Installs 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 TAD Form Access in Vista
Fundamentals How Does TAD Work Connecting for the First Time Changing a Tab Name Copying a Table/Report When to Refresh Setup Quick Download
Advanced Tools 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
Tables Intro to Tables Table List Building a Table Import Template Edit the Table Structure Format Table Explained Importing Records Updating Records Deleting Records Saving Column Layouts with Scraper What are Packages?
Reports Intro to Reports Report List Download a Standard Report Edit the Report Structure Change Column Layout *Using Select Functions 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 Intro to Templates Template List 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 Intro to Implementations Implementation Lifecycle Apply Code Format Load Your Setups Import Balances Create Your Live Company Time To Go Live Final Audit of Setup
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
Financials Intro to Financials *Create Balance Sheet *Create Income Statement *Create Cash Flow *Create Trial Balance *Update Existing Financial Rows *Update Existing Financial Columns Financial Rows – Page Header Variables Financial Columns – Column Header Variables
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
Vista Topics VA Data Security AR Aging Balance does not match Vista Find Table/Column Names for a Field
