Supporting Documents and Files
You can upload supporting documents, files, and images for use with records. For example, you could upload a file that contains copies of sales receipts for line items on an expense report. Or, you could upload a variety of images to include within a proposal that will be sent to a client.
Supported File Types
Supported file types that you can upload include images, PDFs, Microsoft Word documents, and Microsoft Excel spreadsheets. Password-protected documents are not supported.
Upload Documents and Files
- AP vouchers, accounts payable disbursements, unit transactions, and units by projects transactions that are entered in Transaction Entry.
- Credit Card Reconciliation in Cash Management in the desktop application.
- Expense reports that are entered in My Stuff.
- Interactive Billing
- Purchasing
- AP Invoice Approvals
- Inventory Item Requests
- Hubs
- Proposals
- Voucher Review in the Firms hub
View Documents and Files
The following are other areas where you can view the contents of uploaded supporting documents on the Supporting Document dialog box:
- Voucher Review and Create Voucher from PO
- Project Review
- Item Review
- Expense Line Item Approval
- Credit Card Review
Upload Examples
There are various methods for uploading a supporting document. For example, to upload a supporting document for an AP Voucher, you use the Supporting Documents dialog box. After uploading the document, a paperclip icon displays in the Vouchers grid to indicate that a supporting document was uploaded for the line item.
Or, to upload receipts that are in support of an expense report, click the Attach Receipts button or use the menu option to open the Expense Reports Receipts dialog box and then browse to and select the receipt file. After you save, the receipt is listed in the grid with an icon indicating an attached file.
Files Administration Utility
Use the Files Administration utility to search for and view any of the supporting documents and files that are uploaded. This utility also confirms that the uploaded files are synchronized between the Vantagepoint and FileStream databases. See
in the desktop application.Vantagepoint On-Premises
If you use the Vantagepoint on-premises product, you can upload supporting documents only if your administrator has configured the Transaction Document Management (TDM) feature and FileStream. The Deltek Vantagepoint Technical Installation Guide provides your administrator with detailed instructions.
If you use the Vantagepoint Cloud product, the Deltek Cloud Ops Team sets up and maintains TDM and FileStream for you.
- Related Topics:
- Configuring Supporting Documents and Files
If you are a system administrator using the Vantagepoint on-premises product, you must configure Transaction Document Management (TDM) with FileStream before users can upload supporting documents, files, images, and merge templates for use with records throughout Vantagepoint.