Blog
Billing for Consultants in Deltek Vision
Vision offers several ways to bill the consultants on projects:
- No consultant billing
- Billing by account
- Billing by category
- Billing by vendor
- Billing as an expense
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These billing methods utilize a billing rate table. In the tables, you can specify the markup for each line item. So, a structural consultant may be marked up at 15% while an mechanical consultant may be marked up at 20%. The tables allow you this flexibility.
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The billing rate tables also give you the option to bill by category. Perhaps your project is utilizing several mechanical engineers but you don’t want their names on your invoice. You can choose to set up a category “mechanical engineers” and that is what would show on the invoice.
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Another method of billing consultants is by a multiplier. This method can work a couple of ways. You can assign a table plus a multiplier. In this example, the structural consultant would be marked up 15% plus your multiplier stated in billing terms. A more common use of the multiplier is to not use a table but have a negotiated multiplier set for all consultants on a project.
Vision also offers you the option to display all consultant expense transaction detail (including transaction type, description, transaction date, vendor name, etc.).
Vision billing has the option to show the multiplier on the project’s invoice. This can be turned on and off by project, as needed.
Consultant Reporting:
On the project/expense detail report, one of the options is to show reimbursable consultant expenses as well as direct to project consultant expenses. This report offers the option to display consultant expenses separately from other expenses.
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About the Author
Nedra Roberson, Vision Consultant/Trainer
Nedra Roberson joined the BCS ProSoft team in January of 2012. She has been a Vision consultant/trainer since April 2004 providing training for clients using Advantage and Vision software. She has been responsible for the successful training and implementation for firms ranging in size from as few as 15 persons to 350 persons. Prior to this, she worked as the finance manager for a civil engineering/architecture firm. In January of 2003, this firm was one of the first, nationwide, to go live with Vision.
Nedra has been married to Dave for 37 years. They have two sons, both served with the U. S. Marine Corps in Afghanistan, Pakistan, Somalia and Iraq. Four year old granddaughter, Taylor, brings new meaning to “staying busy”!
Visual Integrator Imports
We all know what awesome tool Visual Integrator is for moving data in and out of SAGE 100 ERP (formerly MAS 90/200). However, nobody talks about what if something goes wrong. To be certain, having a full Sage 100 backup is essential before importing any data but here is a trick that has helped me out in the past to delineate the imported data. A customer recently asked me to import some new customers into their AR Customer Master they had attained from trade fair. After completing a backup, we used Custom Office to create a new User Defined Field (UDF) on the AR Customer Master Table. During the VI Import, we populated that new UDF with 0312 for March 2012. This gave the customer a great method to delineate those new customers for future data mining and reporting.
Three weeks later that customer wanted to have BCS change the AR Customer Sort field to “Vegas 2012” on the imported customers. The job was made easier since there was already a method to segment those customers. Down the road, the customer will use that data for emailing specialized advertisement and catalogs.
You would also be able to use this method as a data correction. Maybe after the import, you find that the Price level is wrong for those customers, using Sage 100 ERP Visual Integrator, a job could be written to correct that data for only those customers.
About the Tips & Tricks Series
BCS ProSoft is proud to offer you these Tips & Tricks for Sage 100 ERP. These tips were drawn from our extensive technical support knowledge base as well as from the comprehensive experience or our team. Each tip is outlined in detail, including pictures and or drawings where appropriate. There are a couple of things to note in order to use these tips effectively. All tips are written for Sage 100 ERP versions 4.1 and higher. Some tips should be used with great care and caution. If you are ever in any doubt as to how to use the information provided, please contact our Award Winning Support Center. Click here for options on contacting our Support Center.
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About the Author
Mark Hallberg, Denver Consultant
Mark Hallberg has been with the company since 2006 and works out of our Denver office. His technical background and ability to resolve tough business issues are greatly appreciated by his customers. Mark is an avid outdoorsman, biking the mountain passes in the summertime and skiing the Colorado back country in the winter time. Mark and his wife Lori have an 11 year old daughter, Allison, that loves competitive horseback riding.
