Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Enter Invoice and Receipt History

You can enter information about invoices and receipts that your projects generated before the installation cutoff date.

If you do not enter full invoice and receipt history, you will not have a complete Accounts Receivable Ledger and job-to-date amounts on the Office Earnings report. You may also be unprepared for revenue generation.

To enter invoice and receipt history:

  1. In the Navigation pane, select Utilities > History Loading > Invoice and Receipt.
  2. On the toolbar of the Invoice and Receipt history form, select the company.
  3. Also on the toolbar, select a period-ending date for the data to be included.
  4. At the top of the Labor and Expense form, enter either a complete or partial name or number in the Find project lookup field to find and select an existing project for which you want to enter invoice and receipt history.
  5. To enter history for a work breakdown structure (WBS) element below the project level, click and select the WBS element on the Project Structure dialog box.
  6. Complete the fields on this form.
  7. Repeat steps 2 through 6 to enter history for other periods, projects, and lower-level WBS elements.
  8. Click Save.