BCS ProSoft | Sept 2015 Deltek Vision User Group Recap

A big thank you to everyone who attended the Deltek Vision user groups in Baton Rouge, Honolulu, Houston, San Antonio and San Diego this week. We’re making some changes to how we run user groups in 2016 that we’re excited about. First of all, we’re only going to hold 3 a year and cram a lot more actionable content into them. Hopefully the timing of these events will work better with your schedule. For example, we want to cover Year-End information earlier on in the year so that you have a couple months to prepare for any changes. We’re also moving our spring user group to April after tax filing deadlines and well after spring break.

We’re always looking for topic suggestions so please let us know what you think by taking this short survey. This is the same survey you’ll want to take if needed CPE credits for this event. If you couldn’t make this event we’d love to have you join us for a live webinar version of this presentation on December 22nd. Sorry it’s so close to Christmas; Scheduling conflicts are another reason we’re shuffling around the user group dates next year! Below you’ll find an embedded copy of the presentation.

The Presentation

[slideshare id=55985704&doc=ugmdeltekyearenddec2015-151209174858-lva1-app6891]

This user group was all about Year-End Procedures in Vision. At year end, you need to complete the steps listed in the Deltek Year-End Checklist – you should complete all required activities in the recommended order:

Make a complete backup of your Vision database (always test the backup)
Open a New Period (and possibly a new Fiscal Year)
Enter and assign new Billing Rate Tables
Enter the new timesheet calendar; enter the new holiday calendar
Adjust employee job cost rates as needed
Begin to process allowable transactions in the new fiscal year – Do not process any Accounts Payable payment processing, or Payroll processing in the new period
Complete all Payroll payments and adjustments for 2015
Install the 2015 Year-End Update (Versions 7.3 and 7.4)
Deltek First Vision Essentials SaaS customers: the Year-End Update is scheduled and installed by Deltek Cloud Operations. The timing and specifics of this update will be communicated to the SaaS Administrators within Deltek First Vision Essentials SaaS organizations
Run the Open New W-2 Quarter utility. Since December is in the fourth quarter, Vision automatically opens a new W-2 Quarter/Year
Print 2015 W-2 forms and, if applicable, generate the Electronic Filing (Magnetic Media) file.
Post all 2015 timesheets and, if applicable, run the Open New Benefit Year utility. You can now begin processing 2016 timesheets and Payroll

Check out Deltek’s Customer Help center or contact BCS ProSoft if you have any questions.

The rest of this presentation looked at processes for electronic filing reports for W-2s and 1099s. We talked about some Deltek Vision version 7.5 features like the Bank Rec Import, new multi-company employee option and absence requests. Then we looked at the period range on project reports, TDM enhancements, some general use enhancements, and Deltek’s new Asset Management module. Finally we wrapped things up with some Deltek Vision Tips & Tricks.

As always BCS ProSoft is here if you have any questions about or need help with Deltek Vision or your legacy Deltek products. Give us a call at (800) 882-6705 or contact us online.