Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Processing Billing Invoices One at a Time

Use Interactive Billing to review invoices one at a time by project, modify the transactions to be billed, update the percentage complete for fee-based projects, and generate the final invoice.

You can hold, delete, write-off, and transfer labor, expense, and unit transactions as necessary. You update the percent complete before generating an invoice that is fee-based.

Another way to generate invoices is to use Batch Billing instead of Interactive Billing. In Batch Billing, multiple invoices are automatically generated at a time, and you do not have the ability to modify invoice content before the invoices are automatically generated.

Multiple Companies

If you have multiple companies in Vantagepoint, lower levels of the work breakdown structure (phases, tasks) for any project may belong to different companies. During invoice processing, Vantagepoint includes for billing all of the projects owned by the active company. This is true even if the active company does not own all of the phases or tasks that belong to a project. For information, see Billing and Multiple Companies.

Multiple Currencies and Multiple Companies

If you have multiple companies and multiple currencies in Vantagepoint, it is possible that different elements of the work breakdown structure (projects, phases, and tasks) are owned by different companies in your enterprise, and these elements have differing currencies. For information, see Billing and Multiple Currencies.

Employee Realization

When you use the Employee Realization reporting feature and you select invoice frequency, employee realization is calculation and allocated automatically when you create invoices in Interactive Billing or Batch Billing. For more information see Employee Realization in Interactive Billing and Batch Billing.

Approving Invoices

If you use an approval process for invoices, you can also submit invoices for approval and approve invoices in Interactive Billing. For more information, see Approving Invoices and Invoice Approvals and Interactive Billing.