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User Manual
Marketplace
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Release Notes

3

Version 2.28.2 Release Notes
Version 2.28.1 Release Notes
Version 2.28.0 Release Notes

Installation And Updates

8

TAD Client Portal
Installation Prerequisites
First Time Installations
Loading the Excel Add-in
Replacing the Excel Add-in
Remove the Excel Add-in
Install Updates for 2.28.0 and Later
Install Updates for 2.27.5 and Prior

Licenses and Security

7

How does TAD Security work?
Create SQL Account
Assign TAD License
Delete TAD License
Granting Attachment Access
Reset SQL Account Password
TAD Form Access in Vista

Fundamentals

5

How Does TAD Work
Connecting for the First Time
Changing a Tab Name
Copying a Table/Report
When to Refresh Setup

Advanced Tools

7

When to use Global Parameters
Split Parameter Values
Top Rows Parameter
Understanding Select Functions
Understanding SQL Joins
Load SQL Statement as Table
Load SQL Statement as Report

Power User Tools

2

Calling Action from Custom Macro
Running Custom Macros After Download

Tables

8

Table List
Importing Records
Updating Records
Deleting Records
Edit the Table Structure
Format Table Explained
Saving Column Layouts with Scraper
What are Packages?

Reports

13

Report List
Download a Standard Report
Edit the Report Structure
Change Column Layout
Join Additional Tables
Add Advanced Joins
Filter Data and Create Parameters
Add Sort Order to Download
Using the Report Design Layout
Report Layouts
Add a Company Report to Vista
Download Data from Stored Procedure
Update Stored Procedure Parameters

Templates

14

What Templates are available?
Accruals
Add Posted To Batch
Batches
Company Copy
Financials
Fix Batch Errors
Implementation
Implementation Balance
Implementation Setup
Process
Setup Copy
Setup Imports
Setup Updates

Financials

1

Intro to Financials

Automator

1

Intro to Automator

Blaster

1

Intro to Blaster

Implementations

7

How does TAD help with Implementations?
Implementation Lifecycle
Apply Code Format
Loading Your Setups
Import Balances
Create Your Live Company
Time To Go Live

Converter

7

Intro to Converter
Create a Converter Sheet
Configure Converter Sheet
Using Converter Functions
Process the Converter
Refreshing the Converter
Change Source Data into Table

Batches

1

Intro to Batches

Excel Forms

24

TAD Ribbon
TAD Worksheet
About Form
Attachment List Form
Calendar Form
Initialize Cost Projection Form
Initialize Progress Bill Form
Lookup Form
Move Bill Month Form
Parameter Form
Progress Form
Query Form – Overview
Query Form – Tables Button
Query Form – Reports Button
Query Form – Templates Button
Query Form – TAD Button
Query Form – Options Button
Query Editor Form – Query Button
Query Editor Form – Select Button
Query Editor Form – From Button
Query Editor Form – Join Button
Query Editor Form – Where Button
Query Editor Form – Group By Button
Query Form – Update Action

Vista Forms

15

TAD Forms in Vista
TAD Admin – Licenses
TAD Admin – Log
TAD Admin – Report Security
TAD Admin – Table Security
TAD Admin – Template Security
TAD Admin – Version
TAD Sandbox
TAD Setups – Financial Columns
TAD Setups – Financial Rows
TAD Setups – Reports
TAD Setups – Table Columns
TAD Setups – Table Joins
TAD Setups – Tables
TAD Setups – Templates

