The invoice numbering scheme you specify in the JB and MS
        Company Parameters forms may have an affect on the invoice numbering scheme used in
        AR.

Invoice Numbering Scheme

Payment terms (set up in HQ Payment Terms) are used to determine due dates, discount dates, and discount rates for customers when posting transactions in AR.

About Payment Terms

When processing data in any of the Accounts Receivable data entry programs, certain information is updated (interfaced) to other specified accounting modules by posting the batches in which the information is located.

Batch Processing

Some states do not allow you to charge finance charges, but do
        allow you to charge service charges.

Finance and Service Charges

The Accounts Receivable system allows you to use discounts when posting invoices and/or payments for customers.

Discounts

Within the AR Company Parameters file, there are two tax posting  options that control whether taxes may be posted to AR transactions.

About Posting Taxes

You can use the AR Company Parameters form to set up the various control options for Accounts Receivable (AR) processing in a company. You must define these options before you begin processing in AR.

About the AR Company Parameters Form

Use the AR Receivable Types form to set up the receivable
                        types that define the various GL accounts affected when posting transactions
                        in the AR module.

About the AR Receivable Types Form

About the AR Misc Distribution Codes Form

You can use the AR Miscellaneous Purges form to purge miscellaneous types of information from the Accounts Receivable files.

About the AR Miscellaneous Purges Form

You can use the AR Batch Process form to post AR batches.This form can be accessed from the main menu or by selecting the Process Batch option from the File menu of any of the posting programs in AR (AR Invoice Entry, AR Cash Receipts, AR Finance Charge, and AR Release Retainage).

About the AR Batch Process Form

<body id="concept-22400001"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Setup and Maintenance</h1><div class="body conbody"><p class="shortdesc">Find information on setting up the Accounts Receivable module.</p><p class="p">For more information, select the following links:</p><p class="p"><a class="xref" href="/vista/2022-r1/accounting/accounts-receivable/setup-and-maintenance/invoice-numbering-scheme">Invoice Numbering Scheme</a></p><p class="p"><a class="xref" href="/vista/2022-r1/accounting/accounts-receivable/setup-and-maintenance/about-payment-terms">About Payment Terms</a></p><p class="p"><a class="xref" href="/vista/2022-r1/accounting/accounts-receivable/setup-and-maintenance/batch-processing">Batch Processing</a></p><p class="p"><a class="xref" href="/vista/2022-r1/accounting/accounts-receivable/setup-and-maintenance/finance-and-service-charges">Finance and Service Charges</a></p><p class="p"><a class="xref" href="/vista/2022-r1/accounting/accounts-receivable/setup-and-maintenance/discounts">Discounts</a></p><p class="p"><a class="xref" href="/vista/2022-r1/accounting/accounts-receivable/setup-and-maintenance/about-posting-taxes">About Posting Taxes</a></p><p class="p"><a class="xref" href="/vista/2022-r1/accounting/accounts-receivable/setup-and-maintenance/about-the-ar-company-parameters-form">About the AR Company Parameters Form</a></p><p class="p"><a class="xref" href="/vista/2022-r1/accounting/accounts-receivable/setup-and-maintenance/about-the-ar-receivable-types-form">About the AR Receivable Types Form</a></p><p class="p"><a class="xref" href="/vista/2022-r1/accounting/accounts-receivable/setup-and-maintenance/about-the-ar-misc-distribution-codes-form">About the AR Misc Distribution Codes Form</a></p><p class="p"><a class="xref" href="/vista/2022-r1/accounting/accounts-receivable/setup-and-maintenance/about-the-ar-miscellaneous-purges-form">About the AR Miscellaneous Purges Form</a></p><p class="p"><a class="xref" href="/vista/2022-r1/accounting/accounts-receivable/setup-and-maintenance/about-the-ar-batch-process-form">About the AR Batch Process Form</a></p></div></article></main></body>

A  brief overview of the Accounts Receivable module.

Accounts Receivable

Apply TaxDisc

Find information on setting up the Accounts Receivable module.

Setup and Maintenance

2022 R2

2022 R1

2021 R2

2021 R1

vista/2022-r1/accounting/accounts-receivable/setup-and-maintenance

2022-r1/accounting/accounts-receivable/setup-and-maintenance

Introduction to Vista Reports

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Viewpoint Estimating

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

Access Automatic Invoicing

Upload Invoices

Prepare the batch of invoices 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 your ERP
        system.

