Contents of the Billing Session Options Dialog Box

Invoice Presentation Dates Section

The dates in this section are displayed on an invoice or credit memo. These dates do not determine the information and transaction detail to bill that display on the tabs in Interactive Billing or Batch Billing.

You can also edit these dates directly on the Interactive Billing and Batch Billing forms before you process invoices or credit memos.

Field	Description
Invoice Date	Enter the invoice date to appear on invoices and credit memos that are processed in the Interactive Billing or Batch Billing session. The invoice date is also posted to the Accounts Receivable Ledger for aging purposes. If `Vantagepoint` is configured to require that the transaction dates fall within the current fiscal year or current fiscal period, the date that you enter must meet that requirement. (For the summary offsetting journal entry in this case, `Vantagepoint` uses the accounting period end date. If `Vantagepoint` is not configured to require transaction dates within the current fiscal year or current fiscal period, `Vantagepoint` uses the current date for the summary offsetting journal entry.)
Period Start Date	Enter the period start date to appear on the invoices that are processed in the Interactive Billing or Batch Billing session. After you submit or approve an invoice, you can change its period start date and still retain the comments associated with the invoice. To change the period start date, open the project record in Interactive Billing, open Billing Session Options, and in the Billing Session Options dialog box, change the period start date. You are then prompted to resubmit the draft invoice and enter draft invoice comments. The new period start date display at the top of the Interactive Billing form. On the General tab of the Interactive Billing form, the Invoice Status field displays Submitted. If the invoice was previously approved, it will need to go through the approval process again. The Period Start Date field is display-only when you open the Billing Session Options dialog box in Draft Invoice Approvals in the Projects hub. To change the date, you must first unsubmit the invoice and then process it again with the correct period start date.
Period End Date	Enter the period end date to appear on the invoices that are processed in the Interactive Billing or Batch Billing session. After you submit or approve an invoice, you can change its period end date and still retain the comments associated with the invoice. To change the period end date, open the project record in Interactive Billing, open Billing Session Options, and in the Billing Session Options dialog box, change the period end date. You are then prompted to resubmit the draft invoice and enter draft invoice comments. The new period end date display at the top of the Interactive Billing form. On the General tab of the Interactive Billing form, the Invoice Status field displays Submitted. If the invoice was previously approved, it needs to go through the approval process again. The Period Start Date field is display-only when you open the Billing Session Options dialog box in Draft Invoice Approvals in the Projects hub. To change the date, you must first unsubmit the invoice and then process it again with the correct period start date.

Field

Description

Invoice Date

Enter the invoice date to appear on invoices and credit memos that are processed in the Interactive Billing or Batch Billing session.

The invoice date is also posted to the Accounts Receivable Ledger for aging purposes.

If Vantagepoint is configured to require that the transaction dates fall within the current fiscal year or current fiscal period, the date that you enter must meet that requirement. (For the summary offsetting journal entry in this case, Vantagepoint uses the accounting period end date. If Vantagepoint is not configured to require transaction dates within the current fiscal year or current fiscal period, Vantagepoint uses the current date for the summary offsetting journal entry.)

Period Start Date

Enter the period start date to appear on the invoices that are processed in the Interactive Billing or Batch Billing session.

After you submit or approve an invoice, you can change its period start date and still retain the comments associated with the invoice. To change the period start date, open the project record in Interactive Billing, open Billing Session Options, and in the Billing Session Options dialog box, change the period start date. You are then prompted to resubmit the draft invoice and enter draft invoice comments. The new period start date display at the top of the Interactive Billing form. On the General tab of the Interactive Billing form, the Invoice Status field displays Submitted. If the invoice was previously approved, it will need to go through the approval process again.

The Period Start Date field is display-only when you open the Billing Session Options dialog box in Draft Invoice Approvals in the Projects hub. To change the date, you must first unsubmit the invoice and then process it again with the correct period start date.

Period End Date

Enter the period end date to appear on the invoices that are processed in the Interactive Billing or Batch Billing session.

After you submit or approve an invoice, you can change its period end date and still retain the comments associated with the invoice. To change the period end date, open the project record in Interactive Billing, open Billing Session Options, and in the Billing Session Options dialog box, change the period end date. You are then prompted to resubmit the draft invoice and enter draft invoice comments. The new period end date display at the top of the Interactive Billing form. On the General tab of the Interactive Billing form, the Invoice Status field displays Submitted. If the invoice was previously approved, it needs to go through the approval process again.

