9/16/26
Vista API Enhancements — Since August 14, 2026
This release period completes the Job Cost revenue projection batch lifecycle (cache, add, plug, calculate, and post), expands HR and AP vendor fields, adds PM import-estimate materials support, and delivers high-impact fixes across AR receipts, AP invoice batches, Payroll time entries, and attachment schemas.
Data and Cache Improvements
Job Cost Revenue Projection Batches
Added a new Revenue Projection Batches cache data object (rev_proj_batches) for JC Revenue Projection batch headers (open and posted), enabling integrators to discover and correlate batch lifecycle with existing Revenue Projection Entries (rev_proj_bat_entries) reads.
Accounts Payable Payment Histories
Added Lookback Period and Month (Mth) filters on Payment Histories cache reads, matching the Invoices filter pattern on PaidMth. When both are set, Lookback Period takes precedence.
Accounts Payable Invoice Line Details
Invoice Line Details cache reads now honor the Invoices Lookback Period (with Lookback taking precedence over Month Filter), aligning line-detail coverage with invoice header filtering.
Project Management Import Estimate Materials
Added cache support for Import Estimate Materials (imp_est_materials / PMWM) used in PM estimate import workflows.
Company Access Errors
Vista data readers now return clearer errors when configured companies do not match companies returned from Vista HQCO (including configured vs returned vs missing company IDs), to speed diagnosis of company-security mismatches.
API Improvements
| Module | Change Type | Data Object | Description |
|---|---|---|---|
| JC | Added | Revenue Projection Batches | Added the Add action (rev_proj_batches/add) to create a JC Revenue Projection batch for a contract and initialize default contract-item lines. |
| JC | Added | Revenue Projection Batches | Added the Post action (rev_proj_batches/post) to post an open revenue projection batch through JC Batch Process. |
| JC | Added | Revenue Projection Batches | Added the Calculate Projections action (rev_proj_batches/calculate_projections) to run Vista Calculate Projections options on an open revenue projection batch. |
| JC | Added | Revenue Projection Entries | Added the Change action (rev_proj_bat_entries/change) to plug projected units and/or dollars on revenue projection batch lines. |
| JC | Enhanced | Revenue Projection Entries Change Action | Added optional BatchSeq so Change can uniquely target a line when multiple entries share the same Contract and Item; ambiguous requests without BatchSeq return Bad Request. |
| PM | Added | Import Estimate Materials | Added the Add and Add Many actions on Import Estimate Materials (imp_est_materials_v2) for writing PMWM estimate material rows. |
| HR | Enhanced | Employees Add / Change Actions | Added the WorkEmail field so integrators can set Vista Work Email separately from personal Email. |
| AP | Enhanced | Vendors Add / Change Actions | Added the Tax ID Type field on vendor create and update schemas. |
| AP | Fixed | Invoice Batch Entries Add Action | Fixed Job line defaulting so Department and related GL defaults follow Vista AP Trans Entry behavior (including bspJCVPHASE) when Department is not supplied. |
| AP | Fixed | Unapproved Invoices / Invoice Batch Entries Attach Actions | Marked OrigFileName required on attach schemas to match existing runtime validation |
| AR | Fixed | Batch Entries Add Receipt Action | Fixed apply-to-invoice (LineType: C) so top-level LineItems[].TaxAmount (and Retainage) map correctly into Vista receipt detail updates. |
| PR | Fixed | Time Batch Entries Add Many Action | Fixed M-type (Mechanic) entries so optional GLCo on TypeDetails is accepted and defaults from Equipment.EMCo when omitted. |
| Multiple - Batch Entries | Enhanced | Action Error Responses | Removed call-stack detail from action failure responses so customers receive actionable Vista messages without internal stack traces. |
Schema Clarifications
| Module | Change Type | Data Object | Description |
|---|---|---|---|
| AP | Enhanced | Invoice Line Details / Invoices Filters | Clarified Month Filter help text to reference Trimble Network naming. |
Coming Soon
| Module | Change Type | Data Object | Description |
|---|---|---|---|
| AR | Enhanced | Batch Entries Add Receipt Action | Support for Finance Charge (LineType: F) and Service Charge receipt line types — in progress. |