Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Deleting Billing Transactions

In Interactive Billing, if you have labor, expense, or unit transactions that you do not want to bill at any time, you can mark these transactions to be deleted from the set of billable transactions displayed in Interactive Billing.

On the Labor, Expenses, and Units tabs in Interactive Billing, any transactions with a Delete status will not be included on any invoice and will be deleted from the transaction grid in Interactive Billing when you final accept the next invoice.

  • When you change a transaction's status to Delete in Interactive Billing, you are not deleting the transaction from the Vantagepoint database; you are only removing it as a billable transaction in Interactive Billing. The transaction still exists as posted for project control and other accounting purposes. This allows you to run reports that distinguish between write-off transactions (hours charged that cannot be billed) and transactions that were entered but removed before invoicing, possibly due to a data entry error.
  • To delete an entire transaction from Interactive Billing without billing it, change its status to Delete in the grid on the Labor, Expenses, or Units tab in Interactive Billing.
  • To change the status of a group of transactions to Delete, select the check box at the beginning of the row for the desired transactions, and click the Delete action item in the grid. The status for each transaction is automatically changed to Delete in the grid.
  • To delete only a portion of a transaction, select the transaction in the grid and click the Delete action item in the grid. In the dialog box that displays, change the total amount in the amount fields to specify the amount of the transaction to delete. The transaction is then split, and you see a new transaction in the grid with a Delete status that has the amount to remove from Interactive Billing. The original transaction with its original status displays in the grid with its amount reduced to reflect the deleted portion. This transaction is still available to bill.
  • If you want to change the billing status of many transactions, you may be able to do that more efficiently using the Update Billing Status utility in Utilities > Updates > Update Billing Status.
  • If you delete a transaction in error that you need to bill, you could insert a transaction for it in Interactive Billing using + Add Billing Labor, + Add Billing Expense, or + Add Billing Unit below the grids on the Labor, Expenses, and Units tabs.