When providing services, materials, or equipment to outside sources, most companies typically prefer, or are required, to quote the intended materials and/or services before they actually make the sale or perform the work.

Quotes

Each time a ticket is entered in MS Ticket Entry, the system
        performs a hierarchical search of the various files in which material pricing can be
        defined. As described throughout the Material Sales help system, the standard search begins
        with the quote files. However, because quotes have their own hierarchical setup, the system
        must search the various levels within a quote to determine where the material’s unit price
        will come from.

How Quote Pricing Affects MS Tickets

You can override the default invoice recipients defined for a customer.

Override Default Invoice Recipients by MS Quote

Use the MS Quote Close & Purge form to close and/or purge
        quotes that you no longer need.

About the MS Quote Close & Purge Form

Use this form to set up quotes for selling materials to customers, jobs, and/or other inventory locations.

About the MS Quotes Form

Use this form to override the default invoice recipients defined on the   AR Default MS Recipients form in AR Customers. Access this form by clicking the Default Recipients button on the Invoices tab of the MS Quotes form.

About the MS Default Invoice Recipients Form

Use this form to copy specific detail from one quote to
        another.

About the MS Quote Copy Form

<body id="concept-6086"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Quotes</h1><div class="body conbody"><p class="shortdesc">Find information about setting up and maintaining Material Sales quotes, including setting up, copying, closing, and purging  quotes, and setting up  invoice recipients by quote for use with the invoice delivery feature.</p><p class="p"></p></div></article></main></body>

Find information about setting up and maintainng Material Sales quotes and templates, including setting up, closing, and purging quotes; setting up pricing and discount templates, and setting up default invoice recipients.

Quotes/Templates

The following is a list of field descriptions for the MS
		Discount Template Copy form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Field Definitions: MS Discount Template Copy

Find information about setting up and maintaining Material Sales quotes, including setting up, copying, closing, and purging  quotes, and setting up  invoice recipients by quote for use with the invoice delivery feature.

2022 R2

2022 R1

2021 R2

2021 R1

vista/2022-r2/job-resources/material-sales/quotestemplates/quotes

2022-r2/job-resources/material-sales/quotestemplates/quotes

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Viewpoint Estimating

An Enterprise Admin can provide access to Automatic Invoicing by setting the Accounts Payable role for a user in
            Trimble Construction One.

Give a User Access to Automatic Invoicing

To use Automatic Invoicing for an AP Company, a Spectrum system admin must first enable
        it for that Company.

Enable Automatic Invoicing for a Company in Spectrum

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

Access Automatic Invoicing

View the following videos to get started with Automatic Invoicing.

Getting Started

Upload your invoices to Automatic Invoicing in PDF format.

Upload Invoices

Prepare the batch of invoices in Automatic Invoicing by adding page breaks, removing
        pages, or rotating pages as needed.

Prepare Invoices

Once Automatic Invoicing has populated the header data for the PDFs in the batch, you can review the results, correct any errors, and then send the invoices to Spectrum.

Process Invoices

With the Inbox in Automatic Invoicing, you can have
		invoice-related attachments forwarded directly from your shared AP mailbox to Automatic
		Invoicing where you can quickly add them to a batch to be processed.

About the Inbox

You can view the status of all invoices sent to your ERP
        system from the Completed tab in Automatic Invoicing.

