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
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Data-Driven Decision Making
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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
Data-Driven Decision Making
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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Odoo, from the Belgium-headquartered multinational company of the same name, is a suite of business applications for managing the sales pipeline. It also comprises a PoS and inventory management modules, scaling to a warehouse or retail management solution.
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
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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
(1-5 of 5)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.
- Accounts payable
- 100%10.0
- Accounts receivable
- 80%8.0
- Global Financial Support
- 80%8.0
- Primary and Secondary Ledgers
- 90%9.0
- Journals and Reconciliations
- 80%8.0
- Configurable Accounting
- 100%10.0
- Standardized Processes
- 90%9.0
- Billing Management
- 80%8.0
- Cash and Asset Management
- 90%9.0
- Travel & Expense Management
- 80%8.0
- Period Close
- 80%8.0
- Inventory tracking
- 70%7.0
- Location management
- N/AN/A
- Pricing
- N/AN/A
- Order entry
- N/AN/A
- Credit card processing
- N/AN/A
- Cost of goods sold
- N/AN/A
- Order Orchestration
- N/AN/A
- Pay calculation
- 90%9.0
- Benefit plan administration
- 80%8.0
- Direct deposit files
- 100%10.0
- Dashboards
- 80%8.0
- Standard reports
- 60%6.0
- Custom reports
- 60%6.0
- API for custom integration
- 60%6.0
- Plug-ins
- N/AN/A
- Role-based user permissions
- 80%8.0
- Single sign-on capability
- 80%8.0
- Award Lifecycle Management
- N/AN/A
- Budgeting and Forecasting
- 80%8.0
- Project Costing
- 100%10.0
- Cost Capture
- 100%10.0
- Capital Project Management
- N/AN/A
- Customer Contract Compliance
- 80%8.0
- Project Revenue Recognition
- 80%8.0
- Project Planning and Scheduling
- N/AN/A
- Task Insight for Project Managers
- N/AN/A
- Project Mobile Functionality
- 70%7.0
- Definable Resource Pools
- N/AN/A
- Bids Analyzed and Compared
- N/AN/A
- Contract Authoring
- N/AN/A
- Contract Repository
- N/AN/A
- Requisitions-to-Purchase Orders Integrated
- 70%7.0
- Supplier Management
- N/AN/A
- Risk Repository
- N/AN/A
- Control Management
- N/AN/A
- Control Efficiency Assessments
- N/AN/A
- Issue Detection
- N/AN/A
- Remediation and Certification
- N/AN/A
- Transportation Planning and Optimization
- N/AN/A
- Transportation Execution Management
- N/AN/A
- Trade and Customs Management
- N/AN/A
- Fulfillment Management
- N/AN/A
- Warehouse Workforce Management
- N/AN/A
- Production Process Design
- N/AN/A
- Production Management
- N/AN/A
- Configuration Management
- N/AN/A
- Work Execution
- N/AN/A
- Manufacturing Costs
- N/AN/A
- Forecasting
- N/AN/A
- Inventory Planning
- N/AN/A
- Performance Monitoring
- N/AN/A
- Proposal Management
- N/AN/A
- Product Master Data Management
- N/AN/A
- Processes have been quicker and it is easier to modify or change accounting entries than what we had previously.
- Accounting
- HR
- Payroll
- Portal - vacation requests and paystub viewing.
- Benefits administration.
- Field productivity.
- Analytics.
- Team collaboration with subcontractors.
- Price
- Product Features
- Product Usability
- Product Reputation
- Implemented in-house
- Very minimal issues.
- Online Training
- Help command.
- Menu navigation.
- Reporting.
- Power Automate
- Spreadsheet Server
- Power BI
- CAT field apps
- File import/export
- Single Signon
- Continued progress.
- Ability to automatically read payable invoices.
Vista by Viewpoint - A one-stop-shop
- 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.
- 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.
- Accounting
- Operations
- Purchasing
- Engineering
- Estimating
- We have built our own operations portal with links directly to Vista
- Not sure, but lots of possibilities
- Price
- Product Features
- Product Usability
- Product Reputation
- Implemented in-house
- I wasn't involved.
- In-Person Training
- AP Process
- Payroll Process
- Project Management
- General Ledger
- None that I know of.
- Procore
- Not at the moment
- File import/export
- New interface
- Faster load times
- Cleaner look
- I am not sure
In the right environment, Vista is a solid solution
- 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.
- Bringing all of the project management functions into a single consolidated platform has been good.
- The robust HR program with documentation of employee data as well as accidents, reviews, training, skills etc. has eliminated 3 offline spreadsheets.
- VEC has lowered our overall IT spend.
- General accounting
- Job cost
- Service Management
- Cost to completes and forecasts - most solutions don't do this well
- Purchasing control
- Inventory management
- Small tool tracking
- Price
- Product Features
- Product Usability
- Third-party professional services
- Cost of customizations
- Not enough time for all the training
- Cost to completes
- Job budget updates
- Payroll
- Purchasing
- Inventory and material setup
- Financial statements
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.
- Pay calculation
- 90%9.0
- Benefit plan administration
- 70%7.0
- Direct deposit files
- 100%10.0
- Dashboards
- N/AN/A
- Standard reports
- N/AN/A
- Custom reports
- N/AN/A
- We needed a replacement for our old, outdated software, and Vista picked up very well. Implementation did take almost a full year though.
- Payroll
- Job Cost
- HR Onboarding
- Equipment
- UD fields have been great. They allow us to add items that we can use outside of Vista
- Product Features
- Product Usability
- Implemented in-house
- Implementing wage scales
- Getting all of our processes implemented
- Payroll and HR are pretty straight forward and they have a pretty in depth knowledgebase
- Wage scale setup in payroll
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.
- Pay calculation
- 90%9.0
- Benefit plan administration
- 70%7.0
- Direct deposit files
- 90%9.0
- Dashboards
- 80%8.0
- Standard reports
- 90%9.0
- Custom reports
- 100%10.0
- 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.
One IT Admin who does the Viewpoint Updates
One IT Analyst who creates/manages reports, dashboards, analytics, SQL, HR Management, and Field Management. Person also manages the flow of processes within Viewpoint. Watches for all updates and works with areas on roll out.
One Trainer who does the Project Management training
- Project Management
- Payroll
- Billing
- Manage custom tool ordering
- In/Out Boards
- analystics
- safety training dashboards
- Price
- Product Features
- Product Usability
- Product Reputation
- Implemented in-house
- Third-party professional services
- TIBCO professional services
- Vista did not do what we were told it would
- Running Reports
- Looking up Employees in HR Resource Master
- Finding Equipment
- Finding Missing Training
- Finding Expired Training
- Finding curriculums for employees based on Titles