Transfer All Data (TAD) is an Excel add-in designed specifically for the Viewpoint database. By leveraging TAD, you can simplify your manual processes using standard & custom reporting and having the ability to import, update & delete from every table. TAD also provides full Financial Statement solutions and batch functions from creation to posting.
h3. +Custom Excel Ribbon+
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h3. +Tables+
- Import, update and delete from every table in the database including your UD tables.
- Formatting feature makes sure your data entry is accurate.
- Validate feature gives instant feedback to eliminate back and forth with CSV files.
- Ability to do full conversions including copying a company and loading open balances.
- Copy setups from development environments to production environments after testing.
- Maintain setups across multiple companies.
h3. +Reports+
- Over 100 standard reports such as the AP and AR Agings, GL Detail, Job Cost Detail and Payroll reports directly into Excel.
- Parameters with lookup lists for all major fields.
- Create your own custom reports by copying a standard report or start from scratch!
- Get the “Grid” data in a few simple steps.
- Exception reports to identify issues as they arise including unposted batches, uninterfaced billings & vendor changes.
- Download your WIP report and enter the over/under entry in the same file.
- Create pivot tables and charts from raw data downloads.
- Download data to simplify month-end reconciliations.
- 401k and Employee Census Data for uploading to 3rd parties.
- Positive pay data downloads for easy export to CSV.
- Download your notifiers on demand and speed up workflows.
h3. +Financial Statements+
- Includes layouts for Balance Sheets, Income Statements, Cash Flows and Trial Balances.
- Drilldown on any of the balances to see the GL detail.
- Copy the standard layouts and reference your GL Accounts to get started.
- Centralized updates eliminate the need to update multiple worksheets with the same change.
h3. +Batches+
- Assign batch numbers, import records, validate batches and post batches.
- All features work across multiple companies and months to save you time.
- Add posted transactions to a batch by identifying the specific records rather than one at a time.
- Move records from one batch month to another in a few simple steps.
h3. +Mimic Feature+
- The Mimic feature allows you to download data from one source and import that data into a different destination.
- Accrue AP Unapproved Invoices into a JC Cost Adjustment batch.
- Post Intercompany Billings into an AP Transaction Entry batch.
- Post Approved PTO into a PR Timecard Entry batch.
- Add new Phases/Cost Types to all open jobs.
- Fix batch errors related to 3rd party imports.