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

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

<body id="concept-833"><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 your ERP
			 without performing
		manual data entry, saving time and avoiding potential mistakes.</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, unapproved invoices. There are three steps in the process:</p><div class="p">
			<ol class="ol" id="concept-833__ol_hfd_pk1_vtb"><li class="li"><span class="ph uicontrol">Upload</span> PDF
					invoices as a batch. See <a class="xref" href="/vista/2022-r1/accounting/accounts-payable/invoices/unapproved-invoices/automatic-invoicing-for-trimble-construction-one-users/upload-invoices">Upload Invoices</a>.</li><li class="li"><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="/vista/2022-r1/accounting/accounts-payable/invoices/unapproved-invoices/automatic-invoicing-for-trimble-construction-one-users/prepare-invoices">Prepare Invoices</a>.</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">Vista</span>. See
						<a class="xref" href="/vista/2022-r1/accounting/accounts-payable/invoices/unapproved-invoices/automatic-invoicing-for-trimble-construction-one-users/process-invoices">Process Invoices</a>.<div class="p">
						<div class="note note note_note" id="concept-833__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,  select the correct vendor from the list.
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" id="concept-833__section_kjv_141_vtb"><h2 class="title sectiontitle">Requirements</h2>
			
			<div class="p">
				<ul class="ul" id="concept-833__ul_qnj_h41_vtb"><li class="li">You can take advantage of <span class="keyword">Automatic Invoicing</span> if your company's subscription for <span class="keyword">Vista</span> is part of our <span class="keyword">Trimble Construction One</span> contract.</li><li class="li">Users who access <span class="keyword">Automatic Invoicing</span> must be using single sign-on in <span class="keyword">Vista</span>. For details on enabling
						single sign-on for your <span class="keyword">Vista</span>
						users, see <a class="xref" href="/vista/2022-r1/administration/viewpoint-administration/setup-and-maintenance/user-profile-management/enable-single-sign-on">Enable Single Sign-On</a>. </li></ul>
			</div>
		</section><section class="section" id="concept-833__section_znf_b41_vtb"><h2 class="title sectiontitle">Setup</h2>
			
			<p class="p">To use <span class="keyword">Automatic Invoicing</span>, a
				user must first be given access by a <span class="keyword">Trimble Construction One</span> Enterprise Admin. For details on editing user permissions, see <a class="xref" href="/vista/2022-r1/accounting/accounts-payable/invoices/unapproved-invoices/automatic-invoicing-for-trimble-construction-one-users/give-a-user-access-to-automatic-invoicing/edit-a-user">Edit a User</a>.</p>
		</section></div></article></main></body>

Find information about the invoice approval workflow, from entering invoices, having them reviewed for approval, and then processing them.

Unapproved Invoices

An overview of the AP invoice approval workflow
         process.

About Unapproved AP Invoices

With Automatic Invoicing you can automatically enter invoice headers into your ERP
			 without performing
		manual data entry, saving time and avoiding potential mistakes.

Automatic Invoicing (for Trimble Construction One Users)

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

Viewpoint 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

Spectrum

Vista Field Service

Creating PDFs and Sharing Links from Viewpoint Help

<body id="concept-3319"><main role="main"><article role="article" aria-labelledby="ariaid-title1">
	<h1 class="title topictitle1" id="ariaid-title1">What's New in Team 2023 R1</h1>
	
	
	<div class="body conbody"><p class="shortdesc">With this release, you can view license information for your
			<span class="keyword">Trimble Construction One</span> applications, and export the license
		data to a .CSV file. </p>
		<p class="p"></p>
		<section class="section"><h2 class="title sectiontitle">Web Enhancements</h2>
			
			<p class="p">The Enterprise tab in <span class="keyword">Trimble Construction One</span> now
				includes license information for your <span class="keyword">Trimble Construction One</span> applications. </p>
			<p class="p">In the <span class="ph uicontrol">License (Provisioned / Contracted)</span> section of the page,
				you can now view the number of available licenses and the number of licenses in use
				for each application.</p>
			<p class="p">In addition, you can now export the license data to .CSV file.</p>
			<p class="p">For details, see <a class="xref" href="/viewpoint-team/viewpoint-team/administration/admin-center/view-enterprise-and-license-information">View Enterprise and License Information</a> and <a class="xref" href="/viewpoint-team/viewpoint-team/administration/admin-center/export-license-data">Export License Data</a>.</p>
		</section>
	</div>
</article></main></body>

Review the features and enhancements that were released
		during 2022.

2022 Releases

viewpoint-team/viewpoint-team/whats-new/whats-new-in-team-2023-r1

What's New

With this release, you can view license information for your
			Trimble Construction One applications, and export the license
		data to a .CSV file.

