Overview
What is Vista?
Viewpoint’s Vista is a construction accounting software. Vista’s core accounting features include accounts receivable and payable, general ledger, payroll and time management, and cash management. It also provides tools for document management, including document templates and reporting.
Viewpoint Vista Improves the connection between the Accounting and Project Management
Vista Reports: Functional and Robust!
Vista Is Great!
Vista by Viewpoint Makes All the Difference
Viewpoint Vista supports our vision.
Viewpoint Vista
Overall good.
Viewpoint is great, Project Site desperately needs work
User friendly!
A little too intricate
Review of Vista
Vista by Viewpoint Review
Viewpoint From Start to Finish
Vista is a great tool for the right size company.
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Direct deposit files (24)8.888%
- Pay calculation (24)8.888%
- Standard reports (29)7.979%
- Custom reports (26)7.676%
Reviewer Pros & Cons
Pricing
What is Vista?
Viewpoint’s Vista is a construction accounting software. Vista’s core accounting features include accounts receivable and payable, general ledger, payroll and time management, and cash management. It also provides tools for document management, including document templates and reporting.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Alternatives Pricing
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Sage 100 (or Sage 100cloud is a business management software offering a broad range of modules designed to meet the many needs of virtually any business. It encompasses financial operations and accounting, payroll, business intelligence, CRM, eBusiness, manufacturing and distribution.
What is Odoo?
Odoo, from the Belgium-headquartered multinational company of the same name, is a suite of business applications for managing the sales pipeline. It also comprises a PoS and inventory management modules, scaling to a warehouse or retail management solution.
Features
Payroll Management
Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.
- 8.8Pay calculation(24) Ratings
Pay calculation provides for computation of employee pay with state and federal deductions.
- 7.7Benefit plan administration(18) Ratings
Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.
- 8.8Direct deposit files(24) Ratings
Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 7.1API for custom integration(6) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 7.6Plug-ins(5) Ratings
A number of third-party plug-ins are available to expand the core functionality of the software.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 8.3Single sign-on capability(11) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.1Role-based user permissions(13) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 8.3Dashboards(24) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 7.9Standard reports(29) Ratings
The software offers pre-built reports with metrics standard to the category.
- 7.6Custom reports(26) Ratings
Users can create custom reports.
General Ledger and Configurable Accounting
Financial management solution, including capabilities for general ledger and configurable accounting
- 8.2Accounts payable(18) Ratings
This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.
- 8Accounts receivable(15) Ratings
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
- 7.3Global Financial Support(1) Ratings
Account using multiple ledgers, multiple currencies, and multiple entities
- 8.2Primary and Secondary Ledgers(1) Ratings
Record and report across multiple currencies and accounting standards with primary and secondary ledgers
- 8.2Journals and Reconciliations(13) Ratings
Automate and synchronize ledgers and processes
- 8.3Configurable Accounting(14) Ratings
Configure accounting rules and segments for each chart of accounts
- 7.7Standardized Processes(17) Ratings
Centralize financial management to facilitate standardized financial processes
Inventory Management
The ability to track and manage the flow of goods or materials into and out of an inventory.
- 7.4Inventory tracking(6) Ratings
The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.
- 7.3Automatic reordering(2) Ratings
The software can be set up to automatically reorder a good when it falls below a certain threshold.
- 7.6Location management(4) Ratings
The software can track multiple goods across multiple locations.
Order Management
The ability to process orders, and track them from quote to cash.
- 7Pricing(6) Ratings
Users can set up complex and unique pricing requirements.
- 7.6Order entry(8) Ratings
Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.
- 7.6Cost of goods sold(8) Ratings
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
- 7.5Order Orchestration(5) Ratings
Define and execute order fulfillment processes for products as well as services on the same order.
Subledger and Financial Process
Revenue management solution including capabilities for subledgers and financial processes
- 8Billing Management(13) Ratings
Access role-based billing work area, perform discrete and recurring billing
- 7.8Cash and Asset Management(13) Ratings
Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments
- 7Travel & Expense Management(7) Ratings
Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement
- 6.9Budgetary Control & Encumbrance Accounting(8) Ratings
Control spending at any budget level or time interval
- 7.8Period Close(11) Ratings
Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration
Project Financial Management
Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.
