New Portal Setting Styling in 2023 R12

The following tables list the portal settings that were migrated to new styling in the 23.12 release.

Instead of having to make a manual entry in these settings, you can now select an Edit button to configure each setting in a separate pop-up window, providing a more user-friendly interface.

Note: If you had configured any of the newly-styled portal settings in a prior version, your previous entry has been migrated to the new configuration pattern. You do not need to take any action in relation to this change following your portal update.

To view all enhancements made in this release, see What's New in 2023 R12.

Administration / Initial Setup

SettingPrevious ConfigurationNew Configuration
PR Company and PR Groups to be included in the PortalManual entry of each PR company, and, if applicable, each PR company:PR group combination.Select Edit, and add a new row for each PRCo to enable.

You can also enable one or more PR Groups per PRCo, or leave PR Groups blank to enable all groups within a company.

Daily Reports [Legacy]

SettingPrevious ConfigurationNew Configuration
Create custom labels for standard Vista tab namesManual entry of Form Code:NewLabel.Select Edit, and add a new row for each Vista Tab Name and Custom Label combination.

Expense

SettingPrevious ConfigurationNew Configuration
Credit Card - PRCo to APCo map override

Manual entry of PRCo:APCo.

Select Edit, and add a new row for each PRCo to APCo mapping.
Limit Tax Codes available per PRCoManual entry of PRCo:Tax Code.Select Edit, and add a new row for each PRCo and Tax Code combination.

You can enable one or more Tax Codes per PRCo, or leave Tax Codes blank to enable all tax codes for a company.

Field Management Mobile

SettingPrevious ConfigurationNew Configuration
Enabled Cost Codes for Mobile

Manual entry of Company:Cost Code.

Select Edit, and add a new row for each Company and Cost Code combination.

Field Tickets

SettingPrevious ConfigurationNew Configuration
Create custom labels for standard Vista tab namesManual entry of Form Code:NewLabel.Select Edit, and add a new row for each Vista Tab Name and Custom Label combination.
Override labels for Shift Values on Grid TimecardManual entry of Shift:Label.Select Edit, and add a new row for each Shift and Label combination.

Time Off

SettingPrevious ConfigurationNew Configuration
Earn Code mapping for Leave Code and Holiday Validation

Manual entry of LeaveCode:EarnCode.

Select Edit, and add a new row for each Leave Code to Earn Code mapping.