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.

TAD

Transfer All Data

Transfer All Data (TAD) is an Excel add-in designed specifically for the Viewpoint database. By leveraging TAD, you can simplify your manual processes using standard & custom reporting and having the ability to import, update & delete from every table. TAD also provides full Financial solutions and batch functions from creation to posting.

Learn more about all the solutions TAD can offer to your organization.

Custom Excel Ribbon

Financial Statements

Includes layouts for Balance Sheets, Income Statements, Cash Flows and Trial Balances.
Drilldown on any of the balances to see the GL detail.
Copy the standard layouts and reference your GL Accounts to get started.
Centralized updates eliminate the need to update multiple worksheets with the same change.

Standard & Custom Reports

Over 100 standard reports such as the AP and AR Agings, GL Detail, Job Cost Detail and Payroll reports.
Parameters with lookup lists for all major fields.
Create your own custom reports by copying a standard report or start from scratch!
Get the “Grid” data in a few simple steps.
Exception reports to identify issues as they arise including unposted batches, uninterfaced billings & vendor changes.
Download your WIP report and enter the over/under entry in the same file.
Create pivot tables and charts from raw data downloads.
Download data to simplify month-end reconciliations.
401k and Employee Census Data for uploading to 3rd parties.
Positive pay data downloads for easy export to CSV.
Download your notifiers on demand and speed up workflows.

Tables

Import, update and delete from every table in the database including your UD tables.
Formatting feature makes sure your data entry is accurate.
Validate feature gives instant feedback to eliminate back and forth with CSV files.
Ability to do full conversions including copying a company and loading open balances.
Copy setups from development environments to production environments after testing.
Maintain setups across multiple companies.

Batches

Assign batch numbers, import records, validate batches and post batches.
All features work across multiple companies and months to save you time.
Add posted transactions to a batch by identifying the specific records rather than one at a time.
Move records from one batch month to another in a few simple steps.

Mimic Feature

The Mimic feature allows you to download data from one source and import that data into a different destination.
Accrue AP Unapproved Invoices into a JC Cost Adjustment batch.
Post Intercompany Billings into an AP Transaction Entry batch.
Post Approved PTO into a PR Timecard Entry batch.
Add new Phases/Cost Types to all open jobs.
Fix batch errors due to missing setups.

Frequently Asked Questions

Is TAD Secure?

Yes. TAD has three security layers in Tables, Reports and Buttons. Each option can be changed per user. Data can also be secured if you are using the standard Vista data security.

Who are the intended users?

TAD can be used by any user in your organization. Finance/Accounting can download data dumps for month-end reconciliations. Payroll can update pay rates, workers comp insurance rates and Federal/State rates. Operations can download job cost exports to use for cost projections.

What standard reports exist?

Please visit our reports page for the full updated list.

What comes with the purchase of TAD?

The base purchase of TAD includes the Excel add-in file, a fully documented user guide and access to video tutorials. An initial allotment of training hours will be provided with the purchase. Additional training can be purchased separately.

What if I want other reports?

You can create your own reports from scratch or start with a standard report. We can also help create additional reports which can be purchased separately.

TAD