TrustRadius
https://media.trustradius.com/product-logos/SV/yv/RAP8Q3NBGX9T.pngCouldn't be more pleased, unless you add chocolate.We use it for payroll time entry and keeping hours worked matched up with job numbers and pay rates. Also use it to monitor fuel type used and for which piece of equipment or vehicle. For meter entries to keep up with when maintenance is due on equipment/vehicles. Since we use it with the cloud it addresses all sorts of business issues such as things getting turned in on time and not getting lost.,Time management for the foreman. They enter who is on job and what time. All on their iPad and we upload. It saves everyone time and its correct every time. Receipts can be sent via phone or iPad and we can upload them to the system and attach them to their PO with no issues and makes it so easy to track and keep the budget under control not to mention hold everyone accountable for their spending. Surveys and updated info requests can be emailed out, completed and returned via the cloud. Makes updates so much easier.,My only complaint and its nothing big. When entering vendor invoices it automatically goes to the invoice date which is the second line instead of defaulting to the first line (G/L date) so while entering invoices its not as smooth because I am backing up one with every invoice entry. Again not a big deal. I really don't dislike anything about it. At times it can be a little slow which could be our server and not the system. There have been times when I have entered faster than it could upload and it causes me some errors. More of an issue of my impatience than anything else Trying to get the correct report, or get a report that fits my needs can be a little trying at time.,10,It has made everything on corporate end so much easier. all the information just flows together.,QuickBooks Pro, SAP Business One, SAP CrystalVista by Viewpoint is the only solution for Construction AccountingWe use Vista to track job costs, billings, productivity and other user-defined data points. We use something called regions at our company that drives a lot of JC reporting for us. That is defined by a user-defined table and user-defined fields. This ability of Viewpoint to allow major customization to their product to allow us to run our business how we want to is very helpful to us.,Customization is as easy or as complicated as you like. You can get to the SQL tables/views if you want or go through Viewpoint to create customization in their software. It's faster than competing products. Their support team is fantastic. I use live chat and knowledge base daily and I always get answers.,Sometimes Vista has some bugs that should be worked out before general release so be careful when upgrading Their TEAM platform is confusing The interface for their product feels outdated,10,Detailed job cost tracking WO's provide an easy way to track small amounts of work Billings can be customized by customer,ProcoreViewing Vista payrollWe use Vista by Viewpoint company-wide, for Accounting, Project Management, and Service Management functions. It is the primary software for Payroll, Accounts Payable, Accounts Receivable and general ledger accounting processes. Additionally, jobs costs and project management are ably handled by Vista by Viewpoint. We do a considerable amount of business serving commercial customers throughout the Front Range metro area via our Plumbing and HVAC Service departments. Vista by Viewpoint includes a robust Service Management module that is an integral part of that successful business enterprise.,Vista by Viewpoint provides a large capacity for flexibility in job/phase coding and associated costs, by individual cost types. For example, if phases are set up based upon the 16 divisions of the CSI MasterFormat, sub and sub-sub phases can be added for individual jobs on an as-needed basis. Each phase can be further defined by which cost types are available on that phase. Lastly, billings can be done by contract item, which can include several different phases, from various divisions, without limits. Vista by Viewpoint's payroll system allows for many different earnings codes, to define any type of pay imaginable. For example, my company uses 20 different earnings codes on a regular basis. These can be grouped into different earnings types, which then can be coded to different GL accounts as needed. Payroll costs can be differentiated between job costs and non-job costs. Payroll burden can be added to job costs via several different methods, depending upon the company's needs. More or less detail can be available for viewing in the job cost system when T&M backup is needed. All of these are examples of the flexibility available with Vista by Viewpoint.,In the payroll arena, occasionally some combination of actions will cause a Payroll Timecard Entry batch to become stuck in a Status 4 - Posting in Progress. Vista by Viewpoint requires that Customer Support be contacted whenever a batch is stuck in Status 4, as it is unclear what parts of the batch have posted to the other modules, especially General Ledger. Support is a whiz at untangling these situations. However, a Payroll Timecard Entry batch does not post anywhere except its' own table - Payroll only posts to GL and other modules when the PR Ledger Update process is run. Support could conceivably allow customers to change the Status of only these batches, as no other modules would be affected. Then the customer could fix their problem and move on without further delaying the payroll process. The User Interface in the Payroll and Accounts Payable modules have traditionally been clunky for non-accounting personnel to use. The increase in non-accounting people using some aspects of the system - for instance, remote payroll entry or project staff reviewing AP invoices - used to cause some angst. This has been greatly alleviated by the advent of the KeyStyle modifications in these two areas. The functionality of the Service Management module continues to be added with each new update. It would be even better if Service could function more like Job Cost in the way of tracking costs. There seems to be a lack of commonality between the two modules - though it is getting better.,10,Vista by Viewpoint has allowed our company to grow without being restricted by software.,,Microsoft SQL Server, Adobe Acrobat DCVista by Viewpoint ReviewVista if a powerful ERP system that allows our company to manage the demanding needs of the construction industry. Vista helps us track subcontracts and change orders easily. The reports are easy to understand and modify to our needs. Vista has made it easy to track the progress of jobs in one report.,There is great flexibility with Vista. We are able to easily customize reports, fields, and tables to fit our needs. The end user help website is a great tool to learn more. Paperless. We have been able to go paperless. There is no longer a need to pull documents from a file to create reports.,Can be difficult to learn. There are a lot of fields and screens that need to be set up. Help and support can be difficult to research. There is a lot of room for errors if you do not understand the program.,10,Billing module allows us to customize the reports to our needs. AP approvals and attachments have allowed us to go paperless and streamline the process. The costs are easy to track and run detailed reports.,NetSuite, Sage 100 ERP, Google DriveVista Review - I like itMy company uses Vista by Viewpoint to track cost, change management, invoicing, and hourly employee time entry. I use it to create subcontractor change orders, owner change orders, and approve invoices. I have used it with another company to track RFI's, submittals, meeting minutes, and transmittals.,Vista has the ability to customize columns, and this helps save time when processing charge items. It is valuable to be able to find the information that you want, where you want to find it. When learning how to use the product it is very forgiving. If a mistake is made it can be easily fixed. Approving invoices is a snap. The viewer in Vista allows me to see the invoice and approve or reject the invoice. I know that my company has worked hard to customize this feature for our needs. I know that the team involved with the transition to Vista worked closely with Vista and is still working to make enhancements for invoice tracking.,There are some redundant clicks that could be reduced. For instance, when adding an item while creating an ICO or XCO a popup window opens that says an item has been created with a close button. It's not a big deal, just an extra click or 2 that is not necessary. Sometimes it is not clear if you are in the list pane of the item pane. Depending on which pane you are in certain features will not work, but the appearance does not change if you are in either pane. Again, not a big deal just a few unnecessary clicks. When going to print out a report sometimes the form populates the wrong project information and you do not notice it until you have run the report.,7,Vista replaces the antiquated system that we were using before. I can process items more