What Will Be Covered in Your Robot/CPA Phone Demo
The standard phone demo for Robot/CPA covers the topics listed below.
- The Job Accounting Journal
- Creating and maintaining locations and departments
- Setting up account codes and maintaining user profiles
- Setting up procedures for collections, summarization, and purging
- Scheduling procedures
- Setting up charges and statements
- Installing and using the PC interface for reporting
To set up a phone demo, call a Technical Support person, or fill out the information below and fax it to (952) 933-8153.
Name:__________________________
Phone:_________________________
Company:_______________________
Desired Phone Demo Date:_________
Time:______________
I am interested in more information of the following topics. Note: These topics can be covered during the phone demo or at a later time.
__ System setup panels
__ PC interface for individualzed reports and graphs
__ Pricing selections:
__ Time-of-day discounts
__ Automated Pricing
__ Allocation of prices by account code
__ Surcharges
__ Recurring and one-time charges
__ DASD charges using Robot/SPACE
__ Statement selections
__ Other (please specify):___________________________________________
Please do the following tasks to prepare for a phone demo:
- Review the Getting Started section of the Robot/CPA User Guide.
- Review the Quick Tours section of the Robot/CPA User Guide.
- Verify whether you are using another job accounting product, including any software that was written in-house.