Vista Basic Fundamentals & Navigation

This section covers the foundational skills every Vista user should understand before working within specific modules.

Getting Started with Vista

System Navigation

• Introduction to Programs vs. Reports

  • Programs vs. Reports

• Switch to List View

  • Right Click → View → List

  • Or View → View → List

• F4 Lookups & F1 Help Functions

  • How to access Vista Help Topics

• Using Function Keys (F-Keys) in Vista

  • Using F-keys in Vista

Creating & Managing Records

Record Entry Basics

• Creating a New Record

  • Enter (+) or (NEW) to assign the next available number

• Grid View vs. Info Tab

  • Understanding record entry screens

  • Using Grid View for transaction management

  • Using the Filter Bar for searching records

• Manage attachments

  • Add attachments to transactions

  • Delete attachment

Personalizing Your Vista Experience

Workspace Customization

• Introduction to VA Menu Templates 

  • Creating Custom Folders

• Customizing Grid Layouts

• Exporting Grids to Excel

• Increasing Font Size in Vista

• Changing the Vista Color Scheme

Batch Processing Fundamentals

Understanding Batch Processing

• Batch Processing Overview

• Choosing a Batch Month

• Understanding Batch Statuses
  

Quick Reference Guides

Frequently Used Shortcuts