quickly with less frustration. Invoices are now digitized and do not get lost as easily. There is less time tracking invoices and coding is a snap.,CMiC Project Management,DPS Outlook Office, OneNote, BridgeVista by Viewpoint-Complex but Excellent at Cost Tracking at the Job LevelWe use Viewpoint across our whole organization (minus workers in the field). We are in the Process of Implementing Field Management where we will have even more users inputting data into the system. Viewpoint allows us to track costs, quantities, and so much more from the field. We then can calculate cost and revenue projections at project completion to make sure we are staying on budget. We input data into many different places, and all of that information can feed into one report that gives us a snapshot of how each project is doing month to month.,Customer Support via Clearview. The ability to research issues we are having and try to resolve them ourselves through Clearview is invaluable. I have often been researching one issue or hang up I was having, and learned a few other things I didn't know through this system. Customization of reports - the ability to have reports written in this system to give us access to information all on one report is great! There are so many standard Viewpoint reports as well. Ease of fixing mistakes. Being able to bring something that has been posted back into a batch to fix has been wonderful as we are all human and make mistakes. There are not too many times that we actually have to call Viewpoint for support when we cannot fix something ourselves.,Writing Crystal Reports is not easy. You either have to have someone really knowledgeable on staff or source it out. Sometimes it can be pricey for custom reports. Support callbacks. It depends on the time of year, but sometimes it takes a week to get a call back if it is not "Urgent". PO Receipts Module. We gave this a try at our company and it has been a pretty big disaster. We are trying to "undo" it all now because it is not functioning how we envisioned. And there is not much information out there on it. It's almost as if it was an afterthought and not developed very far.,10,Positive impacts - by understanding our cost on projects, we can better prepare ourselves when bidding new work.,,HCSSVista Reports: Functional and Robust!Vista by Viewpoint is being used across our entire company. Our accounting department uses it for accounts payable, accounts receivable, payroll, financials. Our purchasing department uses it for the purchase orders, our human resource department uses it for safety training tracking, onboarding, and record keeping. Operations use it for work orders and fleet management.,Lots of useful reports out of the box. Ease of use and navigation. Ease to modify existing reports to fit your needs.,Support can take some time to get back with you, but they are currently working on that. The knowledge base is a real mess, unorganized, and it's sometimes hard to find the answers you are looking for.,7,Gaining the ability to manipulate reports in-house has saved us a great deal of money.,HCSS, Spreadsheet Server, SAP CrystalVista a viewpoint of the futureVista by Viewpoint is GBI's go to software to manage all aspects of our company, from AP to PM to PR to GL and all that is in between. It helps with increasing our cash-flow, our project profitability, employee - development, empowerment, and fulfillment. HR Management, Field Management, and Financial Controls solutions are exactly what our field employees and managers have been screaming for. I often hear "They Just Work!" and "They are so easy to learn and use!" from our field employees,Accountability through approvals - solutions are designed to easily approve all project costs by Projection Management. Fully Integrated Solutions - from estimating, to engineering, to preconstruction, to job-kickoff, to hiring, to employee development, to job management, to financial controls, to financial report it is all integrated and "it all works together!" Constant Improvement - Viewpoint is constantly staying up to date with new innovations.,APIs - easier application programming interface with the outside world. Customer Serve - is improving, but not fast enough - love the new hire! Can only think of 2 - sorry!,9,A steady increase in the bottom line through employee and process efficiencies. A bargain compared to the competition - both in dollar savings and options/features. It feels like we are all rowing in the same boat and in the same direction,CMiC Project Management, Sage 100 Contractor, Procore and Acumatica 5.0,AutoCAD, Microsoft ProjectVista by Viewpoint - A one-stop-shopVista by Viewpoint is being used as the primary Accounting and Job Costing software for the entire organization. It solves the need for record keeping, vendor payments, Human Resources, payroll, Billing & Collections, Cash Management, Inventory, Purchasing, Service, GL, Job Costing and Project Management. It also serves as the solutions for managing subcontractors, vendors, customers. Also, it is our main document management resource.,The one-stop-shop mentality has been the number one reason our organization continues to utilize Vista by Viewpoint. We also appreciate the continued effort to become a more efficient platform with a shift to providing more resources for the field. Lastly, we appreciate the customer support. It has come a long way in the last 10 years; however, their support has remained in line with their growth.,There are times, where I had a question on how to set something up because Vista is very customizable; however, it's considered billable time; so I end up having to figure it out on my own in order to avoid the added expense. Sometimes I think there are too many forms in order to get something set up. There seems to be a lot of open and closing. It would be nice if some of the processes were consolidated into one form. Sometimes the sales staff can be over the top. I probably get at least 3-5 sales calls from Viewpoint every month for additional features/products that they are offering.,9,The return on investment is has been keeping everything centralized. The negative impact is basically the financial aspect. You are prone to increases each year.,,Microsoft Office 2016Accounting and Job Cost PowerhouseVista is currently being used by our Accounting, Admin, and Division team leaders. Division leaders use the Job Cost and PM modules for project accounting. The implementation of Keystyles has allowed us to provide all of our employees access to information inside Vista such as earnings, W2, personal information changes, timecard entry.,Job cost accounting. Payroll. Project Management.,Web-based platform. Mobile applications. Document management.,7,Job costing helps us maintain margins and address jobs where expected margins are not being met. Vista allows us to stay on top of Aged Receivables. Vista allows us to analyze cost and revenue on every piece of equipment.,,ProEst Estimating Software, Spreadsheet Server, QuickBooks Enterprise SolutionsSmall company reviewWe use Vista by Viewpoint across the whole company. We use it for all of our finances including payroll . We also use it for our equipment management and job costing.,Vista by Viewpoint understands how the flow of information needs to happen for construction. No matter how big or how small you want to track information, Vista by Viewpoint will have you covered. Vista by Viewpoint keeps up on new legislative needs for the employers. When new laws or regulations are implemented, Vista is right there. Vista by Viewpoint is a front runner on technology. They always seem to be right on time.,There are some state specific laws and regulations regarding employees that Vista by Viewpoint hasn't implemented the new changes. So a work around has to be done. We are a small company and some of the products seem to be geared to larger companies. For a large company who will utilize all that Vista by Viewpoint has to offer, the pricing may seem small. We don't need all of the amenities, but pay for them.,9,One negative thing that Vista by Viewpoint no longer provides that I wish they did, is financial reports. We like that with all of the job costing information that Vista has available, you can obtain your answer quickly.Trust Radius Review 2019We are using Vista by Viewpoint across all of our companies. It helps make the process of transferring information from the field to paper a lot easier and organizes information promptly.,Sets up and organizes projects that we are currently working on. In PM Projects you can set up new jobs that we are working on in the field and can manipulate the breakdown of each cost code. Make information easily accessible. Whether it's AP, job cost, or project management, all of the programs are available in the most convenient way. Utilize crystal reports to create timely billing information that can be organized in whatever way you desire.,Needs more font sizes. Undo options. T&M customization options.,10,Better performance Positive impact on ROI More organized and timely in achieving objectives,Vista by Viewpoint: An Adaptive Solution