Deltek Vantagepoint Help

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Upload Supporting Documents in Interactive Billing

You can upload supporting documents in Interactive Billing to print with an invoice.

The supporting documents that are uploaded for expense reports, AP vouchers, AP disbursements, units, and units by project that are billable charges print with an invoice in Interactive Billing if the Print Supporting Documents check boxes (AP Vouchers and Disbursements, Expense Reports, and/or Units) are selected on the Billing Backup tab of the project's billing terms. In addition, you can upload supporting documents directly in Interactive Billing for existing expense and unit charges to print with billing invoices.

Prerequisites:

To upload supporting documents in Interactive Billing, your security role must have the Allow Changes to Supporting Documents check box selected in the Billing Security: Interactive Billing and Invoice Approvals section on the Accounting tab in Settings > Security > Roles.

If you use the Vantagepoint on-premises product, the Supporting Documents feature is available only if you have configured Transaction Document Management. For more information about the configuration, see the Configuring Supporting Documents online help topic.

To upload a supporting document in Interactive Billing:

  1. In the Navigation pane, select Billing > Interactive Billing.
  2. Complete the information on the Billing Session Options dialog box (if it displays), or click Billing Session Options on the Actions bar of the Interactive Billing form and complete the information for the session.
  3. On the Interactive Billing form, select a project.
  4. Click the Expense or Units tab, depending on the type of charge that the supporting document applies to.
  5. In the Expense or Units grid, click or in the Documentation field for the charge that the supporting document applies to.
  6. On the Supporting Document dialog box, click + Select files for upload below the Associated Documents grid to open the Choose File to Upload dialog box, and select the file to upload.
    The uploaded file displays in the Associated Documents grid on the dialog box.