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Cashflow Forecast Template
The cashflow forecast template at the link below was built to help small to mid-size contractors forecast their cash out 13 weeks. Cashflow Forecast Template
Power BI-Equipment Profitability Dashboard
Scenario: Looking to get a quick snapshot of revenue, cost, and profit by equipment category. Example Solution: Click here to see other Sample Power BI reports. Download the Power BI file here Download the instructions to connect to Vista data here. If you want this report for other ERP systems, [...]
Acumatica-Positive Pay Export
Scenario: Looking to get a CSV file to upload to the bank for positive pay. This uses an example column layout and limits the payee name to 35 characters. This was tested on Version 23 R2. Example Solution: Download the XML file here Open the Generic Inquiry (SM208000) screen Create [...]
Vista Customization-Applicant Submission Notifier
Scenario: Looking to receive an email notice when an Applicant submits their application. Note: This solution assumes the recruiters have VA User profiles, if not you can join PREHFullName or HRRM to get the email address. Example Solution: Create the SQL View below and grant select to VCSUsers Open the [...]
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 [...]
Vista Customization-AP Vendor ACH Information Changes Notifier
Scenario: Looking to receive an daily email of any ACH account changes on Vendors in the past day. Example Solution: Open the VA Inquiries form Create a new Record by entering CTS_VendorInfoChangeNotifier in the Query Name Field Enter Vendor ACH Information Change Notifier in the Title Field Enter Created on 9/5/2023 by [...]
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 [...]
Vista-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
Vista 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 [...]
Vista Customization – Journal Entry -Sync Attachments to all lines
Scenario: User wants to be able to attach one set of attachments and be able to access those attachments from any of the lines in a GL Journal Entry. Example Solution: Open SSMS (SQL Management Studio) and connect to your SQL Server Copy and paste the SQL Query below into [...]
Vista Customization-Report Deep Links to Open Vista Forms
Scenario: Users would like to be able to drill into a Vista from while in a report to get more details or change values on a form. This can be used in both SSRS reports and Crystal Reports. UPDATE: After writing this post, we ran across documentation for Viewpoint on [...]
Vista Customization-Notifier that sends even when no results found
Scenario: When you want a notifier to send an email on schedule even when no results are found, we can use the method described below to get the notifier to run and return a notice that no result was found. Basic Template: Here is a basic template of the concept [...]