View Completed Invoices

<body id="concept-118"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1"><span class="keyword">Automatic Invoicing</span> (for <span class="keyword">Trimble Construction One</span> Users)</h1><div class="body conbody"><p class="shortdesc">With <span class="keyword">Automatic Invoicing</span> you can automatically enter invoice headers into <span class="keyword">Spectrum</span> without performing manual data entry, saving time and avoiding potential mistakes.</p><p class="p"></p><p class="p"></p><p class="p">Access <span class="keyword">Automatic Invoicing</span> from <span class="keyword">Trimble Construction One</span>
				by logging into <a class="xref j-external-link" href="http://team.viewpoint.com/" target="_blank">team.viewpoint.com</a>, and then
				selecting <span class="ph uicontrol">Accounts Payable</span>
				from the main menu.</p><p class="p">Use <span class="keyword">Automatic Invoicing</span> to enter
            validated vendor invoices. There are three steps in the process:</p><div class="p">
            <ol class="ol"><li class="li"><span class="ph"><span class="ph uicontrol">Upload</span> PDF invoices
							as a batch. See <a class="xref" href="/spectrum/spectrum/accounting/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/upload-invoices">Upload Invoices</a>.</span></li><li class="li"><span class="ph"><span class="ph uicontrol">Prepare</span> the batch of
							invoices by adding page breaks, removing pages, or rotating pages as
							needed. See <a class="xref" href="/spectrum/spectrum/accounting/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/prepare-invoices">Prepare Invoices</a>.</span></li><li class="li"><span class="ph uicontrol">Process</span> the batch of invoices by reviewing the header data, correcting any errors, and then sending the batch to <span class="keyword">Spectrum</span>. See <a class="xref" href="/spectrum/spectrum/accounting/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/process-invoices">Process Invoices</a>. <div class="p">
                        <div class="note note note_note" id="concept-118__note_h3r_rlr_55b"><span class="note__title">Note:</span> Only vendors with a “Last invoice
                    date” within the last 12 months are recognized and automatically populated by
                        <span class="keyword">Automatic Invoicing</span>. If the
                        <span class="ph uicontrol">Vendor</span> field is
                    not auto-filled, you can enter a vendor name to search for that option. When the
                    vendor is used in subsequent invoices, <span class="keyword">Automatic Invoicing</span> will recognize the vendor and automatically
                    populate that field.</div>
                    </div></li></ol>
        </div><section class="section"><h2 class="title sectiontitle">Requirements</h2>
            
            <div class="p">
                <ul class="ul"><li class="li"><span class="ph">You can take advantage of
								<span class="keyword">Automatic Invoicing</span> if
							your company's subscription  is part of our <span class="keyword">Trimble Construction One</span> contract.</span></li><li class="li">To access <span class="keyword">Automatic Invoicing</span>, users in your enterprise must have single sign-on enabled. For details on enabling single sign-on, see <a class="xref j-external-link" href="https://help.viewpoint.com/?resource_id=spectrum_000001&amp;version=Spectrum_Spectrum" target="_blank">Single Sign-On</a> in the <span class="keyword">Spectrum</span> Help. </li></ul>
            </div>
        </section>
        <section class="section"><h2 class="title sectiontitle">Setup</h2>
            
            <div class="p">
                <ul class="ul">
                    <li class="li">Give users access to <span class="keyword">Automatic Invoicing</span> in <span class="keyword">Trimble Construction One</span>. See <a class="xref" href="/spectrum/spectrum/accounting/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/give-a-user-access-to-automatic-invoicing">Give a User Access to <span class="keyword">Automatic Invoicing</span></a>.</li>
                    <li class="li">In Spectrum, enable <span class="keyword">Automatic Invoicing</span> for an AP
                        Company. See <a class="xref" href="/spectrum/spectrum/accounting/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/enable-automatic-invoicing-for-a-company-in-spectrum">Enable <span class="keyword">Automatic Invoicing</span> for a Company in <span class="keyword">Spectrum</span></a>.</li>
                </ul>
            </div>
        </section></div></article></main></body>

The Data Entry menu is used to
      record invoices as they are received. Invoices can be tracked optionally through Unapproved
      Invoice Processing, and routed automatically to reviewers for approval. Options are available
      for correcting invoice entry errors. Typically, invoices are entered and updated, then later
      paid. In addition, credit memos, recurring invoices and subcontract progress billings can be
      created and processed. Payments can be made by issuing regular check or by manual or pre-paid
      checks. Issued checks may be voided.

Data Entry Overview

If an invoice is posted to G/L in July, reversal posts to G/L
        in Aug, when performing a reversal, you might find you don't have the option to
        automatically move both items to history. This is because a G/L transaction is required.
        Below is an example of the accounting process if the reversal performed manually in August
        for an invoice entered in July:

Performing Invoice Reversals for Previous Months

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

Automatic Invoicing (for Trimble Construction One Users)

Spectrum

If your company uses Microsoft Word, Excel, or PowerPoint, you can edit a VFP document (.docx, .pptx, or .xlsx) in Microsoft Office for the web. You won’t be able to open the document in Microsoft Office if it's an older version of office or if the document has custom mandatory fields with no values.

