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pVault Help

Accounting Integration

The following sections describe the options available to you after exporting invoices to your accounting system from pVault®.

Vista™ by Viewpoint

When you export a batch of invoices to your Vista by Viewpoint accounting system, the invoices are added to AP Transaction Entry.

Complete the following steps to access and post the invoices in Vista:

  1. Log in to Vista.

  2. Select Accounts Payable > Programs.

  3. Click AP Transaction Entry.

    The Batch Selection for Vista Construction, Inc. dialog displays:

    APFlow_ExportInvoices_VistaBatchSelectiondialog.png

  4. In the Batch Selection for Vista Construction, Inc. dialog, do the following:

    1. Make sure that the Use an existing batch radio button is selected.

    2. In the Display section, deselect the Show my batches only check box.

      Note

      The batches exported from pVault should display XChangePvaultCloud in the Created By column.

    3. Locate the appropriate Batch ID in the Batch # column. Highlight it and click OK.

      The AP Transaction Entry Detail dialog displays.

      Note

      If you do not know the batch number, you can find it in pVault®. Select APFlow™ > Invoice Entry, then use the Document Status dropdown to filter the list to show Exported invoices. Select an invoice from the list and open the Invoice Information dialog. The Export Batch ID that was generated by Vista displays as shown:

      APFlow_ExportInvoices_VistaBatchIDInvoiceInformationdialog.png

  5. In the AP Transaction Entry Detail dialog, select File > Process Batch to post your batch into Vista.

    APFlow_ExportInvoices_VistaProcessBatch.png

  6. From the AP Batch Process dialog, click Validate, then click Post.

    APFlow_ExportInvoices_VistaAPBatchProcess.png
Access Invoice Documents in pVault®

You can click the paperclip on the AP Transaction Entry Detail dialog to access the invoice in pVault.

In the Attachment Form dialog, either double click the attachment link or highlight the link and click View.

APFlow_ExportInvoices_VistaAttachmentForm.png

The invoice document opens in a pVault browser window.

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