Vantagepoint/Vision Virtual User Group

Deltek Vantagepoint

Best Practices for Time & Expense and Billing

Duration: 60-minutes
Previously Recorded

The SN Vantagepoint/Vision Virtual User Group Meeting is a monthly virtual event where we discuss the capabilities, features, and enhancements to the Deltek Vantagepoint / Deltek Vision Solutions.

Agenda

Time & Expense: Have you ever wondered the best way to transfer time or make changes to time or expense records? Join us as we cover best practices around time & expenses in Vision/Vantagepoint.

Billing: Getting billing out correctly and timely is key to your business. During this session, we’ll review billing best practices, including invoice approvals, batch billing, and more!

VUGM: Deltek Vision/Vantagepoint - 2021/10

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About the Presenters

Susan Patrick | Stambaugh Ness

Susan Patrick | Director, Client SolutionsDeltek University Certified Vision ProfessionalDeltek University Certified Vantagepoint Professional

In her role, Susan leads our team and clients through the software/solution evaluation process. Working diligently to fully understand the needs and requirements of each client, she identifies the ideal solution to help them achieve their goals. Susan has more than 30 years of accounting and technical expertise, including valuable experience as a financial controller in the architecture and engineering industry. She has been instrumental in assisting project-based clients with improving their accounting processes, becoming more efficient, and ultimately more successful.

 

Sherry Grable | Stambaugh Ness

Sherry Grable | Deltek Vision/Vantagepoint Consultant

Sherry brings a unique combination of knowledge and experience to her role. Not only is she a Certified Public Accountant, but also spent several years within the AE industry serving as Controller for a large engineering firm. With her accounting and Deltek expertise, Sherry helps clients leverage their Vantagepoint/Vision platform to be more successful.

 

 

Laura Reid | Stambaugh Ness

Laura Reid | Deltek Vision/Vantagepoint Consultant

For 25+ years Laura has worked in financial operations, including serving as a Chief Financial Officer within the architecture and engineering industry. A creative problem-solver, Laura applies her experience implementing, supporting, and troubleshooting ERP and financial accounting systems in her work with AE clients. Additionally, firms benefit from her first-hand understanding of project-centric business operations as she helps them improve efficiencies for increased profitability.