Transfer All Data (TAD) is an Excel add-in designed to streamline data management for the Vista database. We understand the challenges companies face with data handling, reporting, and financial operations. TAD offers a comprehensive solution to simplify those processes and transform the way you interact with Vista.

Automate, Blast, Split Report Data

reports

Choose from over 125+ standard reports or build your own using the TAD Query Builder.

AUTOMATOR

Automate emailing of reports, nightly posting of batches and importing vendor invoices.

BLASTER

Use with Automator to blast data driven reports to recipients or individual worksheets.

SPLITTER

Splits each individual parameter value into a separate worksheet.

FINANCIAL STATEMENTS with drilldown to attachments

centralized Setups

The setup tables reside in the User Database module giving you a centralized location to create and maintain setups.

drilldown feature

Drilldown into any balance to see the GL detail and associated attachments from the related source modules.

setup validation

Missing Accounts? Unique report that identifies if every GL Account is referenced in the Financial Statement.

Company and departmental

Create layouts where each Company/Department is an individual column or enter values during download.

importing and updating records

imports

Missing import templates? TAD gives you access to import into all Tables in the database incuding UD Tables.

updates

Tired of updating records one at a time? Download those records using TAD, make the updates, and push those back into Vista.

batches

Full batch functionality so you can import journal entries/cost adjustments, load beginning balances and clear batches.

implementations and acquisitions

implementations

Comprehensive process for loading the initial setups and go live balances.

converter

Streamlined process to convert data from legacy softwares and third party exports.

company coPY

Useful if you are bringing acquisitions into Vista or want to create a new Test company.

processes boosting productivity

accruals

Create data driven accruals or import your own journal entries/cost adjustments.

Processes

Initialize and Interface Progress Bills, Enter Cost Projections, Move Posted Cost and more.

wip data

Download your WIP data directly to Excel for easier analysis and better efficiency.

audit reports

Track down open batches and missing cost projections to speed up your close.

Testimonials