Human Resources, Field Management and Financial Controls for Vista

Check out these additional, available modules to make your experience using Vista even better.

AP Invoice Review

Fast, easy invoice review from your mobile device: Comment and approve assigned invoices in the field or on the go. Improve communication between accounting and operations and ensure invoices are paid accurately.

Viewpoint AP Invoice Review Screenshot

AP Check Review

Go paperless and save time by eliminating manual invoice and check signings. View batched and processed check images and invoices together in a single screen, and decide which to pay and which to hold.

Viewpoint AP Check Review Screenshot

Job Billing Dashboard

Billing team and project team members can create and route Progress Bills for approval, then access approved bills in Vista. Assign user-level access and permissions.

Viewpoint Job Billing Dashboard Screenshot

Billing Compiler

Create bill packages quickly by eliminating the manual processes of collecting, collating and combining documents. Use phase codes to bundle AP invoices, receipts, JC adjustments and more.

Viewpoint Billing Compiler Screenshot

Open Billing Review

Track, comment on and review open contract billings. Improve collaboration by giving finance visibility into why operations have not paid individual bills.

Viewpoint Open Billing Review Screenshot

PO Dashboard

The PO Dashboard allows users to see and create new Purchase Orders. Review all of your POs as applicable to you without having to login to Vista but see important details you can search through like PO #, Vendor Name, Costs and Unit amounts. The options available on this page are based on your permissions and what has been enabled in the portal.

Viewpoint PO Dashboard Screenshot

Purchasing Agent

Does your purchasing agent have trouble reviewing requisitions and creating purchase orders? With our Financial Controls capabilities, use your Vista workflows on the web and mobile devices. Purchase agents can easily review the requisitions that have been submitted and modify lines on the PO requisition. Quickly create a PO, choose your supplier, job and shipping address, and modify unit cost.

Viewpoint Purchasing Agent Dashboard

Timecard Dashboard

This mobile-enabled feature is pre-configured and ready to go. Accounting and operations teams can collaborate in real-time, reduce manual processes and move faster. Enter labor crew time directly into a mobile device, which feeds into Vista and connects your job and phase codes. Select a piece of equipment from Vista and enter usage units. Add material usage from Vista inventory. Capture units of progress along the way.

Viewpoint Timecard Dashboard Screenshot

Paystub Tools

Employees can view past paystubs, timecards, 1095-Cs, W-2s and T-4s. Employees can also easily set up direct deposit information, all without any changes to your payroll process. Save time and paper associated with mailing employees paystubs by instead implementing a digital workflow.

Viewpoint Paystub Tools Screenshot

Batch Timecard Move

Timecard administrators can quickly move timecards from the web portal timecard batch into other Vista Payroll Timecard Entry batches, to posting time cards before the end of the pay period.

Viewpoint Batch Timecard Move Screenshot

Field Ticket Dashboard

Capture time and materials in the field with a mobile device or on a computer on the web. Eliminate double-handling data, and consolidate and produce field tickets automatically. AP/Billing can create bills from approved job costs. Captured data can be posted to payroll batches also.

Viewpoint Field Ticket Dashboard Screenshot

Training Class Dashboard

Review employee skills training and assess their progress to manage their position and permissions accordingly. Associated with employee HR records in Vista.

Viewpoint Training Class Dashboard Screenshot

Manage Training

Review employee skills training and assess their progress to manage their position and permissions accordingly.

Viewpoint Manage Training Software Screenshot

Onboarding Dashboard

Set up custom job onboarding tasks for new employees. Employees can digitally complete their Federal I-9 eligibility, and sign off on other tasks and forms — all from a mobile device. Track onboarding progress in a single dashboard, and setup payroll and other employee records directly in Vista.

Viewpoint Onboarding Dashboard Screenshot

Job Requisitions

Quickly find and connect with the right job candidates from 25,000+ top internet job boards, through our partner integration with JobTarget. Build and standardize workflows for each part of the hiring and evaluation process electronically. JobTarget integrates easily into the Careers page to your company website for rapid recruiting.

Viewpoint Job Requisitions Screenshot

Applicant Search

Wish you had an easier way to review incoming applications and manage the applicant process? With Vista HR Management you can easily keep track of applications in a single dashboard that you search through to easily find the right person.

Viewpoint Applicant Search Screenshot

Benefits Dashboard

Allow your employees to self-service their benefit elections from a Vista integrated HR portal. Saving paper and avoiding double entry of sensitive employee personal information.

Viewpoint Benefits Dashboard Screenshot

Portal User Access

Wouldn't it be great to have more people updating critical data in Vista... without having to go into Vista? Use Viewpoint HR Management, Financial Controls and Field Management to give access to more users on the web, tablets and mobile devices, all without logging into your Vista ERP.

Viewpoint Employee Portal Access Screenshot

Expense Posting

Forget organizing paper receipts and submitting expenses online. Code to Job, General Ledger, Equipment, Work Order or SM Work Order accounts, and attach photos of receipts, all from a mobile device. Capture and review credit card expenses, and review and approve expenses with a single click.

Viewpoint Expense Posting Screenshot

Service Management Dashboard

The Service Manager Dashboard allows users to search for and access work orders and create and reassign trips from a single dashboard on the web. The dashboard shows all work orders that match search criteria, giving service managers a snapshot of the service site and service center, customer, job, and technician. The dashboard also provides links to work orders and the ability to add new trips all from an easy to use experience on the web that is directly integrated with Vista.

Service Management Dashboard Screenshot

Speak with Us About Additional Modules for Vista

As you can see, there are many opportunities to streamline your Vista workflows when it comes to HR, field and financial controls. Simply submit the form below to have someone get in touch with you.

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