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

Checklist: Setting Up Billing

To set up the Billing application, perform company-wide setup steps, then enter billing terms for individual projects.

On a project-by-project basis, you can keep or override many of the company-wide settings.

Step Description Location
1 Set up company-wide invoice and Interactive Billing session options. Settings > Billing > Options
2 Set up company-wide tax codes. Settings > Cash Management > Tax Codes
3 Establish default billing terms for your projects. Settings > Billing > Default Terms
4 Establish billing terms to use for project reports at billing rates. Settings > Billing > Reporting Default Terms
5 Add clients for your projects. Hubs > Firms, firms with the Client firm type
6 Add units in unit tables for your projects. Settings > Accounting > Units
7 Add projects and associate clients with them. Hubs > Projects
8 Set up labor categories. Settings > Labels and Lists > Lists
9 Add labor billing tables for your projects. Settings > Rate Tables, then select Billing Labor Rates, Billing Labor Categories, Billing Labor Code, or Billing Labor Overrides
10 Add expense tables for your projects. Settings > Rate Tables, then select Billing Expense Accounts, Billing Expense Categories, or Billing Expenses by Vendor
11 Set up billing terms for individual projects. Hubs > Projects > Billing Terms
12 Change your invoice template if necessary. Hubs > Projects > Billing Terms