for Growing CompaniesVista by Viewpoint is our central accounting software used throughout the majority of the company (i.e. Vista is used by all office employees. field employees generally do not have access to the software as it is unnecessary). Vista facilitates many of our processes such as accounts payable, accounts receivable, project management, etc.,I find it particularly useful that Vista allows the user to code and create different reports, tailored to a company's needs. I like how many modules, programs, and reports are available. I can typically find everything that I need for a project without having to create a custom report.,Vista does not currently have a function in which an administrator can "close" a past period for the general users and keep the period "open" for a select number of users. In order for our controller to perform his month-end tasks, he must keep the period open to all users and this has occasionally caused problems when someone accidentally posts something in the incorrect period.,9,Vista by Viewpoint has helped our company to expand and compensate for high volumes of data. Vista is a huge improvement to the software we were using prior to it.,50,2,Accounting Project Management,10,Yes,Product Features Product Usability Prior Experience with the ProductAll for One and One for AllWe have implemented Viewpoint across the board, and it is our sole accounting software. We use it for HR/PR/AP/PO/AR/EM/Jobs/Contracts/PM/Inventory and much more. We love the flexibility. We can add custom fields onto any of the standard forms. We can also build custom databases that can link to everything else.,Viewpoint is great at letting you cherry pick the modules you want or don't want and they all work great together. Security is really great and easy to implement and maintain. Availity to add custom fields to any form is a game changer. No cookie cutter here, everything can make Viewpoint what they need it to be.,Support is hit or miss. They have grown tremendously over the last few years and their support staff has not grown with them. The quality is good, but the timing has grown over the years. However, they are trying to supplement with more online resources. Their Service Management module has really grown over the years; however, it can be difficult to use because there are too many options and not everything is as intuitive as other things.,9,You cannot manage what you cannot see. Viewpoint does a great job of linking everything together so that you can build a complete picture. And if they don't have it, they are also great at partnering with other Vendors to bring add-on software the integrates with Viewpoint.,SAP Business ByDesign,Global Software, Spreadsheet ServerGood Overall EPR with PM SoftwareWe use Vista by Viewpoint as our ERP and PM system. It is used for our accounting, finance, operations and PM departments.,Customization: we can customize all data input forms, create any custom reports with Crystal and/or SSRS, as well as new tables that we need to track data in. Job Cost: it's very detailed to track costs per job, no matter where the cost originated from. Import module: has an import module that can be scheduled off hours to import data.,Accounting: It would be nice to be able to INQUIRE on entries to see the GL posting, applied payments etc, vs having to add them to a batch PM: there are many forms in PM but some don't seem to have the same functionality or integrate with each other PM Pending Change Orders: this form is extremely complicated and takes many steps to approve and post changes.,7,I was not involved with the original purchase so I cannot comment.,,ViewPoint ProContractorVista by Viewpoint ReviewVista is being used as our Construction Management Software across the entire company. Last June we also purchased Keystyle which was then purchased by Viewpoint. We use all Modules except for the Service Modules and the Resouce Modules. We use Viewpoint to address the majority of our business problems, we have put a lot of customization into Viewpoint. We have 500+ Custom reports along with many user-defined modules/tables.,Track Jobs - the PM Module allows tracking of a job. User Defined Database - My sell on Viewpoint was how easy it was to add custom fields/tables and even create custom procedures for areas where Viewpoint did not have a module for that. Equipment Tracking - Equipment Tracking is done very easily in Viewpoint.,Safety Training - Viewpoint tracks/compiles training however the reports are basic. We need to be able to see training by looking at a job and the employees on the job for certain training classes and seeing if the class is expired, missing or current. The entire safety training could use an overhaul. PM PO Change Orders - this needs to be added into the PO Work Flow for the PM Side. There is not a way to do a change order and keep it in the PM PO Workflow. Employee Info - A picture on the HR Resource Master would be great, then allow to print badges from there and also assign each employee a QR Code so the QR Code can be scanned for training or to get a list of the person's training.,4,Standardized processes between jobs and offices. Allow PM's and Field Emp to do some of the initial work and streamline the amount of people/times entering info.,CMiC Project Management,Microsoft SQL Server, SAP Crystal, Remote Desktop ManagerVista is great for cost accountingIt is being used by our Project Management team and our Accounting team. It addresses cost accounting, project management, job cost, accounting, and contract management.,Accounts Payable: the review process is the best. Cost Accounting: being able to cost to projects and forecast projects. Job Billing: able to do time and material and progress billings.,RFI's and Submittals: hard to communicate with outside sources. Service Management: I feel they are improving. Overall: not a web-based software.,8,Organized company structure.,,Concur Expense, Camtasia, CosentialUser-friendly and versatile!We use Vista by Viewpoint in our accounting department - Accounts Receivable, Accounts Payable, Cash Management, General Ledger, Payroll, Human Resources, as well as Equipment Management, Inventory, Job Cost, Material Sales, Project Management, and Purchase Order. We have found Vista by Viewpoint to be user-friendly and very versatile with the ability to create user defined fields.,User defined fields can be created in all modules. The ability to sort and filter when viewing grids of information. The import feature made converting our existing information very easy. The Clearview website is available to answer many questions and for training as well. The suggestion box is awesome if you have ideas for improvements.,It would be nice to have a simple export to Excel. We would like to see an app available for individual remote time card entry on a phone. Vista is working on one but we have not found it usable yet.,9,Processes have been quicker and it is easier to modify or change accounting entries than what we had previously.Vista by Viewpoint, Moving our company to bigger and better placesWe are using Vista by Viewpoint as our Construction Accounting Software for everything from changes, to subcontractor management, to purchase orders, projections, accounting, and payroll. It is being used by the management side of the company. It addresses the needs for our Project Managers to run successful projects for the company.,Allows us to track change proposals to change orders. See costs for different phase codes. Review projections for costs and profit.,The change order numbering goes back to 1, this is very confusing. There are times that you need to do extra steps to do one item. Having to interface the costs before they all show up is tedious.,8,At first, it had taken more time and money to implement We still save time, however, it will take time. We are using multiple software items, and would be nice to get it down to only a few.,,Procore, Microsoft Office 365, Bluebeam RevuAmazing Service & Support TeamIt is used across the entire organization. Was purchased to tie in all job costing and accounting with contracts, change orders etc. Before Procore - the majority of "construction" software is dressed up accounting software that doesn't really ever deliver 100% of whats needed. Viewpoint has the ability to satisfy what we were looking for at that time.,Tracking Easy Data Entry Easy Check Run ability,Built In reports for any module outside of budget accounting are uninformative Mobile access LACKS / Non Existent Not engaging,7,I see Viewpoint implementation as extremely positive. As I mentioned, their service team is EXCELLENT! Custom Reports - Although having to wait several days, sometimes weeks in the queue for Viewpoint to create for us was a total bummer. Very Easy to train on - Even 1-3 day Acct Temps would be able to log on and pick it right up.,Procore and ViewPoint ProContractor,Procore, Yardi Property Management, DocuSign
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Vista by Viewpoint
51 Ratings
Score 7.6 out of 101
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Vista by Viewpoint Reviews

