Deltek Vantagepoint Help

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

Delete a Portion of a Transaction from the Set of Billable Transactions

You can delete a portion of a labor, expense, or unit transaction in Interactive Billing so that the portion will not be included on any billing invoice.

To delete a portion of a transaction:

  1. In the Navigation pane, select Billing > Interactive Billing.
  2. Complete the information on the Billing Session Options dialog box.
  3. On the Interactive Billing form, open the project.
  4. Click the Labor, Expenses, or Units tab, based on the transaction type that you want to delete.
  5. In the transaction grid, select the check box at the beginning of the row for the transaction that has a portion to delete.
  6. In the grid action bar, click Delete.
  7. On the Delete dialog box that displays, enter the labor hours, expense amount, or unit quantity that you want to delete from the transaction.
    The transaction's original labor hours, expense amounts, or unit quantities prefill in the fields on the dialog box. Change the entries in those fields to reflect the portion of the transaction that you want to delete.
  8. Click the Delete button.
    You are returned to the transaction grid on the tab. The transaction has been split in two. A new transaction has been added with a Delete status and shows the hours, amount, and units to be deleted and not billed. The original transaction with its original status remains in the grid with its amounts reduced to reflect the remaining hours, amount, or units that were not deleted.
Transactions with a Delete status will not be included on the next invoice and will be removed automatically from the transaction grid on a tab in Interactive Billing after you final accept the next invoice.