Full Sail Partners Blog

Start the New Year with These Resolutions

Posted by Full Sail Partners on Wed, Jan 08, 2020 @ 11:05 AM

Checklist

Usually when you think of a New Year’s resolution, you think about a habit or trait that you find undesirable and want to improve upon to achieve a personal goal. However, a New Year’s resolution can apply to more than an individual. For business leaders, the start of a new year is the perfect time to make changes within their organization that they believe will increase the overall performance and success of the company. These changes are typically new initiatives for certain roles and departments.

So, what are the best initiatives for your firm to tackle for the new year? Fortunately, the team of Full Sail Partners’ consultants works with a wide variety of professional services clients and have been able to glean unique insight about the common challenges’ firms have experienced over the previous year. Based on these challenges, here is a list of New Year’s resolutions your professional firm may consider adopting.

Top New Year’s Resolutions for Professional Services Firms     

In no particular order, here are the New Year’s resolutions your professional services firm may consider enacting:

  • Clean up your favorite personal and global reports and searches
  • Find a business intelligence solution that can provide your firm with actionable insights
  • Set up a reminder one month prior to year-end for project and department managers to validate unbilled services
  • Ensure you are taking advantage of all the formatting options for Invoice Templates and review them to make sure that all are up to date with addresses, images, etc. 
  • Consider using Resource Planning for more than project budgeting for things like revenue projections and calculating earned value management
  • Embrace client feedback to improve relationships and create more repeat business
  • Make sure that Opportunities are only associated with one Regular Project Record and one Promo Project Record
  • Review your database for duplicate records and records that require updating
  • Have billable employees update their timesheets on a more frequent and consistent basis
  • Begin preparing to upgrade from Deltek Vision to Vantagepoint using this webinar series

Start the New Year off Right!

With the start of a new year, it’s common to reflect on the previous year to identify areas and things that went well and to evaluate what could have been done better. Looking forward, firm leaders need to pinpoint ways to improve future performance by establishing specific initiatives which are best for the firm’s needs. Therefore, start this year off right and implement change that will guarantee your and your firm’s future success!

Reach Full Sail Partners

Topics: Tips, Support, Building Business

Preparing for 2019 Year-End

Posted by Jennifer Renfroe on Wed, Nov 27, 2019 @ 11:35 AM

Year End 2019

Year-End is coming! Don’t let year-end bring you down - create a plan and stick to it. A great way to start is by creating a checklist and calendar. Make sure your calendar includes all year-end deadlines: final AP and Expense payment processing, final timesheets due, and final bank reconciliation are all important items to include. Deltek issues a checklist yearly, and this is an excellent starting point to create the plan for your company. Once issued, it will be available on the Support Center site.

Top Items to Consider Adding to Your Year-End Checklist

  • Reconcile all cash accounts – Post all transactions in Deltek Vantagepoint or Vision. Verify your general ledger balances match your bank statements. Make all adjustments as needed.
  • Final Invoicing – Process all client invoices for the fiscal year.
  • Review outstanding Accounts Receivables – Follow-up with clients who have outstanding accounts receivables beyond 30 days. Send past due statements and/or simply give them a call. Enter the results of your collection efforts in the comments section of Deltek Vantagepoint or Vision Invoice Review. Year-end is an excellent time to collect your outstanding receivables. If you determine there is uncollectable AR, be sure to write those invoices off.
  • Review Unbilled detail - Time and expense transactions that cannot be invoiced to clients should be written off at this time.
  • Fixed Assets – Fixed Assets are larger purchases that are made throughout the year (i.e. equipment, automobiles, furniture, computers, etc.). This is the time to make sure all fixed assets are reported on the balance sheet if they are still owned. If not, record the sale or disposal of these fixed assets. Additionally, verify the depreciation on your fixed assets as well and make any necessary adjustments.
  • Employee Expenses and AP - Verify that all accounts payable vouchers have been recorded in Deltek Vantagepoint or Vision. Make your 401(k), SEP IRA, and Simple IRA contributions have been made, if you have not done so. Try and pay all your vendors and employee expense reports by year-end.
  • Notes Payable - Verify notes payable (i.e. loans) amounts on your balance sheet match the statements from your lenders and make all adjustments as needed.
  • W-9s – Order 1099 forms as soon as possible. Furthermore, make sure all W-9s from your vendors and/or contractors that have been paid $600 or more to throughout the year are on file. Don’t forget 1099s should be mailed on January 31st. 1099 forms can be purchased from most office supply stores, or you can order them for free from the IRS.
  • W-2s – If you run payroll in Deltek Vantagepoint or Vision, order W-2 forms. W-2s should be mailed by January 31st. W-2s can be purchased from most office supply stores.
  • Budget for next year - Create your GL budget for 2019.

