How To Guide

What Will Be Covered in Your Robot CPA Phone Demo

Last Updated:
August 26, 2016

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 Technical Support at +1 952-933-0609, or fill out the information below and fax it to +1 952-238-8414.




Desired Phone Demo Date:_________


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 individualized 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.


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