Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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View the Contents of a Supporting Document in Interactive Billing

In Interactive Billing you can view the contents of supporting documents that are uploaded for the unbilled transactions.

Whether or not you select the Print Supporting Documents check boxes (AP Vouchers and Disbursements, Expense Reports, and/or Units) on the Billing Backup tab of the project's billing terms, you can view supporting documents for all unbilled transactions in Interactive Billing.

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 view the contents of 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. Complete one of the following steps:
    • On the Actions bar of the Interactive Billing form, click Other Actions > View Supporting Documents

      The Supporting Document dialog box displays the supporting documents for all the unbilled transactions.

    • Click the Expense tab or Units tab, depending on the type of charge that has a supporting document that you want to view, and click in the Documentation field for a specific transaction.

      The Supporting Document dialog box displays the supporting documents for the selected transaction.

  5. On the Supporting Document dialog box, complete one of the following steps to open and view a supporting document listed in the Associated Documents grid:
    • In a row in the grid, click the filename in the Filename column.
    • Hover over a row in the grid, click , and then click Open in the bar at the bottom of the screen.
    • Hover over a row in the grid, click, and then click View PDF.