Table

Permissions

Name

Why Siteline needs it

bARBH

SELECT, INSERT

AR Batch Header

Reads your pending (unposted) AR invoices, and creates new pending AR invoices here when you sync a Siteline pay app to Vista.

bARBL

SELECT, INSERT

AR Batch Line

Reads and writes the line items on pending AR invoices alongside the header.

bARCM

SELECT

AR Customer Master

Reads your customer directory (GCs and owners) so they can be picked when setting up Siteline projects.

bARCO

SELECT, UPDATE

AR Company Setup

Reads your AR Company settings to know whether Vista should auto-number invoices, updates the last-used invoice number after Siteline writes an invoice that draws from that sequence, and reads the default receivable type for Job-Billing invoices.

bARTH

SELECT

AR Transaction History

Reads your posted AR invoices to your customers so Siteline can show their billing history.

bARTL

SELECT

AR Transaction Line

Reads the line items on those posted AR invoices.

bHQBC

SELECT, INSERT

HQ Batch Control

Reads the open batches to allocate the next batch number, and creates a batch row before Siteline writes a new AR invoice — this is how Vista groups new invoices for posting.

bHQCO

SELECT

HQ Company

Reads the company's default tax group so Siteline shows the right tax codes for that company.

bHQPT

SELECT

HQ Pay Terms

Looks up the human-readable pay-terms description (e.g. "Net 30") to show alongside contracts and subcontracts.

bHQTX

SELECT

HQ Tax Codes

Reads your tax-code catalog so Siteline can pick the right one when writing invoices, including the rolled-up combined rate.

bJBCO

SELECT, UPDATE

JB Company Setup

Reads your Job Billing Company settings to see which invoice-number sequence you use — the Job Billing one or your AR company's — and updates the Job Billing last-used number after Siteline writes a bill that draws from it, so synced bills keep the same numbering as the ones you enter in Vista. Without it, syncing still works and falls back to your AR numbering.

bJBIN

SELECT, INSERT

JB Invoice Header

Reads your Job-Billing invoices (how much has already been billed) and writes new ones when you post a Siteline pay app via JB Billing.

bJBIT

SELECT, UPDATE

JB Invoice Lines

Reads and writes the line items on Job-Billing invoices alongside the header.

bJCCI

SELECT

Contract Items

Reads each prime contract's SOV (schedule of values) so Siteline can populate a project's billing lines automatically.

bJCCM

SELECT

Contract Master

Reads your prime contracts (contract number, retention %, customer, start dates).

bJCDM

SELECT

JC Departments

Reads each department's revenue account so invoices Siteline creates post revenue to the same account as ones entered in Vista.

bJCJM

SELECT

Job Master

Reads your project / job list so Siteline can show all of your active and inactive Vista jobs.

bJCOD

SELECT

Change Order Detail

Reads the cost-side detail on change orders so Siteline can surface the phase / cost type for each line.

bJCOH

SELECT

Change Order Header

Reads posted change orders on your prime contracts so they show up in Siteline's change-order log.

bJCOI

SELECT

Change Order Items

Reads the contract-side line items on each posted change order — the breakout that goes into Siteline's SOV.

JCCOCompany

SELECT

Job Cost Company

Lists the companies (entities) in your Vista database so you can pick which one to connect Siteline to during setup.

Table

Permissions

Name

Why Siteline needs it

bJCCD

SELECT

Job Cost Detail

Reads the estimated and actual cost per job so Siteline can show project cost totals on the dashboard.

Table

Permissions

Name

Why Siteline needs it

bJCCD

SELECT

Job Cost Detail

Reads the estimated and actual cost per job so Siteline can show project cost totals on the dashboard.

bJCCH

SELECT

Job Cost Budget Header

Reads each job's budget broken down by phase and cost type, so Siteline knows which cost types are valid for each cost code on a project.

bJCCT

SELECT

Cost Types

Reads your cost-type catalog (Labor, Material, Subcontract, etc.) so Siteline can show them on cost reports.

bJCJP

SELECT

Job Phase

Looks up the description of each phase used on a job so Siteline can show readable phase names alongside the project's budget lines.

bJCPM

SELECT

Cost Codes (Phases)

Reads your cost codes so they can be picked when entering change orders or other cost-coded items in Siteline.

bPMOH

SELECT, INSERT

PM Change Order Header

Reads existing PM change orders to allocate the next sequence, and writes a new change-order header when Siteline submits a change-order request — you then run PM Interface to push it to JC.

bPMOI

INSERT

PM Change Order Items

Writes the line items on a new PM-side change order alongside the header.

Table

Permissions

Name

Why Siteline needs it

bAPHB

SELECT

AP Header Batch

Reads the pending AP invoices your team has entered but not yet posted, so Siteline can surface recent vendor invoices on each project.

bAPLB

SELECT

AP Line Batch

Reads the line items on those pending AP invoices.

bAPPH

SELECT

AP Payment History

Reads payments you have issued to vendors so Siteline can show payment status on lower-tier lien waivers.

bAPTD

SELECT

AP Transaction Detail

Reads how each AP payment was split across the invoices it paid, so Siteline knows which invoices have been paid.

bAPTH

SELECT

AP Transaction History

Reads posted (finalized) AP invoices from your vendors, used on vendor-history and lower-tier waiver views.

bAPTL

SELECT

AP Transaction Line

Reads the line items on those posted AP invoices.

bAPUI

SELECT

AP Unapproved Invoice

Reads AP invoices that have been entered but not yet approved, so they show up alongside pending and posted invoices.

bAPUL

SELECT

AP Unapproved Line

Reads the line items on those unapproved AP invoices.

bAPVM

SELECT

AP Vendor Master

Reads your vendor directory so subs and suppliers can be linked to Siteline projects.

Table

Permissions

Name

Why Siteline needs it

bAPVM

SELECT

AP Vendor Master

Reads your vendor directory so subs and suppliers can be linked to Siteline projects.

bPMSL

SELECT

PM Subcontract Log

Reads subcontract amounts that have not been interfaced from PM to JC yet — used as a fallback when the JC-side amounts are still empty.

bPOHB

SELECT

PO Header Batch

Reads pending purchase orders so Siteline can surface them as vendor commitments before they post.

bPOHD

SELECT

PO Header

Reads posted purchase orders so Siteline can surface them as vendor commitments on each project.

bPOIB

SELECT

PO Item Batch

Reads the line items on pending purchase orders.

bPOIT

SELECT

PO Item Transaction

Reads the line items on posted purchase orders.

bSLHD

SELECT

Subcontract Header

Reads your subcontracts (number, vendor, status, original date) so Siteline can show vendor commitments per project.

bSLIT

SELECT

Subcontract Items

Reads the line items on each subcontract — used to roll up the committed amount that Siteline displays.