Vista Topics

2

AR Aging Balance does not match Vista
Find Table/Column Names for a Field

To Create

168

Batches – AP Payment Posting
Batches – AP Transaction Entry
Batches – AR Cash Receipts
Batches – AR Invoice Entry
Batches – CM Transfers
Batches – EM Cost Adjustments
Batches – EM Miles By State
Batches – EM Meter Readings
Batches – EM Fuel Posting
Batches – EM Usage Posting
Batches – EM Work Order Parts Posting
Batches – GL Journal Transaction Entry
Batches – IN Adjustment Entry
Batches – IN Material Orders
Batches – IN Transfer Entry
Batches – IN Production Entry
Batches – IN Material Order Confirm
Batches – JB Interface
Batches – JC Contract Close
Batches – JC Cost Adjustments
Batches – JC Cost Projections
Batches – JC Material Use
Batches – JC Progress Entry
Batches – JC Revenue Adjustments
Batches – MS Ticket Entry
Batches – PO Change Order Entry
Batches – PO Purchase Order Entry
Batches – PO Receipts Entry
Batches – PR Timecard Entry
Batches – PR Leave Entry
Batches – SL Change Order Entry
Batches – SL Subcontract Entry
Company Copy – Setup & Main Records
Company Copy – Setup Only
Company Copy – Setup No Groups
Company Copy – Exception #1
Company Copy – Exception #2
Company Copy – Exception #3
Company Copy – Company Parameters
Implementation Setup – HQ Materials
Implementation Setup – HQ Tax Codes
Implementation Setup – HQ Contacts
Implementation Setup – GL Accounts
Implementation Setup – CM Accounts
Implementation Setup – AP Payable Types
Implementation Setup – AP Pay Categories
Implementation Setup – AP Vendors
Implementation Setup – AR Receivable Types
Implementation Setup – AR Customers
Implementation Setup – JC Cost Types
Implementation Setup – JC Phases
Implementation Setup – JC Departments
Implementation Setup – JC Insurance Template
Implementation Setup – JC Liability Template
Implementation Setup – JC Project Managers
Implementation Setup – JC Contracts
Implementation Setup – JC Contract Items
Implementation Setup – JC Jobs
Implementation Setup – JC Job Phases
Implementation Setup – JC Job Phase Cost Types
Implementation Setup – PR Earning Codes
Implementation Setup – PR Occupational Category
Implementation Setup – PR Overtime Schedule
Implementation Setup – PR Race Codes
Implementation Setup – PR Groups
Implementation Setup – PR Departments
Implementation Setup – PR Pre-Tax Deduction Groups
Implementation Setup – PR Deductions/Liabilities
Implementation Setup – PR Garnishment Groups
Implementation Setup – PR Federal Information
Implementation Setup – PR State Information
Implementation Setup – PR Local Information
Implementation Setup – PR State Insurance Codes
Implementation Setup – PR Leave Levels
Implementation Setup – PR Leave Codes
Implementation Setup – PR Templates
Implementation Setup – PR Crafts
Implementation Setup – PR Craft Classes
Implementation Setup – PR Craft Templates
Implementation Setup – PR Craft Class Templates
Implementation Setup – PR Employees
Implementation Setup – PR Employees Addl Direct Deposits
Implementation Setup – PR Employee Leave
Implementation Setup – PR Employee Dedn Liab
Implementation Setup – PR Employee Auto Earnings
Implementation Setup – HR Codes
Implementation Setup – HR Position Codes
Implementation Setup – HR Status Codes
Implementation Setup – HR Benefit Codes
Implementation Setup – HR Benefit Groups
Implementation Setup – HR Hiring Locations
Implementation Setup – HR Resources
Implementation Setup – HR Resource Benefits
Implementation Setup – HR Resource Contacts
Implementation Setup – HR Resource Skills
Implementation Setup – HR Resource Salary History
Implementation Setup – HR Approval Groups
Implementation Setup – HR Asset Tracking
Implementation Setup – HR Resource Filing Status
Implementation Setup – PO Shipping Locations
Implementation Setup – JB Processing Group
Implementation Setup – JB Billing Groups
Implementation Setup – PM Firms
Implementation Setup – EM Categories
Implementation Setup – EM Revenue Breakdown Code
Implementation Setup – EM Cost Types
Implementation Setup – EM Cost Codes
Implementation Setup – EM Component Types
Implementation Setup – EM Locations
Implementation Setup – EM Shops
Implementation Setup – EM Work Order Parts Status
Implementation Setup – EM Work Order Repair Types
Implementation Setup – EM Work Order Status Codes
Implementation Setup – EM Revenue Codes
Implementation Setup – EM Departments
Implementation Setup – EM Equipment
Implementation Setup – EM Equipment Parts
Implementation Setup – EM Warranties
Implementation Setup – EM Revenue Rates by Equipment
Implementation Setup – EM Revenue Rates by Category
Implementation Setup – IN Location Groups
Implementation Setup – IN Locations
Implementation Setup – IN Location Materials
Implementation Setup – SM Call Type Category
Implementation Setup – SM Call Types
Implementation Setup – SM Agreement Type
Implementation Setup – SM Cost Types
Implementation Setup – SM Frequency Setup
Implementation Setup – SM Departments
Implementation Setup – SM Labor Codes
Implementation Setup – SM Labor Cost Estimate
Implementation Setup – SM Part Types
Implementation Setup – SM Work Scopes
Implementation Setup – SM Customer
Implementation Setup – SM Customer Contact
Implementation Setup – SM Technicians
Implementation Setup – SM Standard Tasks
Implementation Setup – SM Standard Items
Implementation Setup – SM Serviceable Item Class
Implementation Setup – SM Pay Types
Implementation Setup – SM Rate Templates
Implementation Setup – SM Service Centers
Implementation Setup – SM Service Sites
Process – JB Initialize Progress Bills
Process – JB InterCo Billings to AP Entry
Process – JB InterCo Billings to AP Unapp
Process – JB Interface Bills
Process – JB Move Bill Month
Process – JC Cost Projections
Process – JC Move Posted Cost
Process – PR AP Update Reset
Process – PR Initialize Routines
Setup Copy – EM Departments
Setup Copy – GL Accounts
Setup Copy – HQ Tax Codes
Setup Copy – JC Departments
Setup Copy – JC Insurance Templates
Setup Copy – JC Contracts and Jobs
Setup Copy – PR Craft Base
Setup Copy – PR Craft Class Base
Setup Copy – PR Craft Class Pay Rates
Setup Copy – PR Craft Class Template
Setup Copy – PR Craft Template
Setup Copy – PR Deduction Codes
Setup Copy – PR Departments
Setup Copy – PR Earning Codes
Setup Copy – PR Insurance Codes
Setup Copy – PR Pay Periods

