Templates contain one or more Tables/Reports with specific configurations and allow you to access Actions not on the ribbon.
Each template belongs to one of the Template Types below.
| Type | Description |
|---|---|
| Add To Batch | Use to add posted transactions back into the same batch month in Vista. Isolate and select multiple records at once instead of one by one in Vista. |
| Batches | Use to work with the various Batch Actions from creating a batch to posting the batch. |
| Company Copy | Use to create a new company in Vista using the setup of an existing company. |
| Financials | Use to download both Tables associated with the Financial Statement setup. |
| Mimic | Use to download data from one table into another table. For example, you can download the AP Unapproved Invoice data directly into a JC Cost Adjustment batch for an easy accrual. |
| Process | Use one of the special processes to replicate a Vista task. |
| Sandbox | Use with the multiple examples throughout the user guide. |
| Setup | Use to add new setups and/or maintain existing setups. |
You can also create custom templates by saving the Tables/Reports on the TAD sheet in the Excel workbook. By going this route, you’re saving the specific layouts, parameters and other characteristics of the Tables/Reports to use again. It also provides you with a backup in case you change/delete anything from the TAD sheet.
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