Accounting and Human Resources
Maximize your job profitability. Lower your risk. Enhance your reporting.
Finance is where it all comes together. Every module captures the data from operations and feeds it into a single database where real-time reporting shows exactly how your business is performing. Maximize job profitability and lower risk with control that would delight even the most demanding controller. Simplified data entry delivers accurate information throughout your company.
- One-step, industry-standard progress billings with flexible T&M billing rules
- Efficient multi-company and inter-company processing
- Powerful cost projection and W.I.P. reporting system
- Subcontractor/supplier compliance system alerts your team on overdue documents and insurance expirations, etc.
- Automated pay-when-paid processing of subcontractor invoices
- Track employee data – training, skills, awards, safety history, reviews, etc.
- Comprehensive regulatory reporting – EEO, DOT, Certified, OSHA, etc.
- Timely capture of remote data – labor, equipment, production, notes
Payroll flexibility that grows with your business.
- Full integration with Viewpoint Job Cost, General Ledger and Equipment Management, Cash Management and Human Resources modules
- Multi-user functionality for time-card entry on one screen for simple production of payroll checks, tax and insurance reports, and union and certified reports
- Easy editing and batch entry
- Online prompts for eliminating stacks of reference printouts
- Capabilities for fast daily Job Cost reports
Your data now. Up-to-the-minute cost control and reporting.
- Full integration with Viewpoint Accounting and Operations modules
- Accounting with one-step posting
- Payment worksheets interface to Accounts Payable
- Capability to handle multi- or inter- company payables with the same invoice
- Vendor compliance to warn of subcontract issues – insurance expiration, lien release, etc
- Check printing
- Invoice comparison between quoted costs on subcontracts and PO’s
Control receivables with flexible accounting and analysis.
- Full integration with Viewpoint Job Billing and Material Sales modules
- Multi- and cross- company receivables management and reporting
- Fully-automated sales tax, write-offs and discounts offered/taken
- Automatic invoice generation and recording
- Fast customer accounts and contracts status availability
- Seamless integration to General Ledger and Cash Management
- Up-to-the-minute financial analysis of your business
Enhanced organization-wide profit center reporting.
- Full integration with Viewpoint accounting and operations applications
- Ability to configure account codes to report by user-defined profit centers by division, department, location, etc
- Automatic journal entries that follow your business practices
- Multi-company and multi-level profit center reporting
- Flexible budgeting with revisions, notes and ability to auto-reverse entries
- Integration with Microsoft Office PerformancePoint Management Reporter System for presentation-quality financial statements, drill-down inquiries and full consolidation capability
Never wonder – Find out your cash position when you want it.
- Full integration with Payroll, Accounts Payable and Accounts Receivable modules
- On-screen inquiry of cash account for immediate checkbook balance information
- Ability for directly entered account transfers, interest and bank charges with corresponding General Ledger entries made automatically
- Bank reconciliation system for clearing checks, deposits and adjustments
- Cash management for analysis of cash requirements, hold retainage and discounts
- On-screen or printed report capabilities
Flexible invoices for all your customer requirements
- Full integration with Viewpoint Accounts Receivable, Job Cost and General Ledger modules
- Ability to initialize owner pay estimates based on cost to cost percent complete
- Easy retainage release
- Maximum flexibility in formatting invoices with Crystal Reports
- Billing options from AIA preprinted forms or custom invoices via Crystal Reports
Save valuable time managing personnel data
- Integration with the Payroll module
- Simple management of both people and reporting requirements
- Maximum flexibility in sorting and reporting data
- Applicant and employee data – interview notes, references, skills, awards, dependents, availability and training
- Organization employment history – interviews, hiring, leaves, layoffs, etc.
- Safety history records including OSHA reporting and Workmen’s Compensation
- Employee drug testing results, dates, locations and actions
- Employee disciplinary actions and grievances
Project Management and Operations
Complete integration for completing your largest projects. Viewpoint’s Project Management module provides:
- The ability to deliver profitable, on-time jobs
- The ability to track all project activities, costs and revenues
- The ability to seamlessly integrate with accounting
- Simplicity for changing orders, subcontracts and purchase orders
- Complete document tracking including submittals, RFI’s, transmittals, daily logs, project meetings, punch lists, etc.
