Process

Getting Started #

These templates are the powerhouses of Transfer All Data (TAD), helping clients save countless hours by automating the movement of data between different Vista tables. Instead of manually re-entering information or performing repetitive tasks, these templates allow you to download data from one source and import it directly into a specific table—eliminating errors and streamlining workflows.

By leveraging these Process templates, you can automate complex workflows and make data movement seamless across your Vista environment.

Available Templates #

  • EM Create Asset Schedule
  • HR Approved PTO to PR Timecards
  • JB Initialize Progress Bills
  • JB InterCo Billings to AP Entry
  • JB InterCo Billings to AP Unapp
  • JB Interface Bills
  • JB Move Bill Month
  • JC Cost Projections
  • JC Move Posted Cost
  • PR AP Update Reset
  • PR Initialize Routines