Deltek Vantagepoint Help

Using the Help Search
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Processing a Batch of Billing Invoices

Use Batch Billing to complete billing tasks for a group of invoices at a time. This is in contrast to Interactive Billing, in which you process one invoice at a time.

In Batch Billing, you can run a batch of invoices immediately or schedule them to occur at a future time. You can update fees in Batch Billing, but you cannot modify and add detailed information and transactions to invoices, as you can in Interactive Billing.

In Batch Billing, you can do the following for a group of invoices:

  • Generate draft invoices and print or email them.
  • Update fees for fee-based invoices before you process them.
  • Include supporting documents and/or the Unbilled Detail report with each invoice in the batch.
  • Include the Batch Invoice list with a batch of invoices.
  • Accept final invoices and print or email them to clients or employees.
  • Submit invoices for approval, if you use approvals.
  • Final accept approved invoices, if you use approvals.
  • Preview, print, or email previously generated invoices.

Use Batch Billing to process multiple invoices at a time if:

  • You want a quick way to get draft invoices ready for project managers to review. Print all your draft bills at once, sorted by project manager, using an invoice template to generate a single report that includes invoices for all projects assigned to a project manager. Email this report to the appropriate project manager for review.
  • You already reviewed and adjusted draft invoices in Interactive Billing and now need to print and accept them.
  • When you print final invoices, your special billing forms tie up the printer. You want to print bills quickly and free the printer for other uses.
  • You use the Invoice Approvals feature and want to submit more than one invoice at a time for approval, or final accept more than one approved invoice at a time.

Multiple Currencies

If you use multiple currencies in Vantagepoint, you can generate invoices in any currency. You can also manage a project in one currency, and bill the project in another currency. Vantagepoint uses the default invoice posting accounts for the company that owns the project, phase, or task being invoiced.

Multiple Companies

If you have multiple companies in Vantagepoint, you can set up billing options by company. Lower levels of the work breakdown structure (such as phases and tasks) for any project might belong to different companies. During invoice processing, Vantagepoint includes for billing all projects owned by the active company. This is true even if the company that owns a project does not own one or more of the phases or tasks in the work breakdown structure.

Employee Realization

When you use the Employee Realization reporting feature and you select the invoice frequency, employee realization is calculated and allocated automatically when you create invoices in Batch Billing. For more information, see Employee Realization in Interactive Billing and Batch Billing.

Approving Invoices

If you use an approval process for invoices, you can submit invoices for approval and also final accept approve invoices in Batch Billing. For more information, see Approving Invoices.