Vista Forms Available in Office Tools

The following tables list the Vista forms currently available in Vista Web Office Tools. Unless otherwise indicated, the forms listed are available in read-only format and may not be edited.

To learn more about a form, select a form name. For help accessing forms, see Access Vista Forms on the Web.

* Form has editing capabilities: Form names in bold and marked with an asterisk ( * ) have editing capabilities. You can create, read, edit, and delete data in these forms, provided you have the proper permissions in Vista. This functionality is only available in Vista Web versions 24.12+.

Accounts Payable

Admin Vendors
AP Pay Category * AP Payment History *
AP Payable Types * AP Vendor Activity *
AP Vendor Compliance *
AP Vendor Hold Codes *
AP Vendors *

Accounts Receivable

Admin Customer
AR Misc Distribution Codes * AR Customers *
AR Receivable Types *

Cash Management

Accounts Activity & Reconciliation
CM Accounts * CM Statement Control *

Equipment Management

Admin Equipment Usage & Revenue
EM Cost Codes EM Component Transfers EM Categories *
EM Cost Types * EM Equipment * EM Job Templates
EM Locations * EM Equipment Parts EM Revenue Rates By Category
EM Revenue Breakdown Codes EM Warranties *
EM Revenue Codes
EM Shops

General Ledger

Admin Accounts & Activity Budgets Journals
GL Fiscal Years * GL Chart of Accounts * GL Budgets GL Journals *

Headquarters

Admin Finance Operations
HQ Company Setup * HQ Compliance Codes * HQ Contacts *
HQ Groups * HQ Earn Types * HQ Material Categories *
HQ Reviewers * HQ Frequency Codes * HQ Reason Codes *
HQ Standard Note * HQ Hold Codes * HQ Units of Measure *
HQ States * HQ Insurance Codes *
HQ Liability Types *

Human Resources

Admin Training & Safety
HR Codes * HR Accident Claim Contacts *
HR Employment Status *
HR Mine *

Job Billing

Contracts
JB Bill Groups *
JB Contract Info *

Job Cost

Admin Costs & Revenue Jobs
JC Cost Types * JC Field Ticket * JC Contracts *
JC Departments * JC Job Phases
JC Liability Template * JC Jobs
JC Phases *
JC Project Managers *

Material Sales

Admin Haulers & Suppliers
MS Haul Codes MS Vendor Trucks *
MS Pay Codes
MS Truck Types *

Pre-Construction

Admin Projects
PC Project Types * PC Potential Projects

Payroll

Admin Payroll Process Time Entry
PR Crafts PR Pay Period Control PR Crews *
PR Departments *
PR Earnings Codes *
PR Groups *
PR Leave Codes *
PR Local Codes
PR Race Codes *

Project Management

Admin Project Tracking Projects & Contracts
PM Document Tracking Grids PM Daily Logs PM Contracts
PM Document Tracking Views PM Document History PM Firms
PM Document Types PM Document Tracking PM Project Firms
PM Firm Contacts PM Inspection Logs PM Project Locations
PM Firm Types PM Issues PM Project Phases
PM Status IDs PM Notes PM Projection Codes
PM Projects
Communication Estimates & Procurement
PM Other Documents PM Project Budgets

Purchase Order

Admin
PO Shipping Locations

Service Management

Admin Calls & Dispatch Cost & Billing Services & Techs
SM Cost Types SM Call Type Category SM Pay Types SM Service Centers
SM Part Types SM Call Types SM Technicians
SM Customers

User Database

This section will display the custom forms that the logged-in user has access to in Vista.

Viewpoint Administration

Site Admin Security
VA Message Archive VA User Profile
VA Messages

* Form has editing capabilities: Form names in bold and marked with an asterisk ( * ) have editing capabilities. You can create, read, edit, and delete data in these forms, provided you have the proper permissions in Vista. This functionality is only available in Vista Web versions 24.12+.