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

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

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 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+.