Installation And Updates 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 How does TAD Security work? Create SQL Account Assign TAD License Delete TAD License Granting Attachment Access Reset SQL Account Password
Fundamentals How Does TAD Work Connecting for the First Time Changing a Tab Name Copying a Table/Report When to Refresh Setup
Advanced Tools Load SQL Statement as Table Load SQL Statement as Report When to use Global Parameters Split Parameter Values Top Rows Parameter Understanding Select Functions Understanding SQL Joins
Tables Table List Importing Records Updating Records Deleting Records Edit the Table Structure Format Table Explained Saving Column Layouts with Scraper What are Packages?
Reports 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 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
Implementations 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 Intro to Converter Create a Converter Sheet Configure Converter Sheet Using Converter Functions Process the Converter Refreshing the Converter Change Source Data into Table
Excel Forms 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
Vista Forms 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
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
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
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
