Vantagepoint/Vision Virtual User Group

Deltek Vantagepoint

Billing Terms & More!

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.

Billing Terms – Hear from our experts on best practices for billing terms set up, with a specific focus on fee-based billing.

We will also review Planning rate sources for those of you that use (or want to use) the planning functionality in the system.

And last but certainly not least, have you ever worried that you are missing billing rates on some of your records? We will review MissTr (our Missing Billing Rate tool) and Refresh Bill Rates – so that you make sure all of your labor transactions have a billing rate applied.

VUGM: Deltek Vision/Vantagepoint - 2021/07

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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.

 

 

Barbara Bunting | Stambaugh Ness

Barbara Bunting | Senior ConsultantDeltek University Certified Vision ProfessionalDeltek University Certified Vantagepoint Professional

Barbara’s 20+ years of hands-on experience working with Deltek systems translates into high-level skills and knowledge for her clients. Areas of specialization include Resource Planning (Vision, iAccess, Vantagepoint); Project Management Training; Project Management Process Assessments and Development; Info Center Design; Security/System Administration; and Workflow.

 

 

 

 

Kelly Bogdonoff | Stambaugh Ness

Kelly Bogdonoff | ConsultantDeltek University Certified Vantagepoint Professional

Kelly brings clients a unique blend of deep financial expertise and 19+ years of hands-on experience working with Deltek systems. During her career, she spent several years as a Director of Accounting within the AE industry. Her areas of specialization include Finance Process Review and Training, Financial Reporting and Analysis, Project Accounting, and Security/System Administration.