The Period Start Date field is display-only when you open the Billing Session Options dialog box in Draft Invoice Approvals in the Projects hub. To change the date, you must first unsubmit the invoice and then process it again with the correct period start date.

Transaction Details Section

The fields in this section determine the transactions that are billed on invoices in Batch Billing or the transactions that are displayed on the Labor, Expense, and Units tabs in Interactive Billing. On these tabs, you choose which transactions to bill on the next billing invoice for a project.

Field	Description
Bill Through Date	Enter a bill-through date to limit the billable transactions to include on invoices in the Interactive or Batch Billing session. In Interactive Billing: All labor, expense, and unit transactions for a project with a transaction date on or before the specified bill-through date are included on the Labor, Expense, and Units tabs in Interactive Billing. You then select which ones to include on the invoice. If you change the bill-through date for a submitted or approved invoice, you are prompted to resubmitted the invoice and enter comments for the resubmitted invoice. Previous comments for the invoice are retained. You see the new bill through date displayed at the top of the Interactive Billing form. The transactions on the Labor, Expenses, and Units tabs in Interactive Billing are changed accordingly for the new bill-through date, and the draft invoice, including the invoice amount is automatically recalculated. If the invoice was previously approved, it needs to go through the approval process again. In Batch Billing: All the labor, expense, and unit transactions with a transaction date on or before the specified bill-through date are included on the invoices that are generated in the batch. In Draft Invoice Approvals: This field is display-only and you cannot change it. To change the bill-through date for submitted invoices, you must first unsubmit the invoice and process it again with the correct bill-through date. Transactions with transaction dates that are not on or before the bill-through date are reserved for future billing sessions. This allows you to prepare invoices for one billing period while posting billable transactions for subsequent periods. Instead of placing all of the newer transactions on hold, you can use this field to include only the desired transactions. The bill-through date is typically a user-specified transaction date for labor and expense transactions. Therefore, by using a bill-through date, you are relying on the user to specify the correct date. If your bill-through date is also your period end date, Deltek recommends that you use the Bill Through Period field, and keep the Bill Through Date field blank. Leave this field blank if you want to bill through the end of the period. Some companies use this option if they invoice bi-monthly.
Bill Through Period	Enter a bill-through period (accounting period and 4-digit fiscal year) to limit the billable transactions to include on invoices in the Interactive or Batch Billing session. In Interactive Billing: All labor, expense, and unit transactions for a project with a transaction date up through the specified bill-through period are included on the Labor, Expense, and Units tabs in Interactive Billing. You then select which transactions to include on the invoice. If you change the bill-through period for a submitted or approved invoice, you are prompted to resubmitted the invoice and enter comments for the resubmitted invoice. Previous comments for the invoice are retained. You see the new bill-through period displayed at the top of the Interactive Billing form. The transactions on the Labor, Expenses, and Units tabs in Interactive Billing are changed accordingly for the new bill-through period, and the draft invoice, including the invoice amount is automatically recalculated. If the invoice was previously approved, it needs to go through the approval process again. In Batch Billing: All the labor, expense, and unit transactions for a project with a transaction date up through the specified bill-through period are included on the invoices that are generated in the batch. In Draft Invoice Approvals:This field is display-only and you cannot change it. To change the bill-through period for submitted invoices, you must first unsubmit the invoice and process it again with the correct bill-through period. Transactions with transaction dates after the bill-through period are reserved for future billing sessions. This allows you to prepare invoices for one billing period while posting billable transactions for subsequent periods. You can use this option to include only certain transactions, instead of placing all of the newer transactions on Hold.
Show Non-billables on Detail Tabs	This check box displays in Interactive Billing and in Draft Invoice Approvals, but not in Batch Billing. In Draft Invoice Approvals, the check box is display-only. In Interactive Billing: Select this check box to include all non-billable transactions on the Labor, Expense, and Units tabs for the Interactive billing session. The non-billable transactions are for viewing only; they do not display on an invoice. Typically, you select this check box for fee-based projects. By displaying non-billable transactions, you can better estimate the fee amount or the fee percent complete. Showing non-billable items on the detail tabs may also help you catch any item that was incorrectly posted to a non-fee project. Deltek recommends that you select this check box. In Settings > Billing > Options, a system administrator selects whether or not to show non-billables by default for all users and whether all users can change the setting on the Billing Session Options dialog box. By default, all expense and units charges billed as expenses posted to 500-level accounts and labor charges posted to any labor code except the non-billable labor code, appear on the Labor and Expense tabs in Interactive Billing. Showing non-billable items on the detail tabs is useful for finding items that may have been posted to the wrong general ledger account or labor code. If you select this check box, the following transactions appear on the transaction tabs in Interactive Billing: Any labor posted to the non-billable labor code on the Labor tab. Any expenses posted to a 600-level account on the Expenses tab.
Project View on Detail Tabs	This check box displays only in Interactive Billing. Select this check box to display the data for all WBS levels for a project on the Labor, Expense, and Units tabs in Interactive Billing. If you do not select this option, the detail tabs in Interactive Billing display the information for the first project, phase, task combination. If you have a significant amount of detail, or if each WBS level has different billing terms, Deltek recommends clearing this check box to improve performance. Click beside the project name on the Interactive Billing form to select a phase or task to view the detail for a particular phase or task.
Display Totals on Details Tabs	Select this check box to display the total row on all grids for the billing session of the active (the company in which you are currently working). This option is available when you are in Interactive Billing and Draft Invoice Approvals. This check box is selected by default.

