Viewpoint Vista AP Automation & Purchase Orders

AP automation for Viewpoint Vista is software that receives vendor invoices, matches them to Viewpoint Vista purchase orders and delivery records, codes them to the right job and cost code, routes them for approval, and posts them into Viewpoint Vista without manual data entry. Field Materials provides AP automation and purchase orders for Viewpoint Vista, handling the work before a transaction reaches your accounting system.

Viewpoint Vista doesn't include AP automation, and it does not capture delivery records from the field or check invoice lines against received quantities. Field Materials adds that layer. Crews photograph packing slips on delivery, each invoice line is matched against both the Viewpoint Vista purchase order and what actually arrived, and only verified, coded records post to Viewpoint Vista.

Field Materials reads every line of the invoice, matches it to the Viewpoint Vista purchase order, and applies the job, phase codes from that purchase order. Invoices with no PO are coded from the vendor's default or from past invoices, and a single invoice can be split across several cost codes or jobs. Project managers see committed and actual costs against the Viewpoint Vista budget while the job is still running.

Yes -- Field Materials matches each invoice line against both the Viewpoint Vista purchase order price and the quantity actually delivered. Field crews photograph packing slips in the mobile app, which creates the received-quantity record. Price and quantity discrepancies are flagged before the invoice posts to Viewpoint Vista. This is a true three-way match, not a header-total check.

Yes. Field Materials supports connecting multiple companies within a single Viewpoint Vista instance. You can assign users to specific Viewpoint Vista companies, allowing each user to switch between the companies they have access to while working in Field Materials.

Yes. Field Materials controls who approves purchase orders and invoices before anything posts to Viewpoint Vista, using role-based permissions and optional dollar thresholds.

‍Access control

• Assign roles to users (project manager, foreman, accountant, and so on)
• Assign users to projects to control access to specific jobs -- accountants, admins and purchasers have access to all jobs
• Control what each role can do within a job: edit orders, upload delivery slips and receive orders, review invoices, see prices

Purchase orders

• Up to 3 role-based approvers (Owner, PM, Purchaser) before orders go to vendors and export to Viewpoint Vista
• Optional order amount thresholds -- for example, over $1,000 requires PM approval, over $10,000 requires owner approval

Invoices

• Role-based approvers (Owner, Accountant, PM) control who can approve invoices before they post to Viewpoint Vista
• Optional invoice amount thresholds that notify the designated roles
• Optional maximum invoice amounts each role can approve

For both, approvers are notified by email, text and in-app, and Field Materials keeps an audit trail of who requested and who approved. Settings can be changed at any time.

Field Materials matches your existing Viewpoint Vista conventions rather than forcing new ones. Supported customizations include:

• Custom PO names and descriptions written into Viewpoint Vista (e.g. "job number"-"PO number"-"notes")
• Custom PO numbering schemes
• Custom invoice descriptions (e.g. "job number"-"PO number"-"invoice number")
• Custom fields
• Lump sum or detailed PO export -- orders stay itemized in Field Materials and can post to Viewpoint Vista as a lump sum
• Master (organization-level) and project-specific phase codes
• Custom sales tax treatment -- tax can post as a separate line item against a specific cost code or GL account
• Custom default payment terms
• Whether invoices auto-export to Viewpoint Vista on approval