Getting Started #
The list below contains the Templates that exist in TAD. Expand any of the categories to see the available templates.
Available Templates #
Accruals
Add Posted To Batch
- Add Posted To Batch – AR Cash Receipts
- Add Posted To Batch – AR Invoice Entry
- Add Posted To Batch – CM Outstanding Entry
- Add Posted To Batch – CM Transfers
- Add Posted To Batch – EM Cost Adjustments
- Add Posted To Batch – EM Fuel Posting
- Add Posted To Batch – EM Meter Readings
- Add Posted To Batch – EM Usage Posting
- Add Posted To Batch – GL Journal Transaction Entry
- Add Posted To Batch – IN Adjustment Entry
- Add Posted To Batch – IN Material Orders
- Add Posted To Batch – JC Cost Adjustments
- Add Posted To Batch – JC Material Use
- Add Posted To Batch – JC Revenue Adjustments
- Add Posted To Batch – PO Change Order Entry
- Add Posted To Batch – PO Purchase Order Entry
- Add Posted To Batch – PO Receipts Entry
- Add Posted To Batch – PR Leave Entry
- Add Posted To Batch – PR Timecard Entry
- Add Posted To Batch – SL Change Order Entry
- Add Posted To Batch – SL Subcontract Entry
Batches
- Batches – AP Payment Posting
- Batches – AP Transaction Entry
- Batches – AR Cash Receipts
- Batches – AR Invoice Entry
- Batches – CM Outstanding Entry
- Batches – CM Transfers
- Batches – EM Cost Adjustments
- Batches – EM Miles By State
- Batches – EM Meter Readings
- Batches – EM Fuel Posting
- Batches – EM Usage Posting
- Batches – EM Work Order Parts Posting
- Batches – GL Journal Transaction Entry
- Batches – IN Adjustment Entry
- Batches – IN Material Orders
- Batches – IN Transfer Entry
- Batches – IN Production Entry
- Batches – IN Material Order Confirm
- Batches – JB Interface
- Batches – JC Contract Close
- Batches – JC Cost Adjustments
- Batches – JC Cost Projections
- Batches – JC Material Use
- Batches – JC Progress Entry
- Batches – JC Revenue Adjustments
- Batches – MS Ticket Entry
- Batches – PO Change Order Entry
- Batches – PO Purchase Order Entry
- Batches – PO Receipts Entry
- Batches – PR Timecard Entry
- Batches – PR Leave Entry
- Batches – SL Change Order Entry
- Batches – SL Subcontract Entry
Company Copy
Fix Batch Errors
- Fix Batch Errors – AP Entry Missing Phases
- Fix Batch Errors – AP Entry Missing Cost Types
- Fix Batch Errors – EM Usage Missing Phases
- Fix Batch Errors – EM Usage Missing Cost Types
- Fix Batch Errors – JC CostAdj Missing Phases
- Fix Batch Errors – JC CostAdj Missing Cost Types
- Fix Batch Errors – PO POs Missing Phases
- Fix Batch Errors – PO POs Missing Cost Types
- Fix Batch Errors – PR Timecards Missing Phases
- Fix Batch Errors – PR Timecards Missing Cost Types
- Fix Batch Errors – PR Timecards Missing Ins States
- Fix Batch Errors – PR Timecards Missing Ins Rates
- Fix Batch Errors – SL Subcontracts Missing Phases
- Fix Batch Errors – SL Subcontracts Missing Cost Types
Implementation
Implementation Balance
- Implementation Balance – AP 1099 Totals
- Implementation Balance – AP Open Invoices (Other)
- Implementation Balance – AR Open Invoices (SM/Other)
- Implementation Balance – CM Outstanding Entries
- Implementation Balance – EM Asset Depreciation
- Implementation Balance – EM Equipment Cost
- Implementation Balance – EM Equipment Revenue
- Implementation Balance – EM Meter Readings
- Implementation Balance – GL Account Balances
- Implementation Balance – IN Inventory Counts
- Implementation Balance – JB Progress Billings
- Implementation Balance – JC Job Cost
- Implementation Balance – JC Open Invoices
- Implementation Balance – JC Projected Cost
- Implementation Balance – JC Received To Date
- Implementation Balance – PO Purchase Orders
- Implementation Balance – PO Purchase Order CO
- Implementation Balance – PO Open Invoices
- Implementation Balance – PO Paid to Date
- Implementation Balance – PR Employee Accumulations
- Implementation Balance – PR Leave Balances
- Implementation Balance – SL Subcontracts
- Implementation Balance – SL Subcontract CO
- Implementation Balance – SL Open Invoices
- Implementation Balance – SL Paid to Date
Implementation Setup
- Implementation Setup – HQ Company Setup
- Implementation Setup – HQ Materials
- Implementation Setup – HQ Tax Codes
- Implementation Setup – HQ Contacts
- Implementation Setup – HQ Units of Measure
- Implementation Setup – GL Accounts
- Implementation Setup – GL Fiscal Years
- Implementation Setup – CM Accounts
- Implementation Setup – JC Cost Types
- Implementation Setup – JC Phases
- Implementation Setup – JC Departments
- Implementation Setup – JC Insurance Template
- Implementation Setup – JC Liability Template
- Implementation Setup – JC Project Managers
- Implementation Setup – JC Contracts
- Implementation Setup – JC Contract Items
- Implementation Setup – JC Jobs
- Implementation Setup – JC Job Phases
- Implementation Setup – JC Job Phase Cost Types
- Implementation Setup – AP Payable Types
