Before you can use AP Invoice Review in the portal, your
                system admin must enable Invoice Review permissions and complete required
                configuration steps in Vista and
                        Vista Web.

AP Invoice Review Configuration

Create a new invoice from the Invoice Review page.

Create an Invoice

There are two ways to enter negative numbers in the Amounts
        section when you add a new line to an invoice.

Enter Negative Values for a Line Item

Follow these steps to review AP unapproved invoices in the
        Vista Web portal from the Invoice Approval page.

Approve or Reject an Invoice

See an overview of all the steps involved in the Vista Web AP Invoice Review workflow.

Workflow Overview: Vista Web AP Invoice Review

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-dd31b341-9b18-4aa3-b95b-a8bf5c9839da--zh-tw" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">AP Invoice Review</h1><div class="body conbody"><p class="shortdesc">The Invoice Review module in Financial Controls extends the
            <span class="keyword">Vista</span> approval process for AP unapproved
        invoices, allowing you to create, edit, review, and approve or reject invoices.</p>
        <div class="p">Learn more about AP Invoice Review setup and features:<ul class="ul" id="concept-dd31b341-9b18-4aa3-b95b-a8bf5c9839da--zh-tw__ul_vhf_2yx_1fc">
                <li class="li"><a class="xref" href="/zh-tw/viewpoint-financial-controls/viewpoint-financial-controls/financial-controls/ap-invoice-review/ap-invoice-review-configuration">AP Invoice Review Configuration</a></li>
                <li class="li"><a class="xref" href="/zh-tw/viewpoint-financial-controls/viewpoint-financial-controls/financial-controls/ap-invoice-review/create-an-invoice">Create an Invoice</a></li>
                <li class="li"><a class="xref" href="/zh-tw/viewpoint-financial-controls/viewpoint-financial-controls/financial-controls/ap-invoice-review/approve-or-reject-an-invoice/add-invoice-annotations-and-stamps">Add Invoice Annotations and Stamps</a></li>
                <li class="li"><a class="xref" href="/zh-tw/viewpoint-financial-controls/viewpoint-financial-controls/financial-controls/ap-invoice-review/approve-or-reject-an-invoice">Approve or Reject an Invoice</a></li>
            </ul></div>
    </div></article></main></body>

Improve collaboration on financial reporting among teams
		located at the office, job site trailer, and field to speed up workflows, streamline
		communication, and increase efficiency.

Financial Controls

If your checks are not showing in the portal, they are
		probably not getting attached in Vista.

My Checks are not showing up in AP Check Reviewer

The Invoice Review module in Financial Controls extends the
            Vista approval process for AP unapproved
        invoices, allowing you to create, edit, review, and approve or reject invoices.

AP Invoice Review

Viewpoint Financial Controls

viewpoint-financial-controls/viewpoint-financial-controls/financial-controls/ap-invoice-review