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Vista by Viewpoint
51 Ratings
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Score 7.6 out of 101

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Amy Love profile photo
May 16, 2019

Couldn't be more pleased, unless you add chocolate.

Score 10 out of 10
Vetted Review
Verified User
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We use it for payroll time entry and keeping hours worked matched up with job numbers and pay rates. Also use it to monitor fuel type used and for which piece of equipment or vehicle. For meter entries to keep up with when maintenance is due on equipment/vehicles. Since we use it with the cloud it addresses all sorts of business issues such as things getting turned in on time and not getting lost.
  • Time management for the foreman. They enter who is on job and what time. All on their iPad and we upload. It saves everyone time and its correct every time.
  • Receipts can be sent via phone or iPad and we can upload them to the system and attach them to their PO with no issues and makes it so easy to track and keep the budget under control not to mention hold everyone accountable for their spending.
  • Surveys and updated info requests can be emailed out, completed and returned via the cloud. Makes updates so much easier.
  • My only complaint and its nothing big. When entering vendor invoices it automatically goes to the invoice date which is the second line instead of defaulting to the first line (G/L date) so while entering invoices its not as smooth because I am backing up one with every invoice entry. Again not a big deal.
  • I really don't dislike anything about it. At times it can be a little slow which could be our server and not the system. There have been times when I have entered faster than it could upload and it causes me some errors. More of an issue of my impatience than anything else
  • Trying to get the correct report, or get a report that fits my needs can be a little trying at time.
I have been on it for 3 years and for what we do here....It is a perfect fit. I have to say I love it.
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Grant Mongin profile photo
May 07, 2019

Vista by Viewpoint is the only solution for Construction Accounting

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Vista to track job costs, billings, productivity and other user-defined data points. We use something called regions at our company that drives a lot of JC reporting for us. That is defined by a user-defined table and user-defined fields. This ability of Viewpoint to allow major customization to their product to allow us to run our business how we want to is very helpful to us.
  • Customization is as easy or as complicated as you like. You can get to the SQL tables/views if you want or go through Viewpoint to create customization in their software.
  • It's faster than competing products.
  • Their support team is fantastic. I use live chat and knowledge base daily and I always get answers.
  • Sometimes Vista has some bugs that should be worked out before general release so be careful when upgrading
  • Their TEAM platform is confusing
  • The interface for their product feels outdated
Vista by Viewpoint is made for construction companies of all sizes from what I've seen. It does not make sense for companies that don't do construction. Since it does construction so well though it's a selling point with clients who need help organizing things like PO's, cost tracking and billings. We have potential customer that wants to see all those things but doesn't have the software to do it.
Read Grant Mongin's full review
Darrell Robinson profile photo
May 07, 2019

Viewing Vista payroll

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Vista by Viewpoint company-wide, for Accounting, Project Management, and Service Management functions. It is the primary software for Payroll, Accounts Payable, Accounts Receivable and general ledger accounting processes. Additionally, jobs costs and project management are ably handled by Vista by Viewpoint.

