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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

  • 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.
  • 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.
  • 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.
  • 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.
  • 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 related to 3rd party imports.

SCHEDULE DEMO

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

PURCHASE REQUEST

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