viewpoint-financial-controls/financial-controls/ap-invoice-review

ProjectSight

依照以下說明建立一個 Trimble ID。

建立 Trimble ID

依照以下操作說明，用 Trimble ID 登入您的 Trimble 應用程式。

用 Trimble ID 登入

Trimble 建議使用能進行自動更新的現代流覽器，例如 Google Chrome 或 Firefox。

Trimble ID 支援的瀏覽器

列出 Trimble ID 中所支援語言的表格。

Trimble ID 支援的語言

導致 Trimble ID 傳送自動郵件通知的事件清單。

Trimble ID 自動傳送的郵件

常見 Trimble Identity 問題的快速解答。

Trimble ID 常見問題

Trimble ID 驗證碼常見問題

了解如何將 Trimble 管理主控台和 Trimble ID 用於 B2W

Trimble 管理主控台和 Trimble ID 用於 B2W 客戶

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-4bc51170-bc26-4579-905d-14e43fb9e250--zh-tw" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">開始使用 <span class="ph">Trimble ID</span></h1><div class="body conbody"><p class="shortdesc">您的 <span class="keyword">Trimble ID</span> 是登入任意和所有 <span class="keyword">Trimble</span> 應用程式的一組憑證。</p><section class="section"><h2 class="title sectiontitle" id="-0">一個登入用於多個應用程式</h2><p class="p"><span class="keyword">Trimble</span> 使用一組稱為 <span class="keyword">Trimble ID</span> 的憑證，提供對多個 <span class="keyword">Trimble</span> 產品的單一登入(SSO)使用權。隨著更多應用程式在 <span class="keyword">Trimble</span> 平台上推出，他們也將使用 <span class="keyword">Trimble ID</span> SSO進行使用者驗證。</p><div class="note important note_important"><span class="note__title">重要：</span> 您若已經透過其他 <span class="keyword">Trimble</span> 應用程式建立了一個 <span class="keyword">Trimble ID</span>，<em class="ph i"><span class="ph b">請不要再建立另一個了</span></em>。</div><div class="p"><ul class="ul"><li class="li">若要登入任何 <span class="keyword">Trimble</span> 應用程式，請從該應用程式內開始，然後依照步驟完成<a class="xref" href="/zh-tw/trimble-account-services/trimble-account-services/%E7%99%BB%E5%85%A5%E5%92%8C%E5%80%8B%E4%BA%BA%E8%B3%87%E6%96%99/%E9%96%8B%E5%A7%8B%E4%BD%BF%E7%94%A8-trimble-id/%E7%94%A8-trimble-id-%E7%99%BB%E5%85%A5">用 <span class="ph">Trimble ID</span> 登入</a>。</li><li class="li">您若需要變更憑證，請前往 <a class="xref j-external-link" href="https://myprofile.trimble.com/home" target="_blank">myprofile.trimble.com</a>。</li><li class="li">若是首次建立登入，請查看<a class="xref" href="/zh-tw/trimble-account-services/trimble-account-services/%E7%99%BB%E5%85%A5%E5%92%8C%E5%80%8B%E4%BA%BA%E8%B3%87%E6%96%99/%E9%96%8B%E5%A7%8B%E4%BD%BF%E7%94%A8-trimble-id/%E5%BB%BA%E7%AB%8B-trimble-id">建立 <span class="ph">Trimble ID</span></a>。</li></ul></div></section></div></article></main></body>

trimble-account-services/trimble-account-services/登入和個人資料/開始使用-trimble-id

登入和個人資料

您的 Trimble ID 是登入任意和所有 Trimble 應用程式的一組憑證。

開始使用 Trimble ID

Trimble Account Services

在管理主控台中，若一名使用者尚不存在，當您將授權指派至他時，系統會邀請該使用者建立其 Trimble ID。

將授權指派至使用者

透過上傳CSV檔案一次性為多名使用者指派授權。

批量指派授權

在管理主控台中，您可以移除已指派至使用者的授權。

移除使用者的產品授權指派

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-de334a73-d319-432f-aa7a-b22d95b27582--zh-tw" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">授權管理</h1><div class="body conbody"><p class="shortdesc">管理主控台可以使您從一個便捷的位置管理多個 <span class="keyword">Trimble</span> 軟體授權。</p><p class="p">透過管理主控台，您可以控制公司內誰能使用 <span class="keyword">Trimble</span> 產品。</p><div class="p">您可以透過這些方式管理已購買的授權。<ul class="ul" id="concept-de334a73-d319-432f-aa7a-b22d95b27582--zh-tw__ul_lzw_dhp_q2c"><li class="li"><a class="xref" href="/zh-tw/trimble-account-services/trimble-account-services/%E5%B8%B3%E6%88%B6%E7%AE%A1%E7%90%86/%E8%A8%82%E7%94%A8%E7%AE%A1%E7%90%86/%E7%82%BA%E8%A8%82%E7%94%A8%E6%96%B0%E5%A2%9E%E6%8E%88%E6%AC%8A">為訂用新增授權</a></li><li class="li"><a class="xref" href="/zh-tw/trimble-account-services/trimble-account-services/%E5%B8%B3%E6%88%B6%E7%AE%A1%E7%90%86/%E6%8E%88%E6%AC%8A%E7%AE%A1%E7%90%86/%E5%B0%87%E6%8E%88%E6%AC%8A%E6%8C%87%E6%B4%BE%E8%87%B3%E4%BD%BF%E7%94%A8%E8%80%85">將授權指派至使用者</a></li><li class="li"><a class="xref" href="/zh-tw/trimble-account-services/trimble-account-services/%E5%B8%B3%E6%88%B6%E7%AE%A1%E7%90%86/%E6%8E%88%E6%AC%8A%E7%AE%A1%E7%90%86/%E7%A7%BB%E9%99%A4%E4%BD%BF%E7%94%A8%E8%80%85%E7%9A%84%E7%94%A2%E5%93%81%E6%8E%88%E6%AC%8A%E6%8C%87%E6%B4%BE">移除使用者的產品授權指派</a></li></ul></div><p class="p"><span class="keyword">Trimble</span> 正逐步將更多產品遷移至管理主控台中進行管理。若需要了解可以在多個入口網站中管理授權的產品，請查看<a class="xref" href="/zh-tw/trimble-account-services/trimble-account-services/%E5%B8%B3%E6%88%B6%E7%AE%A1%E7%90%86/%E9%97%9C%E6%96%BC%E5%B8%B3%E6%88%B6%E7%AE%A1%E7%90%86">關於帳戶管理</a>。</p></div></article></main></body>

