Display the Supporting Document Dialog Box in Interactive Billing
You display the Supporting Document dialog box from several places 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.
- In the Navigation pane, select .
- Complete the information on the Billing Session Options dialog box, if it displays.
- On the Interactive Billing form, select a project.
-
Complete either of the following steps to open the Supporting Document dialog box:
- On the actions bar of the form, click .
- Click the Expense tab or Units tab on the Interactive Billing form. On the tab, navigate to the
Documentation field for a transaction in the grid. Click
or
in the field to open the Supporting Document dialog box for the selected transaction.
- : This icon indicates that the transaction has no supporting documents.
- : This icon indicates that the transaction has supporting documents.
Parent Topic: Supporting Document Dialog Box in Interactive Billing