Help

Export Invoices and Attachments to Vista

Modified: 18 Sep 2026 Trimble Pay Help

Export approved Trimble Pay invoices to create approved, unposted AP invoices in Vista, with all billing backup attached to the AP Invoice header.

Note: If you are using the auto-export setting

Trimble Pay automatically exports a given invoice when the conditions listed below are met. However, to export an invoice which encountered an issue during the auto-export, you must take the steps on this page.

You can export an invoice when these statements about the invoice are true:
  • It's part of a subcontract that was imported from your Vista application.
  • It's approved by all approvers in Trimble Pay.
  • Its invoice number doesn't match that of any Vista invoice for the same vendor.
Regardless of the import method, allow up to 15 minutes for the approved AP Invoice to appear in your Vista application.
Important: If the invoice you are exporting is a retainage invoice:
  • You must have the export retainage invoices integration setting enabled.
  • You must manually export the retainage invoice. The auto-export functionality doesn't apply to retainage invoices.
In Trimble Pay, Applications for Payment submitted by subcontractors follow the same defined approval workflow as usual. After all approvers sign off, you can export the pay application to Vista as an approved AP invoice. All billing backup submitted with the invoice is attached to the AP invoice header in Vista.

To export an invoice and its attachments:

  1. In the left-hand sidebar, select Integrations.
  2. In the Vista integration tile, select Start export.
    The grid displays all invoices which have not been exported.
  3. Select one or more invoices that you want to export to Vista.
  4. On the right-hand side of the screen, select Next.
  5. After reviewing your chosen invoice(s), select Export.
Each approved, unposted invoice is now in Vista, along with its attachments.
Tip: If you encounter an error related to an invoice number already in use for the vendor, see Edit an Invoice Number.
Important: Do not open the Vista batch until all Trimble Pay invoices have been exported.
In Vista, use the AP Transaction Entry form to open the invoice and view its attachments.
Submit
Previous
Next