Contents of the Supporting Document Dialog Box in Interactive Billing
Use these fields and options to view, upload, and delete supporting documents for expense or unit transactions, and on a document-by-document basis, override the automatic printing of supporting documents with invoices if a project's billing terms specify that supporting documents always print with invoices.
This topic describes the fields and options that are included in the two different versions of this dialog box that display in Interactive Billing, depending on how you access the dialog box. The differences are noted below.
Details Section
This section displays on the dialog box when you click or in the Documentation field for a specific transaction in the grid on the Expense or Units tabs in Interactive Billing. In this section you can see some of the information that was originally entered for the selected transaction.
Field | Description |
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Date |
This field displays the transaction date for the transaction line item. |
Additional Description |
This field displays the additional description entered for the transaction line item. |
Account |
This field displays the general ledger expense account for the transaction line item. |
Amount |
This field displays the monetary amount that was entered for the transaction line item. |
Project |
This field displays the project that the transaction line item was charged to. |
Phase |
This field displays the phase that the transaction line item was charged to. |
Task |
This field displays the task that the transaction line item was charged to. |
Associated Documents Grid
- When you access the Supporting Document dialog box by clicking or in the Documentation field for a specific transaction on the Expense or Units tabs, this grid displays the supporting documents for the specific transaction.
- When you access the Supporting Document dialog box by clicking on the Interactive Billing form, this grid displays the supporting documents for all the unbilled transactions on the Expense and Units tabs.
Associated Documents Grid: Actions Bar
The actions bar at the top of the grid displays only when you open the Supporting Document dialog box by clicking
on the Interactive Billing form.Field | Description |
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View All |
Click this action to view all supporting document in the grid in one PDF file. A message box at the bottom of the screen asks if you want to open or save the PDF file. |
View Selected |
Click the check box at the beginning of the row for the supporting documents that you want to open and view. Then click View Selected to view all the selected supporting document in the grid in one PDF file. A message box at the bottom of the screen asks if you want to open or save the PDF file. |
Associated Documents Grid: Fields
Field | Description |
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Type |
This field displays when you open the Supporting Documents dialog box by clicking on the actions bar of the Interactive Billing form.This field displays the transaction type that is associated with the supporting document, such as AP Voucher. |
Filename |
This field displays the filename of the supporting document. Click the filename to open and view the document. |
Description |
This field displays the description that was entered for the supporting document when it was uploaded and associated with the transaction line item. |
Print with Invoice |
This check box is automatically selected for transaction types that have the matching AP Vouchers and Disbursements, Expense Reports or Units check box selected in the Print Supporting Documents section on the Billing Backup tab in Billing Terms for the project. The supporting documents for the transaction will be included with the invoice PDF file when you print or email the invoice. Clear the check box if you do not want the supporting documents printed or included in the invoice PDF file when you print or email the invoice. This check box is not enabled and does not apply for transaction types that do not have the matching AP Vouchers and Disbursements, Expense Reports or Units check box selected in the Print Supporting Documents section on the Billing Backup tab in Billing Terms for the project. |
Associated Documents Grid: Row Options
These are the icons that display at the end of a row in the grid when you hover over a row.
Field | Description |
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Click this icon to open and view the contents of the selected supporting document PDF. |
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Click this icon and then select one of the following options for the selected supporting document:
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Item Below the Grid
Field | Description |
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Select files for upload |
Click this item to open a Microsoft Windows browse/open file dialog box and upload one or more files as supporting documents for the selected transaction in the grid. Vantagepoint converts all uploaded documents, regardless of their original format, to PDF format. The uploaded documents are displayed in the Associated Documents grid on the Supporting Document dialog box. This item displays only if both of the following apply:
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