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.

14 Years of Vista Experience

81 Customers

Over 239 licenses sold

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

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.