<body class="ID-000023c6" id="ID-0000994c"><main role="main"><article role="article" aria-labelledby="ariaid-title1">
   <h1 class="title topictitle1" id="ariaid-title1">CM Reference</h1>
   
   <div class="body conbody">
      <p class="p ID-00000007">Enter the reference to this transaction, such as check number, deposit number, or other identifying code. Use F4 to see a list of valid reference numbers. </p>
   </div>
</article></main></body>

Ref Seq

The following is a list of field descriptions for the CM Outstanding Entries  form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Field Definitions: CM Outstanding Entries Form

Type

CM Reference

2022 R2

2022 R1

2021 R2

2021 R1

vista/2022-r1/accounting/cash-management/processing/transaction-entry/about-the-cm-outstanding-entries-form/field-definitions-cm-outstanding-entries-form/cm-reference

2022-r1/accounting/cash-management/processing/transaction-entry/about-the-cm-outstanding-entries-form/field-definitions-cm-outstanding-entries-form/cm-reference

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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 Trimble ID.</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-field-management-mobile-2022-r11

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-6385"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in HR Management for Spectrum 2022 R10</h1><div class="body conbody"><p class="shortdesc">This HR Management for <span class="keyword">Spectrum</span> release delivers new <span class="keyword">Employee
                                          Self-Service</span> features, including the ability for employees to edit direct deposit information and new HR Admin Settings, plus a new <span class="keyword">Employee
                                          Self-Service</span> section on the <span class="keyword">Trimble Construction One</span> home page.</p>
        <p class="p">Watch a video demonstration of the enhancements and changes made in
            this release. Then see the sections that follow for written explanations of these
            changes.</p>
        <p class="p"><iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/763938498" height="350" width="640" frameborder="1" allowfullscreen="true"></iframe></p><section class="section" id="concept-6385__section_w3x_3wg_1vb"><h2 class="title sectiontitle">General Enhancements </h2><p class="p"><span class="ph uicontrol">New! <span class="keyword">Employee
                                          Self-Service</span> section now on the <span class="keyword">Trimble Construction One</span> home page</span></p><p class="p">The <span class="keyword">Trimble Construction One</span> home page now includes an <span class="keyword">Employee
                                          Self-Service</span> section with direct links to the <span class="ph uicontrol">Personal Info</span> and <span class="ph uicontrol">Earnings</span> pages. After logging in to <span class="keyword">Trimble Construction One</span>, select a link under the <span class="keyword">Employee
                                          Self-Service</span> heading.</p><p class="p"><img class="image" id="concept-6385__image_uyz_nwg_1vb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/JyM17CSay1JQs6r8xmMo/080175b0-54c4-11ed-9e92-024202b4c28e?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1670345224&amp;Signature=rYFOFVgHwE9KTGAAkr1%2FhXG557RbqVrt%2BBxUfraG6%2FUWOBf31rqc7DhyWF1o8IhtCCKTa8Hg7JBR5LyW9cYOyKq9nPWoQJBAXvgea%2Be%2BWrE5AW2JHYrXdjD3pdym7CJo054XlKJmxgOeDpqsUqfWc8HY1A%2BdWZk3zbIY5TeYzyWoENBvw0WwSYjZnlFby2uaDuQKZe9JYGfCcJJFTg4%2BvcHFiLbZF6b8M%2FpUX761qmrvlYapCWZ%2F7PKVGmgDDNtE5zA39j9IFV2HiJSqXRhq9I3iw0YbccZscAUo3GF6cjVh8dCEjJm8iQ%2B1mUlaBodhgdfMRejCkiJkKemjAHit2Q%3D%3D"></p><p class="p">Employees, HR admins, and HR specialists can still use the main menu <img class="image" id="concept-6385__image_o5s_gyc_1vb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/JyM17CSay1JQs6r8xmMo/900e5090-3fe5-11eb-961b-02420ae60f1a?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1670345224&amp;Signature=nFbzxF5bPXAc5rh2wOkoaoAdund%2BYVmv1s8yAoGkAfkspOYcoeQU6dqIQngjf1wGgWVh8IqDlSl9MON74SfmCREe2nb%2F3dnV0LCpADFc7Sq%2BGCd%2BVLxNEjF8AymX%2F9cXao%2BTdy5vf4O%2F3QSfRE5e2i4OWI8cVtlpadXUtKw04G2Sstem7OXG5j%2FSzdMZHkfX%2BJIyGwu1kwswdOiXeWDXyDQgmAPcaowSqYiSr7C7BUuF9%2Bqi7LEsZwvIl3rhZQ3KWHI7YfbHZHD%2FNTEn%2BbsGPkKdlcKZAk0PeUWVrIaD5stkRscyLBMs6rnDtQ8MB2vQiFzOmZdsX0%2FW7jsYLEy95A%3D%3D"> in <span class="keyword">Trimble Construction One</span> to access <span class="keyword">Employee
