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Vista Customization-Applicant Submission Notifier

Scenario: Looking to receive an email notice when an Applicant submits their application. Example Solution: Create the SQL View below and grant select to VCSUsers Open the WF Notifier Queries form Create a new Record by entering CTS_ApplicantSubmission in the Query Name Field Enter Sends notification for every applicant submission in the [...]

By |February 8, 2024|0 Comments

Vista Customization-Employee ACH Account Changes

Scenario: Looking to receive an email notice when Employee ACH (DD) Accounts Change Example Solution: Open the WF Notifier Queries form Create a new Record by entering CTS_BankInfoChange in the Query Name Field Enter Reports any bank info changes in the Title Field Enter Created by CTS-Kevin Halme on 2023.05.29 to report [...]

By |November 6, 2023|0 Comments

Vista Customization-Unapproved Invoice Summary Notifier

Scenario: Looking to receive an weekly email with the number of outstanding invoices, age, and dollar amount by Reviewer and Month. Modify SQL as needed if you need multi-company support, etc. Example Solution: Open the VA Inquiries form Create a new Record by entering CTS_APUISummary in the Query Name Field Enter [...]

By |November 6, 2023|0 Comments

GL Trial Balance History SQL Stored Procedure

Below is a link to the GL Trial Balance History SQL Stored Procedure that we use to pull the trial balance into Power Query or Power BI for dashboarding purposes. We join the results of the stored procedure with the budget table for budget versus actual reporting. SQL Stored Procedure

By |October 13, 2023|0 Comments

PM Import Template Creator

Here are links to two excel files that use PowerQuery to build an import file to be used with the HCSSHEAVY import template in PM Import Estimates. These files only have limited testing, so feel free to reach out if you discover an issue with the files. Macro-free version (manually [...]

By |March 31, 2023|0 Comments

Vista Customization- Project Commitments Inquiry Tab

Scenario: Want to have a list of commitments (subcontracts and purchase orders) by Job without having to run multiple reports. Requirements: None Example Solution: Open the VA Inquiries formEnter udPMCommitments in the Query Name fieldEnter PM Project Commitments (SL & PO) in the title and description fieldsType = SQLQuery Text [...]

By |December 23, 2020|0 Comments

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