AGENDA
Day 1: Wednesday, October 28
| Time | Session |
|---|---|
| 8:30 to 9:00 | Registration and coffee |
| 9:00 to 11:30 | Financials: Claims, Reconciliation & BARS Reporting
Explore annual reporting, Schedules 1 and 6, the AP cycle from claims through check runs and ACH, bank reconciliation, GL, budgeting, and 1099 reporting. |
| 11:30 to 12:15 | Vision NG: Where We Are & What Comes Next
Get an update on Vision NG and a look at what’s ahead for the platform. Presented remotely by William Jones |
| 12:15 to 12:30 | Q&A with Chris Mehlenbacher, Director, Customer Success
Connect directly with Chris and ask your questions about Vision and what’s ahead. |
| 12:30 to 1:30 | Lunch – Included with Registration |
| 1:30 to 4:00 | Payroll End-to-End: From Timesheets to W-2s
Walk through the payroll process from timesheets and overtime to payroll runs, direct deposit and NACHA, corrections, deductions and accruals, and quarter-end and year-end processing. |
Day 2: Thursday, October 29
| Time | Session |
|---|---|
| 8:30 to 9:00 | Coffee & Networking |
| 9:00 to 11:30 | UB2: From Meter Reads to Final Bills
Follow the Utility Billing process from meter read imports and exchanges through billing runs, move-ins and move-outs, final bills, and the delinquency cycle, including common billing issues. |
| 11:30 to 12:15 | Vision NG for Utility Billing: What Changes for You See what Vision NG means for Utility Billing users and what to expect as the platform evolves. Presented remotely by William Jones |
| 12:15 to 12:30 | Q&A with Chris Mehlenbacher, Director, Customer Success Connect directly with Chris for questions and conversation about Vision and its future. |
| 12:30 to 1:30 | Lunch — Included with Registration |
| 1:30 to 2:30 | Roundtable & Open Lab: Bring Your Own Problem Bring a real-world question or challenge and work through it directly with Vision staff while exchanging ideas and solutions with fellow Vision users. |