor</span>'s New Help</a>.</p>
        </section><section class="section"><h2 class="title sectiontitle">Autocreate Invoices for Garnishments</h2>
            <p class="p">You can now automatically create vendor invoices when updating payroll for things like garnishment payments. This greatly streamlines the process of preparing checks at the end of the payroll cycle. </p><p class="p">You can also view the vendor invoices created from payroll activity. This view includes the company, vendor, invoice number, employee name, as well as check, deduction, and fringe information - and you can export all of it.</p>
        <p class="p">For more information, see <a class="xref" href="/procontractor/procontractor/screen-reference/screen-reference/employees/employees-module/payroll-screens/view-payroll-related-vendor-invoices">View Payroll-related Vendor Invoices</a>.</p>
            
        </section><section class="section"><h2 class="title sectiontitle">Reverse a Posted Journal Entry</h2><p class="p">If you notice an error in the debit or credit amount fields after you’ve posted your journal entry, you can now reverse the posting without having to re-enter any of the data.</p>
        <p class="p">The new Create Reverse Journal Entry screen shows you the information you entered and displays the changes that the reversal is about to make  to the debit and credit amounts. Later, when you run the report, the selected posting batch details are displayed in the new Journal History Report. <span class="keyword">ProContractor</span> tracks the change in the journal sequence after the change is posted.</p><p class="p">For more information, see <a class="xref" href="/procontractor/procontractor/screen-reference/screen-reference/financial/financial-module/journal-screens/reverse-a-journal-entry">Reverse a Journal Entry</a>.</p></section><section class="section"><h2 class="title sectiontitle">Invoice Number Corrections</h2>
            
            
            <p class="p">Using the new Change Invoice Number screen, you can now change the number of a posted invoice without voiding and reentering the entire invoice.</p><p class="p">ProContractor still validates your newly entered invoice number to prevent entering a duplicate invoice number.</p><p class="p">For instructions, see <a class="xref" href="/procontractor/procontractor/accounting/accounting/vendor-accounts-payable-tasks/vendor-invoices/change-an-invoice-number">Change an Invoice Number</a>.</p>
            
            
            
            
            
            
            
        </section><section class="section"><h2 class="title sectiontitle">Vendor Lookup</h2><p class="p">To help avoid creating duplicate vendor records, the Create Vendor screen now automatically searches all vendor records as you type in the <span class="ph uicontrol">Vendor</span> field. You can use it to perform quick searches to confirm whether the vendor you're about to create already exists.</p></section><section class="section"><h2 class="title sectiontitle">Easier-to-find Certified Payroll Information</h2><p class="p">With this release, even more certified payroll information is viewable  in the View Project Setup screen. A new <span class="ph uicontrol">Certified Payroll</span> checkbox and a new <span class="ph uicontrol">Certified Payroll Start Date</span> field now appear in the Payroll tab, alongside the certificate and policy number fields.</p></section><section class="section"><h2 class="title sectiontitle">New Blank Line in Timecard Entry</h2><p class="p">In addition to the current ability to add a duplicate line when entering timecards, you now have the option to add a blank line.</p><p class="p">You can now fill in the  details relevant to the project, without first having to clear pre-filled values from a duplicated line.</p></section></div></article></main></body>

Your Help experience is changing with this ProContractor 4.3.0 release.

ProContractor's New Help

procontractor/procontractor/whats-new/whats-new-in-procontractor-4.3.0

What's New

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

<body id="concept-533d89cb-58d7-4a13-a2ae-89f6fcd62af7"><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
        R8</h1><div class="body conbody"><p class="shortdesc">The 2023 R8 release of <span class="keyword">HR Management for
                                                  Spectrum</span> introduces
        notifications for personal information changes, and a new Employment Status filter on the
        Employee Management page. This release is available as of 8/16/2023.</p>
        <section class="section" id="concept-533d89cb-58d7-4a13-a2ae-89f6fcd62af7__section_w2x_h2f_gyb"><h2 class="title sectiontitle">Notification Management</h2>
            
