Deltek Vantagepoint Help

Using the Help Search

Contents of the AR Comments Dialog Box

Use these fields and options to review, edit, or add accounts receivable comments for the selected billing client on the AR Review form.

AR Comments Grid

The AR Comments grid on the dialog box is filtered by default to display all the posted invoices for the project that you selected in the Accounts Receivable grid on the AR Review form, for the billing client that you selected on the AR Review form. To view all AR comments entered for the billing client, remove the project filter for the grid.

To add a new comment to the grid, click + Add Comment below the grid. If your security role does not have update access to accounts receivable comments, this option is not available.

You can add comments for specific invoices, and you can add a generic comment for a billing client without referencing a specific project or invoice number. To do this, click + Add Comment and then remove the project number from the row.

AR Comments Grid Toolbar

Field	Description
	Click this icon to maximize the grid to a full screen display. This expanded view reduces the need to scroll through long lists of records. Click it again to return to the standard grid display. For more information, see Maximize the Grid View.
	Click this icon to add, remove, or change the order of columns in the grid. For more information, see Select Columns for a Grid.
	Click this icon to export all the data from the grid into a comma-separated values (CSV) file or an Excel file.
	Click this icon to display the column filter options. Use the filter options to restrict the grid contents. For more information, see Filter the Grid Results.

AR Comments Grid Columns

Field	Description
Project	This column displays the project number of the project that you selected in the Accounts Receivable grid on the AR Review form. For a new or existing accounts receivable comment, you can select a different project from the drop-down list. The list contains the following: All the projects with invoices posted to the selected billing client. All the projects whose current billing client is the selected billing client you are reviewing on the AR Review form. The billing client of a project is specified on the Accounting tab in the Projects hub.
Project Name	This column displays the project name.
Invoice	This column displays the number of the invoice. You can enter AR comments for all the posted invoices for the billing client whose Accounts Receivable information you are viewing on the AR Review form. You must select a project in the Project field before you can select an invoice in this field. Select the invoice for which you want to enter a comment. Invoices Posted Without a Billing Client You can only enter AR Comments for invoices that were posted without a billing client in Hubs > Projects > Invoices. These comments apply for the billing client that is currently entered for a project on the Accounting tab in the Projects hub. However, you can review and edit these existing AR comments in Hubs > Firms > AR Review for the associated billing client.
Credit Memo	If a credit memo was created for the project or invoice in Interactive Billing, this column displays the credit memo number.
Date and Time	This column displays the date and time the comment was entered or most recently updated.
Name	This column displays the username of the person who most recently updated the comment. The username is important because the security options that control who may view or update comments are based on usernames.
Comment	This field displays the existing comment for the entry. Click in the field to display the complete comment in this column. To enter a new comment or edit an existing comment, select the row, and then enter or edit the comment in the Comment Entry text box below the grid.

Grid Row Tools

Field	Description
	To create a new comment by copying an existing comment row, hover over or click the row for the existing comment, click at the end of the row, and click Copy. To delete a comment, hover over or click the row for the comment that you want to delete, click at the end of the row, and click Delete.

Text Box

Field	Description
Comment Entry Text Box	Select a row in the grid, and enter or edit the comment for that row. Click on the text box toolbar to display a text editing toolbar to format the comments.

JavaScript must be enabled in order to use this site.Please enable JavaScript in your browser and refresh the page.

Contents of the AR Comments Dialog Box

Use these fields and options to review, edit, or add accounts receivable comments for the selected billing client on the AR Review form.

AR Comments Grid

The AR Comments grid on the dialog box is filtered by default to display all the posted invoices for the project that you selected in the Accounts Receivable grid on the AR Review form, for the billing client that you selected on the AR Review form. To view all AR comments entered for the billing client, remove the project filter for the grid.

To add a new comment to the grid, click + Add Comment below the grid. If your security role does not have update access to accounts receivable comments, this option is not available.

You can add comments for specific invoices, and you can add a generic comment for a billing client without referencing a specific project or invoice number. To do this, click + Add Comment and then remove the project number from the row.

AR Comments Grid Toolbar

Field	Description
	Click this icon to maximize the grid to a full screen display. This expanded view reduces the need to scroll through long lists of records. Click it again to return to the standard grid display. For more information, see Maximize the Grid View.
	Click this icon to add, remove, or change the order of columns in the grid. For more information, see Select Columns for a Grid.
	Click this icon to export all the data from the grid into a comma-separated values (CSV) file or an Excel file.
	Click this icon to display the column filter options. Use the filter options to restrict the grid contents. For more information, see Filter the Grid Results.

AR Comments Grid Columns

Field	Description
Project	This column displays the project number of the project that you selected in the Accounts Receivable grid on the AR Review form. For a new or existing accounts receivable comment, you can select a different project from the drop-down list. The list contains the following: All the projects with invoices posted to the selected billing client. All the projects whose current billing client is the selected billing client you are reviewing on the AR Review form. The billing client of a project is specified on the Accounting tab in the Projects hub.
Project Name	This column displays the project name.
Invoice	This column displays the number of the invoice. You can enter AR comments for all the posted invoices for the billing client whose Accounts Receivable information you are viewing on the AR Review form. You must select a project in the Project field before you can select an invoice in this field. Select the invoice for which you want to enter a comment. Invoices Posted Without a Billing Client You can only enter AR Comments for invoices that were posted without a billing client in Hubs > Projects > Invoices. These comments apply for the billing client that is currently entered for a project on the Accounting tab in the Projects hub. However, you can review and edit these existing AR comments in Hubs > Firms > AR Review for the associated billing client.
Credit Memo	If a credit memo was created for the project or invoice in Interactive Billing, this column displays the credit memo number.
Date and Time	This column displays the date and time the comment was entered or most recently updated.
Name	This column displays the username of the person who most recently updated the comment. The username is important because the security options that control who may view or update comments are based on usernames.
Comment	This field displays the existing comment for the entry. Click in the field to display the complete comment in this column. To enter a new comment or edit an existing comment, select the row, and then enter or edit the comment in the Comment Entry text box below the grid.

Grid Row Tools

Field	Description
	To create a new comment by copying an existing comment row, hover over or click the row for the existing comment, click at the end of the row, and click Copy. To delete a comment, hover over or click the row for the comment that you want to delete, click at the end of the row, and click Delete.

Text Box

Field	Description
Comment Entry Text Box	Select a row in the grid, and enter or edit the comment for that row. Click on the text box toolbar to display a text editing toolbar to format the comments.