--- title: BCS ProSoft | Sept 2015 Deltek Vision User Group Recap description: [fusion_text]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. image: https://blog.bcsprosoft.com/hubfs/Imported_Blog_Media/deltek-vision-resources-1.jpg --- Questions? Give us a a call at [**(855) 982-9336**](https://www.bcsprosoft.com/contact/) - [Facebook](https://www.facebook.com/bcsprosoft) - [Linkedin](https://www.linkedin.com/company/bcs-prosoft) - [Twitter](https://twitter.com/bcsprosoft) - [Email](https://www.bcsprosoft.com/contact/) [![BCS-logo-white-red-2](https://blog.bcsprosoft.com/hs-fs/hubfs/BCS-logo-white-red-2.png?width=700&name=BCS-logo-white-red-2.png)](https://www.bcsprosoft.com/) - Products - Deltek - [Deltek](https://www.bcsprosoft.com/deltek/) - [Deltek Vantagepoint](https://www.bcsprosoft.com/deltek/vantagepoint/) - [Deltek Cloud](https://www.bcsprosoft.com/deltek/cloud/) - [Deltek PIM](https://www.bcsprosoft.com/deltek/pim/) - [Deltek CRM](https://www.bcsprosoft.com/deltek/crm/) - Sage - [Sage Intacct](https://bcsprosoft.com/sage-intacct/) - [Sage 100cloud](https://www.bcsprosoft.com/sage-100/cloud/) - [Sage CRM](https://www.bcsprosoft.com/sage-crm/) - [Sage HRMS](https://www.bcsprosoft.com/sage-hrms/) - [NetSuite](https://www.bcsprosoft.com/netsuite/) - [Automated Rental (ARM)](https://www.armsoftware.com/?utm_source=bcsprosoft.com&utm_medium=referral) - [Services](https://www.bcsprosoft.com/services/) - Resources - Blog - [Deltek Blog](https://blog.bcsprosoft.com/tag/deltek/) - [Sage Blog](https://blog.bcsprosoft.com/tag/sage) - [NetSuite Blog](https://blog.bcsprosoft.com/tag/netsuite) - Whitepapers - [Deltek Whitepapers](https://www.bcsprosoft.com/resources/deltek-whitepapers/) - [Sage Whitepapers](https://www.bcsprosoft.com/resources/sage-whitepapers/) - [NetSuite Whitepapers](https://www.bcsprosoft.com/resources/netsuite-whitepapers/) - Product Guides - [Deltek Product Guides](https://www.bcsprosoft.com/resources/deltek-product-guides/) - [Sage Product Guides](https://www.bcsprosoft.com/resources/sage-product-guides/) - [NetSuite Product Guides](https://www.bcsprosoft.com/resources/netsuite-product-guides/) - Webinars - [Deltek Webinars](https://www.bcsprosoft.com/resources/deltek-webinars/) - [Sage Webinars](https://www.bcsprosoft.com/resources/sage-webinars/) - [NetSuite Webinars](https://www.bcsprosoft.com/resources/netsuite-webinars/) - Company - [About Us](https://www.bcsprosoft.com/about/) - [Industries](https://www.bcsprosoft.com/industries/) - [Events](https://www.bcsprosoft.com/events/) - [Careers](https://www.bcsprosoft.com/careers/) - [Support](https://www.bcsprosoft.com/support/) - [Referral Program](https://www.bcsprosoft.com/bcs-referral/) - [Contact Us](https://www.bcsprosoft.com/contact/) ![deltek-vision-resources-1](https://blog.bcsprosoft.com/hubfs/Imported_Blog_Media/deltek-vision-resources-1.jpg "deltek-vision-resources-1") # December 2015 Deltek Vision User Group Recap By [Patrick Haley](https://blog.bcsprosoft.com/author/patrick-haley) | Dec 9th, 15 | Categories: [Deltek](https://blog.bcsprosoft.com/tag/deltek), [Pending Update](https://blog.bcsprosoft.com/tag/pending-update) A big thank you to everyone who attended the [Deltek Vision user groups](http://www.bcsprosoft.com/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](https://www.surveymonkey.com/r/6KGDTLT). 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](http://www.bcsprosoft.com/blog/deltek-vision-year-end-payroll-updates/). 