Skip to content

Pricing
User Manual
Marketplace
Contact Us

Pricing
User Manual
Marketplace
Contact Us

Release Notes

3

Version 2.28.2 Release Notes
Version 2.28.1 Release Notes
Version 2.28.0 Release Notes

Installation And Updates

8

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

7

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

5

How Does TAD Work
Connecting for the First Time
Changing a Tab Name
Copying a Table/Report
When to Refresh Setup

Advanced Tools

7

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

Power User Tools

2

Calling Action from Custom Macro
Running Custom Macros After Download

Tables

9

Intro to Tables
Table List
Importing Records
Updating Records
Deleting Records
Edit the Table Structure
Format Table Explained
Saving Column Layouts with Scraper
What are Packages?

Reports

15

*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

15

*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

Financials

9

*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

Automator

3

*Intro to Automator
*Create Automator to Email
*Schedule the Automator

Blaster

3

*Intro to Blaster
*Create Data Driven Blaster
*Create Manual Entry Blaster

Implementations

7

Intro to Implementations
Implementation Lifecycle
Apply Code Format
*Loading Your Setups
*Import Balances
*Create Your Live Company
*Time To Go Live

Converter

7

Intro to Converter
Create a Converter Sheet
Configure Converter Sheet
Using Converter Functions
Process the Converter
Refreshing the Converter
Change Source Data into Table

Batches

4

Intro to Batches
*Create Batch Template for Imports
*Clear Open Batches
*Change Batch Month

Excel Forms

24

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
Progress Form
Query Form – Overview
Query Form – Tables Button
Query Form – Reports Button
Query Form – Templates Button
Query Form – TAD Button
Query Form – Options Button
Query Editor Form – Query Button
Query Editor Form – Select Button
Query Editor Form – From Button
Query Editor Form – Join Button
Query Editor Form – Where Button
Query Editor Form – Group By Button
Query Form – Update Action

Vista Forms

15

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
TAD Setups – Reports
TAD Setups – Table Columns
TAD Setups – Table Joins
TAD Setups – Tables
TAD Setups – Templates

Vista Topics

2

AR Aging Balance does not match Vista
Find Table/Column Names for a Field

Implementation Setup – PM Firms

Getting Started #

Coming Soon!

Implementation Setup – JB Billing Groups Implementation Setup – EM Categories

Table of Contents

Getting Started

© 2025 Transfer All Data

X-twitter Youtube Linkedin