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

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Presentation transcript:

StarBuilder User Panel Session Diane Judd – Moderator Melissa Issock Joey Morgan Debby Sanford Roger Shenton

September 24, 2007 StarBuilder User Panel Introduce Panel Members Discuss Session Format Frequently Asked Questions Ask the Panel

September 24, 2007 StarBuilder User Panel Member :Diane Judd Company: Emcor Group Title: Accounting / IT Analyst Product Experience: Over 12 years

September 24, 2007 StarBuilder User Panel Member : Melissa Issock Company: Quality Business Consultants Title: Sr. Tech Support Rep Product Experience:

September 24, 2007 StarBuilder User Panel Member : Joey Morgan Company: Highway Safety Devices Title: CFO Experience: 17 years

September 24, 2007 StarBuilder User Panel Member : Debby Sanford Company: Natelco Corporation Title: CFO Experience: 7 years

September 24, 2007 StarBuilder User Panel Member :Roger Shenton Company: Emcor Group Title: V.P. Information Systems Experience: 10 years

September 24, 2007 Session Format Role of the Moderator Audience Participation Time Limit for Discussion

September 24, 2007 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?

September 24, 2007 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?

September 24, 2007 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?

September 24, 2007 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?

September 24, 2007 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?

September 24, 2007 Frequently Asked Questions What does the timeframe “period” mean in Job Cost?

September 24, 2007 Ask the Panel