Communication and Organization is Key to Success

Make sure all in the firm know what their role is for year-end, i.e. when final timesheets and expense reports are due. Put a year-end process in place, create a manual and checklist to use yearly, and you’ll be ahead of the game next year! Please note: Deltek will be issuing year-end updates for Vision 7.6 and Vantagepoint. If you are on 7.5 or older, you must upgrade to a supported version to receive a 2019 year-end update. If you are still on Vision 7.5 or an older version, contact Full Sail Partners if you have questions about upgrading to Vision 7.6.

Deltek Customer Care

Topics: Accounting, Support, Professional Services

Know the Real Facts About Upgrading from Deltek Vision to Deltek Vantagepoint: Dispelling the Misconceptions

Posted by Sarah Gonnella on Wed, Nov 13, 2019 @ 11:40 AM

DidYouKnow-RealFacts_Deltek-Vantagepoint.-1

As a Deltek representative, we have heard all kinds of misconceptions about Deltek Vantagepoint. Despite our monthly newsletters, webinar series, and continued communication, we are still speaking to firms that are confused or have been advised incorrect information about transitioning from Vision to Vantagepoint. Most are honest mistakes conveyed by all kinds of people. However, many of these "untruths" are coming from competitors spreading incorrect rumors so they can take advantage of your firm and convince you to leave Deltek.

We need your help! Please send this blog to everyone at your firm. Share it with user groups you are involved with and other firms you know use Deltek Vision. Below are the real facts about upgrading from Deltek Vision to Deltek Vantagepoint. Please help us to dispel the misconceptions.

What is Deltek Vantagepoint?

  • Deltek's reimagined flagship project-based solution for architects, engineers, and other professional services businesses.
  • Designed to help you manage the entire project lifecycle better than before.
  • This new solution is the culmination of the acceleration to iAccess and is based on feedback from our customers over the past 10 years.
  • An intuitive, powerful solution that puts your people and projects at the center of your business so you can be more efficient, productive and profitable.

For executives or employees wanting to view the upcoming changes, we recommend checking out this webinar: Deltek Vantagepoint - The Best All In One Package. The webinar reviews the top 10 new features of Deltek Vantagepoint, how to access the Readiness Portal and provides guidance on next steps.

Dispelling the Misconceptions about Deltek Vantagepoint

Q: Is Deltek Vantagepoint a new product?

A: It is a continuation of the Vision product. Think Vision 10!

Q: Will our firm need to repurchase to move to Deltek Vantagepoint?

A: No! As long as you are current on maintenance.

Q: How long will Deltek Vision continue to be supported?

A: Through at least 2022. We want to emphasize the "at least" part.

Q: In order to get Deltek Vantagepoint do I have to move to the cloud?

A: No! However, it might make sense so reach out to your account manager if you are interested.

Q: Will Deltek Vantagepoint be available on-premise?

A: Yes!

Q: Will Deltek Vantagepoint require me to migrate my data?

A: No! Your data will move over. There are some considerations if you have repurposed any info centers.  

Q: Will all of my user defined fields and user defined info centers move over?

A:  Yes!

Q: Will Vantagepoint contain the exact functionality as Vision 7.6?

A: No. The product is being reimagined and improved. There are certain areas that will not move forward. Please see that section below.

Q: Can my firm request to upgrade to Deltek Vantagepoint and move next week?

A: We do not recommend that. There are considerations that need to be made. We highly recommend reviewing the checklist on the Readiness Portal and viewing our webinar series first.

What Are My Options on Getting a Vantagepoint Test Environment?