                                          Self-Service</span> options specific to their permissions. See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/employee-self-service/employee-self-service/getting-started-user-accounts/access-employee-self-service">Access Employee Self-Service</a> for more details.</p></section><section class="section" id="concept-6385__section_frj_zyz_z5b"><h2 class="title sectiontitle"><span class="keyword">Employee
                                          Self-Service</span> Enhancements</h2><p class="p"><span class="ph uicontrol">New! Edit Direct Deposit Information</span></p><p class="p">Employees can now manage their direct deposit bank account details in <span class="keyword">Employee
                                          Self-Service</span>. From the <span class="ph uicontrol">Personal Info</span> page, select the <span class="ph uicontrol">Direct Deposit</span> tab. Employees can add new bank accounts for direct deposit of earnings or edit bank account information currently on file. Direct deposit changes are routed through the approval process. </p><p class="p">See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/employee-self-service/employee-self-service/personal-information/update-my-direct-deposit-information">Update My Direct Deposit Information</a> for more details.</p><p class="p"><img class="image" id="concept-6385__image_tyg_sz4_fvb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/JyM17CSay1JQs6r8xmMo/0899be10-54c4-11ed-9e92-024202b4c28e?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1670345224&amp;Signature=YMKaIqcYbQqrdNbjEFhF3Dq7KXXgvH34ivfQntRbVQZsCxgUza8KleFJK%2BG%2BIuf1lrYJ7R5ZNIovvZjfEGi6wfeoZlNoLXlmE01uR1TvdCHkg4s7cA8cKoG8pIOJE8imFH%2BYEdAT24zCHbCEjxDJKu68aA6Ti%2Bw7zZN1a6K5MLm6qkq1eQpcKjIUmDhNyf7abBH7o1T0BOFURsdL7vpTE2LwHUHvUzmN9Gpvi3M5gqwLXhhA5ppDdEdxhxwp4%2FolismjkldtgT%2B9%2BjJZ9WDxo64cP3qmaZRewl%2BR%2B7A7qG3vTbtFhH5KN0C6Wvh8yVFx0WVSd8J7UaeV0qiLbRzr3w%3D%3D"></p><span class="ph uicontrol">New! Enable modules and manage permissions from the new HR Admin Settings page</span></section><section class="section" id="concept-6385__section_o31_f5l_dvb"><p class="p">Manage settings that control the features available and permissions assigned in <span class="keyword">Employee
                                          Self-Service</span>. HR admins and authorized HR specialists (based on permission groups) can access <span class="ph uicontrol">HR Admin Settings</span> from the main menu <img class="image" id="concept-6385__image_m1b_k3l_fvb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/JyM17CSay1JQs6r8xmMo/900e5090-3fe5-11eb-961b-02420ae60f1a?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1670345224&amp;Signature=nFbzxF5bPXAc5rh2wOkoaoAdund%2BYVmv1s8yAoGkAfkspOYcoeQU6dqIQngjf1wGgWVh8IqDlSl9MON74SfmCREe2nb%2F3dnV0LCpADFc7Sq%2BGCd%2BVLxNEjF8AymX%2F9cXao%2BTdy5vf4O%2F3QSfRE5e2i4OWI8cVtlpadXUtKw04G2Sstem7OXG5j%2FSzdMZHkfX%2BJIyGwu1kwswdOiXeWDXyDQgmAPcaowSqYiSr7C7BUuF9%2Bqi7LEsZwvIl3rhZQ3KWHI7YfbHZHD%2FNTEn%2BbsGPkKdlcKZAk0PeUWVrIaD5stkRscyLBMs6rnDtQ8MB2vQiFzOmZdsX0%2FW7jsYLEy95A%3D%3D"> in <span class="keyword">Employee
                                          Self-Service</span>. </p><p class="p"><img class="image" id="concept-6385__image_ddy_yx4_fvb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/JyM17CSay1JQs6r8xmMo/089d4080-54c4-11ed-9e92-024202b4c28e?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1670345224&amp;Signature=Nt%2Bl2m9yUBMwc9Q7sNifxCYj7BfuMjt5bC1J0YFLqYsetqk5t4x3m3CPqAujJnZT%2FI02QjwtG%2F%2FGGq6ZqIlbZ%2FHySST19X8Ypw32YV%2FC0cXReJPucMREQLCv6LcOHZuvxmXWtEnl2Rs5ENw0sZLFOWMkfoA%2Bt3HgTzy1s6ZQRHDZlvg4AG6BGE0WBN%2BXPMdjM9jEzooptRWfIsu432%2F6rBqFHF45c06n1jOKE6clHdFTFI%2BoKXAq%2Bxqw0%2FB%2FIbfxcSJ4tQrKZQqnlJLqDdZQp5Rh0mLkkS3YLD5giAWeF5186dG%2FjAZ0K4v2vTE3m65fdkA6y3qyTbLuHrf1skvUyA%3D%3D"></p><p class="p">The <span class="ph uicontrol">HR Admin Settings</span> page is organized into the following three sections: </p><div class="p"><ul class="ul" id="concept-6385__ul_wdz_3lp_fvb"><li class="li"><p class="p"><span class="ph uicontrol">Enterprise Settings</span>: Use to control the <span class="keyword">Employee
