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Tip-Tuesday

Paystub Tools

Schedule Automatic Paystub Notices

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

2 min read

Trimble Viewpoint Vista - TC1

Enhancing Construction Project Management with Trimble ProjectSight

ProjectSight has been a powerful tool in the construction industry, but many are still unaware of its full capabilities and benefits.

Kylie Willoughby - Associate Consultant
Kylie Willoughby - Associate Consultant

Kylie Willoughby - Associate Consultant

3 min read

Tip-Tuesday

Uploading an RFI into ProjectSight

Process tips for uploading RFI documents into ProjectSight.

Hunter Brawley - Associate Consultant

2 min read

Tip-Tuesday

Excel Unique Items

Helpful Excel tip for a list of unique items

Anita Patino - Associate Consultant
Anita Patino - Associate Consultant

Anita Patino - Associate Consultant

2 min read

Tip-Tuesday

Excel GroupBy as an alternative to Pivot Tables

GROUPBY is a powerful aggregation function that allows you to create data summaries using a single formula.

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

2 min read

Tip-Tuesday

Editing PDF's with Microsoft Edge

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

2 min read

Sage Timberline

5 Ways to Optimize Workflow with Sage 300

Streamline Your Construction Business: A Guide to Optimizing Workflow with Sage 300"

Jeff Johnson - Senior Consultant

2 min read

Tip-Tuesday

Using the Grouping Bar in Vista Grids

Using the Group Bar in Vista Grids

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

2 min read

Tip-Tuesday

Importing Timecards

Importing Timecards

Anita Patino - Associate Consultant
Anita Patino - Associate Consultant

Anita Patino - Associate Consultant

3 min read

Trimble Viewpoint Vista - TC1

Viewpoint Vista Pay Check Update

Viewpoint Vista 2023 R2 Version updated the system pay check and EFT Remittance Reports

Karen Miller - Senior Consultant
Karen Miller - Senior Consultant

Karen Miller - Senior Consultant

1 min read

Trimble Viewpoint Vista - TC1

Simplified Guide to Adding Electronic Signatures to Checks

In today's digital age, businesses are constantly seeking ways to streamline processes and enhance security. One such improvement is the ability to add electronic signatures to checks.

Kylie Willoughby - Associate Consultant
Kylie Willoughby - Associate Consultant

Kylie Willoughby - Associate Consultant

2 min read

Tip-Tuesday

Vista's Page Splitter

Splitting PDF pages right in Vista.

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

2 min read

Tip-Tuesday

Learning on the Go!

Learning on the Go!

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

1 min read

Tip-Tuesday

Deleting a Pay Period in Vista

Deleting a Pay Period - No payments made

Anita Patino - Associate Consultant
Anita Patino - Associate Consultant

Anita Patino - Associate Consultant

2 min read

Tip-Tuesday

Fiddletree Drops the Mic with Revolutionary Onboarding Tools!

Get ready to witness the ultimate mic drop moment!

Kylie Willoughby - Associate Consultant
Kylie Willoughby - Associate Consultant

Kylie Willoughby - Associate Consultant

2 min read

Sage Timberline

Sage 300: Streamline Tracking and Payment Processes

Sage 300 offers streamlined solutions for tracking and managing vacation time with ease.

Jeff Johnson - Senior Consultant

2 min read

Tip-Tuesday

Excel Formula or Value?

Cell Inspector

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

1 min read

Tip-Tuesday

Creating Workflow subfolders using VA Menu Templates

Creating a Workflow in Vista using VA Menu Templates

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

3 min read

Tip-Tuesday

Vista-File Extension Allow List

Karen Miller - Senior Consultant
Karen Miller - Senior Consultant

Karen Miller - Senior Consultant

1 min read

Trimble Viewpoint Vista - TC1

Enhancing Efficiency: Customizing PR Timecard Entry Grids

Tailor Your PR Timecard Entry for a Smoother Workday!

Kylie Willoughby - Associate Consultant
Kylie Willoughby - Associate Consultant

Kylie Willoughby - Associate Consultant

2 min read

Tip-Tuesday

Vista Tax Update 2024 #1

Vista Tax Update 2024

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

2 min read

Tip-Tuesday

Set Sail with Confidence with the Employee Portal Welcome Kit

Embarking on the journey of implementing a new employee portal can feel like venturing into uncharted territory. But fear not, for we present to you the Employee Welcome Kit—a guidance specifically designed for those pioneering this digital landscape.

Kylie Willoughby - Associate Consultant
Kylie Willoughby - Associate Consultant

Kylie Willoughby - Associate Consultant

2 min read

Tip-Tuesday

2023 Year-End Processes

2023 Year-End Processes

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

1 min read

Sage Timberline

Simplifying your Bulk Updates

Let us help you navigate the Sage database and develop your time-saving solutions.