The core objective of our software for the core objective of your business
- Full integration with the entire Viewpoint Project Management system and General Ledger module
- Provides managers with quick information on the progress of jobs in useful formats
- An extensive library of job cost reports and “drill-down” inquiries
- The ability to copy and modify reports and inquiries or create new reports with the Crystal Reports
- The ability to easily enter job budgets and change orders or import from other estimating products
- Committed costs as the job “buyout” flows through the PO and Subcontract modules
- Actual costs updated from the Payroll, Accounts Payable, Equipment Management, Inventory Module, and Material Sales
- Daily updates for quick problem resolution
Complete integration for streamlined management of even your largest projects
- Manage profitability
- Track all project activities, costs and revenues
- Seamlessly integration with accounting
- Simplified workflows for processing changing orders, subcontracts and purchase orders
- Complete document tracking including submittals, RFI’s, transmittals, daily logs, project meetings, punch lists, etc.
Secure, company-wide data is just a click away
- Full integration with Viewpoint V6 Software
- Employees, owners, subcontractors and vendors access to selected Viewpoint data via the Web
- Website templates connected to the software’s HR and Project Management modules
- Dynamic data sites allowing user control over layout, access and site content
Choose the right contractor for every job
- Full integration with Viewpoint V6 Software
- Instant access to anyone in your pool of qualified contractors
- An easy-to-use form or direct-input option for contractors to provide data
- The confidence that the right contractor for the job has been hired
- Objective criteria for effective contractor evaluation
- A simple tool for the vetting, selecting and bidding process
Manage your subcontracts your way.
- Integration with Viewpoint V6 Software
- Integration with optional Project Management module facilitates subcontract buy-out and allows document creation in Microsoft Word
- Special handling of subcontract deduction items such as insurance and bond
- Ability for owner pay estimates to create work files that generate subcontractor pay estimates
- Detailed invoice history by item including retainage and payments
- Ability to track back charges through Job Cost phases to record costs incurred which may be charged back to a subcontractor
- Ability to manage compliance at the invoice level – verifies insurance certificates or lien waivers have been received
Make your purchasing process flow with ease.
- Full integration with Viewpoint V6 Software modules
- Software and controls for managing the purchase of parts and materials
- An orderly “work flow” from point of request to final review, approval and issuance of POs
- Ability to track and monitor commitments, shipments and expenses
- Ability to handle blanket purchase orders
- Ability for inventory scans to initialize purchases based on preset order quantities when stock is low
- Extensive notes section on PO header or line item levels
Comprehensive solution for managing equipment assets.
- Full integration with Viewpoint V6 Software for single-step data entry and updates
- Two levels of service
- Level 1: Basic tracking and detailed cost and revenue reporting
- Level 2: Maintenance and work order sub-system for those with in-house maintenance and repair
- Tracking of key master file information – license, registration, specifications, parts, category and ownership info.
- Tracking of detailed cost history for the life of the equipment
- Optional component tracking system
- Flexible revenue rates for each piece of equipment
- Location tracking for all equipment movement
- Warranty tracking based on hour or odometer schedules
- Fixed asset schedules to provide monthly calculations of book depreciation
What you need when and where you need it.
- Full integration with all Viewpoint accounting and operations modules
- Inventory tracking at multiple locations – warehouses, asphalt, plants, job locations
- Pricing of inventory to jobs or equipment – cost-plus-markup or price-less-discount options
- Automatic updates to Job Cost and General Ledger
- Ability to interact directly with Purchase Order and Accounts Payable modules
- Ability to set up a bill of materials to identify the quantity of each component of a finished good
- A complete history of inventory transactions
- Ability to view inventory by location – quantity on order, on hand, and allocated
Automate material sales to jobs and customers
- Full integration with Viewpoint Job Cost, Equipment Management and Inventory modules
- Full-featured order processing and materials transportation management systems
- Prevention against duplicate entry for streamlined information flow
- Tracking of quoted, ordered and actual units sold
- Material pricing and payment discounts assigned at the customer, job or inventory level
- Material ticket validation, editing and updating to other Viewpoint modules
- Inter-company sales to jobs and inter-plant transfers with automatic invoicing
Productivity and Analysis
Manage documents. Streamline tasks. Protect profits.
