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:
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- Employee Expenses (receipts)
- AP Disbursements
- AP Vouchers
- Units
- Units by Project
:
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 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 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.
- Related Topics:
- Order of the Supporting Documents for Billing Invoices
The order in which supporting documents display as additional pages with a billing invoice is based on a number for factors. - View the Contents of a Supporting Document in Interactive Billing
In Interactive Billing you can view the contents of supporting documents that are uploaded for the unbilled transactions. - Override the Print with Invoice Setting for a Supporting Document
If a project's billing terms specify that supporting documents get included automatically with invoices, you can override the setting on a document by document basis for an invoice in interactive Billing. - Upload Supporting Documents in Interactive Billing
You can upload supporting documents in Interactive Billing to print with an invoice. - Delete Supporting Documents in Interactive Billing
In Interactive Billing, you can delete supporting documents if they were uploaded in Interactive Billing.