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 is editable: Bold form names with an asterisk ( * ) support full editing (create, read, update, delete) in Vista Web v24.12+ and the Office Tools Beta.

† Form is editable in BETA only: Bold form names with a dagger (†) only support full editing (create, read, update, delete) in the Office Tools Beta. Office Tools users can sign up for the Office Tools Beta program here.

Note: Editing capabilities require proper form permissions in Vista.

Accounts Payable


Admin	Vendors
AP Pay Category *	AP Payment History *
AP Payable Types *	AP Vendor Activity *
AP Unapproved Invoice Entry	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 †

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 Phase Cost Type Settings †	PM Pending Change Orders	PM Projects †
PM Interface	PM Approved Change Orders †	PM PO Change Orders †


Communication	Estimates & Procurement
PM Other Documents	PM Project Budgets

Purchase Order


Admin
PO Shipping Locations †

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 *

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