We do a considerable amount of business serving commercial customers throughout the Front Range metro area via our Plumbing and HVAC Service departments. Vista by Viewpoint includes a robust Service Management module that is an integral part of that successful business enterprise.
  • Vista by Viewpoint provides a large capacity for flexibility in job/phase coding and associated costs, by individual cost types. For example, if phases are set up based upon the 16 divisions of the CSI MasterFormat, sub and sub-sub phases can be added for individual jobs on an as-needed basis. Each phase can be further defined by which cost types are available on that phase. Lastly, billings can be done by contract item, which can include several different phases, from various divisions, without limits.
  • Vista by Viewpoint's payroll system allows for many different earnings codes, to define any type of pay imaginable. For example, my company uses 20 different earnings codes on a regular basis. These can be grouped into different earnings types, which then can be coded to different GL accounts as needed.
  • Payroll costs can be differentiated between job costs and non-job costs. Payroll burden can be added to job costs via several different methods, depending upon the company's needs. More or less detail can be available for viewing in the job cost system when T&M backup is needed. All of these are examples of the flexibility available with Vista by Viewpoint.
  • In the payroll arena, occasionally some combination of actions will cause a Payroll Timecard Entry batch to become stuck in a Status 4 - Posting in Progress. Vista by Viewpoint requires that Customer Support be contacted whenever a batch is stuck in Status 4, as it is unclear what parts of the batch have posted to the other modules, especially General Ledger. Support is a whiz at untangling these situations.
  • However, a Payroll Timecard Entry batch does not post anywhere except its' own table - Payroll only posts to GL and other modules when the PR Ledger Update process is run. Support could conceivably allow customers to change the Status of only these batches, as no other modules would be affected. Then the customer could fix their problem and move on without further delaying the payroll process.
  • The User Interface in the Payroll and Accounts Payable modules have traditionally been clunky for non-accounting personnel to use. The increase in non-accounting people using some aspects of the system - for instance, remote payroll entry or project staff reviewing AP invoices - used to cause some angst. This has been greatly alleviated by the advent of the KeyStyle modifications in these two areas.
  • The functionality of the Service Management module continues to be added with each new update. It would be even better if Service could function more like Job Cost in the way of tracking costs. There seems to be a lack of commonality between the two modules - though it is getting better.
Vista by Viewpoint works well for a company that has professional project staff, that is experienced with a robust phase code matrix, where job cost can be tracked by division, and billings are completed by contract item. Accounting staff should be knowledgeable about using jobs and phases to denote payable and payroll costs.

Vista by Viewpoint can be a challenge for smaller companies that may only have experience with a QuickBooks-style of accounting. It is likely that the learning curve may be too steep, especially in the accounting areas. Vista by Viewpoint forces discipline in accounting. This is good, but it can be exacting.
Read Darrell Robinson's full review
Mary Soffner profile photo
June 21, 2019

Vista by Viewpoint Review

Score 10 out of 10
Vetted Review
Verified User
Review Source
Vista if a powerful ERP system that allows our company to manage the demanding needs of the construction industry. Vista helps us track subcontracts and change orders easily. The reports are easy to understand and modify to our needs. Vista has made it easy to track the progress of jobs in one report.
  • There is great flexibility with Vista. We are able to easily customize reports, fields, and tables to fit our needs.
  • The end user help website is a great tool to learn more.
  • Paperless. We have been able to go paperless. There is no longer a need to pull documents from a file to create reports.
  • Can be difficult to learn. There are a lot of fields and screens that need to be set up.
  • Help and support can be difficult to research.
  • There is a lot of room for errors if you do not understand the program.
Vista by Viewpoint has given us the ability to customize the program to our needs. We have multiple companies and Vista has allowed us to manage intercompany transactions easily. It covers all aspects of the construction industry. The unapproved AP process has made approves easy to manage and track. The billing module allows us to customize invoices at a customer level.
Read Mary Soffner's full review
CHE CHAVEZ profile photo
June 03, 2019

Vista Review - I like it

Score 7 out of 10
Vetted Review
Verified User
Review Source
My company uses Vista by Viewpoint to track cost, change management, invoicing, and hourly employee time entry. I use it to create subcontractor change orders, owner change orders, and approve invoices. I have used it with another company to track RFI's, submittals, meeting minutes, and transmittals.
  • Vista has the ability to customize columns, and this helps save time when processing charge items. It is valuable to be able to find the information that you want, where you want to find it.
  • When learning how to use the product it is very forgiving. If a mistake is made it can be easily fixed.
  • Approving invoices is a snap. The viewer in Vista allows me to see the invoice and approve or reject the invoice. I know that my company has worked hard to customize this feature for our needs. I know that the team involved with the transition to Vista worked closely with Vista and is still working to make enhancements for invoice tracking.
  • There are some redundant clicks that could be reduced. For instance, when adding an item while creating an ICO or XCO a popup window opens that says an item has been created with a close button. It's not a big deal, just an extra click or 2 that is not necessary.
  • Sometimes it is not clear if you are in the list pane of the item pane. Depending on which pane you are in certain features will not work, but the appearance does not change if you are in either pane. Again, not a big deal just a few unnecessary clicks.
  • When going to print out a report sometimes the form populates the wrong project information and you do not notice it until you have run the report.
Vista is well suited for change management. I am to understand that where Vista gets into trouble is with negotiated contracts with multiple funding sources. I think it is great once a project is set up correctly.
Read CHE CHAVEZ's full review
Allison Whitman profile photo
May 31, 2019

