What's New in 2025.10

The Vista 2025.10 release includes several enhancements and new features, as well as defect fixes that apply to all geographies.

Some of the new features in this release include new Smart Payroll timecard validation rules for compliance and accuracy, the ability to post PM Interface Batches that were interrupted during processing, improved Service Management cost control with separate inventory quantities and auto-factored labor costs, updates to standard Vista reports, as well as other enhancements to help improve your workflow.

Form fields may be added, removed, or shifted as a result of new features in this release. These updates may change the layout of the form and could impact your user-defined UD fields. You may need to adjust the position of your UD fields to ensure they still display correctly.

Accounts Payable

This release delivers on user-requested Accounts Payable enhancements, fixes, and other improvements.

Extended AP Reference Number

To accommodate longer vendor invoice numbers, AP Reference fields throughout Vista now allow up to 30 characters. To implement this change, the character allowance for the bAPRef datatype was increased to 30 characters. In addition, AP Reference / AP Ref fields in applicable forms were expanded to accommodate the longer entries.

The following forms were updated for this change:


AP Clear Transactions	JC Cost Adjustments
AP Transaction Entry	MS Haul Payment Worksheet
AP On-Cost Workfile	MS Haul Payment Initialize
AP Payment Posting	MS Material Payment Worksheet
AP Payment Workfile	MS Material Payment Initialize
AP Release Retainage	SL Subcontract Claims (Invoice No field represents AP Ref)
AP Unapproved Invoice Entry	SL Add to Worksheet
EM Warranties (AP Invoice field represents AP Ref)	SL Worksheet Initialize
JB T&M Bill All JC Detail Lines	SL Worksheet
JB T&M Bill JCDetail By Seq

Note: In some cases, space allowance prevents displaying the AP Reference number in full. For entry fields, if you selected the Extend Controls When Editing checkbox in VA User Profile, you can see the full number by placing focus in the field.

There are several forms that include an AP Reference / AP Ref field, but did not require changes due to the fields being in a grid, already able to display the full number, or unable to display the full number because of space restrictions. These forms are as follows:


AP 1099 Edit Transactions	MS Ticket Entry Surcharges (tab in MS Ticket Entry)
AP Hold and Release	SL Claim Update to AP Trans
AP Payment History	SL Claim Update to AP Unappr
AP Unapproved Invoice Review	SL Compliance
AP Unapproved Invoice Status	SM Work Completed (tab in SM Work Orders)
DM Attachment Index	SM Work Completed Misc
DM Attachment Index Search	SM Work Completed Purchase
JB T&M Bill Line Sequences	SM Work Completed Purchase, AP History tab

In addition to form changes, certain imports and reports were also updated to accommodate the 30-character AP Reference number. For more information, see the Imports and Vista Reports sections of the Release Notes.

Extended Vendor Name

To accommodate vendors with longer names, vendor name fields now allow up to 80 characters. This facilitates printing full vendor names on critical documents such as subcontracts, change orders, lien waivers, checks, and so forth.

Note: In some cases, space allowance prevents displaying the vendor name in full; however, you can see the full name by hovering over the applicable vendor name field.

This change affects numerous forms throughout the Vista software that include a vendor name field. Forms changes to allow entry of a vendor name include:

AP Vendors - Name field (Info and Grid tabs) and Proprietor field (Add'l Info tab)
AP Transaction Entry - Name field (Address Overrides tab)
AP Unapproved Invoice Entry - Name field (Address Overrides tab)

Other forms that include vendor name field only display the vendor name. If the Vendor Name / Name field is in a grid, you can manually expand it to show as much of the name as needed. If the Vendor Name / Name field is not in a grid (such as those displayed on an Info tab), display of the full vendor name will depend on space restrictions. If the vendor name cannot be displayed in full, you can hover over the vendor name field to display the full name.

Due to the extensive list of affected forms, the following lists includes only forms changed to expand the display of the firm name.


Form Name	Form Name
AP 1099 Totals (AP 1099 Processing)	AP Void Payments
AP Check Print	JB T&M Bill Line Sequences
AP Payment History	MS Haul Ticket Add-Ons
AP Payment Posting	PO Change Order Entry
AP Payment Workfile	PO Purchase Order Entry
AP Release Retention	PO Receipts Entry
AP T5018 Payments (Vendor Payments tab)	SL Change Order Entry
AP Unapproved Invoice Review	SL Worksheet
AP Vendor Merge	SM Purchase Order Entry

This feature also includes extending the Firm Name used throughout the Project Management module to 80 characters.

