Audience: accountants and project managers. This page covers the ongoing workflow once the Vista integration is live.
Workflow detail
Step 1: Set up the project in Vista
Projects and contracts are first created and maintained in Viewpoint Vista.
In Vista, teams typically:
Create the project and prime contract
Set up the Schedule of Values (SOV) in the JC Contract module
Configure retention, tax behavior, and payment terms
Maintain cost codes and cost types
This ensures Siteline always pulls from a clean, authoritative source.
Step 2: Import the project into Siteline
From Siteline, users import the project directly from Vista.
Siteline pulls in:
Project and contract details
Customer / GC information
Addresses
Payment terms
Retention settings
Tax configuration
SOV line items
Approved change orders (when synced)
At this point, Siteline becomes the workspace for billing and collections.
Step 3: Manage billing in Siteline
All billing activity happens in Siteline.
Teams use Siteline to:
Update progress on SOV line items
Add and manage Change Order Requests (CORs)
Generate AIA-style pay apps and invoices
Track invoice status and aging
Collaborate across accounting and project teams
This avoids billing directly in Vista while keeping data aligned.
Step 4: Sync AR invoices to Vista
Once billing is finalized, invoices are synced back to Vista.
From Siteline:
Users sync detail-level AIA invoices to Vista
Invoice data is posted to Vista's AR module
Batch numbers are applied for posting and reconciliation
In Vista:
Invoices are validated and posted using the AR Batch Process
Vista remains the source of truth for financial reporting
Step 5: Sync change orders to Vista (optional)
For customers using CORs:
Approved Change Order Requests in Siteline are synced to Vista
CORs are created as Posted ACOs
Contract values and related data stay aligned across systems
This allows PMs to manage CORs operationally while finance maintains clean contract data.
Step 6: Handle lien waivers and sworn statements
Siteline augments Vista with compliance workflows.
Using Vista data, Siteline can:
Pull AP invoices to suggest vendors and amounts
Generate lien waiver requests
Populate sworn statements and affidavits
Track collection and completion status
Compliance documents live in Siteline and do not sync back to Vista.
Step 7: Payments flow back to Siteline
As payments are recorded in Vista:
AR payment data flows back into Siteline
Invoice status and aging update automatically
Teams get real-time visibility without manual updates
JB Billing sync
Depending on your integration configuration, Siteline invoices may sync to Vista's JB Billing module instead of the AR module. When JB Billing is enabled, pay applications created in Siteline are written directly to the corresponding Vista contract in JB Billing. See the Setup page for how to turn this on.
Siteline billing data | Result in Vista |
AIA invoice (detail) | Creates a JB Billing invoice |
Line-item billing | Updates contract billing amounts |
Retention | Reflected in SM/Tax or retention fields |
Invoice date | Applied to JB Billing invoice |
Batch number (if generated) | Generated from Vista configuration |
Appendix: screenshot mappings
Project in Vista before importing
This is typically what a project looks like in Viewpoint Vista before importing into Siteline:
Project after importing into Siteline
These screenshots show what the above project looks like when imported from Vista into Siteline. (To import a project, select "New project" on the homepage. Next, in the modal box that pops up: select the project type, select the ERP you want to import the project from, and then search for your desired project in the search bar.)
SOV in Vista
This is where the SOV is imported from in Vista:
SOV in Siteline after import
This is what the imported SOV looks like in Siteline:
Invoice in Siteline before sync
This screenshot shows what an invoice looks like after updating billing in Siteline and before syncing over to Vista. To sync an invoice, you can click the Sync invoice to Vista button shown in the top right corner of the screenshot below:
Invoice in Vista after sync
These screenshots show what newly generated invoices look like in Vista after syncing from Siteline:
Vendor after import
This screenshot shows what a vendor would look like after importing from Vista to Siteline:
JB Billing functionality
This screenshot shows the JB Billing sync modal in Siteline prior to syncing:
This screenshot shows the newly generated invoice in Vista's JB Billing module after syncing from Siteline:
