New! Multiple line coding now available for expenses and credit card transactions! Users can now code multiple expense items to the same expense receipt and charge each of those different line items to a different expense type. See the HR Management Highlights for details.

New! Drill-down reports now supported: Office Tools now supports custom drill-down reports and Vista standard drill-down reports. See the Vista Web Office Tools Highlights for details.

Bulk add for Mechanic and SM line types: In grid timecards, the Bulk Add feature will now work for Mechanic and Service Management line types.

Logging out securely: When a user connected to Viewpoint ID / Trimble ID logs out of Vista Web (by clicking the logout button or browsing to the login page), they are also logged out of Viewpoint ID / Trimble ID in that browser. Closing the browser tab of Vista Web will not log the user out of their Viewpoint ID / Trimble ID session.

New password requirement: User passwords must now be a minimum of 12 characters (previously, the minimum password length was 8 characters). Existing users will be required to enter a complex password with a minimum of 12 characters the first time they change their password following the update to version 23.12.

Employee Kiosk Mode: When using Kiosk Clock-In Mode, if the portal setting Require Employee Password when Clocking In / Out from Field Tools > Kiosk Clock-in Mode is disabled, employees clocking in or out will now see the name attached to the employee number they entered so they can verify that the number they entered is correct.

Scheduled Jobs: The Executable field is now required when creating or editing a scheduled job.

Enhanced styling for Web: Styling updates have been made to the Form Templates, Manage Crews, Open Billing Review, and Request Settings pages to enhance the look and feel of the web portal. These updates also improve performance when users navigate between pages.

New! Drill-down reports now supported: Office Tools now supports custom drill-down reports and Vista standard drill-down reports. From the hamburger menu in Office Tools, select a module, and then select View Reports to view the list of reports available based on your security setup in Vista. You can sort or search for drill-down reports by name or description. See Access Vista Reports on the Web for additional information.

New! Select All option now available for inquiry parameters: A new select All option has been added to inquiry parameter fields that offer multiple selections.

A loading spinner now displays while the system generates query results.

Expenses

• New! Multiple line coding now available for expenses and credit card transactions! Users can now code multiple expense items to the same expense receipt and charge each of those different line items to a different job, expense account, or any of the other expense types that you have enabled in your portal. See Multiple Line Coding for Expenses in 2023 R12 for details about this change.

• New messaging for credit card expenses imported without a transaction ID: When importing credit card transactions, users will now see two different types of warnings to alert them to potential duplicates in their .csv file:

  • For credit card expenses with transaction IDs, users will see a familiar red warning if their import file contains two or more transactions with the same information in all columns. These transactions cannot be imported.

  • For credit card expenses without transaction IDs, users will now see a yellow warning if an import file contains two or more entries with the same information in all columns. Users must select the checkbox for these transactions in order to include them in the import.

    See Import Credit Card Transactions for more details on this process.

    

• Cost Code field now hidden for EM Work Order expenses: For EM Work Orders, the cost code is based on the equipment assigned to the work order. As such, the Cost Code field no longer displays for users when coding expense items to an EM Work Order.

• About tax calculations and tax fields on expenses

  • If you have configured the portal setting Default Tax Code for Expenses, but are hiding the Tax Amount field (configured in the portal setting Include the Tax Amount as separate field on Expense Input), users will be able to view and modify tax calculated on expenses as needed.

  • If you select No Tax Type in the advanced portal setting Select a default tax type override, taxes will not calculate for expenses. This selection overrides the portal setting Include Tax Amount as separate field on Expense Input. All tax fields will be hidden on the expense receipt header and on the expense receipt line items.

  See Configure Expenses for more details on tax-related portal settings for expenses.

Benefits

• New! New messaging when benefit elections are incomplete: If a user has benefit elections remaining in step 3 on the Employee Benefits page and selects the Continue button:

  • The remaining elections are outlined in red on the page.

  • A message displays at the bottom of the page indicating that the user still has elections to make. The user can either elect those benefits, or select the new Continue Anyway to return to the Manage My Benefits page. Any benefit elections the user made are saved but not submitted.

  

Onboarding / Applicant Tracking

• New! Assign an Expected HR Company in Onboarding: Use the new Expected HR Company field in Employee Details to assign a specific HR Company when onboarding a new hire.