There are numerous forms affected by this change, since Firm Name is used throughout PM. With the exception of the Firm Name field in PM Firms (which is used to enter the firm name), the remaining instances of firm name are display only. You can expand the Firm Name / Name field in grids to show as much of the firm name as needed, whereas other forms may truncate the firm name due to space allowance. However, in most cases, you can hover over the firm name field to display the full firm name.

If the Firm Name / Name field is in a grid, you can manually expand it to show as much of the name as needed. If the Firm Name / Name field is not in a grid (such as those displayed on an Info tab), display of the full firm name will depend on space restrictions. If the firm name cannot be displayed in full, you can hover over the firm name field to display the full name.

Forms that required a change to expand the firm name display include the following


Form Name	Form Name
PM Change Orders	PM Potential Projects
PM Company Parameters	PM Project Firms
PM Firm Contacts	PM Project Firms Copy
PM Firms	PM Punch Lists
PM Inspection Logs	PM Request for Information
PM Other Documents	PM Test Logs

For a list of imports and reports affected by this change, see the Imports and Vista Reports release notes.

New Filter and Release Options in AP Release Retainage

You now have the ability to restrict transactions added to a release retainage batch by AP reference number and subcontract number, manually add invoice lines to the batch so you can manually enter release amounts for each invoice line, and select a new payment control number to allow updating the payment control for selected invoices.

The following changes were made to implement these features:

Added a Restrict by AP Ref checkbox to allow restricting initialization by AP reference number. When selected, new Beginning AP Ref and Ending AP Ref fields are enabled, allowing you to select a single AP reference number or a range of AP reference numbers by which to restrict invoice initialization.
Added a Restrict by SL checkbox to allow restricting initialization by SL (subcontract) number. When selected, new Beginning SL and Ending SL fields are enabled, allowing you to select a single subcontract number or a range of subcontract numbers by which to restrict invoice initialization.
Added a Manual Entry by Invoice Line option to the Release Options dropdown. When you select this option, the system adds applicable invoice lines to the grid with the Released Retainage field set to 0.00, and highlights the lines in red. For each invoice, you must either enter the release amount (in the Amount field) or delete the invoice line from the grid. Once you enter the release amount for an invoice line, the red highlight is removed for that line.
Added Assign New Payment Control? and New Payment Control fields to the Release Options group box. When you select the Assign New Payment Control? checkbox, the system enables the New Payment Control field, allowing you to enter an override payment control number. The new payment control number is applied to all applicable invoices during batch processing.
Added a Payment Control field to the batch grid. It displays the payment control number assigned to an invoice in AP Transaction Entry or remains blank if no number exists. The field does not show new payment control numbers. The system assigns these numbers to invoices during batch processing.

For more information about releasing retainage, see AP Release Retainage/Retention/Holdback Form.

Imports

This release delivers on user-requested Imports enhancements, fixes, and other improvements.

AP Imports Updated to Support Extended AP Reference Number

The following imports now support the new 30-character allowance for AP Reference numbers.

APEntry (AP Transaction Entry)
APPayEdit (AP Payment Posting)
APUnappInv (AP Unapproved Invoice Entry)

For information about the Extended AP Reference Number feature, see the Accounts Payable release notes.

AP Imports Updated to Support Extended Vendor Name

The following imports now support the new 80-character allowance for vendor name.

APEntry (AP Transaction Entry)
APPayEdit (AP Payment Posting)
APVendMast (AP Vendors)
PMFirmMaster (PM Firms)

For information about the Extended AP Vendor Name feature, see the Accounts Payable release notes.

Updated SM Work Completed Inventory Import to Support Separate Cost and Bill Quantities

The SMWorkCompletedInventory (SM Work Completed Inventory import now supports separate cost and bill quantities. The import was modified as follows:

Identifier 150 - This identifier, previously titled "Quantity", was renamed to CostQuantity (Cost Quantity). The Use Viewpoint Default column defaults as selected.
Identifier 173 - This new identifier, titled PriceQuantity, was added to record the Bill Quantity. The Use Viewpoint Default column defaults as selected.

Payroll

This release delivers on user-requested Payroll enhancements, fixes, and other improvements.

