Use the fields and options to review supporting documents for vouchers.
Contents
| Field | Description |
|---|
| Supporting Document grid drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 View
|
To view a supporting document in .PDF format, select the voucher or voucher line item in the grid, and click this toolbar option. No matter what their original format,
Deltek converts all uploaded documents to .PDF format.
|
| File Name
|
This field displays the file name for the supporting document.
|
| Description
|
This field displays a description of the supporting document.
|
| Print With Invoice
|
If this check box is selected for a billable expense and the
AP Vouchers and Disbursements option is selected under
Print Supporting Documents on the Billing Backup tab of the Billing Terms form, the document will print along with the invoice.
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