- 7.3Budgeting and Forecasting(1) Ratings
Establish project budgets and forecast future project financials
- 9.1Project Costing(1) Ratings
Standardize, track, and control costs at all project phases
- 9.1Cost Capture(1) Ratings
Capture costs including those for procurement, financials or time and labor, including from external systems
- 7.3Customer Contract Compliance(1) Ratings
Associate projects or tasks with customer contracts, and lines within contracts, to meet billing terms
- 7.3Project Revenue Recognition(1) Ratings
Recognize project contract revenue in line with accounting policies and regulations
Project Execution Management
Project execution management solution including capabilities for project scheduling, resource management, and team member task management.
- 7.4Task Insight for Project Managers(7) Ratings
Project manager visibility into task progress of team members
- 6.5Project Mobile Functionality(8) Ratings
Capabilities for project functions such as updating and monitoring task progress and timecards from mobile devices
Procurement
Procurement management solution with capabilities for sourcing, contracting, procure-to-pay and supplier management
- 7.5Contract Authoring(6) Ratings
Document authoring with guided navigation, negotiation templates and productivity tools for reviews and collaboration
- 7.7Contract Repository(6) Ratings
Secure and searchable contract repository leveraging standard company language components, structures and formats
- 6.8Requisitions-to-Purchase Orders Integrated(7) Ratings
Create touchless purchases using purchase orders generated automatically per rules from approved requisitions
- 6.7Supplier Management(5) Ratings
Broadly manage and report comprehensive supplier profiles, capabilities and performance; identify bottlenecks; balance allocations, workloads
Supply Chain
Supply Chain Planning solution with capabilities for planning, performance monitoring, change responses and execution.
- 7.6Inventory Planning(4) Ratings
Establish projected inventory levels, monitor actual levels and compare with projected levels
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Vista?
Vista Features
General Ledger and Configurable Accounting Features
- Supported: Accounts payable
- Supported: Accounts receivable
- Supported: Journals and Reconciliations
- Supported: Configurable Accounting
- Supported: Standardized Processes
Subledger and Financial Process Features
- Supported: Billing Management
- Supported: Cash and Asset Management
- Supported: Travel & Expense Management
- Supported: Budgetary Control & Encumbrance Accounting
- Supported: Period Close
Inventory Management Features
- Supported: Inventory tracking
- Supported: Automatic reordering
- Supported: Location management
Order Management Features
- Supported: Pricing
- Supported: Order entry
- Supported: Cost of goods sold
- Supported: Order Orchestration
Payroll Management Features
- Supported: Pay calculation
- Supported: Benefit plan administration
- Supported: Direct deposit files
Reporting & Analytics Features
- Supported: Dashboards
- Supported: Standard reports
- Supported: Custom reports
Customization Features
- Supported: API for custom integration
- Supported: Plug-ins
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
- Supported: User-level audit trail
Project Financial Management Features
- Supported: Budgeting and Forecasting
- Supported: Project Costing
- Supported: Cost Capture
- Supported: Capital Project Management
- Supported: Customer Contract Compliance
- Supported: Project Revenue Recognition
Project Execution Management Features
- Supported: Task Insight for Project Managers
- Supported: Project Mobile Functionality
Procurement Features
- Supported: Contract Authoring
- Supported: Contract Repository
- Supported: Requisitions-to-Purchase Orders Integrated
- Supported: Supplier Management
Supply Chain Features
- Supported: Inventory Planning
Additional Features
- Supported: Takeoff Tools
- Supported: Cost databases
- Supported: Bid Creation
- Supported: Job Costing
- Supported: Cost Calculator
- Supported: Plan distribution & viewing
- Supported: Issue tracking & Punchlists
- Supported: Jobsite Reporting
- Supported: RFI Tools
- Supported: As-Built Drawings
- Supported: Submittal Design and Management
- Supported: Specifications
- Supported: Plan Markups and Sharing
- Supported: Photo Documentation
- Supported: Document Sharing
- Supported: Collaboration & Approvals
- Supported: Mobile App
- Supported: Meeting Minutes
- Supported: Change Orders
- Supported: Support for External Payroll Vendors
- Supported: Compliance Data
Vista Screenshots
Vista Video
Vista Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | , |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(137)Attribute Ratings
- 8Likelihood to Renew17 ratings
- 8.6Availability4 ratings
- 8.2Performance4 ratings
- 6.7Usability21 ratings
- 5.2Support Rating28 ratings
- 8.6Online Training2 ratings
- 9.1In-Person Training2 ratings