                                          Self-Service</span> features that employees can access for a selected enterprise. 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 details.</p></li><li class="li"><p class="p"><span class="ph uicontrol">Permission Groups (new location)</span>: Previously located under <span class="ph uicontrol">HR Admin Tools</span>, the <span class="ph uicontrol">Permission Groups</span> feature has been moved under <span class="ph uicontrol">HR Admin Settings</span>. The <span class="ph uicontrol">Permission Groups</span> page includes the same general steps as in previous releases but with some revised field names when adding or editing permission groups. See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-administration/hr-administration/hr-admin-settings/permission-groups/create-permission-groups">Create Permission Groups</a> for details.</p></li><li class="li"><p class="p"><span class="ph uicontrol">Personal Info Settings</span>: Use to configure settings specific to the <span class="ph uicontrol">Personal Information</span> section of <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-personal-info-settings">Configure Personal Info Settings</a> for details.</p></li></ul></div><p class="p"><span class="ph uicontrol">User Management for HR admins - Beta release</span></p><p class="p">HR admins and authorized HR specialists (based on permission groups) can try the new <span class="ph uicontrol">User Management - Beta</span> page to identify active users in the system, users without logins or email addresses on file, and users by role. </p><p class="p"><img class="image" id="concept-6385__image_rjt_vw4_fvb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/JyM17CSay1JQs6r8xmMo/08d05e70-54c4-11ed-9e92-024202b4c28e?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1670345224&amp;Signature=QuXOYqo%2BW7ZxBBV%2BTkkcMS9ZuEh9iibKyYEEf1ubqqLsGGB012jlkCK8jVHNfWa4YdZkuOfXtMVuvdIQqeHDB%2BksKvhO%2BiqqrKxm2ZjT44Fstq%2BzUhhPflBFyQEPLTzO633EH3V5BAcKtQpYpN5ajCaYKRH2%2FbAC6Jr6BfxccDqdJkue7ePviJ0sV74%2BgRPLNZErWdsr93LgIhE%2B%2BsrX6mzZ6WdABXtHtJs4i8Jvzub9ScmoyR%2FshBZEy0nkOceMf%2BkuLzuggWmtacNeJdM790fB37Ew15uTaNDu%2FmR1Lj9CiPBQ5baPwdEkjv6ZXRDKOwdJat%2FRBe7m8kXHEhGEbQ%3D%3D"></p><p class="p">Access <span class="ph uicontrol">User Management - Beta</span> from the <span class="keyword">Employee
                                          Self-Service</span> home page by selecting the <span class="ph uicontrol">User Management - Beta</span> icon under <span class="ph uicontrol">HR Admin Tools</span>. Or, select the main menu <img class="image" id="concept-6385__image_pl5_ykl_fvb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/JyM17CSay1JQs6r8xmMo/900e5090-3fe5-11eb-961b-02420ae60f1a?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1670345224&amp;Signature=nFbzxF5bPXAc5rh2wOkoaoAdund%2BYVmv1s8yAoGkAfkspOYcoeQU6dqIQngjf1wGgWVh8IqDlSl9MON74SfmCREe2nb%2F3dnV0LCpADFc7Sq%2BGCd%2BVLxNEjF8AymX%2F9cXao%2BTdy5vf4O%2F3QSfRE5e2i4OWI8cVtlpadXUtKw04G2Sstem7OXG5j%2FSzdMZHkfX%2BJIyGwu1kwswdOiXeWDXyDQgmAPcaowSqYiSr7C7BUuF9%2Bqi7LEsZwvIl3rhZQ3KWHI7YfbHZHD%2FNTEn%2BbsGPkKdlcKZAk0PeUWVrIaD5stkRscyLBMs6rnDtQ8MB2vQiFzOmZdsX0%2FW7jsYLEy95A%3D%3D"> in the upper left corner of the home page, and then select <span class="ph uicontrol">User Management - Beta</span>.</p><p class="p">See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-administration/hr-administration/user-management---beta">User Management - Beta</a> for more information.</p></section><section class="section" id="concept-6385__section_srv_kll_fvb"></section></div></article></main></body>

