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StarBuilder User Panel Session - 200

StarBuilder User Panel Session - 200. Diane Judd – Moderator Melissa Issock Joey Morgan Debby Sanford Roger Shenton. StarBuilder User Panel. Introduce Panel Members Discuss Session Format Frequently Asked Questions Ask the Panel. StarBuilder User Panel. Member :Diane Judd

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StarBuilder User Panel Session - 200

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  1. StarBuilder User PanelSession - 200 Diane Judd – Moderator Melissa Issock Joey Morgan Debby Sanford Roger Shenton

  2. StarBuilder User Panel • Introduce Panel Members • Discuss Session Format • Frequently Asked Questions • Ask the Panel

  3. StarBuilder User Panel • Member :Diane Judd • Company: Emcor Group • Title: Accounting / IT Analyst • Product Experience: Over 12 years

  4. StarBuilder User Panel • Member : Melissa Issock • Company: Quality Business Consultants • Title: Sr. Tech Support Rep • Product Experience:

  5. StarBuilder User Panel • Member : Joey Morgan • Company: Highway Safety Devices • Title: CFO • Experience: 17 years

  6. StarBuilder User Panel • Member : Debby Sanford • Company: Natelco Corporation • Title: CFO • Experience: 7 years

  7. StarBuilder User Panel • Member :Roger Shenton • Company: Emcor Group • Title: V.P. Information Systems • Experience: 10 years

  8. Session Format • Role of the Moderator • Audience Participation • Time Limit for Discussion

  9. Frequently Asked Questions • Which reports do you use for reconciliation purposes? • When adding or updating a GL account – What does Regenerate Financial Parameters mean. What is its’ impact? • How to change costs estimates for Jobs in Job Cost?

  10. Frequently Asked Questions • How do you handle Additional taxes/deductions for an employee? • Is there ever a need to reopen a closed job? If so, how do you do so? • What method do you use to backup your data? How often do you backup • What methods do you use to track down an out of balance posting?

  11. Frequently Asked Questions • How do you handle/record bad debts? • How to refund a customer/vendor for overpayment? • Is there a way to reprint the reports generated from processing payroll? • Do you create your own custom reports. How do you do so? Which method(s) do you find most helpful?

  12. Frequently Asked Questions • How to run Job Cost Reports for a particular period? • How do you prevent invoice amounts from exceeding P.O. amounts? • What are User Defined Fields and how do you use them?

  13. Frequently Asked Questions • What report shows all payments made to a vendor, by job, for the year? • How to delete old vendors/customers/jobs, etc. (when and how to purge data? • We are moving our SQL server to a faster machine. How do I move the database from one server to another?

  14. Frequently Asked Questions • What does the timeframe “period” mean in Job Cost?

  15. Ask the Panel

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