What's New in Team 2023 R1

<body id="concept-6360"><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> 2022 R12</h1><div class="body conbody"><p class="shortdesc">The 2022 R12 release of <span class="keyword">HR Management for
                                          Spectrum</span> delivers new <span class="keyword">Employee
                                          Self-Service</span> features, including the
        ability to resend approvals that were rejected in <span class="keyword">Spectrum</span> and the option to manage the companies in an enterprise. This
        release is available as of 12/14/2022.</p><section class="section" id="concept-6360__section_ufh_g3w_tvb"><h2 class="title sectiontitle">HR Admin Settings</h2>
            
            <p class="p"><span class="ph uicontrol">New! Manage companies in your
                enterprise</span></p>
            <p class="p">A new <span class="ph uicontrol">Companies</span> section has been added to the <span class="ph menucascade"><span class="ph uicontrol">HR Admin Settings</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Enterprise Settings</span></span> page. HR admins can use this section to view companies in an
                enterprise and to set companies as active or inactive. If you set a company as
                inactive, that company will not be available to any employees or HR users in
                    <span class="keyword">Employee
                                          Self-Service</span>. See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-administration/hr-administration/hr-admin-settings/configure-enterprise-settings">Configure Enterprise Settings</a> for more details.</p>
            <div class="p">
                <div class="note note note_note" id="concept-6360__note_zcy_b2z_tvb"><span class="note__title">Note:</span> All companies are set as active by
                    default.</div>
            </div>
        </section><section class="section" id="concept-6360__section_xvw_tkw_tvb"><h2 class="title sectiontitle">Approvals</h2>
            