For firms that are seeking to obtain a Vantagepoint test environment, the answer to this question depends on your current deployment method. Below are the options:

  • We are hosted by Deltek Cloud: If your firm is on the Deltek cloud, submit a case to Deltek letting them know you would like to have a test environment set-up for Vantagepoint. This does require further steps that Deltek will convey to you.
  • We are hosted by Full Sail Partners: If your firm is hosted by Full Sail Partners, your Primary Contact should have received an email on Wednesday, September 18th outlining when test environment requests can be made and how long those test environments will be made available. If you did not receive the email, email hosting.
  • We are hosted by an external hosting provider: If your firm is hosted by an external hosting provider, request that your provider set-up a test environment. If they have not set-up a Vantagepoint environment before, then we recommend you reach out to Full Sail Partners or your partner of record. It might make sense to consider moving to Deltek's cloud, hosting permanently with Full Sail Partners, or utilizing Full Sail Partners' transition hosting service. Contact us if you are interested in any of these options.
  • We manage our own environment: If your firm manages your own environment, request that your IT staff provide you a test environment. If they have not set-up an environment before, then we recommend you reach out to Full Sail Partners or your partner of record. It might make sense to consider moving to Deltek's cloud, hosting permanently with Full Sail Partners, or utilizing Full Sail Partners' transition hosting service. Our IT Consultants can also provide consulting services to assist your IT staff. Contact us if you are interested in any of these options.

Keep in mind, the upgrade to Deltek Vantagepoint requires a new install and has new installment requirements. For on-premise clients, please check out our past webinar: Is Your Firm Technically Prepared for Deltek Vantagepoint.

Who Do I Contact?

If your firm is seeking assistance with upgrading to Vantagepoint, our team is here to help. Check out our Vantagepoint Upgrade Review and Recommendation Program. Additionally, here are other resources to know.    

  • If you need any help accessing the portal, please e-mail DeltekUniversity (at) Deltek.com.
  • If you have any questions about the content in the portal, please e-mail Vantagepoint (at) Deltek.com.
  • If you have any questions about your preview or live Deltek software, please contact Deltek Customer Care https://deltek.custhelp.com/.
  • If you need assistance with your upgrade, contact us or your partner of record.

Deltek Vantagepoint Resources

Make sure to check out our webinar series about preparing for the upgrade to Deltek Vantagepoint. In this series, our team of consultants cover a variety of topics such as technical requirements, resource planning and project management, new CRM functions, and the improved accounting interface. This webinar series page also includes demonstrations of Deltek Vantagepoint. If you prefer to read about the enhancements, check out all the articles we have posted about the enhancements Vantagepoint offers to firms that upgrade from Vision!

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Topics: Support, Technology Solutions, Deltek Talent, Deltek Vantagepoint

Why Your Firm Should Be Keeping Up with Technology

Posted by Full Sail Partners on Wed, Aug 07, 2019 @ 01:58 PM

Technology

In the business world, it is vital that your company stays ahead of the competition. Business leaders must consistently evaluate many things from the technology being used to the way the business is organized. While firms tend to spend a lot of money on business development activities, they focus less on technology advancements. This is a costly mistake since technology is rapidly changing and continues to provide solutions to many common business challenges. Let’s see why companies should prioritize digital innovation.

Worth the Cost

Businesses push back on investments in technology because of the cost to upgrade their current systems. However, they don’t consider the cost of their current software being outdated. Choosing to save that money and not invest in new and up-to-date software could lead to more problems down the road like hardware failure.

Even more significant, using outdated systems can be frustrating and lead to less productive employees and slower work production. Using current technology will promote productivity plus allow employees to learn what is new so they can benefit their customers. Keeping up with the growing technology can give companies the edge over others that are still using out-of-date systems.

Reducing Redundancy 

There are many software offerings available to reduce redundancies and improve employee efficiency and productivity. Firms first should find an application that will communicate with other systems they have in place. Employees should have an easy and effective way to get data from one place to another without having to import and export to different systems. Having a system that can interface with a client’s software can make it easier to manage data. Working with current software eliminates duplicate data which results in more work down the line.

Remote Access

As newer technology arises in the business world, mobility becomes an option for more employees. The ability to access corporate data while not in the office is essential to employee productivity. There is an additional impact on your team since data can be updated whenever creating real-time information. Furthermore, being able to work from wherever provides more flexibility to meet customer needs whenever they arise. Only the most current technology allows for these benefits.

Fostering Collaboration

Digital innovation promotes global collaboration. While businesses require collaboration, it is becoming increasingly difficult with more companies going global. By employing collaboration solutions, employees are able to share information real-time instead of storing it. Having the ability to share results instantly can improve employee relationships within teams located around the world.

Make Technology a Priority

Unsupported software and out-of-date hardware can cause data failure, but it also prevents businesses from being as productive as they could be. Pursuing digital innovation, companies can make sure they are on top of their games.  Up-to-date systems offering employee mobility ensures productivity and an exceptional customer experience. Prioritize technology for your firm.