This HR Management for Spectrum release delivers enhancements to Employee
                                          Self-Service, including the ability to view, download, and print pay stubs
		and W-2 forms in Earnings, a new history log for Personal Information changes, and the
		option to have users access Employee
                                          Self-Service from hr.viewpoint.com.

What's New in HR Management for Spectrum 2022 R9

viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/whats-new/whats-new-in-hr-management-for-spectrum-2022-r10

What's New

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

HR Management for Spectrum

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

Hilti ON!Track Integration

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

Automatic Invoicing with Trimble Construction One

Vista 2022 R2 delivers on General user-requested enhancements, fixes, and other improvements.

General Features

Vista 2022 R2 delivers on user-requested enhancements, fixes, and other improvements for the Accounting modules.

Accounting

Vista 2022 R2 delivers on user-requested enhancements, fixes, and other improvements for the Human Resources and Payroll modules.

HR and Payroll

Vista 2022 R2 delivers on user-requested enhancements, fixes, and other improvements for the Service Management module.

Service Management

Vista 2022 R2 delivers on user-requested enhancements, fixes, and other improvements for the Administration modules.

Administration

Vista 2022 R2 delivers on user-requested enhancements, fixes, and other improvements for the System Tools modules.

System Tools

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

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.

What's New in Vista 2022 R2

<body id="concept-2572"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in Team 2022 R10</h1><div class="body conbody"><p class="shortdesc">With this release, you can now edit a Microsoft Word, Excel or
        PowerPoint document live in Team using Microsoft Office for the web, which maintains
        document versions and saves automatically.</p>
        <p class="p"></p>
        <section class="section" id="concept-2572__section_xgg_qkl_s5b"><h2 class="title sectiontitle">Web Enhancements</h2>
            