            <p class="p"><span class="ph uicontrol">New! Approval status indicators</span></p>
            <p class="p">New indicators have been added to each <span class="ph uicontrol">Approvals</span> section (Personal Info,
                Emergency Contacts, and Direct Deposit) to show the status of items sent for
                approval:</p>
            <p class="p"><img class="image" id="concept-6360__image_apt_yjz_tvb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/6xQSDIn0Q6NX1SPY9Kbr/8ea2e230-7c0a-11ed-a98b-024202b4c28e?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1675828850&amp;Signature=nZKo3PbhTfeJ0%2FRAKTRsdc4867MeFYyCudYKdJndJr6fV51JAwwSyjYp1PatUkZWadcrnGmJoo%2FP9KoaiUcjV0jHENwdCZamuseiMCzNA1Dv3Igrv3DT%2BykA0N8IMrqAIIMVhlaQ1iJBPz9Nqt%2B32zU86iBqI9ZQdtTgTDzRnMF1b5n4eBDhnu40%2BFvlHTDMdppNnL0aWcNwUhTcdQ2K%2Fk3s9iwCSlrNxQphqiBU%2FG01hiGwBGWMUSfPLARlILe6yZ9d%2BMg7kgIgZJxFudgrBy5UtU4pJwx4qMmHcoaUTkeefsInC6iCgqiFr06GchmUnZ1vIO1FFtpJG7gQyHrpFA%3D%3D"></p>
            <div class="p">
                <ul class="ul" id="concept-6360__ul_w51_43y_tvb"><li class="li">
                        <p class="p"><span class="ph uicontrol">Pending</span>: The number of items that are awaiting HR
                            approval in <span class="keyword">Employee
                                          Self-Service</span>.</p>
                    </li><li class="li">
                        <p class="p"><span class="ph uicontrol">Sent to
                                ERP</span>: The number of approved items that were sent to
                                <span class="keyword">Spectrum</span> but have
                            not yet been processed in the ERP. Once <span class="keyword">Spectrum</span> accepts the change, the item no longer
                            displays on the <span class="ph uicontrol">Approvals</span> page.</p>
                    </li><li class="li">
                        <p class="p"><span class="ph uicontrol">Failed
                                to send</span>: Following an approval attempt in <span class="keyword">Employee
                                          Self-Service</span>, the number of items that <span class="keyword">Spectrum</span> rejected because
                            the ERP records were locked at the time.</p>
                    </li></ul>
            </div>
            <p class="p">When you select an indicator, the <span class="ph uicontrol">Approvals</span>
                page updates to show only those items in that state:</p>
            <p class="p"><img class="image" id="concept-6360__image_uw5_dkz_tvb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/6xQSDIn0Q6NX1SPY9Kbr/8ea68bb0-7c0a-11ed-a98b-024202b4c28e?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1675828850&amp;Signature=AclEMVSmRhK8YJ3PfNH6ll52joPnOjSuBexWCUfGFWCa7K8uka%2FydSj%2Fa3ohr1au3NudPb6MJ7yN8AMWi0p7t8gdo61jIP3qfgSd8iDFGbZidiz2SF9dJDPnDDANdUfW8%2BzZc5LN6MWiwMpM1b6syRNCW0Aa5Vy%2F8tMldcYQ289VSX7YdAXxXMxJO1%2BltJDoMYz28fc6qMfwy1YcCoKvAt0k3mvs4bXmhJiWkGZE2NpzZJZUiqjO5SHz3jebI5YCl65%2BtvJ7LSnan1hbmJpYmBwjNijseSYrWl0oxc1d3wB9hotqpx7IM%2FvT4JF%2FKE9gZZuZz8l6voeM6srGpO49nQ%3D%3D"></p>
            <p class="p">See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-administration/hr-administration/approvals/about-approval-status-indicators">About Approval Status Indicators</a> for more details.</p>
            <p class="p"><span class="ph uicontrol">New! Retry approvals that failed to send to <span class="keyword">Spectrum</span></span></p>
            <p class="p">Currently, <span class="keyword">Spectrum</span> rejects approvals that are sent when an employee
                record is in use within <span class="keyword">Spectrum</span>
                or during payroll processing because that process locks system records in the ERP.
                On the <span class="ph uicontrol">Approvals</span> page in
                    <span class="keyword">Employee
                                          Self-Service</span>, these
                rejected items are assigned the status <span class="ph uicontrol">Failed to send</span>. To resend or dismiss rejected approvals, select the
                    <span class="ph uicontrol">Failed to send</span>
                indicator on the applicable <span class="ph uicontrol">Approvals</span> page, and then select the appropriate button: </p>
            <div class="p">
                <ul class="ul" id="concept-6360__ul_ys5_mny_tvb"><li class="li">
                        <p class="p"><span class="ph uicontrol">Resend</span> /
                                <span class="ph uicontrol">Resend
                            All</span>: Allows you to resend approvals to <span class="keyword">Spectrum</span>. When you resend
                            items, their status changes to <span class="ph uicontrol">Sent to ERP</span>. </p>
                    </li><li class="li">
                        <p class="p"><span class="ph uicontrol">Dismiss</span> /
                                <span class="ph uicontrol">Dismiss
                                All</span>: Allows you to dismiss the approval altogether.
                            Dismissing an approval removes the item from the <span class="ph uicontrol">Approvals</span> page. The
                            employee's record reverts to the information on file prior to the
                            requested change. </p>
                    </li></ul>
            </div>
            <p class="p"><img class="image" id="concept-6360__image_fdf_hhd_5vb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/6xQSDIn0Q6NX1SPY9Kbr/8ecb03a0-7c0a-11ed-a98b-024202b4c28e?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1675828850&amp;Signature=eCBCHGIMHRuFHPLJOqH9mIkOR1P4FZ%2FTL%2BjSYPbiPk4%2Br1LGaWs3LkFGu%2BjG%2FsrBsy4bYiQjq1wlw6ztstAJuwAO%2FnAKSN%2Bo4gcaYwkFyQjpCasa4wXTMSQMpME%2BU7QfZyCH%2FBP3NidkCj3jWoip67Y6Vfqd4H23OYfOj5H0xQF%2F%2BPYDFhehJLrxXy89X5E1rX9V3qNWqoiJmdV5pzdBcpUW8iye%2BmtPKO%2FjM6QM%2FhpsJNtWxUb%2FYV7M4AimzJdj4aoHFfatiZBhqFM%2FUZ%2BkOJ4SHUYn4t4TV34xcbw8d1Frb38p7GlXt9YM0LSt8egIkwzFCvvqb31mtZmovz2WUw%3D%3D"></p>
            <p class="p">See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-administration/hr-administration/approvals/resend-approvals">Resend Approvals</a> for more details.</p>
        </section><section class="section" id="concept-6360__section_fzk_tkw_tvb"><h2 class="title sectiontitle">Access Your User Profile</h2>
            
            <p class="p">This release includes a widget that allows you to access your user
                profile. Select your user name in the upper right-hand corner of any <span class="keyword">Employee
                                          Self-Service</span> page, and then select
                    <span class="ph uicontrol">My Profile</span>. This takes
                you to <span class="ph uicontrol">My Trimble</span> (<a class="xref j-external-link" href="https://my.trimble.com/" target="_blank">https://my.trimble.com</a>) where you can
                update your user name and email address and reset your password.</p>
        </section></div></article></main></body>

This HR Management for Spectrum release delivers new Employee
                                          Self-Service features, including the ability for employees to edit direct
        deposit information and new HR Admin Settings, plus a new Employee
                                          Self-Service section on the Trimble Construction One home page.

What's New in HR Management for Spectrum 2022 R10

viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/whats-new/whats-new-in-hr-management-for-spectrum-2022-r12

The 2022 R12 release of HR Management for
                                          Spectrum delivers new Employee
                                          Self-Service features, including the
        ability to resend approvals that were rejected in Spectrum and the option to manage the companies in an enterprise. This
        release is available as of 12/14/2022.

What's New in HR Management for Spectrum 2022 R12

HR Management for Spectrum

<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.

Setup and Maintenance