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Filter 67 vetted Vista by Viewpoint reviews and ratings
Reviews (1-25 of 32)
December 30, 2019
Vista - A Good Tool For Your Toolbox
Vista by Viewpoint is used across the company. This includes core accounting functions such as AP, AR, Payroll, GL. It is used by Operations for project cost controls and purchasing, field time collection, and progress tracking. Our service department uses the Service module for dispatching, work order logging, contract management and customer billing. An extensive Safety program has been built on the software, which allows full integration with project and employee info.
- Being on a Microsoft SQL platform enables easier development and integration with 3rd party software.
- It has a very flexible User Defined fields and tables system to allow customizing to the user's needs without breaking standard features.
- Security management is very granular.
- Its history is that most entries are transaction-based, requiring batch processing. Some of these could be moved to background batch processing so the batching would be more transparent to the user.
- More data needs to be available on mobile devices. They are making a move in this direction, which is good.
- Some screens allow flexibility of viewing data in grid views, but the export of this data to Excel could be improved. This is mostly seen in Workcenters.
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.
Viewpoint is used by our operations and accounting departments. We use it for most project management functions such as all subcontractor invoicing and client billings. Viewpoint has allowed the company to all use a common system.
- There are a lot of customization options, especially in the reporting function.
- It links different modules together, I.E you can only write change orders to subcontractors that have subcontracts on your job.
- It allows us to collect data and report on it, for example, we can see invoicing by business unit or by project executive, etc.
- Some parts of Viewpoint are not the most user-friendly and it takes time to get used to the program in order to use it fully.
- There are error loops you can get stuck in when making an accidental error.
- Viewpoint works well for lump projects but the billing and invoicing does not lend itself to CM jobs.
February 14, 2020
Vista 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.
December 11, 2019
Vista by Viewpoint Review - Developer's Haven
We utilize Vista throughout the entire organization to managing our GL, AP, AR, EM, JC, JB, PM, HR, IM and UD. We have been using Vista with integration to our field data capture for over 5 years. Vista gives ample methods for getting external data into the application, which is very useful during initial setup as well as ongoing integration.
- Vista's batch processing method makes it simple to locate issues and identify the root cause.
- Customization with the core product, and more so with the UD module, are simple, maintainable throughout the upgrades and virtually self documenting.
- Support for more complex issues could be addressed faster.
We use Vista mainly for accounting, our whole organization inputs data but the accounting department are the #1 users in our company. It keeps our project managers on-time and on-budget for our projects by displaying any issues before they become huge problems. Reports and dashboards keep us office folks up-to-date on what's happening in the field.
- Fully customizable, it can do anything you want and be tailored to your business.
- Real-time data.
- Detailed data, you can see where every penny is going.
- Takes a lot of time and effort to set up to get running.
- Online answers can be a little difficult to find for the average user.
- The non-computer person will need a LOT of training to use Vista.
- There are quite a few bugs we run into but they are generally fixed on following releases.
November 19, 2019
Vista (and Keystyle) review
Vista is currently being used mainly by our office staff, but as we implement Keystyle and Viewpoint Team, it's moving across the entire company. Viewpoint itself is very customizable. We've added plenty of additional fields and some tables. Keystyle is amazing. Keystyle is allowing us to go more and more paperless, while also pushing documents directly into Vista. Team we've just purchased, so I can't go into that much, but it should be extremely helpful for our field.
- Customizable -- endless user defined fields and tables can be added, among other things.
- Paperless -- eventually, but it's definitely helping!
- Expense and invoice review process can be done from anywhere, anytime (formerly Keystyle)
- Speed of major updates and fixes could be faster. Every 6-9 months for major updates is longer than I'd prefer.
- Clearview, aka their knowledgebase, doesn't search very easily.
- Crystal hasn't been updated in eons, which clashes with one of our other programs (FAS Asset Accounting).
- Expensive! Great software, but it's expensive.
We use Vista as our ERP. Our operations team also uses the product for project management. It is used at our corporate level for accounting and payroll. Each branch uses it for purchasing.
