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.
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.
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.
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.
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.