- 6.4Implementation Rating8 ratings
- 8.2Configurability4 ratings
- 8.6Product Scalability4 ratings
- 7Ease of integration41 ratings
- 8.6Vendor pre-sale2 ratings
- 8.6Vendor post-sale2 ratings
- 8.6Professional Services2 ratings
- 8.2Contract Terms and Pricing Model2 ratings
Reviews
(1-4 of 4)Accounts Payable made easier
- Automatic invoicing is very helpful to make sure all invoices are getting entered in to the system
- Ability to have subcontracts pull up effortlessy
- Easy capability of issuing checks
- Selecting which invoices we are going to pay seems to take a lot time, cannot select multiple invoices at one time
- Cannot have two people entering invoices at the same always gives us an error code
- Accounts payable
- 100%10.0
- Accounts receivable
- 100%10.0
- Journals and Reconciliations
- 100%10.0
- Configurable Accounting
- 100%10.0
- Standardized Processes
- 100%10.0
- Billing Management
- 100%10.0
- Cash and Asset Management
- 100%10.0
- Period Close
- 80%8.0
- Inventory tracking
- 70%7.0
- Automatic reordering
- N/AN/A
- Location management
- N/AN/A
- Pricing
- N/AN/A
- Order entry
- N/AN/A
- Cost of goods sold
- N/AN/A
- Order Orchestration
- N/AN/A
- Pay calculation
- 100%10.0
- Benefit plan administration
- 100%10.0
- Direct deposit files
- 100%10.0
- Dashboards
- 100%10.0
- Standard reports
- 100%10.0
- Custom reports
- 80%8.0
- API for custom integration
- N/AN/A
- Plug-ins
- N/AN/A
- Role-based user permissions
- N/AN/A
- Single sign-on capability
- N/AN/A
- Task Insight for Project Managers
- N/AN/A
- Project Mobile Functionality
- N/AN/A
- Contract Authoring
- N/AN/A
- Contract Repository
- N/AN/A
- Requisitions-to-Purchase Orders Integrated
- N/AN/A
- Supplier Management
- N/AN/A
- Inventory Planning
- N/AN/A
- Ability to manage projects effectively
Accounting professionals
Human resources
- Project Management
- Accounting processes
- Payroll processes
- Reporting
- Very specific reporting
- Price
- Product Features
- Product Reputation
- Don't know
- N/A
- In-Person Training
- No Training
- Vendor history
- Vendor payments
- Selecting vendor payment takes too long
- N/A
- N/A
User-friendly and versatile!
- User defined fields can be created in all modules.
- The ability to sort and filter when viewing grids of information.
- The import feature made converting our existing information very easy.
- The Clearview website is available to answer many questions and for training as well.
- The suggestion box is awesome if you have ideas for improvements.
- It would be nice to have a simple export to Excel.
- We would like to see an app available for individual remote time card entry on a phone. Vista is working on one but we have not found it usable yet.
- Accounts payable
- 100%10.0
- Accounts receivable
- 80%8.0
- Global Financial Support
- 80%8.0
- Primary and Secondary Ledgers
- 90%9.0
- Journals and Reconciliations
- 80%8.0
- Configurable Accounting
- 100%10.0
- Standardized Processes
- 90%9.0
- Billing Management
- 80%8.0
- Cash and Asset Management
- 90%9.0
- Travel & Expense Management
- 80%8.0
- Period Close
- 80%8.0
- Inventory tracking
- 70%7.0
- Location management
- N/AN/A
- Pricing
- N/AN/A
- Order entry
- N/AN/A
- Credit card processing
- N/AN/A
- Cost of goods sold
- N/AN/A
- Order Orchestration
- N/AN/A
- Pay calculation
- 90%9.0
- Benefit plan administration
- 80%8.0
- Direct deposit files
- 100%10.0
- Dashboards
- 80%8.0
- Standard reports
- 60%6.0
- Custom reports
- 60%6.0
- API for custom integration
- 60%6.0
- Plug-ins
- N/AN/A
- Role-based user permissions
- 80%8.0
- Single sign-on capability
- 80%8.0
- Award Lifecycle Management
- N/AN/A
- Budgeting and Forecasting
- 80%8.0
- Project Costing
- 100%10.0
- Cost Capture
- 100%10.0
- Capital Project Management
- N/AN/A
- Customer Contract Compliance
- 80%8.0
- Project Revenue Recognition
- 80%8.0
- Project Planning and Scheduling
- N/AN/A
- Task Insight for Project Managers
- N/AN/A
- Project Mobile Functionality
- 70%7.0
- Definable Resource Pools
- N/AN/A
- Bids Analyzed and Compared
- N/AN/A
- Contract Authoring
- N/AN/A
- Contract Repository
- N/AN/A
- Requisitions-to-Purchase Orders Integrated
- 70%7.0
- Supplier Management
- N/AN/A
- Risk Repository
- N/AN/A
- Control Management
- N/AN/A
- Control Efficiency Assessments
- N/AN/A
- Issue Detection
- N/AN/A
- Remediation and Certification
- N/AN/A
- Transportation Planning and Optimization
- N/AN/A
- Transportation Execution Management
- N/AN/A
- Trade and Customs Management
- N/AN/A
- Fulfillment Management
- N/AN/A
- Warehouse Workforce Management
- N/AN/A
- Production Process Design
- N/AN/A
- Production Management
- N/AN/A
- Configuration Management
- N/AN/A
- Work Execution
- N/AN/A
- Manufacturing Costs
- N/AN/A
- Forecasting
- N/AN/A
- Inventory Planning
- N/AN/A
- Performance Monitoring
- N/AN/A
- Proposal Management
- N/AN/A
- Product Master Data Management
- N/AN/A
- Processes have been quicker and it is easier to modify or change accounting entries than what we had previously.
