Use the fields and options to save electronic copies of invoices when printed, accepted, or previewed.
Field | Description |
Export Reports as Files when Printing Option
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This option displays when the
Allow Reports to be Exported to Application Server or
Allow Reports to be Uploaded via SFTP options are selected for the
Export Reports as Files option on the Miscellaneous Tab of General System Settings Form. Use this option to save an electronic copy of an invoice on the Vision application server or SFTP host when an invoice is printed, when an invoice is accepted, and when prior invoices are previewed. Copies are saved to the Vision installation directory on the application server or to the specified SFTP host. For example, the directory may appears as follows:
Program Files\Deltek\Vision\Reports\Saved Files. This option is not selected by default.
When this option is selected, you can also select the
Export Only option, to save the invoice in the specified location without printing.
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