Client Portal

Template List

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
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 Fuel Posting
  • Batches – EM Meter Readings
  • Batches – EM Miles By State
  • 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 Material Order Confirm
  • Batches – IN Production Entry
  • Batches – IN Transfer Entry
  • 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 – JC Revenue Projections
  • Batches – MS Ticket Entry
  • Batches – PO Change Order Entry
  • Batches – PO Purchase Order Entry
  • Batches – PO Receipts Entry
  • Batches – PR Leave Entry
  • Batches – PR Timecard Entry
  • Batches – SL Change Order Entry
  • Batches – SL Subcontract Entry
Company Copy
  • Company Copy – Setup & Main Records
  • Company Copy – Setup Only
  • Company Copy – Setup No Groups
  • Company Copy – Exception #1
  • Company Copy – Exception #2
  • Company Copy – Exception #3
  • Company Copy – Company Parameters
Financials
  • Financials – Setup Rows
  • Financials – Setup Columns
Fix Batch Errors
Implementation
Implementation Balance
  • Implementation Balance – AP 1099 Totals
  • Implementation Balance – AP Open Invoices
  • Implementation Balance – AR Open Invoices
  • Implementation Balance – CM Outstanding Checks
  • Implementation Balance – GL Account Balances
  • Implementation Balance – JB Billed and Received
  • Implementation Balance – JB Open Invoices
  • Implementation Balance – JC Job Cost
  • Implementation Balance – JC Billing, Received, Retainage
  • Implementation Balance – PO Open Purchase Orders
  • Implementation Balance – PR Employee Accums
  • Implementation Balance – PR Employee Leave
  • Implementation Balance – SL Open Subcontracts
Implementation Setup
  • Implementation Setup – HQ Materials
  • Implementation Setup – HQ Tax Codes
  • Implementation Setup – HQ Contacts
  • Implementation Setup – GL Accounts
  • Implementation Setup – CM Accounts
  • Implementation Setup – AP Payable Types
  • Implementation Setup – AP Pay Categories
  • Implementation Setup – AP Vendors
  • Implementation Setup – AR Receivable Types
  • Implementation Setup – AR Customers
  • 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 – 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 State Information
  • Implementation Setup – PR Federal 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 Shipping Locations
  • Implementation Setup – JB Processing Group
  • Implementation Setup – JB Billing Groups
  • Implementation Setup – PM Firms
  • 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 – IN Location Groups
  • Implementation Setup – IN Locations
  • Implementation Setup – IN Location Materials
  • 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
Process
  • EM Create Asset Schedule
    • Automates asset schedule calculations, reducing manual clicks from hundreds to just a few minutes.
  • HR Approved PTO to PR Timecards
    • Downloads approved PTO from the Employee Portal into a PR Timecard Entry batch.
  • JB Initialize Progress Bills
    • Simplifies the initialization of new progress bills, useful for beginning balance entries.
  • JB InterCo Billings to AP Entry
    • Downloads intercompany billings into the AP Transaction Entry batch.
  • JB InterCo Billings to AP Unapp
    • Similar to the above but for AP Unapproved Invoice Entry.
  • JB Interface Bills
    • Interfaces bills, especially helpful for entering beginning balances.
  • JB Move Bill Month
    • Moves bills from one month to another.
  • JC Cost Projections
    • Imports and updates cost projections for one or multiple jobs.
  • JC Move Posted Cost
    • Moves posted costs between phases, automatically generating offsetting entries.
  • PR AP Update Reset
    • Resets PR AP Update status, allowing a batch to be sent again if processed too soon.
  • 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
Setup Imports
Setup Updates
Table of Contents

© 2025 Transfer All Data

X-twitter Youtube Linkedin