Vantagepoint/Vision Virtual User Group
Billing Terms & More!
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
About the Presenters
Susan Patrick | Director, Client Solutions
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 | Senior Consultant
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 | Consultant
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.