Other Settings

Field	Description
Bill Scheduled Invoices Through	Enter a date to determine which billing schedule milestones to include in the Batch Billing run or Interactive Billing session for each project selected that has an associated billing schedule. This field is available only if you set the Use Scheduled Billing option to Yes in Settings > Billing > Fee. This field is display-only in Draft Invoice Approvals. To change the date, you must first unsubmit the invoice and then process it again. Examples for Batch Billing Run draft invoices on a date prior to the Invoicing Date, but enter a future date in the Bill Scheduled Invoices Through field to allow you to include all invoices that are to be billed by a certain date (end of the month, for example). By doing this, you can create a batch of invoices that could be sent to the project manager for review prior to the bills being mailed to clients. Enter a date that would allow you to bill a milestone prior to the invoicing date established in the billing schedule for a project's billing terms (in Hubs > Projects > Billing Terms on the Fees tab in the Fee Schedule grid). For example, if a project has a milestone of $10,000 due on February 28th, but you want to send the invoice on February 20th, you could enter February 28th in the Bill Scheduled Invoices Throughu field, run the batch on February 20th, and bill the amount earlier than scheduled. Example for Interactive Billing Enter a date that would allow you to bill a milestone prior to the invoicing date established in the billing schedule for a project's billing terms (in Hubs > Projects > Billing Terms on the Fees tab in the Fee Schedule grid). For example, if a project has a milestone of $10,000 due on February 28th, but you want to send the invoice on February 20th, you could enter February 28th in the Bill Scheduled Invoices Through field, create the invoices on February 20th, and bill the amount earlier than scheduled. If you enter a future date in this field and a project's billing schedule includes more than one milestone between the invoice date entered on the Billing Session Options dialog box in Interactive Billing and the date entered in the Bill Scheduled Invoices Through field, the amounts of all milestones are combined to arrive at the amount to be billed on the invoice that is created for that project. If Multiple Milestones Fall Between the Date That Bills Are Created and the Bill Scheduled Invoices Through Date When more than one milestone falls between the date that you enter as the invoice date on the Billing Session Options dialog box for the billing session and the date in the Bill Scheduled Invoices Through field, the amounts are combined or the highest percentage of total fee is used to create the invoice. Here are two examples: If the Fee Method and Fee Basis selected for a schedule's milestone is based on an amount (Fees tab in Billing Terms), the invoice date entered on the Billing Session Options dialog box for the billing session is April 1st, and the project to be billed has two milestones that have not been billed yet with dates of March 1st for $10,000 and April 1st for $20,000, an invoice is created for $30,000 for this project. If the fee method and fee basis are based on a percentage, the invoice date entered on the Billing Session Options dialog box for the billing session is April 1st, and the project to be billed has two milestones that have not been billed yet with dates of March 1st for 20% and April 1st for 50%, an invoice is created for 50% of the fee amount. Multicompany If you have multiple companies in `Vantagepoint`, the Bill Scheduled Invoices Through field is available only if scheduled billing is enabled for the current company.
Diary	This field displays only if you have set up a diary for the fiscal period or fiscal year in which you are entering transactions in the Diary Auto Numbering Options section of the Transaction Settings form in Settings > Accounting > Transactions. Use this field to select a diary code for the current transaction or for the group of transactions, if you are processing a group of transactions. The diaries are used to generate diary reports that contain a set of sequentially numbered transactions that have been posted to the general ledger during the fiscal year or to specific fiscal periods. You can assign different diaries (that have different diary types) to different types of transactions. The Diary drop-down list contains three columns. The first column displays the diary code. The second and third columns display the diary type for the diary code and the description of the diary type. The drop-down list contains all the diaries that you set up on the Diary Auto Numbering Options section in Transactions Settings that either have the same fiscal period or fiscal year for which you are entering transactions or that have no fiscal period or year entered for them. If you have multiple companies in `Vantagepoint`, the Diary field drop-down list includes only the diary codes that are set up for the current company. The list also includes IC - Intercompany Diary to capture intercompany transactions. You cannot delete a transaction after it has been saved with a diary number. If a transaction is incorrect, you can enter zero amounts for the transaction or enter a reversing transaction.

