StarBuilder User Panel Session - 200 - PowerPoint PPT Presentation

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StarBuilder User Panel Session - 200

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StarBuilder User Panel Session - 200 Diane Judd Moderator Melissa Issock Joey Morgan Debby Sanford Roger Shenton StarBuilder User Panel Introduce Panel Members ... – PowerPoint PPT presentation

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Title: StarBuilder User Panel Session - 200


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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