Vista by Viewpoint-Complex but Excellent at Cost Tracking at the Job Level

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Viewpoint across our whole organization (minus workers in the field). We are in the Process of Implementing Field Management where we will have even more users inputting data into the system. Viewpoint allows us to track costs, quantities, and so much more from the field. We then can calculate cost and revenue projections at project completion to make sure we are staying on budget. We input data into many different places, and all of that information can feed into one report that gives us a snapshot of how each project is doing month to month.
  • Customer Support via Clearview. The ability to research issues we are having and try to resolve them ourselves through Clearview is invaluable. I have often been researching one issue or hang up I was having, and learned a few other things I didn't know through this system.
  • Customization of reports - the ability to have reports written in this system to give us access to information all on one report is great! There are so many standard Viewpoint reports as well.
  • Ease of fixing mistakes. Being able to bring something that has been posted back into a batch to fix has been wonderful as we are all human and make mistakes. There are not too many times that we actually have to call Viewpoint for support when we cannot fix something ourselves.
  • Writing Crystal Reports is not easy. You either have to have someone really knowledgeable on staff or source it out. Sometimes it can be pricey for custom reports.
  • Support callbacks. It depends on the time of year, but sometimes it takes a week to get a call back if it is not "Urgent".
  • PO Receipts Module. We gave this a try at our company and it has been a pretty big disaster. We are trying to "undo" it all now because it is not functioning how we envisioned. And there is not much information out there on it. It's almost as if it was an afterthought and not developed very far.
Vista integrates well with our estimating software. I am in charge of dumping budgets from HCSS into Viewpoint and formatting it all. Most of the time, it doesn't take a whole lot of work to get it set up.

Cost tracking is incredible in Viewpoint. We can always figure out what our cost is at a given month by running reports. Also with projecting future costs and revenue to determine our profit on any particular project.
Read Allison Whitman's full review
Andy Gagliardi profile photo
May 23, 2019

Vista Reports: Functional and Robust!

Score 7 out of 10
Vetted Review
Verified User
Review Source
Vista by Viewpoint is being used across our entire company. Our accounting department uses it for accounts payable, accounts receivable, payroll, financials. Our purchasing department uses it for the purchase orders, our human resource department uses it for safety training tracking, onboarding, and record keeping. Operations use it for work orders and fleet management.
  • Lots of useful reports out of the box.
  • Ease of use and navigation.
  • Ease to modify existing reports to fit your needs.
  • Support can take some time to get back with you, but they are currently working on that.
  • The knowledge base is a real mess, unorganized, and it's sometimes hard to find the answers you are looking for.
Vista by Viewpoint is well suited for companies that are looking to be able to drill down and run reports right out of the box. There are hundreds of standard reports that allow you to drill down into pretty much anything you want to query. The ability to easily modify these reports also helps to get a custom feel that we have grown to like.
Read Andy Gagliardi's full review
Craig Lundskog profile photo
May 10, 2019

Vista a viewpoint of the future

Score 9 out of 10
Vetted Review
Verified User
Review Source
Vista by Viewpoint is GBI's go to software to manage all aspects of our company, from AP to PM to PR to GL and all that is in between. It helps with increasing our cash-flow, our project profitability, employee - development, empowerment, and fulfillment. HR Management, Field Management, and Financial Controls solutions are exactly what our field employees and managers have been screaming for. I often hear "They Just Work!" and "They are so easy to learn and use!" from our field employees
  • Accountability through approvals - solutions are designed to easily approve all project costs by Projection Management.
  • Fully Integrated Solutions - from estimating, to engineering, to preconstruction, to job-kickoff, to hiring, to employee development, to job management, to financial controls, to financial report it is all integrated and "it all works together!"
  • Constant Improvement - Viewpoint is constantly staying up to date with new innovations.
  • APIs - easier application programming interface with the outside world.
  • Customer Serve - is improving, but not fast enough - love the new hire!
  • Can only think of 2 - sorry!
Small to Med sized companies is Vista's sweet spot. It is still improving and growing with Larger companies.
Read Craig Lundskog's full review
Chris Gibbons profile photo
May 07, 2019

Vista by Viewpoint - A one-stop-shop

Score 9 out of 10
Vetted Review
Verified User
Review Source
Vista by Viewpoint is being used as the primary Accounting and Job Costing software for the entire organization. It solves the need for record keeping, vendor payments, Human Resources, payroll, Billing & Collections, Cash Management, Inventory, Purchasing, Service, GL, Job Costing and Project Management. It also serves as the solutions for managing subcontractors, vendors, customers. Also, it is our main document management resource.
  • The one-stop-shop mentality has been the number one reason our organization continues to utilize Vista by Viewpoint.
  • We also appreciate the continued effort to become a more efficient platform with a shift to providing more resources for the field.
  • Lastly, we appreciate the customer support. It has come a long way in the last 10 years; however, their support has remained in line with their growth.
  • There are times, where I had a question on how to set something up because Vista is very customizable; however, it's considered billable time; so I end up having to figure it out on my own in order to avoid the added expense.
  • Sometimes I think there are too many forms in order to get something set up. There seems to be a lot of open and closing. It would be nice if some of the processes were consolidated into one form.
  • Sometimes the sales staff can be over the top. I probably get at least 3-5 sales calls from Viewpoint every month for additional features/products that they are offering.
Viewpoint is well suited for a one-stop-shop Accounting and PM Accounting software program. I would say Vista would be less appropriate for smaller contractors who do less volume. Viewpoint offers other software programs for subcontractors or general contractors who have revenue amounts less than $10 - $20M per year or so.
Read Chris Gibbons's full review
Will Mann profile photo
May 02, 2019

Accounting and Job Cost Powerhouse

Score 7 out of 10
Vetted Review
Verified User
Review Source
Vista is currently being used by our Accounting, Admin, and Division team leaders. Division leaders use the Job Cost and PM modules for project accounting. The implementation of Keystyles has allowed us to provide all of our employees access to information inside Vista such as earnings, W2, personal information changes, timecard entry.
  • Job cost accounting.
  • Payroll.
  • Project Management.
  • Web-based platform.
  • Mobile applications.
  • Document management.
Vista is a very robust accounting package and job cost modules. Definitely well suited for large contractors, specifically heaving highway customers. Vista is less appropriate for smaller companies and subcontractors.
Read Will Mann's full review
No photo available
June 01, 2019