   Increase Employee Productivity

Topics: Support, Technology Solutions, Deltek Vision

Get to Know the Deltek Learning Zone

Posted by Ryan Felkel on Thu, Aug 01, 2019 @ 01:36 PM

Deltek Learning Zone Have you ever wanted to learn how to get more out of your Deltek products? Well, Deltek has a solution for you! If you’re a go-getter, you’ll find the Deltek Learning Zone (DLZ) a great tool to expand your capabilities. Let’s take a look at how you can access what DLZ has to offer.

Gaining Access to the Deltek Learning Zone

Here’s some side information before we go to deep. For starters, Deltek Vantagepoint and Vision are offered in two versions. One being on-premise, which means your firm hosts Vantagepoint or Vision on their own servers. The other being software as a service (SaaS). This means your Deltek product is hosted in the cloud and maintained by Deltek IT staff which relieves your firm of the burden on maintaining your software and having to have hardware to store your data. So, why is this important?

If your firm is a SaaS Deltek client, there’s some good news! You have access to the DLZ at no additional charge. If your firm maintains their own Deltek database, you still have access to the DLZ. However, there is a nominal fee your firm will have to pay to gain access.

Benefits of the Deltek Learning Zone

For starters, the DLZ is a learning tool. It allows users to access information and training materials about the Deltek products your firm utilizes. These resources allow you to learn more about the products you use and how to maximize them to reap all the benefits to improve your work performance. But wait, there’s more!

Sure, you want to get the most out of the Deltek products you already have access to. However, is there an add-on module that can help your firm streamline more processes? Well, you probably know the answer is yes if you’re an avid Deltek user. But you may not be sure of how they work and how easy they are to use. Well, the DLZ offers a simple solution for you to learn how these additional modules work and how easy they are to navigate.

Even more, many Deltek Vision users are preparing to upgrade to the latest Deltek ERP, Vantagepoint. However, many people are hesitant to change which is a natural instinct. Therefore, the DLZ offers several training tools to help overcome fears and answer the questions you have before upgrading to Vantagepoint.

Here’s What is Offered in the Deltek Learning Zone

Deltek created DLZ with the core understanding that people learn in different ways. As a result, they created several ways for you to increase your knowledge and proficiency with your Deltek products. For starters, they organized the majority of the educational materials on a role-based library. Meaning that it’s easy to find the right materials and training information that is specific to your job at your firm.

Futhermore, one person might learn by reading a document or watching a video, while others may need a more interactive environment. The DLZ offers several types of training tools to help users of all skills and to meet the needs of how different individuals learn. When you log into the DLZ, you choose to register for an interactive class or download on-demand videos and documents to get instant answers to your challenges you experience on a daily basis.

Do More with the Deltek Learning Zone

If you haven’t explored what is offered in DLZ, you may want to start searching through the resources available. The reality is, you have created a career in the professional services industry and it’s likely you’ll be using Deltek products throughout your entire career. With that said, you should take a deep dive into the DLZ to see what new things you can learn to make yourself your firm’s go-to resource for any Deltek related questions.   

Deltek Learning Zone

Topics: Support, Technology Solutions, Deltek Vision

Do More with the Deltek Learning Zone

Posted by Ryan Felkel on Wed, Mar 13, 2019 @ 05:17 PM

Deltek Learning Zone If you’re a Deltek user, you know how robust the products are. As such, it can be a daunting task to learn how to use all the capabilities that Deltek products offer. Well, it doesn’t have to be as overwhelming as you would think. The Deltek Learning Zone (DLZ) can help Deltek users get the most out of their Deltek product.

What is the Deltek Learning Zone?

The DLZ is a one-stop-shop that provides Deltek users with opportunities to learn from experts about Deltek products. More specifically, the DLZ contains numerous flexible educational options that allow you to learn at your own pace and in your own learning style. There are virtual live classes, self-paced learning classes, support videos, workflow and process infographics, as well as quick reference guides. Even more, Deltek has added a new hands-on training lab that allows Deltek users to practice in a test database.

What Are the Benefits of the Deltek Learning Zone?

