Overview
What is Vista?
Viewpoint’s Vista is a construction accounting software. Vista’s core accounting features include accounts receivable and payable, general ledger, payroll and time management, and cash management. It also provides tools for document management, including document templates and reporting.
Viewpoint Vista Improves the connection between the Accounting and Project Management
Vista Reports: Functional and Robust!
Vista Is Great!
Vista by Viewpoint Makes All the Difference
Viewpoint Vista supports our vision.
Viewpoint Vista
Overall good.
Viewpoint is great, Project Site desperately needs work
User friendly!
A little too intricate
Review of Vista
Vista by Viewpoint Review
Viewpoint From Start to Finish
Vista is a great tool for the right size company.
How Vista Differs From Its Competitors
Data-Driven Decision Making
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Project Operations - issue of PO - PO Service - Subcontractors - after issue show real time committed cost.
Change orders are track with and separate from contract items - to give the true picture.
Projections if …
Data-Driven Decision Making
Data-Driven Decision Making
Data-Driven Decision Making
Awards
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Popular Features
- Direct deposit files (24)8.888%
- Pay calculation (24)8.888%
- Standard reports (29)7.979%
- Custom reports (26)7.676%
Reviewer Pros & Cons
Pricing
What is Vista?
Viewpoint’s Vista is a construction accounting software. Vista’s core accounting features include accounts receivable and payable, general ledger, payroll and time management, and cash management. It also provides tools for document management, including document templates and reporting.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Features
Payroll Management
Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.
- 8.8Pay calculation(24) Ratings
Pay calculation provides for computation of employee pay with state and federal deductions.
- 7.7Benefit plan administration(18) Ratings
Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.
- 8.8Direct deposit files(24) Ratings
Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 7.1API for custom integration(6) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 7.6Plug-ins(5) Ratings
A number of third-party plug-ins are available to expand the core functionality of the software.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 8.3Single sign-on capability(11) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.1Role-based user permissions(13) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 8.3Dashboards(24) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 7.9Standard reports(29) Ratings
The software offers pre-built reports with metrics standard to the category.
- 7.6Custom reports(26) Ratings
Users can create custom reports.
General Ledger and Configurable Accounting
Financial management solution, including capabilities for general ledger and configurable accounting
- 8.2Accounts payable(18) Ratings
This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.
- 8Accounts receivable(15) Ratings
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
- 7.3Global Financial Support(1) Ratings
Account using multiple ledgers, multiple currencies, and multiple entities
- 8.2Primary and Secondary Ledgers(1) Ratings
Record and report across multiple currencies and accounting standards with primary and secondary ledgers
- 8.2Journals and Reconciliations(13) Ratings
Automate and synchronize ledgers and processes
- 8.3Configurable Accounting(14) Ratings
Configure accounting rules and segments for each chart of accounts
- 7.7Standardized Processes(17) Ratings
Centralize financial management to facilitate standardized financial processes
Inventory Management
The ability to track and manage the flow of goods or materials into and out of an inventory.
- 7.4Inventory tracking(6) Ratings
The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.
- 7.3Automatic reordering(2) Ratings
The software can be set up to automatically reorder a good when it falls below a certain threshold.
- 7.6Location management(4) Ratings
The software can track multiple goods across multiple locations.
Order Management
The ability to process orders, and track them from quote to cash.
- 7Pricing(6) Ratings
Users can set up complex and unique pricing requirements.
- 7.6Order entry(8) Ratings
Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.
- 7.6Cost of goods sold(8) Ratings
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
- 7.5Order Orchestration(5) Ratings
Define and execute order fulfillment processes for products as well as services on the same order.
Subledger and Financial Process
Revenue management solution including capabilities for subledgers and financial processes
- 8Billing Management(13) Ratings
Access role-based billing work area, perform discrete and recurring billing
- 7.8Cash and Asset Management(13) Ratings
Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments
- 7Travel & Expense Management(7) Ratings
Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement
- 6.9Budgetary Control & Encumbrance Accounting(8) Ratings
Control spending at any budget level or time interval
- 7.8Period Close(11) Ratings
Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration
Project Financial Management
Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.
- 7.3Budgeting and Forecasting(1) Ratings
Establish project budgets and forecast future project financials
- 9.1Project Costing(1) Ratings
Standardize, track, and control costs at all project phases
- 9.1Cost Capture(1) Ratings
Capture costs including those for procurement, financials or time and labor, including from external systems
- 7.3Customer Contract Compliance(1) Ratings
Associate projects or tasks with customer contracts, and lines within contracts, to meet billing terms
- 7.3Project Revenue Recognition(1) Ratings
Recognize project contract revenue in line with accounting policies and regulations
Project Execution Management
Project execution management solution including capabilities for project scheduling, resource management, and team member task management.