In Progress

18

Financials – Setup Rows
Financials – Setup Columns
Implementation Balance – AP Open Invoices
Implementation Balance – AR Open Invoices
Implementation Balance – CM Outstanding Checks
Implementation Balance – GL Account Balances
Implementation Balance – Inventory Counts
Implementation Balance – JB Billed and Received
Implementation Balance – JB Open Invoices
Implementation Balance – JC Job Cost
Implementation Balance – JC Projected Cost
Implementation Balance – PR Employee Accums
Implementation Balance – PR Employee Leave
Implementation Balance – PO Open Purchase Orders
Implementation Balance – SL Open Subcontracts
Process – CM Clear Entries
Process – EM Create Asset Schedule
Process – HR Approved PTO to PR Timecards

Finalized

48

Accruals – AP Unapproved to GL Entry
Accruals – AP Unapproved to JC CostAdj
Accruals – PR Timecard to JC CostAdj
Add Posted To Batch – AP Transaction Entry
Add Posted To Batch – AR Cash Receipts
Add Posted To Batch – AR Invoice Entry
Add Posted To Batch – CM Outstanding Entry
Add Posted To Batch – CM Transfers
Add Posted To Batch – EM Cost Adjustments
Add Posted To Batch – EM Fuel Posting
Add Posted To Batch – EM Meter Readings
Add Posted To Batch – EM Usage Posting
Add Posted To Batch – GL Journal Transaction Entry
Add Posted To Batch – IN Adjustment Entry
Add Posted To Batch – IN Material Orders
Add Posted To Batch – JC Cost Adjustments
Add Posted To Batch – JC Material Use
Add Posted To Batch – JC Revenue Adjustments
Add Posted To Batch – PO Change Order Entry
Add Posted To Batch – PO Purchase Order Entry
Add Posted To Batch – PO Receipts Entry
Add Posted To Batch – PR Leave Entry
Add Posted To Batch – PR Timecard Entry
Add Posted To Batch – SL Subcontract Entry
Add Posted To Batch – SL Change Order Entry
Fix Batch Errors – AP Entry Missing Phases
Fix Batch Errors – AP Entry Missing Cost Types
Fix Batch Errors – EM Usage Missing Phases
Fix Batch Errors – EM Usage Missing Cost Types
Fix Batch Errors – JC CostAdj Missing Phases
Fix Batch Errors – JC CostAdj Missing Cost Types
Fix Batch Errors – PO POs Missing Phases
Fix Batch Errors – PO POs Missing Cost Types
Fix Batch Errors – PR Timecards Missing Phases
Fix Batch Errors – PR Timecards Missing Cost Types
Fix Batch Errors – PR Timecards Missing Ins States
Fix Batch Errors – PR Timecards Missing Ins Rates
Fix Batch Errors – SL Subcontracts Missing Phases
Fix Batch Errors – SL Subcontracts Missing Cost Types
Implementation – Apply Code Format
Implementation Balance – AP 1099 Totals
Setup Imports – JC Add Phase to Job Phases
Setup Imports – JC Add CT to Job Phases
Setup Updates – PR Dedn/Liab Rates and Limits
Setup Updates – PR Federal Rates and Limits
Setup Updates – PR State Rates and Limits
Setup Updates – PR Local Rates and Limits
Setup Updates – PR State Insurance Rates

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