Vista API Enhancements — Since August 5, 2026

This release period adds Project Management and Job Cost cache coverage, AP payment-batch grouping enhancements, new PM and Payroll actions, VA inquiry refresh, and multiple high-impact fixes across AP, SM,

Data and Cache Improvements

VA Inquiry Refresh

Added refresh_inquiry on inquiry data so integrators can re-run a VA inquiry with change detection instead of recreating inquiry runs on every schedule. Supports optional filter override and standard delete-detection behavior.

Project Management Paperless Caches

Added cache writer support for PM daily logs, inspection logs, drawing logs, issues, meeting minutes, and request for information (RFI) data objects to support construction document and field-log integrations.

Added a new Other Documents cache data object for PM other document records (vista/pm/2/data/other_documents/cache).

Job Cost Revenue Projections

Added a new Revenue Projection Entries cache data object (rev_proj_bat_entries) to expose JC revenue projection batch lines from open and posted revenue projection batches, including stored contract amounts, projected units and dollars, and the Plugged flag.

Equipment Management Assets

Added a new Assets cache data object for EM asset header and depreciation schedule data (vista/em/2/data/assets/cache).

Job Cost Contracts Forecast

Added Contracts Forecast cache writer support.

Service Management Work Order Scopes

Added Work Order Scopes cache writer support.

Document Management Attachments

When a separate attachment database is configured but HQAF bytes exist only in the primary Viewpoint database, attachment_files/cache_file now falls back to the primary database before failing — fixing legacy attachment retrieval scenarios.

API Improvements

Module	Change Type	Data Object	Description
AP	Enhanced	Pay Batch Entries Add Action	Repeated Add calls for the same vendor in the same payment batch now group onto one payment header when `SeparatePayYN` is `N` and vendor, pay method, CM account, and address sequence match.
AP	Enhanced	Pay Batch Entries Add Action	Added optional grouped input via `LineItems[]` to add multiple open AP transactions for one vendor in a single API call.
AP	Fixed	Pay Batch Entries Add Action	Fixed intermittent incorrect vendor assignment when adding open invoices to a payment batch.
AP	Added	Invoices	Added the Update Discount Offered action (`update_discount_offered`) to update discount offered on a posted AP invoice line and propagate the change to eligible invoice line detail rows without reversing or re-entering the invoice.
AP	Added	Unapproved Invoices	Added the Add Attachment action (`add_attach`) to attach files to the header of an unapproved invoice.
AP	Fixed	Unapproved Invoices Replace Action	Fixed `unapproved_invoices/replace` failing with a trigger error when updating existing unapproved invoices that have line detail.
PM	Added	Firms	Added the Add action for PM Firms to allow programmatically creating firm master records.
PR	Added	Crews	Added the Add action for Payroll Crews to allow programmatically creating crew records.
SM	Enhanced	Work Orders Add Action	Work Orders Add now automatically creates default Scope 1, matching Vista UI behavior so work-completed lines can post without an explicit scopes payload.
VA	Added	Inquiry Data	Added refresh_inquiry action to re-execute VA inquiries with incremental change detection.
VA	Fixed	Clear Inquiry Action	Fixed Clear Inquiry returning HTTP 400 when clearing a valid inquiry run.
MS	Fixed	Ticket Batch Entries Add Action	Fixed null reference failures on `ticket_batch_entries/add`.
PO	Fixed	CO Batch Entries Add Action	Fixed null reference failures when optional/null fields are sent on `co_batch_entries/add`; improved input validation.
SM	Fixed	WO Work Completeds Add Inventory Action	Fixed `add_inventory` failures when the same Part code exists in multiple material groups by scoping HQMT lookup to the company material group.
PR	Fixed	Time Batch Entries Add Action	Fixed pay rate defaulting when Vista returns a null craft template — seq 127 is now explicitly cleared so a prior line's template does not carry forward.
DM	Fixed	Attachment Files Cache File Action	Fixed unexpected errors when staging attachment bytes for download.

Schema Clarifications

Module	Change Type	Data Object	Description
—	Enhanced	Data Object and Action Descriptions	Updated data object and action descriptions across Vista modules to include missing native Vista program and view references (CM, GL, HR, JC, PR, PM, SM, VA, UD, and others).
DM	Enhanced	File Handling	Expanded Document Management object, action, and property descriptions for attachment retrieval and file-handling workflows.

Coming Soon

Module	Change Type	Data Object	Description
JC	Added	Revenue Projection Batches	Cache and batch actions for JC revenue projection batch headers — follow-on to Revenue Projection Entries read support.
JC	Added	Revenue Projection Entries	Change, Add, Post, and calculate-options actions for revenue projection batch lines — not yet released.
AR	Enhanced	Batch Entries Add Receipt Action	Support for Finance Charge (`LineType: F`) and Service Charge receipt line types — under review.