1. Getting Started

TAD is an Excel add-in containing a custom ribbon and form that allows you to interact with the Viewpoint database in ways you haven’t before.

Key Benefits

• TAD comes with over 100 standard reports such as the AP and AR Agings, GL Detail, Job Cost Detail and Payroll reports.
• All reports can be modified in structure such as selecting columns, joining additional tables, filtering your data or adding report groupings with specific styles.
• Report across multiple companies on the same report or create individual sheets with saved parameters.
• Entire Conversions including the company copy and all open balances. The data from the test company can be scrubbed prior to importing into the live company. No more unwanted records!
• Adding Transactions to Batch by identifying the specific records. The process works across multiple Companies/Months and manages the new batch creation.
• Moving records from one batch month to another.
• Download any table into Excel. Data can be filtered before or after downloading. Tables can be saved into Templates to save for future downloads.
• Import into any table with the assistance of formatting logic to avoid data errors.
• Update one or more records simply by highlighting the changes in yellow. Pay rates, insurance rates, benefit rates, etc. can be updated with this feature.
• Full batch actions starting from creating a batch to validating & posting a batch for multiple company/months at the same time.
• Data dumps for month-end reconciliations
• Exports for your payroll providers
• Positive pay data downloads for easy export to CSV