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

AP Invoice Approvals

In AP Invoice Approvals, you upload accounts payable invoices that you receive from vendors, submit the invoices for approval, and then approve or reject the invoices.

AP vouchers can also be generated automatically when you final approval an AP invoice in AP Invoice Approvals, if you configured an approval workflow for AP invoices to do so.

Approving an AP Invoice

After you upload an AP invoice and save the record in AP Invoice Approvals, click the Submit option on the Actions bar of the AP Invoice Approvals form. This starts the approval process using the approval workflow that is specified for AP invoices in Settings > Workflow > Approval Workflows in the desktop application.

If you are an assigned approver for the current approval step, the toolbar on the AP Invoice Approvals form displays an Approve option that you can use to take actions for an approval step, such as approving, rejecting, reassigning, and so on.

Alerts

You can set up alerts to notify approvers and others when AP invoice records are ready for their review, the due date for an approval step is near, a record has been rejected or approved, and so on.

Viewing the Progress of AP Invoices Being Approved

You can see the progress of an AP invoice going through the approval process on the Approvals Timeline. This timeline shows you if the approval process has started, the AP invoice is in approval or in review, or the approval is completed.

Assigning a Delegate to Perform Your Approval Assignments in Your Absence

If you normally approve AP invoices, you can temporarily assign another person to perform approval duties in your absence. You assign delegates on the General tab of My Preferences.

Settings

The approval process for AP invoices is based on an approval workflow that you set up and configure specifically for AP invoices.

The approval workflow identifies the:
  • Steps in the approval process for AP invoices.
  • Approvers assigned to each step.
  • Notification alerts to send and actions to process for each step to keep the approval process on schedule.
Goal Location
Create and configure approval workflows for AP invoices. You can create simple or complex, multi-tiered, conditional steps for approval workflows. Settings > Workflow > User Initiated Workflows
Specify approver roles at the organization level. Settings > Organization > General in the desktop application
Turn on approvals for AP invoices and specify the approval workflow that the AP invoice approval process will use. Options tab in Settings > Cash Management > Accounts Payable

If You Do Not Use an Approval Workflow for AP Invoices

If you do not use an approval workflow for AP invoices (set up in Approval Workflow Settings), you cannot use the AP Invoice Approvals application.