Field

Description

Bill Scheduled Invoices Through

Enter a date to determine which billing schedule milestones to include in the Batch Billing run or Interactive Billing session for each project selected that has an associated billing schedule.

This field is available only if you set the Use Scheduled Billing option to Yes in Settings > Billing > Fee.

This field is display-only in Draft Invoice Approvals. To change the date, you must first unsubmit the invoice and then process it again.

Examples for Batch Billing

Run draft invoices on a date prior to the Invoicing Date, but enter a future date in the Bill Scheduled Invoices Through field to allow you to include all invoices that are to be billed by a certain date (end of the month, for example). By doing this, you can create a batch of invoices that could be sent to the project manager for review prior to the bills being mailed to clients.
Enter a date that would allow you to bill a milestone prior to the invoicing date established in the billing schedule for a project's billing terms (in Hubs > Projects > Billing Terms on the Fees tab in the Fee Schedule grid). For example, if a project has a milestone of $10,000 due on February 28th, but you want to send the invoice on February 20th, you could enter February 28th in the Bill Scheduled Invoices Throughu field, run the batch on February 20th, and bill the amount earlier than scheduled.

Example for Interactive Billing

Enter a date that would allow you to bill a milestone prior to the invoicing date established in the billing schedule for a project's billing terms (in Hubs > Projects > Billing Terms on the Fees tab in the Fee Schedule grid). For example, if a project has a milestone of $10,000 due on February 28th, but you want to send the invoice on February 20th, you could enter February 28th in the Bill Scheduled Invoices Through field, create the invoices on February 20th, and bill the amount earlier than scheduled.

If you enter a future date in this field and a project's billing schedule includes more than one milestone between the invoice date entered on the Billing Session Options dialog box in Interactive Billing and the date entered in the Bill Scheduled Invoices Through field, the amounts of all milestones are combined to arrive at the amount to be billed on the invoice that is created for that project.

If Multiple Milestones Fall Between the Date That Bills Are Created and the Bill Scheduled Invoices Through Date

When more than one milestone falls between the date that you enter as the invoice date on the Billing Session Options dialog box for the billing session and the date in the Bill Scheduled Invoices Through field, the amounts are combined or the highest percentage of total fee is used to create the invoice. Here are two examples:

If the Fee Method and Fee Basis selected for a schedule's milestone is based on an amount (Fees tab in Billing Terms), the invoice date entered on the Billing Session Options dialog box for the billing session is April 1st, and the project to be billed has two milestones that have not been billed yet with dates of March 1st for $10,000 and April 1st for $20,000, an invoice is created for $30,000 for this project.
If the fee method and fee basis are based on a percentage, the invoice date entered on the Billing Session Options dialog box for the billing session is April 1st, and the project to be billed has two milestones that have not been billed yet with dates of March 1st for 20% and April 1st for 50%, an invoice is created for 50% of the fee amount.

