TAD (Transfer All Data) – TAD is an Excel add-in that provides Financial Statements, standard/custom reports, the ability to import/update records and full batch functions.

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 100+ 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

Easy Setups

Setups reside in the User Database module so they are easy to create and maintain.

drilldown feature

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

implementations & company copY

tables

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

implementations

Comprehensive and detailed 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.

MONTH-END ACCRUALS & WIP DATA

accruals

Create data driven accruals or import your own entries

wip data

Download your WIP data directly to Excel for easier analysis.

audit reports

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

Testimonials

Utilizing TAD has allowed a single employee to handle the volume of Material Use and Inter-Company billing transactions and reduced the month-end close cycle by several days. Highly recommended the tool to anyone utilizing Viewpoint.

A couple of our biggest successes comes from the ability to transition from Spreadsheet Server to generate our financials within TAD and the ability to create a custom procedure to handle intercompany billings between Material Sales and A/P. The time savings has been tremendous and the support we have received along the way has been second to none!

TAD's integration into our workflow has been nothing short of transformative. By streamlining and automating various Work in Process tasks, we have slashed monthly accounting-related efforts by a significant 160 hours. The platform's capability to process large datasets for multiple companies simultaneously is truly a game-changer. TAD is truly an indispensable tool for any business looking to optimize their ERP front end capabilities.