There are a variety of benefits to using the DLZ:

  • Offers a user-friendly interface that allows users to minimize clicks to launch an online learning platform which is in a secure environment and tracks your progress automatically.
  • Provides an extensive content library that offers users a comprehensive collection of current content created by the people who design and build Deltek products.
  • Allows Deltek users 24/7 access to learn in their preferred style at their convenience using online training techniques.
  • Earns Deltek solution certifications proving you have mastered a Deltek product.

Maximize Your Deltek Investment

Start maximizing your firm’s investment in Deltek products with the DLZ. Using the DLZ, you too can become a Deltek expert and increase your ability to more effectively use Deltek products. Additionally, as new Deltek products are brought to bear like Vantagepoint, resources will be made available in the DLZ so there is no hiatus in learning. Let’s get learning!

Deltek Learning Zone  

Topics: Support, Technology Solutions, Deltek Vision, Deltek Vantagepoint

Deltek Releases New Support Center

Posted by Amy Balassone on Wed, Oct 11, 2017 @ 02:34 PM

Deltek rolled out its new customer support center on Monday, October 9th, 2017. The support center has been improved allowing users to learn, connect and more effectively manage their experiences. Entering the Deltek Support Center after October 9th, you now see a message that looks like this:

Deltek Support Center Welcome ScreenDeltek Support Center Welcome Screen

New Login Feature

There is a new login feature when using the enhanced support center. You will still navigate to the same URL that you previously used. Prior to the new help center, you would have seen a login button and an account assistance button. However, you will notice that, where the account assistance button used to be, it now says “Need Help?”

Deltek Support Center Login Screen
Deltek Support Center Login Screen

When you click on “Need Help?,” you now have the option to chat with someone. This feature offers the real-time ability to speak with a Deltek professional who can assist you. To access the chat, you will need to enter your email address and then click “Start a Chat.”

Deltek Support Center Login Assistance Screen
Deltek Support Center Login Assistance Screen

To get back to the login page from this page, you will need to click the silhouette Silhouette.png in the top right corner. This will enable you to log into the support center.

Stay Up to Date with Notifications

After logging in, you will receive the critical info pop-up announcing the new site. When you close this pop-up, or if you are logging in after the alert has been removed, you will immediately be presented with a list of notifications.

Deltek Support Center Notifications Popup
Deltek Support Center Notifications Popup

Key highlights of the notifications popup include:

  • The notifications are equivalent to the old alerts and announcements section
  • You can hide the notifications popup if you do not wish for it to popup every time you open the support center
  • Global notifications are color coded: high (red), med (yellow) and low (green)
  • You will only see alerts for the products that you own
  • You can click on the number in the orange square at the top of the screen which indicates how many notifications there are if you choose to hide the notifications

Manage Your Deltek Support Center Account

In the upper right, you will see the gear icon. This icon allows you to open the “My Account” section. This is where you update your profile settings, and you can also see the current support plan you have.

Deltek Support Center Account Management Screen
Deltek Support Center Account Management Screen

The account management section allows you to change the following:

  • Password
  • Preferred language
  • If you want or do not want to see notifications

Get Support for Your Deltek Products

The search bar offers you the ability to look for forums, posts and knowledge based articles using specific words or phrases. Everyone will see the learn and connect information boxes, and if you are an administrator, there will be an additional box that will be available. Below the information boxes are “Trending Topics,” which show the top ten articles for the products that you own for the last thirty days. You will only see the topics in this list that relate to the products that you own.

Deltek Support Center Main PageDeltek Support Center Main Page

Depending on the level of support you have, you will possibly see up to six icons. The icons you view are driven by permissions. If you can’t find the answer, submit a case. Deltek will then research your inquiry. Availability, however, depends on the type of service plan you have purchased. Here are the options you will see depending on your license agreements:

  • Cloud Solutions- You will see this is if you own a Saas product. When clicking this icon, you will be able to choose the cloud solution you are needing help with. This will open a wide range of help topics specific to your needs.
  • Initiate a Chat- This icon allows you to enter a chat with Deltek staff. Be sure to check the bottom of the chat page for specific hours of availability.
  • Product Downloads- The Deltek Software Manager (DSM) is your central place to download all the Deltek products you own, including all service packs and hot fixes.
  • Manage Cases- Here you can check the status, view details, and update your support cases. Previously called, “My Support Cases.”
  • Purchase On-Demand - Deltek's “On-Demand Support” is available for situations that require brief, one-time access to our support experts for situations that are not covered by your annual maintenance fee.