Multicompany

If you have multiple companies in Vantagepoint, the Bill Scheduled Invoices Through field is available only if scheduled billing is enabled for the current company.

Diary

This field displays only if you have set up a diary for the fiscal period or fiscal year in which you are entering transactions in the Diary Auto Numbering Options section of the Transaction Settings form in Settings > Accounting > Transactions.

Use this field to select a diary code for the current transaction or for the group of transactions, if you are processing a group of transactions. The diaries are used to generate diary reports that contain a set of sequentially numbered transactions that have been posted to the general ledger during the fiscal year or to specific fiscal periods. You can assign different diaries (that have different diary types) to different types of transactions.

The Diary drop-down list contains three columns. The first column displays the diary code. The second and third columns display the diary type for the diary code and the description of the diary type.

The drop-down list contains all the diaries that you set up on the Diary Auto Numbering Options section in Transactions Settings that either have the same fiscal period or fiscal year for which you are entering transactions or that have no fiscal period or year entered for them.

If you have multiple companies in Vantagepoint, the Diary field drop-down list includes only the diary codes that are set up for the current company. The list also includes IC - Intercompany Diary to capture intercompany transactions.

You cannot delete a transaction after it has been saved with a diary number. If a transaction is incorrect, you can enter zero amounts for the transaction or enter a reversing transaction.

Overhead Projects Section

This section displays when you open this dialog box in Interactive Billing; it is not included on this dialog box in Batch Billing or Draft Invoice Approvals.

The entries that you make in the Start Period for Transaction Detail field and the Number of periods to include field determine the range of transactions to include in the transaction detail grids on the Labor, Expenses, Units tabs on the Interactive Billing form for overhead and promotional projects.

Field	Description
Start Period for Transaction Detail	Enter the starting period (month and year) for the range of transactions for overhead and promotional projects to include in the grids.
Number of Periods to Include	Enter the number of periods for the overhead and promotional transactions to include in the grids, in addition to the period that you entered in the Start period for transaction detail field. Example: You want to see the transactions for overhead and promotional projects for periods 1 2021, 2 2021, and 3 2021 in the grids. In the Start period for transaction detail field, enter period 1 2021. In the Number of periods to include field, enter 2. If you leave the Number of periods to include field blank, 0 is automatically entered for the field. Only the transactions for overhead and promotional projects for the period that you entered in the Start period for transaction detail field are included in the grids.

Field

Description

Start Period for Transaction Detail

Enter the starting period (month and year) for the range of transactions for overhead and promotional projects to include in the grids.

Number of Periods to Include

Enter the number of periods for the overhead and promotional transactions to include in the grids, in addition to the period that you entered in the Start period for transaction detail field.

Example: You want to see the transactions for overhead and promotional projects for periods 1 2021, 2 2021, and 3 2021 in the grids. In the Start period for transaction detail field, enter period 1 2021. In the Number of periods to include field, enter 2.

If you leave the Number of periods to include field blank, 0 is automatically entered for the field. Only the transactions for overhead and promotional projects for the period that you entered in the Start period for transaction detail field are included in the grids.

Final Invoice Processing Section

This section does not display when you open the Billing Session Options dialog box in Draft Invoice Approvals.