- Implementation Setup – AP Pay Categories
- Implementation Setup – AP Vendors
- Implementation Setup – AP Vendor Compliance
- Implementation Setup – AP Invoice Reviewers
- Implementation Setup – AR Receivable Types
- Implementation Setup – AR Customers
- Implementation Setup – JB Processing Group
- Implementation Setup – JB Billing Groups
- Implementation Setup – PR Earning Codes
- Implementation Setup – PR Occupational Category
- Implementation Setup – PR Overtime Schedule
- Implementation Setup – PR Race Codes
- Implementation Setup – PR Groups
- Implementation Setup – PR Departments
- Implementation Setup – PR Pre-Tax Deduction Groups
- Implementation Setup – PR Deductions/Liabilities
- Implementation Setup – PR Garnishment Groups
- Implementation Setup – PR Federal Information
- Implementation Setup – PR State Information
- Implementation Setup – PR Local Information
- Implementation Setup – PR State Insurance Codes
- Implementation Setup – PR Leave Levels
- Implementation Setup – PR Leave Codes
- Implementation Setup – PR Templates
- Implementation Setup – PR Crafts
- Implementation Setup – PR Craft Classes
- Implementation Setup – PR Craft Templates
- Implementation Setup – PR Craft Class Templates
- Implementation Setup – PR Employees
- Implementation Setup – PR Employees Addl Direct Deposits
- Implementation Setup – PR Employee Leave
- Implementation Setup – PR Employee Dedn Liab
- Implementation Setup – PR Employee Auto Earnings
- Implementation Setup – HR Codes
- Implementation Setup – HR Position Codes
- Implementation Setup – HR Status Codes
- Implementation Setup – HR Benefit Codes
- Implementation Setup – HR Benefit Groups
- Implementation Setup – HR Hiring Locations
- Implementation Setup – HR Resources
- Implementation Setup – HR Resource Benefits
- Implementation Setup – HR Resource Contacts
- Implementation Setup – HR Resource Skills
- Implementation Setup – HR Resource Salary History
- Implementation Setup – HR Approval Groups
- Implementation Setup – HR Asset Tracking
- Implementation Setup – HR Resource Filing Status
- Implementation Setup – PO Compliance
- Implementation Setup – PO Vendor Materials
- Implementation Setup – PO Shipping Locations
- Implementation Setup – SL Compliance
- Implementation Setup – PM Firms
- Implementation Setup – IN Location Groups
- Implementation Setup – IN Locations
- Implementation Setup – IN Location Materials
- Implementation Setup – EM Categories
- Implementation Setup – EM Revenue Breakdown Code
- Implementation Setup – EM Cost Types
- Implementation Setup – EM Cost Codes
- Implementation Setup – EM Component Types
- Implementation Setup – EM Locations
- Implementation Setup – EM Shops
- Implementation Setup – EM Work Order Parts Status
- Implementation Setup – EM Work Order Repair Types
- Implementation Setup – EM Work Order Status Codes
- Implementation Setup – EM Revenue Codes
- Implementation Setup – EM Departments
- Implementation Setup – EM Equipment
- Implementation Setup – EM Equipment Parts
- Implementation Setup – EM Warranties
- Implementation Setup – EM Revenue Rates by Equipment
- Implementation Setup – EM Revenue Rates by Category
- Implementation Setup – MS Vendor Trucks
- Implementation Setup – MS Pay Codes
- Implementation Setup – MS Price Templates
- Implementation Setup – MS Surcharges
- Implementation Setup – MS Haul Codes
- Implementation Setup – SM Call Type Category
- Implementation Setup – SM Call Types
- Implementation Setup – SM Agreement Type
- Implementation Setup – SM Cost Types
- Implementation Setup – SM Frequency Setup
- Implementation Setup – SM Departments
- Implementation Setup – SM Labor Codes
- Implementation Setup – SM Labor Cost Estimate
- Implementation Setup – SM Part Types
- Implementation Setup – SM Work Scopes
- Implementation Setup – SM Customer
- Implementation Setup – SM Customer Contact
- Implementation Setup – SM Technicians
- Implementation Setup – SM Standard Tasks
- Implementation Setup – SM Standard Items
- Implementation Setup – SM Serviceable Item Class
- Implementation Setup – SM Pay Types
- Implementation Setup – SM Rate Templates
- Implementation Setup – SM Service Centers
- Implementation Setup – SM Service Sites
- Implementation Setup – VA User Profile
- Implementation Setup – VA Security Groups
Process
- 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.
Setup Copy
- Setup Copy – EM Departments
- Setup Copy – GL Accounts
- Setup Copy – HQ Tax Codes
- Setup Copy – JC Departments
- Setup Copy – JC Insurance Templates
- Setup Copy – JC Contracts and Jobs
- Setup Copy – PR Craft Base
- Setup Copy – PR Craft Class Base
- Setup Copy – PR Craft Class Pay Rates
- Setup Copy – PR Craft Class Template
- Setup Copy – PR Craft Template
- Setup Copy – PR Deduction Codes
- Setup Copy – PR Departments
- Setup Copy – PR Earning Codes
- Setup Copy – PR Insurance Codes
- Setup Copy – PR Pay Periods