- Accounting
- HR
- Payroll
- Portal - vacation requests and paystub viewing.
- Benefits administration.
- Field productivity.
- Analytics.
- Team collaboration with subcontractors.
- Price
- Product Features
- Product Usability
- Product Reputation
- Implemented in-house
- Very minimal issues.
- Online Training
- Help command.
- Menu navigation.
- Reporting.
- Power Automate
- Spreadsheet Server
- Power BI
- CAT field apps
- File import/export
- Single Signon
- Continued progress.
- Ability to automatically read payable invoices.
Good systems to use
- Payroll system is outstanding. Easy to enter time and send out paycheck stubs.
- Issuing purchase orders. Track budgets for individual jobs.
- WIP reports, timely financial data.
- Areas of improvement: equipment program use and trying to find solution through learning.
- Imports: not as easy as the knowledge based leads on.
- Crystal Reports is confusing even after completing the training on the subject.
The excellent customer service - fast turnover with issues -
Viewpoint Knowledge Base - wide range of answers
Viewpoint Academy to review programs you haven't used in awhile ( this is really good for small business who have multiple task)
- Time savings
- Export to Excel to send to clients (resource management)
- Real time data
- Increase efficiency with the real time data.
- Projections - align where the project is - no more guessing.
3 Project Management - PO Change orders and projections - job cost -
In the past we did use the RFI and submittals - however it is easier to use a word doc template - I know it does track - easier to use the word doc over the program doc.
- Accounting forms
- Projections - tracking cost
- Issuing Purchase and Change Orders
- Exporting forms
- Integrate with Raken
- Start using the other programs that Viewpoint offer
- Price
- Product Usability
- Prior Experience with the Product
Customer Service - in the key users choice
- Don't know
- I was not part of the implementation
- Online Training
- Purchase Orders
- Change Orders
- Submittals
- RFI
- Edit unit price on PO
- Crystal Reports
- Imports
- Equipment
- None
- Raken -
- File import/export
- Customer Portal
- Applied more to the accounting department - not operations
- Easier Use
- Continue with the customer portal
- Make knowledge base - written at novice level
Vista by Viewpoint - A one-stop-shop
- The one-stop-shop mentality has been the number one reason our organization continues to utilize Vista by Viewpoint.
- We also appreciate the continued effort to become a more efficient platform with a shift to providing more resources for the field.
- Lastly, we appreciate the customer support. It has come a long way in the last 10 years; however, their support has remained in line with their growth.
- There are times, where I had a question on how to set something up because Vista is very customizable; however, it's considered billable time; so I end up having to figure it out on my own in order to avoid the added expense.
- Sometimes I think there are too many forms in order to get something set up. There seems to be a lot of open and closing. It would be nice if some of the processes were consolidated into one form.
- Sometimes the sales staff can be over the top. I probably get at least 3-5 sales calls from Viewpoint every month for additional features/products that they are offering.
- The return on investment is has been keeping everything centralized.
- The negative impact is basically the financial aspect. You are prone to increases each year.
- Accounting
- Operations
- Purchasing
- Engineering
- Estimating
- We have built our own operations portal with links directly to Vista
- Not sure, but lots of possibilities
- Price
- Product Features
- Product Usability
- Product Reputation
- Implemented in-house
- I wasn't involved.
- In-Person Training
- AP Process
- Payroll Process
- Project Management
- General Ledger
- None that I know of.
- Procore
- Not at the moment
- File import/export
- New interface
- Faster load times
- Cleaner look
- I am not sure