Added
10/14/26
about 3 hours ago by Ben Lash
Vista API Enhancements — Since September 30, 2026
This release period delivers the Project Management Import Estimates Import action and fixes Revenue Projection Batches caching when newer HQBC batch header columns are present.
API Improvements
| Module | Change Type | Data Object | Description |
|---|---|---|---|
| PM | Added | Import Estimate Headers | Added the Import action (imp_est_header/import) to run Vista PM Import Estimates from in-memory estimate sections (contract items, phases, cost types, subcontracts) and optionally upload to PM. Initially designed for Accubid. |
| JC | Fixed | Revenue Projection Batches Cache | Fixed rev_proj_batches cache updates so newer batch header columns (InUseWatchDogTime, IsPortalBatch) no longer block upserts. |
Coming Soon
| Module | Change Type | Data Object | Description |
|---|---|---|---|
| PO | Fixed | PO Batch Entries Add Change Action | Fix po_batch_entries/add_change so a posted purchase order can be brought into an open batch for editing, matching the published action contract |
| AP | Enhanced | Invoices Update Discount Offered Action | Optional UpdateDiscTaken (and related retainage controls) so discount offered can also set discount taken and distribute like Vista AP Payment Control |
| HR | Added | Position Codes | Add action for HR Position Codes |
| JC | Added | Job Info Summary | New Job Info Summary cache data object |
| AR | Added | Batch Entries Add Receipt Action | Support for applying cash receipts to released retainage transactions |