Small company review

Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Vista by Viewpoint across the whole company. We use it for all of our finances including payroll . We also use it for our equipment management and job costing.
  • Vista by Viewpoint understands how the flow of information needs to happen for construction. No matter how big or how small you want to track information, Vista by Viewpoint will have you covered.
  • Vista by Viewpoint keeps up on new legislative needs for the employers. When new laws or regulations are implemented, Vista is right there.
  • Vista by Viewpoint is a front runner on technology. They always seem to be right on time.
  • There are some state specific laws and regulations regarding employees that Vista by Viewpoint hasn't implemented the new changes. So a work around has to be done.
  • We are a small company and some of the products seem to be geared to larger companies. For a large company who will utilize all that Vista by Viewpoint has to offer, the pricing may seem small. We don't need all of the amenities, but pay for them.
Once payroll is entered, the labor and equipment is ready on the job detail. When entering invoices from our vendors, the detail is immediately ready on the job detail. We can easily track our costs on jobs.
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May 17, 2019

Trust Radius Review 2019

Score 10 out of 10
Vetted Review
Verified User
Review Source
We are using Vista by Viewpoint across all of our companies. It helps make the process of transferring information from the field to paper a lot easier and organizes information promptly.
  • Sets up and organizes projects that we are currently working on. In PM Projects you can set up new jobs that we are working on in the field and can manipulate the breakdown of each cost code.
  • Make information easily accessible. Whether it's AP, job cost, or project management, all of the programs are available in the most convenient way.
  • Utilize crystal reports to create timely billing information that can be organized in whatever way you desire.
  • Needs more font sizes.
  • Undo options.
  • T&M customization options.
Viewpoint is well suited for job setup and creating reports. We can track our costs in a timely and organized manner. Viewpoint by Vista is not well suited for T&M Billing, as we have found many issues with setting up specific T&M invoices. We can't break down each category in the manner that we are aiming for.
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May 16, 2019

Vista by Viewpoint: An Adaptive Solution for Growing Companies

Score 9 out of 10
Vetted Review
Verified User
Review Source
Vista by Viewpoint is our central accounting software used throughout the majority of the company (i.e. Vista is used by all office employees. field employees generally do not have access to the software as it is unnecessary). Vista facilitates many of our processes such as accounts payable, accounts receivable, project management, etc.
  • I find it particularly useful that Vista allows the user to code and create different reports, tailored to a company's needs.
  • I like how many modules, programs, and reports are available. I can typically find everything that I need for a project without having to create a custom report.
  • Vista does not currently have a function in which an administrator can "close" a past period for the general users and keep the period "open" for a select number of users. In order for our controller to perform his month-end tasks, he must keep the period open to all users and this has occasionally caused problems when someone accidentally posts something in the incorrect period.
I feel like Vista by Viewpoint is especially well suited for the construction industry. However, I feel like a more simple software option is appropriate for a smaller construction company. Only once the company has begun to grow do I feel like Vista is a more appropriate solution.
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May 15, 2019

All for One and One for All

Score 9 out of 10
Vetted Review
Verified User
Review Source
We have implemented Viewpoint across the board, and it is our sole accounting software. We use it for HR/PR/AP/PO/AR/EM/Jobs/Contracts/PM/Inventory and much more. We love the flexibility. We can add custom fields onto any of the standard forms. We can also build custom databases that can link to everything else.
  • Viewpoint is great at letting you cherry pick the modules you want or don't want and they all work great together.
  • Security is really great and easy to implement and maintain.
  • Availity to add custom fields to any form is a game changer. No cookie cutter here, everything can make Viewpoint what they need it to be.
  • Support is hit or miss. They have grown tremendously over the last few years and their support staff has not grown with them. The quality is good, but the timing has grown over the years. However, they are trying to supplement with more online resources.
  • Their Service Management module has really grown over the years; however, it can be difficult to use because there are too many options and not everything is as intuitive as other things.
Viewpoint's flexibility with modules and custom fields make it well suited for just about any industry. I cannot see a scenario that Viewpoint would not work well.
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May 08, 2019

Good Overall EPR with PM Software

Score 7 out of 10
Vetted Review
Verified User
Review Source
We use Vista by Viewpoint as our ERP and PM system. It is used for our accounting, finance, operations and PM departments.
  • Customization: we can customize all data input forms, create any custom reports with Crystal and/or SSRS, as well as new tables that we need to track data in.
  • Job Cost: it's very detailed to track costs per job, no matter where the cost originated from.
  • Import module: has an import module that can be scheduled off hours to import data.
  • Accounting: It would be nice to be able to INQUIRE on entries to see the GL posting, applied payments etc, vs having to add them to a batch
  • PM: there are many forms in PM but some don't seem to have the same functionality or integrate with each other
  • PM Pending Change Orders: this form is extremely complicated and takes many steps to approve and post changes.
It is a solid, all-in-one solution for those requiring a PM solution with accounting. If the accounting is complex, it wouldn't be adequate, however.
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May 07, 2019

Vista by Viewpoint Review

Score 4 out of 10
Vetted Review
Verified User
Review Source
Vista is being used as our Construction Management Software across the entire company. Last June we also purchased Keystyle which was then purchased by Viewpoint. We use all Modules except for the Service Modules and the Resouce Modules. We use Viewpoint to address the majority of our business problems, we have put a lot of customization into Viewpoint. We have 500+ Custom reports along with many user-defined modules/tables.
  • Track Jobs - the PM Module allows tracking of a job.
  • User Defined Database - My sell on Viewpoint was how easy it was to add custom fields/tables and even create custom procedures for areas where Viewpoint did not have a module for that.
  • Equipment Tracking - Equipment Tracking is done very easily in Viewpoint.
  • Safety Training - Viewpoint tracks/compiles training however the reports are basic. We need to be able to see training by looking at a job and the employees on the job for certain training classes and seeing if the class is expired, missing or current. The entire safety training could use an overhaul.
  • PM PO Change Orders - this needs to be added into the PO Work Flow for the PM Side. There is not a way to do a change order and keep it in the PM PO Workflow.
  • Employee Info - A picture on the HR Resource Master would be great, then allow to print badges from there and also assign each employee a QR Code so the QR Code can be scanned for training or to get a list of the person's training.
Viewpoint Support - The support side for Vista is lacking in the amount of time it takes for a response and then also the time it takes to get the issue resolved.