If you have less than three icons available, they will not show. You can still access the available options by going to the upper left-hand corner of the screen and utilizing the menu to navigate to your desired destination.

Enjoy the New Deltek Support Center

As you can see, the new customer service center is not only user friendly, but it eliminates information that does not pertain to you. The updated service center’s ultimate goal is to help you continue to get the most out of your Deltek product. Click here for more information about the Deltek Support Center.

Deltek Customer Care

Topics: Support, Deltek Vision

What Will Happen to Deltek Vision with Spartan, Microsoft’s New Browser?

Posted by Sarah Gonnella on Mon, Mar 30, 2015 @ 08:31 AM

spartanYou may have already asked the question or may be wondering, what will happen to Deltek Vision with the new announcement of Spartan?  For those that don’t know, Microsoft announced that the Windows 10 operating system will debut an entirely new web browser, code-named Spartan. Many IT savvy clients have already been asking the question, what does this mean for Deltek Vision? Will Deltek Vision still work? The short answer is, “Yes.” 

Microsoft made the following statement, “Project Spartan is Microsoft’s next generation browser, built just for Windows 10. We will continue to make Internet Explorer available with Windows 10 for enterprises and other customers who require legacy browser support.” Additionally, Kyle Pflug, program manager for Spartan, wrote in a blog post, “Based on strong feedback from our Windows Insiders and customers, today we're announcing that on Windows 10, Project Spartan will host our new engine exclusively. Internet Explorer 11 will remain fundamentally unchanged from Windows 8.1, continuing to host the legacy engine exclusively." He added, “Enterprises that adopt Windows 10 will be able to set IE11 as the OS's default browser using group policy settings”. 

Internet Explorer is a staple performer and Microsoft will continue to support it for years. Microsoft has promised to support the browser with security updates for at least the next eight years or through January 2023. So rest assured that Internet Explorer will still exist and therefore Deltek Vision will still work. 

With that being said, Deltek has already been looking at ways for firms to connect to Vision without Internet Explorer to become more system agnostic. New features that can run on any web browser include, the new project manager portal (Navigator) and an upcoming CRM portal. Additionally, Deltek product developers are looking at ways to further minimalize reliance on Internet Explorer with future releases. 

For those firms that need to connect to Deltek Vision from a MAC or any tablet or phone today, there is Vision Unleashed. This solution allows your firm to access your Deltek Vision data anywhere with almost any device. Additionally, a 30-day FREE provisional test period is available. 

Bottom line: 

  1. Firms already have options already available to you to access your Deltek Vision data without Internet Explorer
  2. Internet Explorer isn’t going away any time soon
  3. Deltek is committed to the Vision product 

Should you have any questions regarding this or any other technical questions, we encourage you to reach out to your Deltek Partner.

 

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Topics: Support, Deltek Vision

Deltek Vision Year-End Reminders and Resources

Posted by Dale Busbey on Wed, Dec 03, 2014 @ 11:09 AM

Are you ready? Year-end is upon us. As part of a yearly tradition, we are providing you with resources and reminders to assist your firm with year-end processing. Check out the information below, and let us know if you have any questions.

Don't Forget Your Deltek Vision Year-End Processes

2014yearend

As we come into the holiday season many of us in accounting face the coming season, not only with the joy of family and friends coming together, but with a sense of impending dread – YEAR-END and TAX SEASON are looming – ugh - have another drink.

W-2s - 1099s - journal entries - checking and double checking each number!  Auditors - shareholder meetings - endless explanations’ of what the results mean (even though you have been saying for the past 6 months) - Oh the joy of the season!

As we go through the year-end process there are mistakes we (and others) make that are easy to recover from like entering the 15 page depreciation journal entry “backwards” at midnight sitting in your semi dark office chugging your 15th pot of coffee.  Some are more difficult – like removing all the lower levels of your work break-down structure (did that once – glad our backups worked). So outside of deleting the database, what are some of the items in Vision year end processing that are hard to recover from?

>> Learn more

Is Your Deltek Vision System Year-End Process Stress Free?

Year-end is always a stressful time of year, but it doesn’t have to be.  As with everything else in the world of Accounting, planning and preparation is the key to a successful and stress-free year end. Check out this article talk provides a few tips to make your year-end close just a little easier.

>> Prepare more

Webinar: Stress Free Year-End Process - Yes You Can!

