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

Select Client Records

When you read, add, edit, or delete AR comments, you first select a client record.

To select client records:

  1. In the Navigation pane, select Hubs > Firms > AR Review.
  2. On the AR Review form, use the search field to select the client for which you want to review, or comment on, invoices.
    • To search for only those clients with invoice balances, select Clients with Outstanding AR in the Search By field.
    • If you select multiple records, you can use the record navigation options to move from one record to another.
    • To use the search at a later time, save it and use the Folders icon beside the Search field to retrieve the search in a future session.
  3. If the client has more than one address, select the appropriate address in the Address field.
  4. Use one or more of the fields on the AR Review form to narrow the number of invoices displayed on the Invoice Details dialog box.
    For the client selected, projects with outstanding invoices display in the Aged Accounts Receivable grid.