Updates to Smart Payroll

Several new timecard validation rules were added to enhance timecard validations. The following describes these new rules.

Multiple Site Detection Rule

A new timecard validation rule was added for Multiple Site Detection. If you enable this rule and set the Severity to Allowed With Warning or Not Allowed, when you select to process timecards, the system checks in and out times for employees working multiple locations and will present an error if either of the following occurs:

The employee's in/out times overlap for different locations
The employee's in/out times are the same for different locations

The error message will provide the employee ID and show the locations and start/end times in question.

If there is a single entry for the employee or if there are multiple entries with different locations, but there is no overlap in the start/end times, no errors will occur.

Pay Rate Validation Rule

The Pay Rate Validation rule detects discrepancies in employee pay rates on timecard entries. The system cross-references each timecard against the employee's employment record, ensuring the pay rate aligns with the designated position and contract agreement.

It also identifies patterns of pay rate inconsistencies, highlighting cases where an employee's rate has changed without a documented update.

Finally, the validation verifies that the system correctly calculates overtime pay using the employee's regular hourly rate and the applicable earnings factor (for example, 1.5× the regular rate for overtime and 2× for double time).

Minimum Wage Compliance Rule

With this new Minimum Wage Compliance validation rule, the system automatically compares the hourly pay rate on each timecard entry against the applicable state's minimum wage requirements for any non-exempt employees (those with the FLSA Exempt checkbox unselected in PR Employees) to ensure compliance with state labor laws and prevent underpayment of employees.

During validation, the system compares the timecard date with the effective date in the HQ State Compliance form to identify the correct minimum wage rate for the applicable state. The system then compares the employee's pay rate to the state minimum wage:

If the pay rate meets or exceeds the state minimum wage, the system skips the timecard.
If the pay rate is below the state minimum wage, the system flags the timecard entry as an exception and indicates the discrepancy.

New State or Local Code Rule

This New State or Local Code rule uses an employee's timecard history to detect changes in the employee's state or local tax code without a documented address change, helping ensure timely and accurate setup for new state and local tax requirements.

During validation, the system cross-references timecard data against an employee's historical records and payroll setup.

If the system detects a new local code, it displays a new local code message.
If the system detects a new state, it first validates if a state-specific withholding certificate is required. If a state-specific certificate is not required (the state accepts the Federal form), a new state message appears. If a state-specific certificate is required, the system validates the employee's payroll setup for state withholding:
- If proper setup is found, the system displays a new state message indicating that the employee is set up for state withholding.
- If the proper setup is missing, the system flags the entry and displays a new state message indicating that the employee is not set up for state withholding.

For more detailed information about this and other validation rules, see About Validation Rules.

Other Payroll Updates

Improvements to the Both with Difference to Resident state tax calculation

The tax calculation for the resident state tax option Both with Difference to Resident has been reformulated to ensure that the correct tax bracket is applied. This calculation should be based on the sum of wages earned in the resident state plus the wages earned in the posted state where the employee worked. Before this change, there was a possibility that a lower tax bracket would be used in cases where an employee worked in multiple states.

For more details about how the tax is calculated, see the F1 field help for the Calculate Tax Option on the PR State Information Form.

Project Management

This release delivers on user-requested Project Management enhancements, fixes, and other improvements.

Enable Batch Posting for Interrupted PM Interface Batches

You now have the ability to post PM Interface Batches that were interrupted during processing.

A new Unposted PM Interface Batches grid was added to the PM Interface form. This grid only displays when there are unposted interface batches for the active company.

Batches included in this grid are those with one of the following statuses:

0- Open
2-Validation Errors
3-Validation OK
4-Posting in Progress
25-Validation Warnings

If a batch is locked (the InUseBy field is populated), you can right-click on the batch line and select Unlock Batch. However, you can only unlock a batch if the InUseBy contains your login name.

If a batch is not locked, you can post the batch by right-clicking and selecting Post Batch. The system displays the Batch Process form for that batch's source. For example, if the Process field says "PO Change Order", the system displays the PO Batch Process form, where you can validate and post the batch.

Service Management

This release delivers on user-requested Service Management enhancements, fixes, and other improvements.

Separate Cost and Bill Quantity for Work Completed Inventory

You can now capture cost and billing quantities separately for work completed inventory lines, allowing you to bill a different number of units than are costed on the work order.