trimble-account-services/trimble-account-services/帳戶管理/更新內容/管理控制台新功能---2025-年-12-月

帳戶管理

在管理主控台中，取消訂用是指在續訂之日停止其續訂。

取消訂用

管理主控台可以使您從一個便捷的位置管理多個 Trimble 軟體授權。

授權管理

You can access 自動開立發票 from the Trimble Construction One
        home page.

Access 自動開立發票

Learn how to get started with 自動開立發票.

Getting Started

Upload your invoices to 自動開立發票 in PDF format.

Upload Invoices

Prepare the batch of invoices in 自動開立發票 by adding page breaks, removing pages, or rotating pages as needed.

Prepare Invoices

Once 自動開立發票 has populated the header data for the PDFs in the batch, you can review the results, correct any errors, and then send the invoices to Spectrum.

Process Invoices

With the Inbox in Automatic Invoicing, you can have invoice-related attachments forwarded directly from your shared AP mailbox to Automatic Invoicing where you can quickly add them to a batch to be processed.

About the Inbox

You can view the status of all invoices sent to Spectrum from the Completed tab in 自動開立發票.

View Completed Invoices

You can export invoices as a .csv file from multiple places in
            Trimble Construction One. The page you choose determines how
        these invoices are grouped.

Export Invoice Data

The Accounts Payable Admin can edit invoice settings, which apply to all new invoices you add to 自動開立發票.

Edit Invoice Settings

The Accounts Payable Admin can manage company-specific access
        settings for users.

Edit Company Settings

An Enterprise Admin can provide access to 自動開立發票 by setting the Accounts Payable role for a user in Trimble Construction One.

Give a User Access to 自動開立發票

To use 自動開立發票 for an AP Company, a Spectrum system admin must first enable it for that Company.

Enable 自動開立發票 for a Company in Spectrum

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-tw" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1"><span class="keyword">自動開立發票</span> (for
            <span class="keyword">Trimble Construction One</span> Users)</h1>
    <div class="body conbody"><p class="shortdesc">With <span class="keyword">自動開立發票</span> you can automatically enter invoice headers into <span class="keyword">Spectrum</span> without performing
        manual data entry, saving time and avoiding potential mistakes.</p>
        <p class="p">Access <span class="keyword">自動開立發票</span> from <span class="keyword">Trimble Construction One</span> by logging into <a class="xref j-external-link" href="http://team.viewpoint.com" target="_blank">team.viewpoint.com</a>, and then selecting <span class="ph uicontrol">Accounts Payable</span> from the main
            menu.</p>
        <p class="p">Use Automatic Invoicing to enter validated, unapproved vendor
            invoices. There are three steps in the process:</p>
        <ol class="ol" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-tw__ol_hxl_zqc_xgc"><li class="li"><span class="ph" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-tw__ai_overview_1"><span class="ph uicontrol">Upload</span> PDF invoices as a batch. See <a class="xref" href="/zh-tw/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/%E8%87%AA%E5%8B%95%E9%96%8B%E7%AB%8B%E7%99%BC%E7%A5%A8-for-trimble-construction-one-users/upload-invoices">Upload Invoices</a>.</span></li><li class="li"><span class="ph" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-tw__ai_overview_2"><span class="ph uicontrol">Prepare</span> the batch of invoices by adding page breaks, removing pages, or rotating pages as needed. See <a class="xref" href="/zh-tw/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/%E8%87%AA%E5%8B%95%E9%96%8B%E7%AB%8B%E7%99%BC%E7%A5%A8-for-trimble-construction-one-users/prepare-invoices">Prepare Invoices</a>.</span></li><li class="li">Process the batch of invoices by reviewing the header data, correcting any errors, and then sending the batch to <span class="keyword">Spectrum</span>. See <a class="xref" href="/zh-tw/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/%E8%87%AA%E5%8B%95%E9%96%8B%E7%AB%8B%E7%99%BC%E7%A5%A8-for-trimble-construction-one-users/process-invoices">Process Invoices</a>.</li></ol>
        <div class="note note note_note" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-tw__note_ixl_zqc_xgc"><span class="note__title">Note:</span> Only vendors with a “Last invoice date” within the last 12 months are recognized and automatically populated by <span class="keyword">自動開立發票</span>. If the <span class="ph uicontrol">Vendor</span> field is not auto-filled, you can enter a vendor name to search for that option. When the vendor is used in subsequent invoices, <span class="keyword">自動開立發票</span> will recognize the vendor and automatically populate that field.</div>
        <section class="section" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-tw__section_jxl_zqc_xgc"><h2 class="title sectiontitle" id="requirements-0">Requirements</h2>
            
