Getting Started #
The Batches templates give you access to every batch table in Vista, enabling seamless imports of month-end journal entries and job cost adjustments. For a deeper understanding of how these templates work, refer to the Intro to Batches article.
Important Notes on Batches Functionality
- Batch Reports in HQ Batch Control: If you use the Post Batch action in Transfer All Data (TAD), batch reports will not be attached in HQ Batch Control. To generate these reports, you must post batches directly in Vista.
- Batch Defaults: TAD does not replicate all the batch default values found in Vista. While some default values can be retrieved using alternative methods, they are not identical to those available in Vista’s Import module. Each template will indicate how certain defaults can be applied.
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 Miles By State
- Batches – EM Meter Readings
- Batches – EM Fuel Posting
- 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 Transfer Entry
- Batches – IN Production Entry
- Batches – IN Material Order Confirm
- 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 – MS Ticket Entry
- Batches – PO Change Order Entry
- Batches – PO Purchase Order Entry
- Batches – PO Receipts Entry
- Batches – PR Timecard Entry
- Batches – PR Leave Entry
- Batches – SL Change Order Entry
- Batches – SL Subcontract Entry