- 7.4Task Insight for Project Managers(7) Ratings
Project manager visibility into task progress of team members
- 6.5Project Mobile Functionality(8) Ratings
Capabilities for project functions such as updating and monitoring task progress and timecards from mobile devices
Procurement
Procurement management solution with capabilities for sourcing, contracting, procure-to-pay and supplier management
- 7.5Contract Authoring(6) Ratings
Document authoring with guided navigation, negotiation templates and productivity tools for reviews and collaboration
- 7.7Contract Repository(6) Ratings
Secure and searchable contract repository leveraging standard company language components, structures and formats
- 6.8Requisitions-to-Purchase Orders Integrated(7) Ratings
Create touchless purchases using purchase orders generated automatically per rules from approved requisitions
- 6.7Supplier Management(5) Ratings
Broadly manage and report comprehensive supplier profiles, capabilities and performance; identify bottlenecks; balance allocations, workloads
Supply Chain
Supply Chain Planning solution with capabilities for planning, performance monitoring, change responses and execution.
- 7.5Inventory Planning(4) Ratings
Establish projected inventory levels, monitor actual levels and compare with projected levels
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Vista?
Vista Features
General Ledger and Configurable Accounting Features
- Supported: Accounts payable
- Supported: Accounts receivable
- Supported: Journals and Reconciliations
- Supported: Configurable Accounting
- Supported: Standardized Processes
Subledger and Financial Process Features
- Supported: Billing Management
- Supported: Cash and Asset Management
- Supported: Travel & Expense Management
- Supported: Budgetary Control & Encumbrance Accounting
- Supported: Period Close
Inventory Management Features
- Supported: Inventory tracking
- Supported: Automatic reordering
- Supported: Location management
Order Management Features
- Supported: Pricing
- Supported: Order entry
- Supported: Cost of goods sold
- Supported: Order Orchestration
Payroll Management Features
- Supported: Pay calculation
- Supported: Benefit plan administration
- Supported: Direct deposit files
Reporting & Analytics Features
- Supported: Dashboards
- Supported: Standard reports
- Supported: Custom reports
Customization Features
- Supported: API for custom integration
- Supported: Plug-ins
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
- Supported: User-level audit trail
Project Financial Management Features
- Supported: Budgeting and Forecasting
- Supported: Project Costing
- Supported: Cost Capture
- Supported: Capital Project Management
- Supported: Customer Contract Compliance
- Supported: Project Revenue Recognition
Project Execution Management Features
- Supported: Task Insight for Project Managers
- Supported: Project Mobile Functionality
Procurement Features
- Supported: Contract Authoring
- Supported: Contract Repository
- Supported: Requisitions-to-Purchase Orders Integrated
- Supported: Supplier Management
Supply Chain Features
- Supported: Inventory Planning
Additional Features
- Supported: Takeoff Tools
- Supported: Cost databases
- Supported: Bid Creation
- Supported: Job Costing
- Supported: Cost Calculator
- Supported: Plan distribution & viewing
- Supported: Issue tracking & Punchlists
- Supported: Jobsite Reporting
- Supported: RFI Tools
- Supported: As-Built Drawings
- Supported: Submittal Design and Management
- Supported: Specifications
- Supported: Plan Markups and Sharing
- Supported: Photo Documentation
- Supported: Document Sharing
- Supported: Collaboration & Approvals
- Supported: Mobile App
- Supported: Meeting Minutes
- Supported: Change Orders
- Supported: Support for External Payroll Vendors
- Supported: Compliance Data
Vista Screenshots
Vista Video
Vista Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | , |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(137)Attribute Ratings
- 8Likelihood to Renew17 ratings
- 8.6Availability4 ratings
- 8.2Performance4 ratings
- 6.7Usability21 ratings
- 5.2Support Rating28 ratings
- 8.6Online Training2 ratings
- 9.1In-Person Training2 ratings
- 6.3Implementation Rating8 ratings
- 8.2Configurability4 ratings
- 8.6Product Scalability4 ratings
- 7Ease of integration41 ratings
- 8.6Vendor pre-sale2 ratings
- 8.6Vendor post-sale2 ratings
- 8.6Professional Services2 ratings
- 8.2Contract Terms and Pricing Model2 ratings
Reviews
(1-25 of 76)Implementation Team is most Critical.
- Gives us real time inventory updates when used properly.
- Allows for integration between other software's.
- Good customer support.
- Their payroll module is terribly slow and very clunky.
- Job costing parameters are very strict and limited.
- Each module interface has too many forms and screens.
- There is too much flexibility regarding where to put information into the system. There isn't one place to do anything, which creates confusion for staff.
- Organization of Information
- Communication or connection between departments
- Helps Simplify Project Management Issues
- System is so large and detailed that there are multiple ways of doing things. Being trained and setup using that one method would be very helpful.
- Some functions do not have a very detailed help section.