For this change, the Cost Qty and Bill Qty fields in the Work Completed grid are now exposed when entering work completed inventory lines (replacing the previous Quantity field).

On the SM Work Completed Inventory form, a Quantity field was added to the Cost and Billable group boxes, and Quantity previously used was removed from the IN Co/Location/Material section (left side).

Auto-Factor Actual Labor Costs on Work Orders

When using the SM Fixed Rate option for an employee (in PR Employees, Add'l Info tab), the system now automatically factors the actual labor cost for work completed labor entries using the setup defined for the specified SM Pay Type.

Calculations for actual cost are as follows:

If the SM Pay Type Cost Method is 0 - Multiplier, the system applies the Factor defined for the pay type to the SM Fixed Rate to calculate the actual cost for the work completed labor line.
Example: If SM Fixed Rate is 50.00, the pay type's Factor is 2.00, and 10 hours were posted for the work completed line, the actual cost would be $1,000 ((50.00 x 2.00) x 10).
If the SM Pay Type Cost Method is 1 - Dollar Rate, the system uses the SM Fixed Rate defined for the employee (in PR Employees) to calculate the actual cost for the work completed labor line.
Example: If SM Fixed Rate is 50.00 and 10 hours were posted for the work completed line, the actual cost would be $500 (50.00 x 10).

For both Cost Methods, if no SM Fixed Rate is specified, the system uses the actual labor costs from PR to update actual cost for the work completed labor line.

Viewpoint Administration

This release delivers on user-requested Viewpoint Administration enhancements, fixes, and other improvements.

Implement Tab Security for DM Manage Selected Attachments

You now have the ability to set up tab security for the DM Manage Selected Attachments form (HQAttManageSelected). This form is accessed by selecting Manage Selected Attachments in DM Attachment Index Search, and consists of four tabs:

Copy
Delete
Attachment Types
Indexes

Once you set security for the DM Manage Selected Attachments form to 1-By Tab (in VA Form Security), you can then set separate security levels (Full, Read Only, Denied, or None) for each of the four tabs.

For more information about tab security, see Set Tab Security Access.

Vista Reports

The following discusses updates made to standard reports for the 2025.10 release.

This release includes features that extend the AP Reference number and AP Vendor Name in several Vista forms. To accommodate these changes, several reports were also modified. The following tables provide a list of affected standard reports.

Reports Updated for Extended AP Reference Number

The following reports were modified to display the full 30-character AP Reference number.


Report Title	Report Title
AP Invoices	EM Work Order Drilldown
AP Invoices by Equipment	JC Jobs per Contract Drilldown
AP Invoices By Job/WO	JC Revenue Cost Drilldown
AP Job Payments	JC Tax Report
AP Vendor Drilldown	JC Unit Cost Drilldown
AP Worker Comp Liabilities For Subcontractors - Canada	PM Vendor Register Drilldown

The following reports were modified to truncate the 30-character AP reference number due to limited space.