- Intuitive Document Management for attaching, indexing and routing documents
- Scan documents, drag-and-drop emails, index content and securely store files in the database
- Simultaneous multi-user capability with Workflow for increased efficiency
- A graphical view of your business performance with Business Intelligence
- Integrated pre-built Excel dashboard templates and Pivot Tables
Seamlessly flow through complex tasks
- Full integration with Viewpoint V6 Software
- Automation of your organization’s unique workflow and procedures
- Assistance in locating areas of inefficiency
- Gives managers the opportunity to view the status of specific internal projects
- Ability to create checklists and assign particular tasks to users
- The ability for users to update tasks for review
- Email notifications of tasks that require attention
- Simultaneous multiple user work-through process capability
- Automation of complex tasks such as job setup and buyout, new employee paperwork and quarter/year end processing
Reduce storage and increase efficiency.
- Full integration with Viewpoint V6 Software
- Ability to link documents and images to Viewpoint data records
- Opportunity to reduce storage space and improve personnel efficiency
- Sustainability as paper files and documents are greatly reduced
- Time and cost savings through reduced postage and paper handling
- Automatic indexing of scanned documents on over 50 fields
- Ability to select from directory and view PDF files throughout Viewpoint V6 Software
- Easy approval, review and routing of scanned documents with defined workflow
- An indexing feature for collecting and archiving documents on CD
- Ability to store in the SQL database or a user-specified, shared-network drive
Track trends for informed decisions.
- A graphical view of your business performance through user-friendly OLAP cubes
- Helpful data on job cost, project management, equipment management, HR key performance indicators, frequencies and durations
- Ability to access cubes with third party tools – Reporting Services, Performance Point Server, SharePoint
- Ability to configure SQL Server to automatically load information into the cubes
- Full job data security allowing users to see only their information
A Simple Solution for Better Budgeting
Financial Planner is offered as an add-on module of Viewpoint Construction Software’s financial planning tool– Financial Manager. Fully integrated with Viewpoint V6 General Ledger for simplicity and efficiency, Financial Planner provides easy-to-use tools for detailed budgeting, planning and forecasting in key areas such as Operations, Salary and Capital projects. Enable unlimited collaboration without sacrificing control thanks to utilization of Web technology, a secure centralized database, dynamic data entry views/templates and a multi-level workflow system.
With Financial Planner you'll have the tools necessary for exceptional financial management that meet the needs of every area in your business.
- Reduce budgeting cycle time and eliminate spreadsheets
- Easily manage the budget approval process with multi-level workflow routings.
- View immediate impact of a budget change on a specific account, department, division or entire organization.
- Assign flexible security roles in combination to specific users to achieve desired access while minimizing maintenance effort.
- Easily plan and forecast staffing requirements and expenditures.
Analyze and React to Critical Financial Information Fast
Financial Reporter is a standard component of Viewpoint Construction Software’s financial planning tool – Financial Manager. Fully integrated with Viewpoint V6 General Ledger for simplicity and efficiency in creating flexible, presentation-quality financial reports, Financial Reporter gives you control of your data and provides the ability to print or distribute reports in various file formats on demand or at designated times. Report packages can include summary level reports with drill downs to detailed line items or variance reports comparing data to actuals, as you complete the budget and move through the financial year.
A graphical report visualizer provides a comprehensive, user-friendly interface to visually design, on-screen, even the most demanding report layouts. The Job Scheduler allows the chaining and automation of many tasks that need to occur on a regular basis such as interfacing (imports / exports) with other systems, allocations, add-in routines and reports.
- Create and modify reports without the need for IT assistance or custom programming.
- Easily manipulate data in Excel with an advanced export that preserves formulas and formatting.
- Save time with automated report scheduling and distribution.
- Share financial information through a file export and web based viewer that lets others view, drill-down and print reports.
Integral third-party applications
Viewpoint V6 Software works seamlessly with these applications for even more robust management and reporting capabilities.
Simple to design, share, and embed reports into your Viewpoint V6 Software with this powerful reporting tool.
Viewpoint V6 Software integrates with all Microsoft Office applications.
Imports & Third-Party Products
Viewpoint V6 Software works equally well with additional third party products including:
- Estimating Systems
- Remote Time Entry and Equipment Tracking
- Heavy Equipment Tracking and Utilization