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: 1. Make a complete backup of your Vision database (always test the backup) 2. Open a New Period (and possibly a new Fiscal Year) 3. Enter and assign new Billing Rate Tables 4. Enter the new timesheet calendar; enter the new holiday calendar 5. Adjust employee job cost rates as needed 6. 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 7. Complete all Payroll payments and adjustments for 2015 8. 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 9. Run the Open New W-2 Quarter utility. Since December is in the fourth quarter, Vision automatically opens a new W-2 Quarter/Year 10. Print 2015 W-2 forms and, if applicable, generate the Electronic Filing (Magnetic Media) file. 11. 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](https://deltek.custhelp.com/) center or [contact BCS ProSoft](http://www.bcsprosoft.com/contact/) 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](https://www.bcsprosoft.com/deltek-vision/version-7-5-prep/) 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](http://www.bcsprosoft.com/deltek-vision/) or your legacy Deltek products. Give us a call at (800) 882-6705 or [contact us](http://www.bcsprosoft.com/contact/) online. #### Share this post with a friend or coworker! - - - - [mailto:?subject=December%202015%20Deltek%20Vision%20User%20Group%20Recap&body=https://blog.bcsprosoft.com/december-2015-deltek-vision-user-group-recap](mailto:?subject=December%202015%20Deltek%20Vision%20User%20Group%20Recap&body=https://blog.bcsprosoft.com/december-2015-deltek-vision-user-group-recap) ### Related posts ![6 Ways to Make the Most of Deltek Vantagepoint's Enhanced Dashboard](https://blog.bcsprosoft.com/hs-fs/hubfs/blog-thumbnail-deltek-vantagepoint-dashboards-04.jpg?width=200&name=blog-thumbnail-deltek-vantagepoint-dashboards-04.jpg) [6 Ways to Make the Most of Deltek Vantagepoint's Enhanced Dashboard](https://blog.bcsprosoft.com/deltek-vantagepoint-enhanced-dashboard) Jul 26th, 22 ![Your Top 5 Concerns about Deltek Cloud Addressed](https://blog.bcsprosoft.com/hs-fs/hubfs/Blog-Thumbnail-Banner-Top-5-Concerns-About-Deltek-Cloud-Addressed-BCS-ProSoft-03-03.jpg?quality=high&width=200&name=Blog-Thumbnail-Banner-Top-5-Concerns-About-Deltek-Cloud-Addressed-BCS-ProSoft-03-03.jpg) [Your Top 5 Concerns about Deltek Cloud Addressed](https://blog.bcsprosoft.com/your-top-5-concerns-about-deltek-cloud-erp-addressed) Jun 9th, 21 ![Extend the Functionality of Your Sage Intacct Solution: Learn More at Wednesday Wisdom](https://blog.bcsprosoft.com/hs-fs/hubfs/Imported_Blog_Media/SI-Wed-Wisdom.jpg?width=200&name=SI-Wed-Wisdom.jpg) [Extend the Functionality of Your Sage Intacct Solution: Learn More at Wednesday Wisdom](https://blog.bcsprosoft.com/extend-the-functionality-of-your-sage-intacct-solution-learn-more-at-wednesday-wisdom) Mar 24th, 21 [Services Sales Tax Spreads Through States](https://blog.bcsprosoft.com/services-sales-tax-spreads-states) Feb 8th, 21 ![BCS ProSoft Chosen as one of Bob Scott’s VAR Stars 2020!](https://blog.bcsprosoft.com/hs-fs/hubfs/How-to-Integrate-NetSuite-Forms-with-Recaptcha-BCS-ProSoft-03.jpg?quality=high&width=200&name=How-to-Integrate-NetSuite-Forms-with-Recaptcha-BCS-ProSoft-03.jpg) [BCS ProSoft Chosen as one of Bob Scott’s VAR Stars 2020!](https://blog.bcsprosoft.com/bcs-prosoft-chosen-as-var-stars-2020) Jan 5th, 21 ![The Best Thing about Sage Intacct Budgeting and Planning? 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