Revise a Document Live with Microsoft Office 365

<body id="concept-8694"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Edit a Document Live in VFP</h1><div class="body conbody"><p class="shortdesc">If you use Microsoft Word, Excel, or PowerPoint, you can edit a VFP document (.docx, .pptx, or .xlsx) live in Microsoft Office for the web, allowing easy collaboration whilst retaining the control and governance of your workflow, permissions and security in VFP.  </p><section class="section"><h2 class="title sectiontitle">Enable Microsoft Office for the Web</h2><p class="p">When you first open a Microsoft Office document in VFP, <span class="ph">a user agreement message appears. Review the agreement and accept to proceed. If you decline the agreement, you cannot use the feature and the message will reappear if you try to use this feature again.</span></p><p class="p">When the user agreement has been accepted, the option to open a Microsoft document will be available from the drop down menu.</p></section><section class="section"><h2 class="title sectiontitle">Co-Authoring and Versions</h2><p class="p"><span class="ph">When you edit a document in Microsoft Office for the web, changes are saved automatically, and a new document revision is created once you close the editing session. More than one user can access the same document at the same time and make edits.</span> When each user closes the editing session, a new item revision will be added. <span class="ph">An audit is logged in the item's Activity Log for each user that opens the item. When each user closes the editing session after making a save, a new item revision will be added. </span></p></section><section class="section"><h2 class="title sectiontitle">File Types</h2><p class="p">If you upload an older file type to VFP (for example, .doc, .ppt, .xls), you  will not be able to edit them in Microsoft Office for the web. You won't see the option from the drop-down menu.</p></section><section class="section"><h2 class="title sectiontitle">Permissions</h2><p class="p">Permissions for Microsoft Office for the web are no different than the existing permissions for the current Live Revise process.</p></section><section class="section"><h2 class="title sectiontitle">Session Length</h2>
            
            <p class="p">The session length for Microsoft Office for the web is 60 minutes. After 50 minutes of inaction, you will receive a warning stating when your session will expire. Clicking <span class="ph uicontrol">Save and refresh</span> in the warning window will restart another 50 minutes. After 60 minutes of inaction, you will receive a warning that your session has ended. You will need to close the tab and restart the session.</p>
        </section></div></article></main></body>

You can revise an item and then upload a new revision to share, edit the information associated with an item, and move items between containers, to make sure your latest information is right where you want it in Viewpoint For Projects™.

Revise, Edit, and Move Items

If you want to use Live Revise, you need to disable protected view for each Microsoft Office program or you will get an "In Use" error message.

MS Office Setup for Live Revise

If you use Microsoft Word, Excel, or PowerPoint, you can edit a VFP document (.docx, .pptx, or .xlsx) live in Microsoft Office for the web, allowing easy collaboration whilst retaining the control and governance of your workflow, permissions and security in VFP.

Edit a Document Live in VFP

Viewpoint for Projects

<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)

Viewpoint Team

<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-2023-r3

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

Vista Field Service

Creating PDFs and Sharing Links from Viewpoint Help

<body id="concept-6670"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in <span class="keyword">HR Management for
                                                  Spectrum</span> 2023
        R3</h1><div class="body conbody"><p class="shortdesc">The 2023 R3 release of <span class="keyword">HR Management for
                                                  Spectrum</span> delivers enhancements
        to the Personal Information and Permission Groups pages in <span class="keyword">Employee
                                                  Self-Service</span>. This release is available as
        of 3/29/2023.</p>
        <section class="section" id="concept-6670__section_gbc_fzs_wwb"><h2 class="title sectiontitle">Personal Information</h2>
            