            <div class="p">
                <ul class="ul" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-tw__ul_kxl_zqc_xgc">
                    <li class="li"><span class="ph">You can take advantage of <span class="keyword">自動開立發票</span> if your company's subscription is part of our <span class="keyword">Trimble Construction One</span> contract.</span></li>
                    <li class="li">To access <span class="keyword">自動開立發票</span>, users in your enterprise must have single
                        sign-on enabled. For details on enabling single sign-on, see <a class="xref j-external-link" href="https://apim.viewpointplatform.com/help/v1/contents/urn:contentId:spectrum_000001:Spectrum:Spectrum" target="_blank">Single
                            Sign-On</a>  in the <span class="keyword">Spectrum</span> Help. </li>
                </ul>
            </div>
        </section>
        <section class="section" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-tw__section_lxl_zqc_xgc"><h2 class="title sectiontitle" id="setup-0">Setup</h2>
            
            
            <div class="p">
                <ul class="ul" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-tw__ul_mxl_zqc_xgc">
                    <li class="li">Give users access to <span class="keyword">自動開立發票</span> in <span class="keyword">Trimble Construction One</span>. See <a class="xref" href="/zh-tw/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/%E8%87%AA%E5%8B%95%E9%96%8B%E7%AB%8B%E7%99%BC%E7%A5%A8-for-trimble-construction-one-users/give-a-user-access-to-%E8%87%AA%E5%8B%95%E9%96%8B%E7%AB%8B%E7%99%BC%E7%A5%A8">Give a User Access to <span class="keyword">自動開立發票</span></a>.</li>
                    <li class="li">In Spectrum, enable <span class="keyword">自動開立發票</span> for an AP
                        Company. See <a class="xref" href="/zh-tw/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/%E8%87%AA%E5%8B%95%E9%96%8B%E7%AB%8B%E7%99%BC%E7%A5%A8-for-trimble-construction-one-users/enable-%E8%87%AA%E5%8B%95%E9%96%8B%E7%AB%8B%E7%99%BC%E7%A5%A8-for-a-company-in-spectrum">Enable <span class="keyword">自動開立發票</span> for a Company in <span class="keyword">Spectrum</span></a>.
                    </li>
                </ul>
            </div>
        </section>
    </div></article></main></body>

The Data Entry menu is used to
      record invoices as they are received. Invoices can be tracked optionally through Unapproved
      Invoice Processing, and routed automatically to reviewers for approval. Options are available
      for correcting invoice entry errors. Typically, invoices are entered and updated, then later
      paid. In addition, credit memos, recurring invoices and subcontract progress billings can be
      created and processed. Payments can be made by issuing regular check or by manual or pre-paid
      checks. Issued checks may be voided.

Data Entry Overview

Use this window to modify the tax status and tax code associated with the detail lines.

Tax Information window

With 自動開立發票 you can automatically enter invoice headers into Spectrum without performing
        manual data entry, saving time and avoiding potential mistakes.