- Purchase orders by Job. You can manually upload large POs rather than typing them out line by line.
- Reporting. Vista comes with many valuable reports. You can also create custom reports and design anything you might need.
- AR/AP transactions are easy to create and track.
- Security setup. There are many places to remember to add/remove and update securities. It would make more sense to have one place.
- Standard Reports: depending upon the tables that are pulling data, the financial numbers can be different. You must really know what you are looking at and for to understand what the report is including.
- Customer Support: Many times it takes several responses back and forth before the issue is escalated or resolved.
Vista is a great software that allows users to easily enter and access information pertinent to their roles. Vista also has a great tool that allows users to search a database of information and see tutorials based on what they are searching for. The customer service is not the best at times, so this database of information is very helpful.
- Time entry.
- Benefits management.
- Customer service - Timeliness.
- Better support for 401(k) Roth plans.
We use Vista by Viewpoint (VP) across all departments. It has created a lot of efficiencies and collaboration. We came from a 2 system environment which created a lot of duplicate work. We also use VP Team.
- Collaboration
- Cloud
- VP Team needs reporting for external users
February 25, 2020
Vista by Viewpoint may be the right solution for you, but shop around before committing.
Vista by Viewpoint is used as our main project management software. Project Managers, Project Engineers, Project Assistants, & Project Accountants are the main daily users, but other users have access to the software and occasionally will utilize it. The problem it is used to address is documentation and project management through the course of a construction project. It excels in some instances but falls short in others.
- Uniform processes and controls between different parts of the company, and different projects
- Customization and ability to provide as much or as little information as desired
- Very outdated interface
- Little to no onscreen help or directions to help guide users
Mostly used for accounting purposes and to issue PO.
- Payroll system is outstanding. Easy to enter time and send out paycheck stubs.
- Issuing purchase orders. Track budgets for individual jobs.
- WIP reports, timely financial data.
- Areas of improvement: equipment program use and trying to find solution through learning.
- Imports: not as easy as the knowledge based leads on.
- Crystal Reports is confusing even after completing the training on the subject.
November 21, 2019
In the right environment, Vista is a solid solution
Vista is our company wide ERP. We utilize almost all the modules of the core product such as Accounting, HR, Job Cost, Project Management and many others. In addition we have purchased several of the add-on integrated solutions to compliment the product such as Team, HR Management, Field Management and cloud hosting in the VEC environment. Through Vista and the add-ons almost every person in the company uses it daily or weekly.
- Job Cost module is strong, many controls yet still user friendly and functional.
- Certified payroll is done particularly well.
- The cloud hosting solution has been a positive experience, eliminating much of our on-premise cost and headache.
- PO module can be very 'sensitive' and problems/issues are hard to resolve.
- 2-way communication with add-on solutions versus 1-way, can create out of sync data between Team and Vista PM.
- Work Centers are horribly clunky and customization of views and grids doesn't work, especially for Service.
November 21, 2019
Good Construction Management Software
We use Vista by Viewpoint for a number of situations by various departments in Great Basin Industrial. Accounting uses Vista to track and report all of the data that is used for decision making. On the operations side, our remote office managers and their staff use Vista to enter in and track information that is pertinent to their departments.
- Reports and report manipulation.
- Organization of modules.
- Customization of data entry programs.
- Speed in loading programs (which may be a non-issue with current updates).
- The ability (or lack of such in some cases) to interface easily with products that Viewpoint doesn't sponsor.
- Customer service was poor in some cases but appears to be making special improvements.
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.
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
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.
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 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.
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.
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 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!
May 07, 2019
Vista by Viewpoint - A one-stop-shop
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.
May 02, 2019
Accounting and Job Cost Powerhouse
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.
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.
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.
Vista by Viewpoint Scorecard Summary
Feature Scorecard Summary
About Vista by Viewpoint
Categories: Construction
Vista by Viewpoint Technical Details
| Operating Systems: | Unspecified |
|---|---|
| Mobile Application: | No |