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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 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 September 24, 2007