  

  • The Expected HR Company is optional unless you enter an Expected HR Ref number for the new hire.

  • For rehired employees, the Expected HR Company and Expected HR Ref prefill based on the employee selected in the Rehire Employee dropdown.

• The portal setting Use HR Position Code Job Title instead of the Description on I-9 Step 2 now defaults to enabled.

• On the online I-9 form, the Address 1 field (Street Number and Name) is now limited to 40 characters. This applies to the employee's section and the employer's section.

Time Off

• For improved usability, the pop-up window for the portal setting Extended Leave Code configuration has been widened.

Field Management Mobile

• New! Add attachments to the Daily Log: Select the new Attachments option in the Daily Log menu to add photos or files to a Daily Log entry. See Update the Daily Log in Field Management Mobile for details.

  • Attached files display in a list on the Attachments page. Users can select an attachment to preview it on their device.

  • When you submit mobile time entries, files and photos attached to a Daily Log entry are pushed to the web portal as part of the field ticket.

    

• New! Enter production against the Phase Cost Type configured in Vista: The mobile application now respects the Phase Flag for the Phase Cost Types assigned to a job in Vista (PM Phase Cost Type Settings). This allows users to enter production units based on your Phase Cost Type configuration in Vista instead of the portal. Previously, users could enter production units only for the cost type specified in the portal setting Cost Type for Production Update.

  Note: If the Phase Flag is enabled for multiple Phase Cost Types on a job, the Phase Cost Type with the lowest Cost Type number will be used for production entry in the mobile app.

  

  Note: You can configure production entry in Vista (by job) and the portal. Your Vista configuration supersedes the portal setting configuration for the relevant jobs. See Configure Field Management Mobile for details.

• The portal setting OAuth Identity Server Well-Known-Configuration Path now defaults to: .well-known/openid-configuration.

• The portal setting OAuth Identity Server Scopes now defaults to: openid email profile offline_access.

AP Review

• New! Auto calculations in invoice review: When the portal setting Auto Calculate Remaining Amount on New or Copied AP Line Item is enabled, if you add line items to an invoice, the gross amount field now autofills with the remaining total invoice amount.

• Updated invoice attachment view: On the Invoice Review page, you will see both header and item attachments. If you select the Edit button for an individual line, you will see only line item attachments.

• PDF Viewer enhancements: The ability to rotate PDF attachments is now available in the PDF viewer.

• New advanced portal setting: Flatten existing PDF annotations on initial upload: Enable this setting if you have invoice attachments with existing annotations that are not displaying correctly in the PDF viewer after being uploaded. If you enable this setting, existing annotations on a PDF will be "flattened," meaning they will display as read-only following the upload.

Billing

• New! Send a billing rejection email: The new portal setting Billing Rejection Notification allows you to send an email notification to a user group when a bill is rejected. Assign email recipients to a user group by company.

Open Billing Review

• Open Billing Review now displays the same information as the AR Aged Analysis by Project Manager report in Vista. In Open Billing Review, when you select Project Manager from the Group By dropdown, you can filter by Material Sales invoices and SM Work Order.

  

Purchase Order

Work Order Dashboard / Work Orders

• New! Include technicians on trip closeout emails: New portal setting Include Technician on Trip Complete Email allows you to send technicians a copy of the Trip Complete report email. Technicians can then save reports to their files and forward the reports to customers as needed.

  This new setting is not affected by the portal setting Do not send email confirmation when completing trips. Technicians copied on the trip closeout email will receive that email even if email confirmations are not being sent to the associated SM company.

• Performance improvements for large trip closeout attachments: Increased the file size limit on email file attachments. Users are now allowed to attach files totaling up to 29 MB per trip closeout email. Files that are 30 MB or greater will not be attached to the email.

• New! Enhanced Service Site lookup when creating a new work order: Enable the new portal setting Enable super look up for service site dropdown to improve loading speeds and quickly search the Service Site list. To begin a search, enter three numbers or letters.

  

• New! Enable required call type field for work orders: Enable the new portal setting Require call type to be filled out for all scopes before close-out to require that users enter a call type when creating a new work order.