Supporting Documents and Files

You can upload supporting documents, files, and images for use with records in the application.

For example, you could upload a file that contains copies of sales receipts for line items on an expense report.

Supported File Types

Supported file types that you can upload include images, PDFs, Microsoft Word documents, and Microsoft Excel spreadsheets. DPS does not support the upload of password-protected documents.

Upload Documents and Files

You can upload supporting documents and files in the following areas of DPS:

• AP vouchers, accounts payable disbursements, unit transactions, and units by projects transactions that are entered in Transaction Entry.
• Credit Card Reconciliation in Cash Management in the desktop application.
• Expense reports that are entered in My Stuff.
• Interactive Billing
• Purchasing
• AP Invoice Approvals
• Inventory Item Requests
• Hubs

View Documents and Files

The following are other areas of DPS where you can view the contents of uploaded supporting documents on the Supporting Document dialog box:

• Vendor Review and Create Voucher from PO
• Project Review
• Item Review
• Expense Line Item Approval
• Credit Card Review

Upload Examples

There are various methods for uploading a supporting document. For example, to a supporting document for an AP Voucher, you would use the Voucher Supporting Documents dialog box. After uploading the document, a paperclip icon displays on the Vouchers grid to indicate a supporting document was uploaded for the line item. Or, to upload receipts that are in support of an expense report, click the Upload Receipts button on the Expense Reports grid to open the Expense Reports Receipts dialog box. Use this dialog to browse for and select the receipt file. After you save, the receipt is listed in the grid with an icon indicating an attached file.

Files Administration Utility

DPS includes a Files Administration utility, where you can search for and view any of the supporting documents and files that are uploaded in DPS. This utility also confirms that the uploaded files are synchronized between the DPS and FILESTREAM databases. See Utilities > Files Administration for additional information.

DPS On-Premise

If you use the DPS on-premise product, you can upload supporting documents only if your administrator has configured the Transaction Document Management (TDM) feature and FILESTREAM. The DPS Technical Installation Guide for DPS On-Premise provides your administrator with detailed instructions.

If you use the DPS Cloud product, the Deltek Cloud Ops Team sets up and maintains TDM and FILESTREAM for you.