Field	Description
Invoice File Name	This field displays only in Interactive Billing. When you accept the first invoice in this Interactive Billing session (you click Accept in the actions bar on the Interactive Billing form), you are prompted to enter a file name for grouping invoices into a file for posting. This file name displays in this field. As you accept other invoices in the session, the other invoices are added to this file.
Preview accepted invoices	This field displays in Interactive Billing if you set the Store PDF of Final Invoice option to Yes in Settings > Billing > Options. Select this check box to automatically preview final accepted invoices in the PDF viewer after you click Accept on the Interactive Billing form and complete the accept process. Clear this check box to skip the preview of final invoices as part of the process when you click Accept on the Interactive Billing form. This could save time, especially if you email invoices or upload invoices to a client's portal.
Preview accepted invoices as PDF	This field displays in Interactive Billing if you set the Store PDF of Final Invoice option to No in Settings > Billing > Options. Select this check box to automatically preview final accepted invoices in the PDF viewer after you click Accept on the Interactive Billing form, regardless of whether or not there are supporting documents for the invoice. Clear this check box to automatically preview final invoices using the `Vantagepoint` report viewer if there are no supporting documents for the invoice and no reports uploaded to SFTP.
Next Company Invoice Number	For Interactive Billing and Batch Billing, this field is enabled only if Companywide is selected in the Invoice Numbering field in Settings > Billing > Options. This field prefills with the next invoice number that will be used when you accept a final invoice. `Vantagepoint` increments this number by 1 after you accept a new invoice. The invoice number in this field applies for both invoices and credit memos. Important Information About Changing the Invoice Number in this Field You can change the invoice number if Allow Changes to Next Invoice Number is set to Yes in Settings > Billing > Options. When you change the next invoice number and there are multiple users generating invoices, the next accepted invoice will acquire the next invoice number. To increase your chances of having a changed invoice number assigned to your invoice, change the next invoice number just before you accept an invoice instead of at the beginning of the billing entry session. When you change the number in the Next Company Wide Invoice Number field, it is also changed in the Next Company Wide Invoice Number field in Settings > Billing > Options. When you use the company-wide invoice numbering method, you can change the next invoice number on either the Billing Session Options dialog box or in Settings > Billing > Options. When you use the Project numbering method for invoices: The project-based invoice numbers do not display on the Billing Session Options dialog box. You must change invoice numbers on the Summary pane in Billing Terms for a project.
Disable Upset Limits	Select this check box to calculate final invoices without applying upset limits. This is useful if you are using upset limits to budget your projects, but are not required to bill them in this way. You set the company-wide default for this option in Settings > Billing > Options. To override the company-wide default for the current session only, select or clear this check box.
Review GL Details on Accept	This check box displays when the Billing Session Options dialog box opens from Interactive Billing. It displays only if your security role has the Allow Edits to Accept check box selected in the Billing Security: Interactive Billing and Invoice Approvals section on the Accounting tab in Settings > Security > Roles. Select the Review GL Details on Accept check box if you want the Invoice Accept dialog box to display when you final accept an invoice in Interactive Billing. You can then edit the general ledger details on this dialog box. Clear this check box if you do not want the Invoice Accept dialog box to display when you final accept an invoice in Interactive Billing. The Invoice Accept dialog box will still display if you are processing a final invoice that you edited (in Microsoft Word or Excel, PDF, and so on) using Other Actions > Download for Editing on the Interactive Billing form.
Post on Accept	This check box displays on the Billing Session Options dialog box in Interactive Billing and Batch Billing. It displays if your security role has the proper security for posting transactions and honors transaction entry approval rules. Select this check box to have final invoices post automatically when you close a billing session in Interactive Billing and Batch Billing, the following occur: In Interactive Billing: After you click the Accept action and complete the billing session to process final invoices, when you leave the Interactive Billing application, an invoice transaction file is automatically created and posted. In Batch Billing: After you set the Run Type to Final on the Invoice Creation tab, click the Create Invoices action, and complete the billing session to process final invoices, when the Batch Billing run completes, an invoice transaction file is automatically created and posted. The invoice transaction file includes all invoices finalized during the billing session, including invoices, voided invoices, credit memos, and retainage-only invoices. View the automatically posted invoice transaction files for the billing sessions completed in Interactive Billing and Batch Billing in Transaction Center > Posting Review. When you do not select the Post on Accept check box on the Billing Session Options dialog box in Interactive Billing or Batch Billing, when you process final invoices in a billing session, you must go to Transaction Center > Transaction Entry > Invoices to post the file.