Recently, I've had a ticket open for 2 weeks with no response, I had to go to the support manager to get a response. The longest ticket I had open with no response was 13 weeks, which is not acceptable. Also, Support needs to pay attention to time zone's and not call, leave a message and then send an email about how they can't get a hold of you and will close the ticket if they do not hear from you the next day.
Viewpoint support is also very poor at keeping issues/cases updated on their side. It would be nice if I could go in and look at the issues/cases and see what Viewpoint is doing so I do not have to ask for a status update all the time.
Support also does not read the information that is sent in on a ticket, they will send me links to articles in Clearview that are not even related to the problem submitted. Also if I add screen prints or attachments when I do get a follow up from support they always ask for me to submit screenshots because they cannot see them, even though I have submitted them with the initial ticket.
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May 02, 2019

Vista is great for cost accounting

Score 8 out of 10
Vetted Review
Verified User
Review Source
It is being used by our Project Management team and our Accounting team. It addresses cost accounting, project management, job cost, accounting, and contract management.
  • Accounts Payable: the review process is the best.
  • Cost Accounting: being able to cost to projects and forecast projects.
  • Job Billing: able to do time and material and progress billings.
  • RFI's and Submittals: hard to communicate with outside sources.
  • Service Management: I feel they are improving.
  • Overall: not a web-based software.
Vista by Viewpoint is great for cost accounting as the database system is complex and flows from one module to another. You can write subcontracts, track them, cost them, pay them, and forecast them all within one software.
Submittals and RFIs are a big turn off for Vista, the ability to communicate with outside sources is not possible. In a tech world, Vista not being web-based is an issue for younger generations.
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May 15, 2019

User-friendly and versatile!

Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Vista by Viewpoint in our accounting department - Accounts Receivable, Accounts Payable, Cash Management, General Ledger, Payroll, Human Resources, as well as Equipment Management, Inventory, Job Cost, Material Sales, Project Management, and Purchase Order.

We have found Vista by Viewpoint to be user-friendly and very versatile with the ability to create user defined fields.
  • User defined fields can be created in all modules.
  • The ability to sort and filter when viewing grids of information.
  • The import feature made converting our existing information very easy.
  • The Clearview website is available to answer many questions and for training as well.
  • The suggestion box is awesome if you have ideas for improvements.
  • It would be nice to have a simple export to Excel.
  • We would like to see an app available for individual remote time card entry on a phone. Vista is working on one but we have not found it usable yet.
Vista by Viewpoint is very user-friendly and versatile. However, reporting to Excel is a challenge.
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Mike McKeown profile photo
February 09, 2019

Vista by Viewpoint, Moving our company to bigger and better places

Score 8 out of 10
Vetted Review
Verified User
Review Source
We are using Vista by Viewpoint as our Construction Accounting Software for everything from changes, to subcontractor management, to purchase orders, projections, accounting, and payroll. It is being used by the management side of the company. It addresses the needs for our Project Managers to run successful projects for the company.
  • Allows us to track change proposals to change orders.
  • See costs for different phase codes.
  • Review projections for costs and profit.
  • The change order numbering goes back to 1, this is very confusing.
  • There are times that you need to do extra steps to do one item.
  • Having to interface the costs before they all show up is tedious.
It has been helpful to track numerous change proposals that turn into many change orders issued by the Owner. We can easily then issue subcontractor change orders without doing many additional steps. This saves on time and the chance for errors to be made. The costs are easy to find and drill down through.
Read Mike McKeown's full review
Angelique Hamm profile photo
August 24, 2017

Amazing Service & Support Team

Score 7 out of 10
Vetted Review
Verified User
Review Source
It is used across the entire organization. Was purchased to tie in all job costing and accounting with contracts, change orders etc. Before Procore - the majority of "construction" software is dressed up accounting software that doesn't really ever deliver 100% of whats needed. Viewpoint has the ability to satisfy what we were looking for at that time.
  • Tracking
  • Easy Data Entry
  • Easy Check Run ability
  • Built In reports for any module outside of budget accounting are uninformative
  • Mobile access LACKS / Non Existent
  • Not engaging
I give it a 7 as the Viewpoint support staff BRINGS IT! Excellent excellent customer service and support.
After all of the software transition headaches were over and Viewpoint was implemented company-wide- we really started to see a difference in the at hand information we could produce for spur meetings or for end of year close outs.
Read Angelique Hamm's full review

Feature Scorecard Summary

Plan distribution & viewing (6)
6.6
Plan markups & sharing (6)
6.3
Issue tracking & punchlists (10)
6.0
Photo documentation (9)
6.7
Jobsite reports (11)
7.1
Document sharing (11)
6.4
RFI tools (9)
5.7
Collaboration & approvals (9)
5.7
As-built drawings (5)
5.9
Mobile app (6)
6.3
Submittal design and management (7)
5.9
Takeoff tools (3)
8.3
Job costing (7)
8.5
Cost databases (6)
7.7
Cost calculator (5)
7.2
Bid creation (4)
8.1

About Vista by Viewpoint

Vista by Viewpoint is a comprehensive construction accounting software that is designed to help contractors manage all areas of their business.
Categories:  Construction

Vista by Viewpoint Technical Details

Operating Systems: Unspecified
Mobile Application:No