Reports are now easily accessible from the navigation bar: A new Bell icon on the navigation bar notifies you when a report has been generated. See the General Changes section for details.

Collect signatures offline in Field Service: In the Work Order Dashboard, when you launch Field Service offline, you can now collect signatures. See the Field Service Highlights Work Order Dashboard section for details.

HR employees can now select a reviewer per individual expense item: Employees with permissions to select expense reviewers can now choose a reviewer for each expense item on a receipt. See the HR Management Highlights Expenses section for details.

Any changes you make to the form on the web portal automatically update the same form in Vista. For more information, see Update Vista Forms on the Web.

To see a list of the current Vista forms in the Vista Web portal, see Vista Forms Available in Office Tools.

Benefits

• New portal setting: Disable the Keep Existing Plan button on the benefits page: With this new setting, you can control whether or not the Keep Existing Plan button shows for employees on their Benefits page. Enable the setting to hide the button.

  For more information, see Configure the Benefits Module.

  Portal setting location: Admin > Portal Settings > Benefits > General Configuration

  

Earnings

• Reprint W-2 Forms: If you are an HR administrator and printed W-2s since the previous Vista Web 24.12 release in December, you need to reprint your W-2s after the update to Vista Web 25.2. There was an issue with the label of the employee social security number box that is now resolved. For more information about printing W-2s, see Paystub Tools.

Timecards

• New advanced portal setting allows for editing time while a timecard batch is locked: The new setting, Employees who can edit time when batch is locked, allows employees in the group entered to edit time without having to unlock the batch. The group assigned to this portal setting will be able to edit time in a locked batch in Grid Timecard and Job Time Approval.

  Advanced portal setting location: Admin > Portal Settings > Timecard > General Configuration

Field Tickets

• Enhanced Material Search: In the Field Ticket Dashboard, when adding material usage to a ticket, the Material field no longer requires text that is an exact match to the dropdown list. The list is filtered regardless of word order or uppercase or lowercase text.
• Create additional lookups for user defined (UD) fields on field tickets: You can now use parameters other than company when adding UD fields to JC field tickets.

  For example, if you assign a lookup to this udTextBox field, the available values can be filtered to the list of vendors in the same city based on the value of the City field.

  

Purchase Orders

• Approve or reject POs at the header level: The portal setting Employee Group for PO Header Approval allows users in the employee group entered to approve or reject purchase orders at the header level. Previously, reviewers could only approve or reject each individual line item in a purchase order.

  On the Pending PO / Subcontract Review page, reviewers can select the Approve by Header checkbox to show only the PO header information. To view purchase order item details, select the dropdown arrow next to each PO number. This portal setting still allows reviewers to approve or reject line items.

  For more information about enabling this setting, see Purchase Order Configuration. For more information about reviewing POs at the header level, see Pending PO / Subcontract Review.

  

  Portal setting location: Admin > Portal Settings > Purchase Orders > General Configuration

  Note: This feature was added in Vista Web 24.12.

Timecards

• New advanced portal setting allows for editing time while a timecard batch is locked: The new setting, Employees who can edit time when batch is locked, allows employees in the group entered to edit time without having to unlock the batch. The group assigned to this portal setting will be able to edit time in a locked batch in Grid Timecard and Job Time Approval.

  Advanced portal setting location: Admin > Portal Settings > Timecard > General Configuration

• Improved error messaging on grid timecards when filtering crews: If you are filtering for a crew and none of the employees in the grid are part of that crew, a new error message displays: No employees on this card belong to the [name of crew selected] crew.

  

  Previously, if you filtered for a crew that none of the employees in the grid belonged to, the portal did not provide any feedback.

Open Billing Review

• Control the custom fields available in the notes section: With the new portal setting ​Open Billing Review Credit Note Custom Fields​, you can add a user defined (UD) field from Vista's AR Credit Notes to the notes section of Open Billing Review by adding the User Defined Field Name. For multiple notes, enter a comma between each field name, no spaces.

  In the Add a Note section, select the caret to open or collapse the note.

  

  For more information, see How to Use Open Billing Review.

  Setting location: Admin > Portal Settings > Billing > General Configuration

Purchase Orders

• Approve or reject POs at the header level: The portal setting Employee Group for PO Header Approval allows users in the employee group entered to approve or reject purchase orders at the header level. Previously, reviewers could only approve or reject each individual line item in a purchase order.

  On the Pending PO / Subcontract Review page, reviewers can select the Approve by Header checkbox to show only the PO header information. To view purchase order item details, select the dropdown arrow next to each PO number. This portal setting still allows reviewers to approve or reject line items.

  For more information about enabling this setting, see Purchase Order Configuration. For more information about reviewing POs at the header level, see Pending PO / Subcontract Review.

  

  Portal setting location: Admin > Portal Settings > Purchase Orders > General Configuration

  Note: This feature was added in Vista Web 24.12.

Reports are now easily accessible from the navigation bar: A new Bell icon on the navigation bar notifies you when a report has been generated. If there are no notifications, the bell is gray.

After you generate a report, the Bell icon turns red and badge counts indicate the number of reports generated.

Select the Bell icon to open a dropdown list of report tiles. Once you open the list, the bell changes from red to blue.

Select a tile to download the report. Once the report is downloaded, the tile and notification count are removed from the list. You can also remove a report by selecting x.

The table below lists the pages where reports can be generated, which display notifications on the navigation bar:

New portal setting option to limit logins to Trimble ID / Viewpoint ID only: The portal setting Log in mode now has an option for TID/VPID SSO Only. With this option selected, the only method available for logging into the portal is through Trimble ID / Viewpoint ID (depending on which form of ID you have set up). For more details about configuring this setting, see Change How Users Log Into the Portal.

Portal setting location: Admin > Portal Settings > Security / Login > Windows Authentication Login

The login screen looks like this with the TID/VPID SSO Only option selected: