Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Attach a Document to a Transaction Line

You can attach a supporting document to a transaction line.

If you use the Vantagepoint on-premises product, the Supporting Document dialog box displays only if Transaction Document Management is configured. For more information, see the Supporting Documents and Files online help topic.

To attach a document to a transaction line:

  1. In the Navigation pane, select Transaction Center > Transaction Entry.
  2. Select a transaction type (for example, AP Disbursements or AP Vouchers).
  3. On the main form of the selected transaction type, hover the cursor at the end of the row of the transaction to which you want to attach the document, and select Options > View Details.
  4. In the Document column in the transaction grid, click the Upload Document button.
  5. On the Supporting Document dialog box, select the Attached to this Line check box for one or more documents to associate with the transaction, and then click OK.

    When you close the Supporting Document dialog box, the Upload Document icon on the transaction line changes to Document Uploaded. You can hover over this icon to view a tooltip that describes the attached documents.

    If you click Cancel before you click OK to associate the documents, the documents are not associated with the transaction line, and are not saved on the Supporting Document dialog box.