            <p class="p"><span class="ph uicontrol">New! Add Personal Pronouns and a Preferred Name</span></p>
            <p class="p">On the <span class="ph uicontrol">Personal
                    Info</span> tab, employees can now add <span class="ph uicontrol">Personal Pronouns</span> and a
                    <span class="ph uicontrol">Preferred Name</span> to
                their profile. These fields are saved to <span class="keyword">HR
                                                  Management</span> only and are not currently used in <span class="keyword">Spectrum</span>.</p>
            <p class="p"><img class="image" id="concept-6670__image_ns4_hly_wwb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/arovjMjaihG0Twq9r95R/fdd211d0-ca84-11ed-a98b-024202b4c28e?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1680327102&amp;Signature=Ku71ISkvD4LO1d06SBI2y6LUFw%2BR09cJ5Cmzh55apT7%2Bt0K3UYF5a5hap6Qn3LFGJ3ixkVHuGOainggLXpj6Q2P4pwUUGrs7HQjpJkH5%2BPlHhWmEKe%2FCU9QuVnN6NTyMFdkVnnn02tCI8eOWStTBW1nXJsCTmK57228FwOnSfMOa8fBrD8ouC7Zr3kKkba0mC8%2FYnFqr4FoVSA6tA5RMJ1evPalJmvVQDgVO2ddKpX1W5wh5%2BWYyU2HLUOZt1M0HnCJ7CqKsLGfcDCnMtwz2d%2Fdah7PE7GWHmK9us3tXucFblUefRgsvslPNZ1JESzOeV7ZnH1F5niZn7GMm46n%2BdA%3D%3D"></p>
        </section>
        <section class="section" id="concept-6670__section_wjt_21t_wwb"><h2 class="title sectiontitle">Permission Groups</h2>
            
            <p class="p"><span class="ph uicontrol">New! Set Permissions by Cost Center</span></p>
            <p class="p">When creating or editing permission groups, you can now set
                permissions by cost center for companies that have cost centers associated with
                them. </p>
            <div class="p">
                <ul class="ul" id="concept-6670__ul_uzv_v5f_xwb">
                    <li class="li">On the <span class="ph uicontrol">Permission
                            Groups</span> page, if you add a company that has associated cost
                        centers, a <span class="ph uicontrol">Cost
                            Center</span> section will display. </li>
                    <li class="li">To apply permissions to specific cost centers in a company, select those
                        cost centers from the <span class="ph uicontrol">Add Cost
                            Centers (optional)</span> drop-down list. If you want permissions
                        to apply to all cost centers in a company, leave that company's cost centers
                        section blank. </li>
                </ul>
            </div>
            <p class="p">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 more details.</p>
            <p class="p"><img class="image" id="concept-6670__image_bn2_qny_wwb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/arovjMjaihG0Twq9r95R/fdf30750-ca84-11ed-a98b-024202b4c28e?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1680327102&amp;Signature=n6xOrrIgBYHNzoXuo7ncEJlngydzWmMETDzsf4YbyNhTm96v1eQ9Oqwi0aBPIJX12S7hWKjHMqfH7yJnwWgk%2FLmhFfz4%2BdgEt718VPTUyi%2Fxqm57qVLjBLbWlinOGimRDmCb0ufVnJ1QPoqDDjesnbqj2oBHMilIer%2Bd6J56XBFJkRbdaa9SO%2FcQpPDlvGZbwtufdM7PS%2BTFbFs3qKcYZ8j6t4%2FK2xSdk%2BLGXZlQL4bvsPmYpVak5rkFfQN9DUTf9tCrD4Jj7D5F6HwxMPsflDBGU8S1OsOTPwFsOzGihB8kc2MDECO4dJ03tKrgvIV58YQ9j8bzNPIVk%2FOT0GfHaQ%3D%3D"></p>
        </section></div></article></main></body>

The 2023 R2 release of HR Management for
                                                  Spectrum delivers a
                new Approvals section in Trimble
                                                  Construction One and
                enhancements to the home page in Employee
                                                  Self-Service. This release is available as of
                2/8/2023.

What's New in HR Management for Spectrum 2023 R2

viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/whats-new/whats-new-in-hr-management-for-spectrum-2023-r3

What's New

The 2023 R3 release of HR Management for
                                                  Spectrum delivers enhancements
        to the Personal Information and Permission Groups pages in Employee
                                                  Self-Service. This release is available as
        of 3/29/2023.

What's New in HR Management for Spectrum 2023 R3

HR Management for Spectrum

<body id="concept-06-16-2022"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in Spectrum 2022 R3</h1><div class="body conbody"><p class="shortdesc">Spectrum 2022 R3 is the year-end release which contains the required changes for processing Forms like W2s, 1099s, and those for ACA. We've also added other time-saving improvements, and fixes to customer-reported issues.</p><section class="section"><h2 class="title sectiontitle">U.S. regulatory updates for tax year 2022</h2>
            
