Vista API Enhancements — Since September 16, 2026

This release period splits AP invoice caching into separate header and line data objects, adds PM Firm Contacts and Subcontracts Add actions, extends AR cash receipts to finance and service charges, and delivers fixes across AP payment posting, open-invoice retainage, and CM Account defaulting.

Data and Cache Improvements

Accounts Payable Invoice Headers and Lines to manage memory

Added a new Invoice Headers cache data object (invoice_headers / APTH) with one flat record per posted AP invoice header and no nested lines, so invoice headers can be cached and filtered without hitting maximum cache object size limits on large invoices.

Added a new Invoice Lines cache data object (invoice_lines / APTL) with one flat record per AP invoice distribution line, enabling line-level filtering by job, phase, GL account, PO, subcontract, and line type.

Project Management Import Estimate Headers

Added cache support for Import Estimate Headers (imp_est_header / PMWH), the parent header record for existing Import Estimate Materials (imp_est_materials_v2) lines in PM estimate import workflows. Initially designed for Accubid.

Australian Region

The Vista OpenAPI specification now offers both api.xchange.trimble.com and api-ap-au.xchange.trimble.com as server hosts, and the Australian specification no longer lists an internal, non-callable server URL.

API Improvements

Module	Change Type	Data Object	Description
AP	Added	Invoice Headers	Added the Refresh Cache action (`invoice_headers/refresh_cache`) with filters for company, month, vendor, invoice and due date ranges, and open status.
AP	Added	Invoice Lines	Added the Refresh Cache action (`invoice_lines/refresh_cache`) with filters for line type, job, phase, GL account, PO, subcontract, equipment, and invoice date range.
PM	Added	Firm Contacts	Added the Add action (`firm_contacts/add`) to allow programmatically creating PM firm contact records under an existing firm.
PM	Added	Subcontracts	Added the Add action (`subcontracts/add`) to allow programmatically creating PM subcontract lines (PMSL).
AR	Enhanced	Batch Entries Add Receipt Action	Added `LineType: F` so cash receipts can be applied to finance charge and service charge transactions; invoice (`C`) and on-account (`A`) lines are unchanged.
AP	Fixed	Payment Histories Post Payment Action	Fixed `post_payment` so the payment batch amount is no longer posted as 0 and Vista post errors are returned instead of a SQL transaction count (Error 266) message.
AP	Fixed	Vendors Query Open Invoices Action	Fixed `qry_open_invoices` retainage so lines with a hold code are no longer reported as released, matching Vista.
AP	Fixed	Invoice Batch Entries Add Action	Fixed CM Account defaulting to follow Vista AP Trans Entry behavior: vendor CM Account first, then AP Company Parameters.

Coming Soon

Module	Change Type	Data Object	Description
PM	Added	Import Estimate Headers	Import action (`imp_est_header/import`) to run Vista PM Import Estimates and optionally upload to PM — in QA.
JC	Added	Job Info Summary	New Job Info Summary cache data object — in QA.
HR	Added	Position Codes	Add action for HR Position Codes — ready for QA.
JC	Fixed	Revenue Projection Batches Cache	Schema alignment for newer batch header columns (`InUseWatchDogTime`, `IsPortalBatch`) that can block cache updates — planned.
AR	Added	Batch Entries Add Receipt Action	Support for applying cash receipts to released retainage transactions — planned.