Getting Started #
The Batches templates give you access to every batch table in Vista. You can import your month-end journal entries and job cost adjustments.
Two disclaimers on the Batch functionality:
- Using the Post Batch action in TAD does not attach the batch reports in HQ Batch Control. If you want those then you have to post the batch through Vista.
- You will not have the same batch defaults that you have in Vista. There are other methods to get those values.
Available Templates #
- Batches – AP Payment Posting
- Batches – AP Transaction Entry
- Batches – AR Cash Receipts
- Batches – AR Invoice Entry
- Batches – CM Outstanding Entry
- Batches – CM Transfers
- Batches – EM Cost Adjustments
- Batches – EM Fuel Posting
- Batches – EM Meter Readings
- Batches – EM Miles By State
- 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 Material Order Confirm
- Batches – IN Production Entry
- Batches – IN Transfer Entry
- 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 – JC Revenue Projections
- Batches – MS Ticket Entry
- Batches – PO Change Order Entry
- Batches – PO Purchase Order Entry
- Batches – PO Receipts Entry
- Batches – PR Leave Entry
- Batches – PR Timecard Entry
- Batches – SL Change Order Entry
- Batches – SL Subcontract Entry