Jeff Johnson - Senior Consultant

1 min read

Tip-Tuesday

Bonus Setup & Processing Tips

Bonus Setup & Processing Tips

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

2 min read

Tip-Tuesday

Taming Excel - importing data with leading zeros

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

2 min read

Tip-Tuesday

Unveiling the Hidden Magic: A Guide to Finding Your Custom Views in Crystal Reports

Unlock the magic of Crystal Reports with our playful guide to finding lost custom views. A tad techy, so consult your IT pro or Crystal Reports designer before diving in.

Kylie Willoughby - Associate Consultant
Kylie Willoughby - Associate Consultant

Kylie Willoughby - Associate Consultant

2 min read

Trimble Viewpoint Vista - TC1

Vista Year End - 2023

Karen Miller - Senior Consultant
Karen Miller - Senior Consultant

Karen Miller - Senior Consultant

1 min read

Tip-Tuesday

Are you wondering how to reset your password for RDP in AVD?

Password Reset

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

2 min read

Trimble Viewpoint Vista - TC1

Trimble Work Center

It's like building your own LEGO set, where you get to choose the bricks that make up your ideal construction workspace.

Kylie Willoughby - Associate Consultant
Kylie Willoughby - Associate Consultant

Kylie Willoughby - Associate Consultant

4 min read

Tip-Tuesday

New I-9 Form

New I-9 Form

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

2 min read

Tip-Tuesday

Trimble Viewpoint - New RDP! Have you heard??

Trimble is changing their remote desktop infrastructure (RDS) from NetApp Virtual Desktop Services to Azure Virtual Desktop.

Chase Fortner - Associate Consultant
Chase Fortner - Associate Consultant

Chase Fortner - Associate Consultant

2 min read

Tip-Tuesday

Hiding Vista columns with F3

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

2 min read

Tip-Tuesday

No more "who wants to take notes?"

AI-generated summaries, transcripts, playback, and highlights to make your meetings more efficient and effective

Kylie Willoughby - Associate Consultant
Kylie Willoughby - Associate Consultant

Kylie Willoughby - Associate Consultant

3 min read

Tip-Tuesday

Credit Card Import Failed?

Did your most recent attempt to import your Credit Card Transactions into Trimble Viewpoint Vista Web Portal fail?

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

1 min read

Tip-Tuesday

When Vista isn't enough

What to do when Vista isn't enough

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

1 min read

Trimble Viewpoint Vista - TC1

Attachment Issues

Information on Attachments in Vista

Karen Miller - Senior Consultant
Karen Miller - Senior Consultant

Karen Miller - Senior Consultant

2 min read

Tip-Tuesday

Standard Notes can be music to your ears!

Standard Notes in Vista!

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

2 min read

Trimble Viewpoint Vista - TC1

TC1 Team Quick Links

Navigate quickly to different URL's utilizing Application Settings in Trimble Construction One - TEAM.

Chase Fortner - Associate Consultant
Chase Fortner - Associate Consultant

Chase Fortner - Associate Consultant

1 min read

Trimble Viewpoint Vista - TC1

Vista Report Catalog

Don't know which report to run in Viewpoint? Don't sweat it! Use the Reports Catalog instead.

Kylie Willoughby - Associate Consultant
Kylie Willoughby - Associate Consultant

Kylie Willoughby - Associate Consultant

2 min read

Tip-Tuesday

Excel Data tricks for importing into Vista

Excel, Power Query, & CSV...Oh My!!

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

2 min read

Tip-Tuesday

Federal Filing Status Instructions - New and Old W-4 Form

Vista federal filing status update using the old or the new W-4 Form

Karen Miller - Senior Consultant
Karen Miller - Senior Consultant

Karen Miller - Senior Consultant

1 min read

Trimble Viewpoint Vista - TC1

Vista 2023 R1 Update Is Here OR Coming Soon

Vista 2023 R1 Update is either here or coming soon.

Karen Miller - Senior Consultant
Karen Miller - Senior Consultant

Karen Miller - Senior Consultant

3 min read

Tip-Tuesday

Safety Nets Can Be a Lifesaver!

Timecard Safety Net

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

2 min read

Trimble Viewpoint Vista - TC1

Feeling Fancy? Learn How To Add A Vista Custom Tab

Feeling fancy? Let’s learn how to add a custom tab to an existing program in Vista!

Kylie Willoughby - Associate Consultant
Kylie Willoughby - Associate Consultant

Kylie Willoughby - Associate Consultant

3 min read

Tip-Tuesday

Vista/Crystal Custom Reports with VRL - Force Local Render

Quick Tip for VRL Crystal Reports

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

1 min read

Trimble Viewpoint Vista - TC1

Vista Page Splitter

Vista's Page Splitter makes short work of multi-page PDF's when attaching to invoices.

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

1 min read

Trimble Viewpoint Vista - TC1

Is your Earnings Code lookup blank in SM Pay Types?

Is your Earnings Code lookup blank in SM Pay Types? Don’t Panic, let me tell you why.

Kylie Willoughby - Associate Consultant
Kylie Willoughby - Associate Consultant

Kylie Willoughby - Associate Consultant

1 min read

Tip-Tuesday

What's Your Color Scheme??

