TRANSFER ALL DATA (TAD)

Common VISTA Problems

Exporting Reports to Excel

Download Report Data Directly into Excel

Exporting Grid Tabs to Excel

Download Grid Data Directly into Excel

Basic Financial Statements

Easy Configurations That Can Be Updated in Vista

Limited Import Templates

Ability to import into Every Table in Vista Including UD Tables

Reporting Across Multiple Companies

Standard Reports Configured to Accept Multiple Companies

Maintaining Setups Across Companies

Download and Update Records Across Multiple Companies

Difficult/Expensive to Copy Company Setups

Create Your Own Company Copies with Pre-defined Templates

Crystal Report Knowledge to Edit Reports

TAD Query Builder Breaks Report into Multiple Parts for Easy Changes

CORE FEATURES

AUTOMATOR

• Save or Email all reports in the workbook in PDF, CSV, XLSX formats.
• Can be manually processed or scheduled using Task Scheduler.
•  Additional actions like Validate Batch and Post Batch can be run to automatically post batches.

BLASTER

• Used with the Automator to blast data driven reports to recipients or worksheets.
• Blast AP and AR Agings to your Project Managers each week.
• Blast AP Unapproved Invoices at month-end to each PM to verify what should be accrued.

CONVERTER

• Streamlined process that will transform and copy data from one worksheet to another.
• The Cross Reference function will automatically create the cross reference based on the source values.
• If you have unflexible 3rd Party Data this can help transform it to an importable format.

FINANCIALS

• Easy to configure setups that consist of Row Definitions and Column Definitions.
• Setups are maintained inside the User Database module in Vista for easy updates.
• Drilldown into any balance to view the GL detail and associated attachments.

REPORTS

• Over 100 standard reports such as the AP and AR Agings, GL Detail, Job Cost Detail and Payroll reports directly into Excel.
• 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.

SPLITTER

• Allows you to split parameter values into separate worksheets.
• Split report data into one worksheet per company for easier analysis.
• Can also be used with Automator and Blaster for an industry first feature.

TABLES

• Import, update and delete from every table in the database including your UD tables.
• 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.
• Assign batch numbers, import records, validate batches and post batches for Batch tables.

Packages

BASIC

$ 3,000

00

one-time*

• 1 License
• 2 Training Hours
• Detailed User Guide
• Year 1 Support & Updates

STANDARD

$ 6,000

00

one-time*

• 2 Licenses
• 4 Training Hours
• Detailed User Guide
• Year 1 Support & Updates

Popular

PREMIUM

$ 18,000

00

one-time*

• Unlimited Licenses
• 8 Training Hours
• Detailed User Guide
• Year 1 Support & Updates

BEST VALUE

* 25% Annual Maintenance fee starts 1 year after purchase to continue to receive support and updates.

Additional Items

Additional license

$ 3,000

00

per license

• 1 License

additional training

$ 175

00

per hour

• 1 Training Hour