            <p class="p"><span class="ph uicontrol">New! Set
                    Notification Preferences</span></p>
            <p class="p">All users can now manage their notification preferences for
                personal information changes. HR users can also manage notification preferences for
                personal information approvals. From any <span class="keyword">HR
                                                  Management</span> page, select your name in the upper right, and then
                select the new <span class="ph uicontrol">Notification
                    Preferences</span> option. All users are required to set notification
                preferences by default. At least one notification preference (email address or phone
                number) is required.</p>
            <p class="p">Watch a video demonstration on how to manage notification
                preferences. See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-administration/hr-administration/notifications/manage-notification-preferences">Manage Notification Preferences</a> for written instructions.</p>
            <p class="p"><iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/853410817" height="360" width="640" frameborder="0" allowfullscreen="true"></iframe></p>
            <p class="p"><span class="ph uicontrol">New Admin Setting:
                    Allow Employees to Opt Out of Notifications</span></p>
            <p class="p">To allow employees to mute personal information notifications,
                enable the new admin setting: <span class="ph uicontrol">Allow
                    Employees to opt out of ALL digital notifications</span>. This setting is
                located under the new <span class="ph menucascade"><span class="ph uicontrol">Admin Settings</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Notification Settings</span></span> section. If you enable this setting, employees have the option to
                mute notifications using a checkbox on their <span class="ph menucascade"><span class="ph uicontrol">Notification
                        Preferences</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Personal</span></span> tab. See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-administration/hr-administration/admin-settings/configure-notification-settings">Configure Notification Settings</a> for more details. </p>
            <p class="p"><img class="image" id="concept-533d89cb-58d7-4a13-a2ae-89f6fcd62af7__image_rdh_p5c_byb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/ypbGBf0HHAsU18tFNRmi/893c2df0-2755-11ee-8668-024299b15107?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1695540781&amp;Signature=i6zVC4atcX41Fnya1RRtUxiL7e4JAiKg%2F9aNZ7n13mF3nKXMbai2Ou9N8Q8ecFUf6PTGj9k5zXy%2F3CH2N3ONeSHwBwatkiKuKfpZhMZbgfrm4pAQGKf%2BCNhjMu%2Bt4kIzwyzfVEGMvtAk%2FnGfZ5NyLM816smiV%2FL0QzBXJYZayQWKu%2FSkXZ6p4N%2BMGuf4Q168J%2BfnMYS6sjAOwhMIfN8qGzGCcjs1qO%2BD7Pnv4Ei4OWziykuqe9hRBabFSZwLPTGI1guA1cIT%2Fbg1SzwdSQP6%2BxZ10CKz6nrpIAoOQ6syazX%2BkVa6WD7zfRogXVhd%2F8PNfDTC7VvcNLADiAedf8yhjA%3D%3D"></p>
        </section>
        <section class="section" id="concept-533d89cb-58d7-4a13-a2ae-89f6fcd62af7__section_lgn_gl5_lyb"><h2 class="title sectiontitle">Employee Management</h2>
            
            <p class="p"><span class="ph uicontrol">New! Employment Status filter</span></p>
            <p class="p">The <span class="ph uicontrol">Employee Management</span> page now includes
                an <span class="ph uicontrol">Employment Status</span>
                filter, allowing you to filter grid results by the following employment statuses:
                    <span class="ph uicontrol">Active</span>, <span class="ph uicontrol">Deceased</span>, <span class="ph uicontrol">Inactive</span>, and <span class="ph uicontrol">Terminated</span>. Previously, only
                active employees were listed in the <span class="ph uicontrol">Employee Management</span>
                grid.</p>
        </section>
    </div></article></main></body>

The 2023 R7 release of HR Management for
                                                  Spectrum includes
                the updated Voluntary Self-Identification of Disability Form for 2023. This release
                is available as of 7/20/2023.

What's New in HR Management for Spectrum 2023 R7

viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/whats-new/whats-new-in-hr-management-for-spectrum-2023-r8

The 2023 R8 release of HR Management for
                                                  Spectrum introduces
        notifications for personal information changes, and a new Employment Status filter on the
        Employee Management page. This release is available as of 8/16/2023.

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