            <p class="p">
                <span class="ph uicontrol">Live Edit Documents</span> - If
                you use Microsoft Word, Excel, or PowerPoint, you can edit a <span class="keyword">Team</span> document (.docx, .pptx, or .xlsx)
                live in Microsoft Office for the web, which saves your changes automatically and
                maintains document versions in <span class="keyword">Team</span>.</p>
            <p class="p"><img class="image" id="concept-2572__image_xgl_nhy_35b" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/JyM17CSay1JQs6r8xmMo/37b10a70-1e80-11ed-9497-0242c0252b0d?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1670348743&amp;Signature=cQtkvNuLzh92U6ooLurzGDV32pXPt6BkIIGhDosCYV53GnBMD7os5RaN7yMu0T%2FsRHKwA4q4UDKXc9%2BY4fepH0fADXYM2XToaTJZwKy1b%2BWDUXXVRFGHdeOlFaT0Hj8xxEEaNryF18APY5u27Tk2jmUjHRlCARFFuQG%2Frbf9yjEFiS6RGOVLGx0YZEwt0sGSi%2FiNQoal%2FuEK2FcbupOln3XvGYhPfCYbAmGe88WtIvKvYPnU%2Fn6H5TD8F0eViNIkjeaWjUt14Tsoc4US9sGmnIqz6ejVazl%2Bf%2F4WLYTyYFZut3L3jL6XrLKkQjhfwEiHfzIGfzSTClTEKmT%2FzRqvmg%3D%3D" height="NaN" width="NaN"></p>
            <p class="p">For more information, see <a class="xref" href="/viewpoint-team/viewpoint-team/project-management/document-collaboration/documents/about-editing-a-document-live-in-team">About Editing a Document Live in <span class="keyword">Team</span></a>. For
                step-by-step instructions, see <a class="xref" 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 <span class="keyword">Team</span></a>. </p>
            <p class="p"></p>
        </section>
        <section class="section"><h2 class="title sectiontitle">Mobile Enhancements</h2>
            
            <p class="p">This release includes minor improvements and bug fixes for Team Mobile.</p>
            <p class="p"></p>
        </section>
        <section class="section" id="concept-2572__section_bjf_dpr_ktb"><h2 class="title sectiontitle">Release Availability Schedule</h2>
            
            <p class="p">Please refer to the <a class="xref j-external-link" href="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/JyM17CSay1JQs6r8xmMo/9c18b390-3fe4-11eb-961b-02420ae60f1a?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1670348776&amp;Signature=uRGE6meHOYqVcrBTFjlCLPaYFgc%2FRF%2BWLPaRnm3kfzFT3bdmksy%2FcysJOIQahY6%2FVg4fZmh3x3gN87O4Kz6mdkWsjJKp5Y9RDhFMlvDHh2%2F3LqhbE2oTjkVw18EQUWO8g5u53RjZYhN5MFc%2BN0B2lgFPfZeJSrZX12%2BEU1A3L%2FWGsQH3vpi8JPlG9PICDQLMLQeRMVdzEpldPnwOL%2BrzefQU7yuO4cp3WQMX5Wm7bvI0SXIGbhpte%2FxhmKNRqqczy3YKhpoXaouAgfNK3lhZTSATugyKjM0iU0vvwe0sdEjQb9JfwMOvuOPcvkxHzAGvGl%2Br1MW7cSGYUvtDvVw8UQ%3D%3D&amp;response-content-disposition=filename%3D%22Release_Availability_Dates.pdf%22" target="_blank">Release Availability Dates</a> for release
                timing.</p>
            <p class="p"></p>
        </section>
        <section class="section" id="concept-2572__section_afg_wkl_s5b">
            <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></article></main></body>

With this release, in Documents and Drawings, you can
		configure the measurement tool to snap to various elements in your Document or Drawing when
		taking a measurement.

What's New in Team 2022 R8

viewpoint-team/viewpoint-team/whats-new/whats-new-in-team-2022-r10

With this release, you can now edit a Microsoft Word, Excel or
        PowerPoint document live in Team using Microsoft Office for the web, which maintains
        document versions and saves automatically.

What's New in Team 2022 R10

Viewpoint Help

Vista

Viewpoint HR Management for Vista

Viewpoint HR Management for Spectrum

Viewpoint Analytics

Viewpoint Field View

Viewpoint For Projects

Jobpac Connect

Viewpoint Field Time

Trimble Work Center

Videos

Find instructions on transaction entry and reconciliation for
		CM.

Processing

The Cash Management system provides you with
         the capabilities to analyze bank accounts and reconcile account statements.

Welcome to Help for all Trimble Viewpoint products.

CM Reference