Automatische facturering (for Trimble Construction One Users)

With Automatische facturering you can automatically enter invoice headers into Vista without performing manual data entry, saving time and avoiding potential mistakes.

Access Automatische facturering from Trimble Construction One by logging into team.viewpoint.com, and then selecting Accounts Payable from the main menu.

Use Automatic Invoicing to enter validated, unapproved vendor invoices. There are three steps in the process:

  1. Upload PDF invoices as a batch. See Upload Invoices.
  2. Prepare the batch of invoices by adding page breaks, removing pages, or rotating pages as needed. See Prepare Invoices.
  3. Process the batch of invoices by reviewing the header data, correcting any errors, and then sending the batch to Vista. See Process Invoices.
Note: Only vendors with a “Last invoice date” within the last 12 months are recognized and automatically populated by Automatische facturering. If the Vendor field is not auto-filled, you can enter a vendor name to search for that option. When the vendor is used in subsequent invoices, Automatische facturering will recognize the vendor and automatically populate that field.

Requirements

  • You can take advantage of Automatische facturering if your company's subscription is part of our Trimble Construction One contract.
  • To access Automatische facturering, users in your enterprise must have single sign-on enabled. For details on enabling single sign-on, see Enable Single Sign-On in the Vista Help.

Setup

To use Automatische facturering, a user must first be given an Accounts Payable role in Trimble Construction One by an Enterprise Admin. For details on editing user permissions in Trimble Construction One, see Edit a User.