TAD Features

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.

Custom Excel Ribbon

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.
  

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.
  

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.
  

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.
  

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.