自動開立發票 (for Trimble Construction One Users)

Spectrum

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="topic-aac560a6-05e1-49da-b0a5-15d19ee69a63--zh-tw" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">The Network</h1><div class="body"><p class="shortdesc"></p><p class="p the-network-header">The Network</p><p class="p the-network-msg">Learn &amp; Share with your Peers Online!</p><p class="p join-p"><a class="xref join-link j-external-link" href="https://networkcommunity.trimble.com/" target="_blank">Join Today</a></p></div></article></main></body>

The Network

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-pntqopzq--zh-tw" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Trimble Pay: Report Types</h1><div class="body conbody"><p class="shortdesc"></p><p class="p"><iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/1027443119" height="360" width="640" frameborder="0" allowfullscreen="true"></iframe></p></div></article></main></body>

Create a Work Center Dashboard

Viewpoint Portal Production Sitemap (New Portal)

The tools in the Drawing section are used to create annotations on the image. The annotation types available are Line, Arrow, Freehand, Polyline, Polygon, Oval, Sticky Note, Callout, Text Box, and Rectangle). For all the tools, apart from the Sticky Note tool, you can change the color and line settings in the Annotation Options screen.

Set Annotation Options

Trimble Pay: Report Types

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-785ebcef-c4c8-4576-aa86-062366c41522--zh-tw" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Create a Work Center Dashboard</h1><div class="body conbody"><iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/814771132?h=70041211ba" height="360" width="640" frameborder="0" allowfullscreen="true"></iframe></div></article></main></body>

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-xsnqdmpj--zh-tw" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in <span class="keyword">HR Management for Spectrum</span> 2025 R6.1</h1><div class="body conbody"><p class="shortdesc">The 2025 R6.1 release of <span class="keyword">HR Management for Spectrum</span> includes the updated
        I-9 form for 2025. This release is available as of July 30, 2025.</p><section class="section" id="concept-xsnqdmpj--zh-tw__section_ctd_zqm_bzb"><h2 class="title sectiontitle" id="onboarding-0">Onboarding</h2>
            
            <p class="p"><span class="ph uicontrol">Updated I-9 Form</span></p>
            <p class="p">The I-9 form and I-9 instructions have been revised in compliance
                with U.S. Citizenship and Immigration Services requirements. See the <a class="xref j-external-link" href="https://www.uscis.gov/i-9-central/form-i-9-related-news/minor-changes-to-form-i-9-and-e-verify-updates" target="_blank">U.S. Citizenship and Immigration Services
                    website</a> for details about changes made to the form. You can also access a
                copy of the new form <a class="xref j-external-link" href="https://www.uscis.gov/sites/default/files/document/forms/i-9.pdf" target="_blank">here</a>.</p>
            <p class="p">Following the update to the 2025 R6.1 release, a new hire's
                onboarding status will determine which version of the I-9 form their hiring packet
                will include:</p>
            <div class="p">
                <ul class="ul" id="concept-xsnqdmpj--zh-tw__ul_qxr_wgd_fzb">
                    <li class="li">
                        <p class="p">New hires who had not yet started the I-9 (status =
                                <span class="ph uicontrol">Invited</span> or
                                <span class="ph uicontrol">No Personal
                                Info</span>) will see the revised version of the form in their
                            hiring packet.</p>
                    </li>
                    <li class="li">
                        <p class="p">New hires who had started the I-9 (status = <span class="ph uicontrol">Working On Tasks</span>) or
                            submitted it (status = <span class="ph uicontrol">Submitted</span>) prior to the current release will remain on
                            the old version of the form.</p>
                    </li>
                </ul>
            </div>
            
        </section></div></article></main></body>

The 2025 R6 release of HR Management for Spectrum introduces
                a new User Management widget on the home page. This release is available as of June
                19, 2025.

What's New in HR Management for Spectrum 2025 R6

Review the features and enhancements that were released in
        2025.

2025 Releases

The 2025 R9 release of HR Management for Spectrum introduces
                a new MFA security setting and removes a page from the sign in screen.

What's New in HR Management for Spectrum 2025 R9

The 2025 R6.1 release of HR Management for Spectrum includes the updated
        I-9 form for 2025. This release is available as of July 30, 2025.

What's New in HR Management for Spectrum 2025 R6.1

HR Management for Spectrum

Vista 2024 R1 delivers on General user-requested enhancements, fixes, and other improvements.

General Features

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements for the Accounting modules.

Accounting

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements to the Costs and Contracts modules.

Costs and Contracts

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements for the HR and Payroll modules.

HR and Payroll

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements to the Project Management module.

Project Management

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements for the Job Resources modules.

Job Resources

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements to the Service Management module.

Service Management

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements for the Administration modules.

Administration

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements for the System Tools modules.

System Tools

The Vista  2024 R1 release includes the addition of new forms and form tabs. Since these additions may affect your security setup, you should review them to determine what changes are necessary for your company.