Report Title	Report Title
AP 1099 Report	AP Payment Workfile
AP 1099 Vendors Less than Minimum	AP Retainage Summary Drilldown
AP Aged Open Payables	AP Tax Report
AP Aged Open Payables By Job/WO	AP Transactions By Vendor
AP Aged Open Payables By Subcontracts	AP Unapproved Invoice Drilldown
AP Aged Open Payables with VAT	AP Unapproved Invoices
AP Batch Transactions	AP Unapproved Invoices by Job
AP Canada T5018 Slip Review	AP Unapproved Invoices By Reviewer
AP Cash Requirements	AP Value Added Tax Report
AP Check Register	AP Vendor Payment History Drilldown
AP Check Register By Date	CM Payment Drilldown
AP Clear Audit List	EM Tax Report
AP Credit Service Remittance	GL Trial Balance Drilldown
AP Credit Service Remittance By Vendor	HQ BAS GST Reconciliation Report
AP Credit Service Remittance Reprint	IN Inventory History Drilldown
AP EFT Remittance - A/NZ	JB T&M Invoice By Cont Item With Dates
AP EFT Remittance by Vendor - A/NZ	JB T&M Invoice By Contract Item
AP EFT Remittance Reprint	JB T&M Invoice By Date
AP EFT/ePayments Remittance	JB T&M Invoice By Phase
AP EFT/ePayments Remittance Vendor	JB T&M Invoice By Phase With Dates
AP EM Entry Distribution List	JB T&M Invoice By Sequence
AP Entry Audit List	JB T&M Invoice By Sequence With Dates
AP GL Entry Distribution List	JB T&M Invoice Detail
AP GL Reconciliation	JB T&M Invoice FreeForm
AP Hold Detail	JC Unbilled Analysis
AP IN Entry Distribution List	MS Hauler Payment AP Audit List
AP JC Entry Distribution List	MS Hauler Payment GL Audit List
AP Job/WO Transactions Drilldown	MS Hauler Payment Worksheet Audit List
AP Monthly GL Transactions	MS Hauler Payment Worksheet Audit List
AP On-Cost Invoices AU	MS Hauler Payments By Invoice
AP On-Cost Invoices CA	MS Hauler Ticket Details
AP On-Cost Pending Invoices AU	MS Material Vendor Payment Audit List
AP On-Cost Pending Invoices CA	MS Vendor Material AP Details
AP On-Cost Reconciliation By Batch	PO Drilldown
AP Open Payables	PO Purchase Order Status Report
AP Open Payables By Pay Type	SL Backcharge Detail
AP Open Payables Detail	SL Subcontract Ledger Report
AP Open Payables For Subcontracts	SL Subcontract Status Report
AP Payment Audit	SL Subcontract Status Report - A/NZ
AP Payment Preview With Compliance

The following reports were modified to include an extra line to allow displaying the full 30-character AP Reference number.


Report	Report
AP Check By Vendor	AP Cheque Overflow - A/NZ
AP Check OverFlow	AP Cheque Print - A/NZ
AP Check Print	AP Cheque Print by Vendor - A/NZ
AP Check Print Stub	AP Cheque Stub - A/NZ
AP Check Print-2-Mail Format	AP Master Vendor Drilldown

Updated Disclaimer for Certified Payroll Reports

The Legal Disclaimer information was updated for the following Certified Payroll reports as follows:


Report Title	Report ID	Description
PR Certified Payroll Transcript	767	Changed "Section 231" verbiage to "Section 3729". The disclaimer now reads as follows: THE WILLFUL FALSIFICATION OF ANY OF THE ABOVE STATEMENTS MAY SUBJECT THE CONTRACTOR OR SUBCONTRACTOR TO CIVIL OR CRIMINAL PROSECUTION. SEE SECTION 1001 OF TITLE 18 AND SECTION 3729 OF TITLE 31 OF THE UNITED STATES CODE.
PR Certified Report with Liabilities	768
PR Certified Signature Page	769
PR Certified Transcript With Class Info	770

Updated JB Progress Invoice Reports

Several JB Progress Invoice reports were modified to accurately reflect retainage/retention/holdback tax amounts, both previous tax and current tax.

Changes made apply when the following AR Company Parameters checkboxes are selected:

Post Taxes on Invoices
Calculate Tax on Retainage (US) / Calculate Tax on Retention (AU) / Calculate Tax on Holdback (CA)
Distribute Tax on Retainage (US) / Distribute Tax on Retention (AU) / Distribute Tax on Holdback (CA)

Improvements include the following:

The Plus Previous Tax subtotal now includes all retainage/retention/holdback tax released on past bills.
The Plus Tax This Invoice tax subtotals (single and detailed format) now include any retainage/retention/holdback tax released on the current bill.
The Less Retainage subtotal excludes any retainage/retention/holdback tax.

Reports affected include:


Report Title	Report ID	Add'l Info
JB Progress Bill - Landscape	447	For these reports, added a new Print Detail for Tax This Invoice? checkbox. When selected, tax released on the current bill is broken out by individual tax codes. Note: For legacy invoices (created prior to 2022), no tax detail data is available in the system for display. For these invoices, a single summary value for the current tax amount appears in place of tax details in the totals section, along with an indicator of the unavailability of tax details for that particular invoice.
JB Progress Invoice By Bill Group	449
JB Progress Units Bill	451
JB Progress Units Bill (with SM)	452
JB Progress Invoice	448	N/A
JB Progress Invoice with Units	450	N/A

Updated JB Application for Payment Reports

The following JB Application for Payment reports were modified to accurately reflect retainage/retention/holdback tax amounts in tax lines, subtotals, and balances.