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 Checks
- Implementation Balance – GL Account Balances
- Implementation Balance – JB Billed and Received
- Implementation Balance – JB Open Invoices
- Implementation Balance – JC Job Cost
- Implementation Balance – JC Billing, Received, Retainage
- Implementation Balance – PO Open Purchase Orders
- Implementation Balance – PR Employee Accums
- Implementation Balance – PR Employee Leave
- Implementation Balance – SL Open Subcontracts