            <p class="p">In support of the 2022 tax year filings, we've updated Spectrum so that the pertinent reports and electronic files are IRS-compliant, as well as functional with our partners like Nelco and Aatrix.</p>
            <div class="p">With this version, you can confidently proceed with your year end processing. We've updated things like:<ul class="ul"><li class="li">Nelco and Aatrix electronic file outputs</li><li class="li">These forms are all updated as needed for your use during year-end processing.<ul class="ul"><li class="li">Form 1099-NEC</li><li class="li">Form 1099-MISC</li><li class="li">Form W-2</li></ul></li></ul>
            </div><span class="ph uicontrol">Canada regulatory updates</span>
            <p class="p">Canadian filing forms did not require changes this year.</p>
        </section><section class="section"><h2 class="title sectiontitle">Easier state unemployment filing for U.S. payrolls</h2>
            
            <p class="p">In expanding our integration with Aatrix, Spectrum can now generate data files for electronic filing of U.S. state unemployment (SUTA/SUI) reports.</p>
            <p class="p">Some states require electronic filing of SUTA reports, and with Spectrum you can opt to use this convenient method even if your state doesn't require it. See new filing instructions in <a class="xref" href="/spectrum/spectrum/accounting/accounting/payroll/reports-overview/unemployment-tax-report">Unemployment Tax Report</a>, or for general information about using Aatrix, see <a class="xref" href="/spectrum/spectrum/accounting/accounting/payroll/reports-overview/aatrix-report-filing">Aatrix Report Filing</a>.</p>
            <div class="p">
                <div class="note note note_note"><span class="note__title">Note:</span> Aatrix is available only via Trimble Construction One.</div>
            </div>
        </section><section class="section"><h2 class="title sectiontitle">Expanded state and local tax filing options</h2>
            
            <p class="p">Spectrum can now compile and send state and local income tax data to Aatrix, who can coordinate with you to file the relevant forms using the appropriate methods, for a fee.</p>
            <div class="p">Among all states, this release includes more than 150 new options. To see what new filings are available for any state:<ol class="ol"><li class="li">Go to <span class="ph menucascade"><span class="ph uicontrol">Payroll</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Reports</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Aatrix Report Filing</span></span>.</li><li class="li">Select the <span class="ph uicontrol">State</span> button.</li><li class="li">In the <span class="ph uicontrol">Tax code</span> drop-down, choose a state.</li></ol></div>
        </section><section class="section"><h2 class="title sectiontitle">Flexible control over what appears on the W-2</h2>
            
            <p class="p">Using an enhanced window in the W-2 Build Process, you can decide which tax codes appear or not in boxes 15 through 20.</p>
            <p class="p">To see the list of tax codes you can opt to include on the W-2s, go to <span class="ph menucascade"><span class="ph uicontrol">Payroll</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Period End</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">W-2 Processing</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Build W-2 Forms</span></span> and select the Overrides button.</p>
            <p class="p">Select the checkbox for each tax code you want to appear in the Edit W-2 Forms screen and the resultant W-2s.</p>
        </section><section class="section"><h2 class="title sectiontitle">Improved control of your service business</h2>
            
            <p class="p">In response to customer requests, we’ve enhanced security permissions enforcement in Service Requests in the context of adding new Sites and new Customers, providing better control over which users can do these functions.</p>
        </section><section class="section"><h2 class="title sectiontitle">Spectrum 2022 R3 Bug Fixes</h2>
            
            <div class="p">We've provided fixes to over a dozen customer-reported issues. To see issues fixed in this version:<ol class="ol"><li class="li">Go to the <a class="xref j-external-link" href="https://support.viewpoint.com/s/browse-cases-and-issues?tabset-d4f10=2" target="_blank">Track Cases/Issues page</a> of the Viewpoint Customer Portal.<p class="p">Log in if necessary.</p></li><li class="li">Use the filter options to select your product and module.</li><li class="li">In the <span class="ph uicontrol">Fixed in Version</span> field, enter 2022 R3.</li><li class="li">Click <span class="ph uicontrol">Apply Filters</span>.</li></ol></div>
        </section></div></article></main></body>

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

Automatic Invoicing with Trimble Construction One

Spectrum 2022 R3 is the year-end release which contains the required changes for processing Forms like W2s, 1099s, and those for ACA. We've also added other time-saving improvements, and fixes to customer-reported issues.

What's New in Spectrum 2022 R3

<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.

What's New in Vista 2022 R2

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