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
Data-Driven Decision Making
Data-Driven Decision Making
Data-Driven Decision Making
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
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Direct deposit files (24)8.989%
- 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.
- 8.9Direct 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.
- 7API 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
- 7.7Period 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
- 7.8Contract 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
- 6.6Supplier 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
Compare with
Reviews and Ratings
(137)Attribute Ratings
- 8Likelihood to Renew17 ratings
- 8.6Availability4 ratings
- 8.2Performance4 ratings
- 6.6Usability21 ratings
- 5.1Support 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
(1-21 of 21)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.
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.
- 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.
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.
Software you can rely on
- The ability to create your own user defined tables to collect data that is not already collected within the software
- The ability for employees to manage and view their employee records and data through the Vista HR Management module along with the timekeeping piece
- To help users manage resources and better plan equipment maintenance and purchases in the future based on past data collected
- Figure out a way to improve the cloud speed experience for data entry users
- More hands on and real life examples training videos not just videos of what the software can do and not give examples. I realize all companies are different but more examples for setup in both Vista and HR Management would be beneficial
- Support not to be so vague in their email answers when a support ticket is put in.
Vista is Awesome!
- Knowledge Base
- Reporting Functionality
- Staying Current with Todays times (payroll and HR)
- Filtering Down on the grids, giving more options
Good systems to use
- 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.
The excellent customer service - fast turnover with issues -
Viewpoint Knowledge Base - wide range of answers
Viewpoint Academy to review programs you haven't used in awhile ( this is really good for small business who have multiple task)
Accounting and Job Cost Powerhouse
- Job cost accounting.
- Payroll.
- Project Management.
- Web-based platform.
- Mobile applications.
- Document management.
Vista by Viewpoint DCM Opinion
- Unlimited Capabilities
- Robust Program
- Reports for everything
- The training needed is extensive to utilize all aspects of the program.
- The portal itself is very Windows 2000
- The help offered when encountering a problem is not always quick
Vista is the best fit for our business line!
- New employee on-boarding and personnel management
- Full spectrum accounting management (AP/AR/Payroll)
- Project management from contract award through project close-out
- Data security management, reporting and anlysis
- Equipment full lifespan management for costs, revenue and location tracking
- User Database allows for built-in customization capabilities to fit the most unique business requirements
- Additional web based functionality is needed in some areas to better support remote operations and low bandwitch sites
- Improved analytics capabilities to preclude the need for using 3rd party solutions for analytics
- Improved support for SSRS reporting capabilities in the Viewpoint Cloud environment
Over the years we have reviewed other systems to see if there is a better fit out there to support our various areas of operation in vertical construction, heavy civil construction, construction management, mosular fabrication and specialty subcontracting, and to date we have not found a better fit for our business.
The system is not perfect but it is constantly evolving and being enhanced to meet customer requests and remain in alignment with the current technologies available.
The areas where Vista is lacking are very limited; estimate imports for new projects and financial analytics are two areas which are currently being developed and we look forward to seeing what Viewpoint will bring forward in these areas.
Viewpoint definitely worth a look (view)!
- Project Job Cost Reporting
- Contract Progress Billing
- Integration of project management functions with the back office.
- Functional reporting within the software uses Crystal Reports. This requires a special expertise for customization and limits reporting flexibility
- Lack of single sign on for some of Viewpoints most recent web-based tools/functionality
- Implementation and customization of the product is challenging and requires some work.
- 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 Review
- Collaboration
- Staying Current
- Single Source
- Maybe more resources to Microsoft Azure
Vista (and Keystyle) review
- 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.
Vista by Viewpoint Review
- 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.
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.
The usefulness of Viewpoint
- 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.
Vista is very beneficial
- Time entry.
- Benefits management.
- Customer service - Timeliness.
- Better support for 401(k) Roth plans.
Vista - A Good Tool For Your Toolbox
- 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.
Viewing Vista payroll
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 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.
Vista is great for cost accounting
- 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.
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.