2022 Vision Client Conference sessions
This bundle includes recorded sessions for the 2022 Vision client conference. Please review included sessions.
Bundle includes
Here are all the courses that are included in your bundle.
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All Courses, Vision Financials, Vision Academy
Financials Advance
Michelle Wise will focus on: • Inter-fund transfers, general journals, and budget postings, • Purchase orders, positive pay, • Vendor and grant tracking, • Chart of accounts, security, subscriptions, linked reports, report management.
Free
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All Courses, Vision Financials, Vision Academy
Financials Basic
William will focus on: • Creating funds and accounts. • Common posting modules (Invoice and Receipt) • Check and Deposit posting • Common reports including cash reports, revenue, and expenditure reports, and creating council report packages.
Free
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All Courses, Vision Financials, Vision Academy
Financials Advance
William Jones will focus on: • Inter-fund transfers, general journals, and budget postings, • Purchase orders, positive pay, • Vendor and grant tracking, • Chart of accounts, security, subscriptions, linked reports, report management.
Free
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All Courses, Vision Utility Billing, Vision Academy
Utility Billing 2 Basic
• Create accounts and new contacts. • Guidance on the move in/out process. • Meter exchanges and how all works with the Bill Posting • Bill Posting process from account selection, through the meter reading process • Creating and printing bills
Free
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All Courses, Vision Utility Billing, Vision Academy
Utility Billing 2 Advance
We will cover • Setup of Utility Billing. • Setup of Rates, Meters, Posting Types, Vision Tracking Items • Bill Profile setup along with Profile Templates • Balance transfers, write-offs, the Service Order addon • Various consumption reports
Free
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All Courses, Vision Utility Billing, Vision Academy
Utility Billing Classic
This session will guide you through many of the features to help you leverage your version of the Vision UB software. This session brings your questions and refreshes your knowledge by walking through the system's key features.
Free