In the latest release of Automatic Invoicing, we addressed a highly asked-about enhancement and you're going to love it!

Trimble Construction One continues to get better with Automatic Invoicing and this enhancement is no exception. Artificial intelligence matches the vendor name from the PDF invoice to a vendor name from the vendor list in Vista. The vendor name does not need to be exact for Automatic Invoicing to detect it. Now, Automatic Invoicing also checks the address on the invoice against the primary vendor address in Vista, to auto-populate the vendor field more accurately. This means, even when there are multiple vendors with similar names (or even the same name), Automatic Invoicing can provide accurate results.

If the vendor is not in Vista or if the vendor is not accurately detected, you will still be able to search for a vendor. Or, if it's a new vendor, you can create the new vendor in Vista, and then select it within Automatic Invoicing. When a new vendor is added or changed in Vista, it will appear in Automatic Invoicing.

For more information on Automatic Invoicing and to check out the Top Ten Frequently Asked Questions, visit us here.

November 6-8, 2023, we have another exciting opportunity for you to continue your learning and connect with industry professionals. Dimensions is coming back and based on your feedback, we're getting it back!

What do I mean by that? In a nutshell, the content we used to deliver at our Collaborate user conference, we will deliver at Dimensions 2023.

This includes:

• 50 Vista Courses taught by your favorite Trimble Viewpoint experts
• Plus, hundreds more courses from the rest of Trimble
• Thought leadership
• Courses on Connections to Trimble Construction One
• Hands-on experience with the hardware and opportunities for you to meet with the Trimble Viewpoint team

Early bird registration for Dimensions lasts until June 30 so be sure to check that out!

The Vista General Ledger is a main element of your accounting system. It holds your system’s central books and records every single transaction. By the end of this course, you will be able to:

• Identify standard account code format and numbering conventions
• Use the Account Parts program to define multiple levels of profit centers such as division, location, and department
• Copy an entire chart of accounts from one company to another
• Set up a recurring entry to debit an expense account and credit a prepaid account for a set amount and a specified length of time, automatically
• Review Chart of Accounts
• Perform the GL Beginning Balance Process
• Run the GL Trial Balance Update
• Re-run the Beginning Balance Update After Fiscal Year-End Closing
• Perform GL Month-End Close
• Reconcile most Sub-ledgers with the General Ledger
• Gain insight as to ways to make your Year End process go smoother

New! Field Management for Managers and Approvers – Project Documentation
Field Management enables field users to easily capture labor time and production, create PO's and material requisitions, initiate training and huddles, manage equipment and more in a responsively designed application that is usable on virtually any mobile device. This course covers important configuration and workflow topics for Managers and Approvers in the Field Management Project Documentation utilities, including Progress Entry and Clock In/Out Kiosk Mode.

New! Trimble Construction One Vista Sandbox Subscription
Trimble Viewpoint is pleased to offer a Trimble Construction One Vista Sandbox Subscription! The Sandbox comes pre-configured with basic settings and data (Companies, Employees, Customers, Vendors, Jobs, etc.), making it an ideal option for on-demand testing and training on the latest releases of Trimble Construction One. Specific functions and workflows may require additional configuration and data entry. Users have full administrative permissions and can make any configuration and data changes that they desire. For more information and pricing, including a preview video, click the link above.

Have questions? Need assistance? Email us at [email protected]

Are you a member of our award winning user community? If not, you’re missing out! Join nearly 7,000 Trimble Viewpoint customers connecting in lively discussion forums, learning how to get the most out of your Trimble Viewpoint solutions, sharing feedback with our product experts, engaging with product leaders, and even more!

The best part? You also have the opportunity to get rewarded and recognized for your growth and achievements. To learn more and become a member, visit us here. We hope to see you inside The Network as we continue to grow in 2023!

Wondering where to find support and help in solving issues with your Trimble Viewpoint software? Look no further!

We recently sat down with Eric Salmassy, Knowledge Operations Analyst, who taught us all about the Viewpoint Customer Portal. Including how to access it and how it is linked to Customer Support, how to use the Support Chat feature, how the Customer Portal is different from Viewpoint Help, and more.

Take a look at our full interview here.

The tasks around managing labor and labor data end up falling on everyone; finance manually inputting payroll, field operations collecting onboarding paperwork, project management dealing with slow and inaccurate time entry, etc.

A more modern approach frees up time across the organization and lets you make smarter decisions on timely, accurate labor data. But don't take our word for it! Listen to our experts and learn how HR Management for Vista makes it easier for you to empower your employees, gain back administrative time, speed up the hiring process, and get more accurate data at the same time.

Did you know that Trimble Viewpoint attends a number of national and regional events? We are always looking for the opportunity to connect with you face-to-face when we can. If you’re planning to attend any of the following events, we’d love to have you stop by our booth. Here’s where you can find us:

• Marcum’s New York Construction Summit, May 24th
• YHB’s Annual Construction Symposium, May 31st
• CICPAC 2023, June 21st

Then in July, we are gearing up for another great CFMA Annual Conference and Exhibition this year in Colorado and are honored to be a Principal Partner once again. Are you planning on attending the CFMA Annual Conference? Use the code “TRIMBLE50” for $50 off your registration.

Finally, in select cities, we are even hosting our own Brews and News Roadshow events! These events are built for you to have an informative and fun afternoon of learning from industry experts, sharing common problems and successful solutions with industry peers, all while enjoying refreshments on us.

To get up to date on all of our upcoming events, please visit us here. Keep in mind that events will be added on a monthly basis, so be sure to check back regularly so you don’t miss out.