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 #

• Process – CM Clear Entries
  • Allows you to mass clear checks, EFTs, deposits, outstanding entries and transfers.
• Process – EM Create Asset Schedule
  • Automates asset schedule calculations, reducing manual clicks from hundreds to just a few minutes.
• Process – HR Approved PTO to PR Timecards
  • Downloads approved PTO from the Employee Portal into a PR Timecard Entry batch.
• Process – JB Initialize Progress Bills
  • Simplifies the initialization of new progress bills, useful for beginning balance entries.
• Process – JB InterCo Billings to AP Entry
  • Downloads intercompany billings into the AP Transaction Entry batch.
• Process – JB InterCo Billings to AP Unapp
  • Similar to the above but for AP Unapproved Invoice Entry.
• Process – JB Interface Bills
  • Interfaces bills, especially helpful for entering beginning balances.
• Process – JB Move Bill Month
  • Moves bills from one month to another.
• Process – JC Cost Projections
  • Imports and updates cost projections for one or multiple jobs.
• Process – JC Move Posted Cost
  • Moves posted costs between phases, automatically generating offsetting entries.
• Process – PR AP Update Reset
  • Resets PR AP Update status, allowing a batch to be sent again if processed too soon.
• Process – PR Initialize Routines
  • Automates payroll initialization across multiple payroll companies, reducing tedious manual steps.