Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Working with Supporting Documents in Interactive Billing

In Interactive Billing, you can view, print, and email supporting documents that have been previously uploaded for the expenses that you are invoicing. You can also delete supporting documents and upload new supporting documents.

Examples

Examples of supporting documents are receipts or packing lists for materials that you purchase from a vendor that you want to include with a billing invoice that you send to a client.

Uploading Supporting Document

You upload supporting documents into Vantagepoint for expenses in the following areas of Vantagepoint:

  • My Stuff > Expense Report
  • Transaction Center > Transaction Entry:
    • Employee Expenses (receipts)
    • AP Disbursements
    • AP Vouchers
    • Units
    • Units by Project
  • Billing > Interactive Billing

Printing and Emailing Supporting Documents with Invoices

If the Print Supporting Documents check boxes (AP Vouchers and Disbursements, Expense Reports, and/or Units) are selected on the Billing Backup tab of the project's billing terms in the Projects hub, the supporting documents that are uploaded for these types of transactions for a project will automatically print with invoices and be included in the invoice PDF file when you email an invoice. In Interactive Billing you can override the Print with Invoices setting on a document by document basis and not have documents print with an invoice by clicking Other Actions > View Supporting Documents on the Actions bar.

Viewing Supporting Documents

Regardless of whether you have the Print Supporting Documents check boxes (AP Vouchers and Disbursements, Expense Reports, and/or Units) selected on the Billing Backup tab of the project's billing terms in the Projects hub, you can view supporting documents for all unbilled transactions by clicking Other Actions > View Supporting Documents on the Actions bar of the Interactive Billing form.

Supporting Documents and the Vantagepoint On-Premises Product

If you use the Vantagepoint on-premises product, the Supporting Documents feature is available only if you have configured Transaction Document Management. For more information about the configuration, see the Configuring Supporting Documents online help topic.