Security

This section provides information about the database changes for the Vista 2024 R1 release, including new foreign keys, table/view changes, and report procedure changes.

Database Changes for Vista 2024 R1

Select the links below for information about the service packs for Vista 2024 R1.

Vista 2024 R1 Service Packs

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-yyflvy8q5575--zh-tw" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in <span class="keyword">Vista</span> 2024 R1</h1><div class="body conbody"><p class="shortdesc">The <span class="keyword">Vista</span> 2024 R1 release includes several enhancements and new features, as well as defect fixes that apply to all geographies.</p><div class="p"><div class="note important note_important"><span class="note__title">Important:</span> <span class="keyword">Vista</span> 2024 R1 is the <em class="ph i">only</em> major release for 2024; however, due to the extensive nature of the improvements and feature work being provided, it was necessary to combine the <span class="keyword">Vista</span> 2024 R1 and <span class="keyword">Vista</span> 2024 R2 releases to ensure a more holistic and robust solution.</div></div><p class="p">Some of the new features in this release include improved SM tax handling, updates to electronic OSHA 300/300A/301 reporting, an improved PO/SL review/approval workflow, new MFA configuration capabilities, and an introduction of the <span class="keyword">ProjectSight</span> integration with <span class="keyword">Vista</span>, as well as several other features to help improve your workflow.</p><p class="p">Another important enhancement brings significant improvements to sign-on methods for <span class="keyword">Trimble Construction One</span> cloud-hosted <span class="keyword">Vista</span> customers. These login changes will provide customers the ability to migrate their own login credentials to <span class="keyword">Trimble ID</span>. Changes will take place <em class="ph i">after</em> the 2024 R1 release.</p><p class="p">Select the links below for more information about the new features and enhancements included in this release.</p><div class="p"><table class="table frame-all" id="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc"><caption></caption><colgroup><col style="width:200pt"><col style="width:200pt"><col style="width:200pt"><col style="width:200pt"></colgroup><thead class="thead"><tr class="row"><th class="entry" id="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__1">Accounting</th><th class="entry" id="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__2">Costs and Contracts</th><th class="entry" id="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__3">HR and Payroll</th><th class="entry" id="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__4">Project Management</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/zh-tw/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/accounting/accounts-payable-features">Accounts Payable</a></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/zh-tw/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/costs-and-contracts/job-billing-features">Job Billing</a></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/zh-tw/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/hr-and-payroll/human-resources-features">Human Resources</a></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/zh-tw/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/project-management/project-management-features">Project Management</a></td></tr><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/zh-tw/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/costs-and-contracts/job-cost-features">Job Cost</a></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/zh-tw/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/hr-and-payroll/payroll-features">Payroll Features</a></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__4 "></td></tr><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/zh-tw/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/costs-and-contracts/purchase-order-features">Purchase Order</a></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-tw__table_xdf_gcp_nfc__entry__4 "></td></tr></tbody></table></div><div class="p"><table class="table" id="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415"><caption></caption><colgroup><col style="width:200pt"><col style="width:200pt"><col style="width:200pt"><col style="width:200pt"></colgroup><thead class="thead"><tr class="row"><th class="entry" id="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__1">Job Resources</th><th class="entry" id="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__2">Service Management</th><th class="entry" id="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__3">Administration</th><th class="entry" id="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__4">System Tools</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__1 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__2 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__3 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__4 "><a class="xref" href="/zh-tw/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/job-resources/equipment-management-features">Equipment Management</a></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__1 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__2 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__3 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__4 "><a class="xref" href="/zh-tw/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/service-management/service-management-features">Service Management</a></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__1 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__2 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__3 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__4 "><a class="xref" href="/zh-tw/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/administration/import-features">Imports</a></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__1 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__2 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__3 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__4 "><a class="xref" href="/zh-tw/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/system-tools/reports-features">Reports</a></td></tr><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__1 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__2 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__3 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__4 "><a class="xref" href="/zh-tw/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/job-resources/material-sales-features">Material Sales</a></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__1 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__2 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__3 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__1 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__2 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__3 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__4 "><a class="xref" href="/zh-tw/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/administration/viewpoint-administration-features"><span class="keyword">Viewpoint</span> Administration</a></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__1 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__2 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__3 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__4 "><a class="xref" href="/zh-tw/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/system-tools/vista-reports"><span class="keyword">Vista</span> Reports</a></td></tr><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__1 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__2 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__3 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__1 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__2 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__3 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__1 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__2 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__3 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__1 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__2 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__3 concept-yyflvy8q5575--zh-tw__d47e1137-dd24-4570-9c50-a983fbb32415__entry__4 "><a class="xref" href="/zh-tw/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/system-tools/work-center-features">Work Centers</a></td></tr></tbody></table></div><section class="section"><h2 class="title sectiontitle" id="check-issue-status-0">Check Issue Status</h2><p class="p">To see a list of defects fixed in this version, go to the <a class="xref j-external-link" href="https://support.viewpoint.com/s/browse-cases-and-issues" target="_blank">Track Cases/Issues page</a> of the <span class="keyword">Viewpoint客戶入口網站</span>. Use the filter options to select your product and module. In the <span class="ph uicontrol">Fixed in Version</span> field, select this version, then select <span class="ph uicontrol">Apply Filters</span>.</p></section></div></article></main></body>