Other Settings

Field	Description
Invoice Addressee	This field prefills with the default option that is set up in Settings > Billing > Invoice Format. Change the prefilled option as needed. Select the line of text to print as the first line (addressee) above the billing client's address on an invoice. The billing client's address fields prints below the invoice addressee. Options are: Address 1 of Billing Client's Billing Address: The text that is entered in the Address 1 field of the address specified as the project's billing address prints above the billing client's billing address. You save client address information in the Firms hub. You specify which saved address to use as a project's billing address in the Projects hub. Name of Billing Client: The client name, as entered in the project's Billing Client field in the Projects hub, prints above the billing client's billing address. Name of Billing Contact: The contact name, as entered in the project's Billing Contact field, prints above the billing client's billing address. Name of Billing Contact / Client: The name of the billing contact and then the name of the billing client prints above the billing client's billing address. This field is display-only in Draft Invoice Approvals. To change the invoice addressee, you must first unsubmit the invoice and then process it again.
Upload Report via SFTP or Export Reports as Files	The Upload Report via SFTP field displays if you use the `Vantagepoint` cloud product and you set up `Vantagepoint` to allow reports to be uploaded via SFTP (Allow Reports to be Uploaded via SFTP is selected in the Export Report as Files field in Settings > General > Options). The Export Reports as Files field displays if you use the `Vantagepoint` on-premises product and you set up `Vantagepoint` to allow reports to be exported to the application server (Allow Reports to be Exported to the Application Server is selected in the Export Report as Files field in Settings > General > Options). Select either check box to save an electronic copy of an invoice on the `Vantagepoint` SFTP host or application server when an invoice is printed, when an invoice is accepted, and when prior invoices are previewed. Copies are saved to the `Vantagepoint` installation directory on the application server or the SFTP host. For example, the directory may appears as follows: Program Files\Deltek\Vantagepoint\Reports\Saved Files. This field is display-only in Draft Invoice Approvals. To change the setting, you must first unsubmit the invoice and the process it again.
Save File As	This field displays if the Upload Report via SFTP or the Export Reports as Files field displays on this dialog box. Select the file type for saving invoices. Options are: Adobe PDF Rich Text Format (RTF) Microsoft Word Document Microsoft Excel Spreadsheet Tagged Image File Format (TIFF) Comma-Separated File Format XML Document HTML Document

Field

Description

Invoice Addressee

This field prefills with the default option that is set up in Settings > Billing > Invoice Format. Change the prefilled option as needed.

Select the line of text to print as the first line (addressee) above the billing client's address on an invoice. The billing client's address fields prints below the invoice addressee.

Options are:

Address 1 of Billing Client's Billing Address: The text that is entered in the Address 1 field of the address specified as the project's billing address prints above the billing client's billing address. You save client address information in the Firms hub. You specify which saved address to use as a project's billing address in the Projects hub.
Name of Billing Client: The client name, as entered in the project's Billing Client field in the Projects hub, prints above the billing client's billing address.
Name of Billing Contact: The contact name, as entered in the project's Billing Contact field, prints above the billing client's billing address.
Name of Billing Contact / Client: The name of the billing contact and then the name of the billing client prints above the billing client's billing address.

This field is display-only in Draft Invoice Approvals. To change the invoice addressee, you must first unsubmit the invoice and then process it again.

Upload Report via SFTP or Export Reports as Files

The Upload Report via SFTP field displays if you use the Vantagepoint cloud product and you set up Vantagepoint to allow reports to be uploaded via SFTP (Allow Reports to be Uploaded via SFTP is selected in the Export Report as Files field in Settings > General > Options).

The Export Reports as Files field displays if you use the Vantagepoint on-premises product and you set up Vantagepoint to allow reports to be exported to the application server (Allow Reports to be Exported to the Application Server is selected in the Export Report as Files field in Settings > General > Options).

Select either check box to save an electronic copy of an invoice on the Vantagepoint SFTP host or application server when an invoice is printed, when an invoice is accepted, and when prior invoices are previewed. Copies are saved to the Vantagepoint installation directory on the application server or the SFTP host. For example, the directory may appears as follows: Program Files\Deltek\Vantagepoint\Reports\Saved Files.

This field is display-only in Draft Invoice Approvals. To change the setting, you must first unsubmit the invoice and the process it again.

Save File As

This field displays if the Upload Report via SFTP or the Export Reports as Files field displays on this dialog box. Select the file type for saving invoices.

Options are:

Adobe PDF
Rich Text Format (RTF)
Microsoft Word Document
Microsoft Excel Spreadsheet
Tagged Image File Format (TIFF)
Comma-Separated File Format
XML Document
HTML Document

Deltek Vantagepoint Help

Contents of the Billing Session Options Dialog Box

Invoice Presentation Dates Section

Transaction Details Section

Other Settings

Overhead Projects Section

Final Invoice Processing Section

Other Settings