- There is some large confusion with interfacing and initializing. These steps may need to be trained on more heavily.
This system would be overkill for a company with fewer that 50 employees in my mind.
Vista Reports: Functional and Robust!
- Lots of useful reports out of the box.
- Ease of use and navigation.
- Ease to modify existing reports to fit your needs.
- Very easy to customize
- 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 Is Great!
- 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.
Vista by Viewpoint Makes All the Difference
- AP Reviewer Approvals
- Intercompany Journal Transactions
- Cash Management Bank Reconciliations
- Pay Apps
- Hundreds of reports
- Equipment Management usage
- Job Costing from several different sub-ledgers (AP, Subcontracts, Equipment Management)
- Equipment Maintenance Scheduling
- Make Project Management more user-friendly
- Financial reporting within the software
Viewpoint Vista supports our vision.
- Month-end and year-end closing.
- Electronic payment to vendors.
- Integration between multiple modules.
- A more robust HR module.
Viewpoint Vista
- I love how Viewpoint Vista is easily customizable for our business needs.
- Viewpoint Vista has a great online help and knowledge base that makes learning the system a breeze.
- Viewpoint Vista integrates project management and accounting extremely well.
- When updates are pushed out, it usually breaks things. I feel like updates need more testing before being implemented.
Overall good.
- detailed reports
- many features and able to customize them to our needs
- functions easy to figure out/understand
- I found that its not easy to learn, not very user friendly
Looking forward to start using it for quoting, bidding and other departments in our company.
- Job forecasting
- Job Costing
- Performance analysis
- Project Site is a mess, it does not work nearly as well as Procore
- It isn't easy to find exactly what report you are looking for, the module based system appears outdate.
User friendly!
- Keep records.
- I think submitting invoices is clunky at times.
- I wish users were able to add fields to reports.
A little too intricate
- Organizes Jobs Well
- Offers many distinct categories within job sites
- It is extremely complicated for a software system, there are too many complicated steps
- Not very much training is available online
Review of Vista
- Payroll
- Forecasting
- Financials
- Reports and being able to edit
- Releases updates, test more before keep releasing updates
- AR - Cleaning up balances
Vista by Viewpoint Review
- 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.
Viewpoint From Start to Finish
- subcontract tracking
- Invoices being posted and approved by the proper people
- Running a variety of reports
- Being able to export reports
- when an invoice comes in for a PO or subcontract and it's over the dollar amount you can still enter the invoice. This should be stopped and not allowed.
- Subcontract change orders are a struggle to create and uninterface
Vista is a great tool for the right size company.
- It is a great solution for AP.
- We use it to complete payroll.
- We use it to forecast project data.
- Field time cards.
- Purchase orders and invoicing.
- Human resource controls
Love VP
- Exporting files to Excel/Word
- VP Academy Training
- Preconstruction module - needs a total make over
- vendor tracking
- move testing when releasing updates; make sure all the bugs have been removed/fixed
- would love to see some type of closeout documents program/prep to submit to Owners
- need to develop an add on program for architects/engineers for companies who are design-build
Vista Review: Great Reports and Document Management
- Document management
- Data management with custom forms.
- User interface upgrade. It has gotten much better but could still use some updating.
Viewpoint Vista Review
- jobcost
- payroll
- subcontract
- purchase order
- change orders
- preliminary notice and lien waiver tracking
Accounts Payable made easier
- Automatic invoicing is very helpful to make sure all invoices are getting entered in to the system
- Ability to have subcontracts pull up effortlessy
- Easy capability of issuing checks
- Selecting which invoices we are going to pay seems to take a lot time, cannot select multiple invoices at one time
- Cannot have two people entering invoices at the same always gives us an error code
Field management has improved!
- Field Management has proved to be helpful for payroll and field employees.
- Viewpoint Analytics helps users access reports while in the field or in remote locations without having to login to the application.
- Dealing with unapproved invoices in the portal, this saves time and makes it easier to access when in the field.
- Customization reporting is a great tool and we use heavily.
- Easier to update multiple AP unapproved invoices through the portal. We have admin users who have to code hundreds of transactions at a time, an easier way to do this would be helpful.
User-friendly and versatile!
- 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 - You Wont Regret it!
- project management
- one stop resource for construction
- Payroll, AP and billing
- HR Management
- Tools and Equipment Tracking
- Reporting
Hands down the best!
- The customer support and education is the best I've ever seen.
- Capturing financials for reporting.
- Open possibilities to new implantation!
- Linking info from AP to PO to JC, etc.
- Pricing lowered for education.
- More opportunities to earn training to help implement throughout our company.
Vista by Viewpoint: An Adaptive Solution for Growing Companies
- 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.
Vista and the Employee Portal
- Customizability
- Automatic Invoicing
- Support Center
- Another way to customize reports other than Crystal
- Simplifying the Purchase Order process