Plan, Process, Prosper: Your ERP Year-End Toolkit

Wrap Up the Year, Kickstart the Next

Anita Patino
November 18, 2025

As the final weeks of the year approach, Viewpoint Vista users are entering one of the most pivotal phases in their ERP workflow: year-end processing. Whether you're managing payroll, preparing tax forms, or reconciling accounts, this season requires planning, and the right tools.  Thankfully, Trimble has its Vista's Network Community Year-End resources page, packed with guidance on the essential updates, resources, and best practices to help users navigate the year end with confidence—and set the stage for a strong start to the new year.

Viewpoint Customer Portal, use Vista's Year-End Resource pages link to register for upcoming webinars for Vista

• Processing Affordable Care Act 1095 Forms for Year End in Vista

• Processing Payroll W-2 Forms for Year End in Vista

• Payroll Leave Reset for Year End in Vista

• Processing AP 1099 Forms for Year End in Vista

Read about the Key Vista and US Regulatory Updates

• FLSA Overtime Reporting: Employers’ ability to provide employees with a statement detailing their year-to-date FLSA compliant overtime earnings

• Vista is currently developing a standard report that will be released as part of a future year-end update to assist employers

• Future Vista Tax Updates Planned

Team Planning

• Changes to Leave/Benefits/Holidays

• Year end entries

• Bonuses

• Maintenance of rates for employees in Human Resources or Payroll, Taxes and Limits in PR Deductions/Liabilities

Year-end success with Vista ERP isn’t just about checking boxes, it’s about setting your organization up for a seamless transition into the new year. By tapping into Trimble’s webinars, reviewing regulatory updates, and collaborating across departments, you’ll reduce stress, avoid last-minute surprises, and ensure compliance. Don’t wait until December—start now, and make your year-end close a strategic win. As always, if you need assistance with any Vista processes, please visit our website ConstrucTech Consulting and Book a Call with one of our consultants.

As the final weeks of the year approach, Viewpoint Vista users are entering one of the most pivotal phases in their ERP workflow: year-end processing. Whether you're managing payroll, preparing tax forms, or reconciling accounts, this season requires planning, and the right tools.  Thankfully, Trimble has its Vista's Network Community Year-End resources page, packed with guidance on the essential updates, resources, and best practices to help users navigate the year end with confidence—and set the stage for a strong start to the new year.

Viewpoint Customer Portal, use Vista's Year-End Resource pages link to register for upcoming webinars for Vista

• Processing Affordable Care Act 1095 Forms for Year End in Vista

• Processing Payroll W-2 Forms for Year End in Vista

• Payroll Leave Reset for Year End in Vista

• Processing AP 1099 Forms for Year End in Vista

Read about the Key Vista and US Regulatory Updates

• FLSA Overtime Reporting: Employers’ ability to provide employees with a statement detailing their year-to-date FLSA compliant overtime earnings

• Vista is currently developing a standard report that will be released as part of a future year-end update to assist employers

• Future Vista Tax Updates Planned

Team Planning

• Changes to Leave/Benefits/Holidays

• Year end entries

• Bonuses

• Maintenance of rates for employees in Human Resources or Payroll, Taxes and Limits in PR Deductions/Liabilities

Year-end success with Vista ERP isn’t just about checking boxes, it’s about setting your organization up for a seamless transition into the new year. By tapping into Trimble’s webinars, reviewing regulatory updates, and collaborating across departments, you’ll reduce stress, avoid last-minute surprises, and ensure compliance. Don’t wait until December—start now, and make your year-end close a strategic win. As always, if you need assistance with any Vista processes, please visit our website ConstrucTech Consulting and Book a Call with one of our consultants.

As the final weeks of the year approach, Viewpoint Vista users are entering one of the most pivotal phases in their ERP workflow: year-end processing. Whether you're managing payroll, preparing tax forms, or reconciling accounts, this season requires planning, and the right tools.  Thankfully, Trimble has its Vista's Network Community Year-End resources page, packed with guidance on the essential updates, resources, and best practices to help users navigate the year end with confidence—and set the stage for a strong start to the new year.

Viewpoint Customer Portal, use Vista's Year-End Resource pages link to register for upcoming webinars for Vista

• Processing Affordable Care Act 1095 Forms for Year End in Vista

• Processing Payroll W-2 Forms for Year End in Vista

• Payroll Leave Reset for Year End in Vista

• Processing AP 1099 Forms for Year End in Vista

Read about the Key Vista and US Regulatory Updates

• FLSA Overtime Reporting: Employers’ ability to provide employees with a statement detailing their year-to-date FLSA compliant overtime earnings

• Vista is currently developing a standard report that will be released as part of a future year-end update to assist employers

• Future Vista Tax Updates Planned

Team Planning

• Changes to Leave/Benefits/Holidays

• Year end entries

• Bonuses

• Maintenance of rates for employees in Human Resources or Payroll, Taxes and Limits in PR Deductions/Liabilities

Year-end success with Vista ERP isn’t just about checking boxes, it’s about setting your organization up for a seamless transition into the new year. By tapping into Trimble’s webinars, reviewing regulatory updates, and collaborating across departments, you’ll reduce stress, avoid last-minute surprises, and ensure compliance. Don’t wait until December—start now, and make your year-end close a strategic win. As always, if you need assistance with any Vista processes, please visit our website ConstrucTech Consulting and Book a Call with one of our consultants.