Access Release Notes for 2024 releases  and service packs.

2024 Releases

The Vista 2024 R1 release includes several enhancements and new features, as well as defect fixes that apply to all geographies.

What's New in Vista 2024 R1

Vista

Descriptions of the mobile fixes for this release.

Mobile Fixes

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-37202503jrs23--zh-tw" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in <span class="keyword">Field View</span> 2025 R3</h1><div class="body conbody"><p class="shortdesc">The March 2025 release of <span class="keyword">Field View</span> contains the switch from <span class="keyword">Viewpoint</span>ID to <span class="keyword">Trimble Identity</span>. </p><section class="section"><h2 class="title sectiontitle" id="trimble-id-0"><span class="keyword">Trimble ID</span></h2>
            
            <p class="p"> Important changes are coming to <span class="keyword">Field View</span>! <span class="keyword">Viewpoint</span> ID will be upgraded to <span class="keyword">Trimble ID</span> on March 19, 2025, changing the way you log in.</p>
            <p class="p"><a class="xref" href="/zh-tw/viewpoint-field-view/viewpoint-field-view/whats-new/2025-releases/whats-new-in-field-view-2025-r2/important-upcoming-changes-to-your-viewpoint-products">Please read this article for more information about the switch to <span class="keyword">Trimble ID</span>.</a></p>
        </section><section class="section"><h2 class="title sectiontitle" id="coming-soon-moving-to-trimble-help-from-viewpoint-help-0">Coming Soon! Moving to Trimble Help from Viewpoint Help</h2><p class="p">In early Q2 2025, Viewpoint Help is moving to a new platform with a new but
                familiar experience: Trimble Help.</p></section></div></article></main></body>

Review the enhancements and bug fixes that were released during 2025.

2025 releases

Descriptions of the web fixes planned for this release.

Web Fixes

The March 2025 release of Field View contains the switch from ViewpointID to Trimble Identity.

What's New in Field View 2025 R3

Viewpoint Field View

Trimble Help

App Xchange

Trimble Connect

Trimble工作中心

Viewpoint HR Management for Vista

Viewpoint Field 管理

Vista現場服務

Viewpoint HR Management for Spectrum

Traqspera

Trimble Pay

Trimble Construction One Analytics

Viewpoint For Projects

ProContractor

Viewpoint Estimating

Viewpoint Team

Jobpac Connect

Estimation Desktop

進階圖片管理器

The Vista Web suite of products provides essential web-based tools to
        streamline data entry and review processes that originate in your Vista ERP.

Welcome To Vista Web

What's New in Vista Web

Trimble ID Migration

Vista Web Office Tools allows
        users to access the forms available in your Vista ERP on the web.

Vista Web Office Tools

HR Management is a web extension of Vista that allows your
		employees to complete onboarding, elect benefits, report expenses, get paystubs, request
		time off, and more.

HR Management for Vista

Field Management puts real-time and easy-to-use capabilities
		for labor time and production unit capture, PO and material requisition, training, huddles,
		equipment management, and more into the hands of field personnel in a responsive web
		application that can be used on a mobile device.

Field Management

Vista Field Service is a mobile service solution that
		provides technicians with the information they need to complete their work for the day, and
		pushes work completed back to the office, all on their phone.

Vista Field Service

Watch the following videos to learn more about the
		functionality of Viewpoint Financial Controls.

Trimble 產品的說明

AP Invoice Review