Join our on-demand webinar to see how you can make your year-end stress free.  Our panel will provide insight into best practices, tips to close your books with ease, and focus on those “gotchas” on year-end processes. See what our panel says about the following year-end items:

  1. How to make your process efficient
  2. Avoid disruption to production
  3. Communication topics to provide your staff and management
  4. Saving money by evading closing obstacles

>> View more

Deltek’s Year End Resources

Deltek Customer Care is working to assist you with year-end activities. You can now take advantage of year-end resources:

  • Year-End Forums
  • Phone Menu Guidance
  • Year-End Info Center
  • Quick Chat Guidance
  • Year-End Guides & Videos

>> Know more

We hope these resources serve as good reminder. Best wishes from the Full Sail Partners' staff! Wishing you a prosperous 2014.

It’s Time to Upgrade! Regulatory and Year-end Updates Available ONLY on Vision 7.2 or 7.3

Working in the most recent release of your Deltek solution ensures your firm is benefiting from all the features and enhancements engineered into the latest versions of Vision. Your support and maintenance plan entitles your firm to download the latest version of your product here if you're not up-to-date!

Important Note Regarding Year-End Regulatory Updates in 2014

Year-end updates in 2014 will be supported only on Vision 7.2 and Vision 7.3. Regulatory updates for releases prior to Vision 7.2 will not be delivered.

Check out the Deltek Support Assurance Product Lifecycle on the Deltek Customer Care Connect website for the latest information on your product's status and definitions of the support delivered in the Active, Maintenance, and Sustaining phases.

Is Your Firm Prepared for Deltek Vision 7.3?

Because of Microsoft’s de-support of Windows XP in April 2014, Deltek can no longer support the Windows XP client operating system beginning with Vision 7.3 and extending to future releases. 

The following client operating systems will be supported for Vision 7.3:

  • Windows 8 or 8.1
  • Windows 7
  • Windows Vista

Additionally, to use this new version you must ensure that .NET Framework 4.5 or 4.5.1 is installed. For more information on the .NET Framework and to determine how best to deploy the 4.5 or 4.5.1 release within your organization, please refer to the Microsoft web site at http://www.microsoft.com/net.

Topics: Tips, Accounting, Support, Deltek Vision

Deltek Vision Year-End Reminder and Resources

Posted by Dale Busbey on Tue, Dec 17, 2013 @ 04:45 PM

Are you ready? Year-end is upon us. We thought we would highlight some resources to assist firms with year-end processing.


describe the image

Don't Forget Your Deltek Vision Year End Processes

As we come into the holiday season many of us in accounting face the coming season, not only with the joy of family and friends coming together, but with a sense of impending dread – YEAR-END and TAX SEASON are looming – ugh - have another drink.

W-2s - 1099s - journal entries - checking and double checking each number!  Auditors - shareholder meetings - endless explanations’ of what the results mean (even though you have been saying for the past 6 months) - Oh the joy of the season!

As we go through the year-end process there are mistakes we (and others) make that are easy to recover from like entering the 15 page depreciation journal entry “backwards” at midnight sitting in your semi dark office chugging your 15th pot of coffee.  Some are more difficult – like removing all the lower levels of your work break-down structure (did that once – glad our backups worked). So outside of deleting the database, what are some of the items in Vision year end processing that are hard to recover from?

>> Learn more

Is Your Deltek Vision System Year End Process Stress Free?

Year-end is always a stressful time of year, but it doesn’t have to be.  As with everything else in the world of Accounting, planning and preparation is the key to a successful and stress-free year end. Check out this article talk provides a few tips to make your year-end close just a little easier.

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Webinar: Stress Free Year-End Process - Yes You Can!

Join our on-demand webinar to see how you can make your year-end stress free.  Our panel will provide insight into best practices, tips to close your books with ease, and focus on those “gotchas” on year-end processes. See what our panel says about the following year-end items:

  1. How to make your process efficient
  2. Avoid disruption to production
  3. Communication topics to provide your staff and management
  4. Saving money by evading closing obstacles

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Deltek’s Year End Resources

Deltek Customer Care is working to assist you with year-end activities. You can now take advantage of year-end resources:

  • Year-End Forums

  • Phone Menu Guidance

  • Year-End Info Center

  • Quick Chat Guidance

  • Year-End Guides & Videos

>> Know more

We hope these resources serve as good reminder. Best wishes from the Full Sail Partners' staff! Wishing you a prosperous 2014.

Topics: Tips, Accounting, Support, Deltek Vision