What's your color scheme in Vista?

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

2 min read

Tip-Tuesday

Viewpoint VistaWeb 2023-R4 is here!

Viewpoint VistaWeb 2023-R4 highlights!

Chase Fortner - Associate Consultant
Chase Fortner - Associate Consultant

Chase Fortner - Associate Consultant

2 min read

Trimble Viewpoint Vista - TC1

Resurrecting VistaWeb Payroll Batch

Have you ever accidentally posted the VistaWeb portal batch for the current week's payroll instead of last week's payroll? How do you get the time back into VistaWeb so that all of the approvals can be made and so employees can see their entire week's worth of time? Well, it is relatively easy!

Karen Miller - Senior Consultant
Karen Miller - Senior Consultant

Karen Miller - Senior Consultant

2 min read

Trimble Viewpoint Vista - TC1

Did you miss the 2023 Vista Summit?

Did you happen to miss the 2023 Vista Summit?

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

1 min read

Trimble Viewpoint Vista - TC1

Field Management- Field Apps

Gather your data from the field and push it right into Vista™!

Kylie Willoughby - Associate Consultant
Kylie Willoughby - Associate Consultant

Kylie Willoughby - Associate Consultant

1 min read

Tip-Tuesday

Filter Not Working?

Is your filter not working properly?

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

2 min read

Tip-Tuesday

Microsoft Excel - MERGING MAYHEM!

Eliminate mayhem with merged cells in excel! Use center text alignment across multiple columns instead!

Chase Fortner - Associate Consultant
Chase Fortner - Associate Consultant

Chase Fortner - Associate Consultant

2 min read

Trimble Viewpoint Vista - TC1

Viewpoint Financial Controls - Check Review

A quick and easy way to look at a check and all of the invoices paid by that check.

Karen Miller - Senior Consultant
Karen Miller - Senior Consultant

Karen Miller - Senior Consultant

2 min read

Tip-Tuesday

Tidying those cluttered Vista Custom Fields

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

2 min read

Tip-Tuesday

Schedule Data Changes for Fields

Stop penciling your reminders and start scheduling your changes!

Kylie Willoughby - Associate Consultant
Kylie Willoughby - Associate Consultant

Kylie Willoughby - Associate Consultant

2 min read

Tip-Tuesday

Is Your Menu Disappearing?

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

2 min read

Tip-Tuesday

Viewpoint Employee Portal 2023-R2 has arrived!

Viewpoint Employee Portal 2023-R2

Chase Fortner - Associate Consultant
Chase Fortner - Associate Consultant

Chase Fortner - Associate Consultant

2 min read

Tip-Tuesday

Viewpoint Vista - Quick Links

Stop searching through all of your bookmarks and add your link directly into Vista instead!

Kylie Willoughby - Associate Consultant
Kylie Willoughby - Associate Consultant

Kylie Willoughby - Associate Consultant

1 min read

Tip-Tuesday

Understanding the Vista Security Hierarchy

Karen Miller - Senior Consultant
Karen Miller - Senior Consultant

Karen Miller - Senior Consultant

2 min read

Tip-Tuesday

Vista Excel Export - Pesky extra rows

Quickly remove extra rows from Vista exports in Excel

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

2 min read

Tip-Tuesday

Tidying up 1099 Type & Box Number Information

Tidying Up 1099 Type and Box # Information in Vista for Tax Year 2023

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

2 min read

Tip-Tuesday

Vista Field Service

Interested in learning more about how Vista Field Service can streamline your work orders and transform your service billing?

Kylie Willoughby - Associate Consultant
Kylie Willoughby - Associate Consultant

Kylie Willoughby - Associate Consultant

1 min read

Tip-Tuesday

Button Up Your Internal Vista Processes!

Link your internal procedure documents to forms directly in Vista!

Chase Fortner - Associate Consultant
Chase Fortner - Associate Consultant

Chase Fortner - Associate Consultant

1 min read

Trimble Viewpoint Vista - TC1

Don't be a dummy! Build your very own SQL Server to practice your skills

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

3 min read

Tip-Tuesday

Vista 2023 Payroll Limit Updates

It is that time of the year to update your payroll limits in Vista

Karen Miller - Senior Consultant
Karen Miller - Senior Consultant

Karen Miller - Senior Consultant

3 min read

Tip-Tuesday

Data Wrangling in Excel - textjoin vs textsplit

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

1 min read

Tip-Tuesday

Year-End Payroll & 1099 Processing

Susan Hanly - Associate Consultant
Susan Hanly - Associate Consultant

Susan Hanly - Associate Consultant

1 min read

Tip-Tuesday

Viewpoint Vista - Custom Reports Available to You!

Chase Fortner - Associate Consultant
Chase Fortner - Associate Consultant

Chase Fortner - Associate Consultant

3 min read

Tip-Tuesday

Regular Expressions

Tim Emerick - Senior Consultant
Tim Emerick - Senior Consultant

Tim Emerick - Senior Consultant

3 min read