How to Stay Energized in the Workplace
As some of my customers may know, prior to joining BCS I worked in the Health and Fitness industry. During that time I helped all my clients reach their weight loss goals and live healthier lifestyles. The majority of my clientele had sedentary jobs and would walk in after work for a session extremely tired. I use to say, “You sit down all day, how can you be tired?” As we all know now, it can put a damper in your health. I put together a few tips that helped them avoid fatigue and manage weight gain. You may not have a workout session after work, but you may need to go to the grocery store, pick the kids up from school, take them to practice and so on; and this may take place before you get home.
Try these tips to avoid that fatigue and weight gain…
- Park further away from the office or office door
- During lunch or breaks take a walk around the office or a walk outside.
- If applicable- take the stairs instead of the elevator.
- While at your desk stretch your arms, back and shoulders, stand up for a bit. This helps lengthen muscles, improves air pathways and deters bad posture.
- Try standing up when you’re talking on the phone.
- BREAKFAST- it was the most important meal of the day when we were kids and it’s still the most important as adults. It helps kick start your metabolism, thus burning fat through out the day.
- Try not to have a big meal during lunch – that’s the fastest way to get sleepy in the late afternoon
- If you can, keep granola bars, nuts, dried fruit and other snacks at your desk. A small, HEALTHY snack will help in keeping your metabolism going and will fight fatigue.
We never know what we’ll face when we come into work. I know that we won’t always be able to apply all of these items in our day, but the most important tip to take from this is to get up and move and be creative in making an effort to stay healthy in the workplace.
Good Health!
About the Author
Enrique Birriel, Account Manager
Prior to joining BCS ProSoft I was in the health and fitness industry for 5 years. During that time I obtained both a BSBA and MBA in Marketing. One of the most important things that I obtained from working in the health industry, was the level of customer service that I held for each person I interacted with. Back then, I was solely concerned with the client’s health and fitness needs. Now I’m focused on your organization’s business needs and assisting you in reaching your operational vision. I am also here to help you find the resources you need to implement a new business process or strengthen your current one.
I speak Spanish fluently and functional in French and I am eager to learn Portuguese. I like to read about Ancient Latin American, Middle Eastern and Hindu Civilizations as well as watching documentaries about other cultures. In addition to these extra-circular activities I am part of the music ministry at my church and volunteer for functions at church in my spare time. I also enjoy mountain biking, taking spin classes at my local gym, playing catch with my dog and spending time with my family and friends.
Sage MAS User Group Meetings in June
You Are Invited!
Did you ever wish you could talk with other Sage 100 (formerly known as MAS90/MAS200) users and get their ideas on how they are handling a particular challenge? Would you like to have an opportunity to pose that nagging question to a consultant? Do you welcome the chance to learn something new or discover a tip that will help you in your daily activities? Here’s your chance…attend one of our User Group Meetings.
Now, no matter where you are located, you can attend our new Web-Based User Group Meetings. These meetings offer you an opportunity to gather via the web with other Sage users and pick up some great information. If you are in one of our local markets – San Antonio, Houston, or Denver – you can join us in person. For years, we have been hosting these User Group Meetings, where Sage users come together, meet other users in the community, and learn something new about the software.
Our next User Group Meetings are scheduled for June. The dates are as follows:
| 6/12/2012 | 12:00 PM CT | Houston User Group Meeting |
| 6/13/2012 | 12:00 PM CT | San Antonio User Group Meeting |
| 6/14/2012 | 12:00 PM MT | Denver User Group Meeting |
| 6/15/2012 | 2:00 PM CT | Web-Based User Group Meeting |
You can register here:
http://www.bcsprosoft.com/index.php/whats-happening/events/
In just a little bit of time, you can enhance your use of the software and perhaps discover some hidden potential. Hope you will join us!
About the Author
Donna Amato, Account Manager
Donna Amato, an Account Manager for BCS ProSoft, has a Bachelor’s degree in Business Administration. She has been with BCS ProSoft since 2006. She and her husband, a retired military officer, settled in San Antonio after years of traveling and living in many different parts of the United States and Europe. They have one son who is currently serving as an officer in the U.S. Army.
Her message to customers? Don’t settle for the status quo. We have a great team at BCS ProSoft … let us help you overcome your pain points so you can focus on your business.
Are You Planning to Attend Sage Summit 2012?
The ARM Dude reveals why he is planning on attending the Sage Summit 2012 Customer and Reseller conference in Nashville. If you want to meet the ARM Dude in person, drop by our booth at the trade show and let us know you saw his video – there might just be a Texas style surprise in it for you!
