Getting Started #
One of the biggest challenges in a new Vista implementation is knowing the correct steps for loading beginning balances. These templates provide a structured and seamless approach to importing balances, minimizing errors and ensuring a smooth transition.
By following the templates below, you’ll be guided through the most efficient balance-loading process available, helping you establish a solid financial foundation in your Vista environment.
Available Templates #
- Implementation Balance – AP 1099 Totals
- Implementation Balance – AP Open Invoices
- Implementation Balance – AR Open Invoices
- Implementation Balance – CM Outstanding Entries
- Implementation Balance – EM Asset Setup
- Implementation Balance – EM Equipment Cost
- Implementation Balance – EM Equipment Revenue
- Implementation Balance – EM Meter Readings
- Implementation Balance – GL Account Balances
- Implementation Balance – IN Inventory Counts
- Implementation Balance – JB Progress Billings
- Implementation Balance – JC Job Cost
- Implementation Balance – JC Projected Cost
- Implementation Balance – PO Purchase Orders
- Implementation Balance – PR Employee Accumulations
- Implementation Balance – PR Employee Leave
- Implementation Balance – SL Subcontracts
- Implementation Balance – SM Work Completed Billings
- Implementation Balance – SM Work Completed Cost