Deltek Vantagepoint Help

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Contents of the Refresh Billing Extensions Form

Use the fields and options to refresh billing extensions.

Contents

Field Description
Saved Options Select a set of options to use for this Refresh Billing Extensions session. If no one in your firm has saved options, these folders are empty.

To save the current settings in the form, click + Save Current Options.

To restore the default Refresh Billing Extensions options., click Restore Defaults.

Projects to Include To restrict the number of projects for the Refresh Billing Extensions process, select specific projects to include in the process. Otherwise, the default is All Projects and Vantagepoint includes all projects in the database.
Range of accounting periods Enter a beginning and ending date to determine the range of periods for which to refresh billing extensions. You can leave the first field blank, in which case Vantagepoint will refresh billing extensions for all transactions since the beginning of your firm's transaction history. You must, however, enter a date in the ending period field.

Vantagepoint ignores the range of accounting periods entered here if you schedule the Refresh Billing Extensions process to run at a later time and you select the Always run in the Current period option or the Always run in the Prior period option on the Schedule dialog box.

Unbilled transactions only Select this option if you want to refresh the billing extensions for only those transactions that have not yet been billed. These are the transactions with a status of Bill (to be billed), Hold, Delete, or Write-off.
Include labor adjustments Select this option to update all labor adjustment (LA) transactions.
Include interactive billing modifications Select this option to update extension amounts for transactions entered or modified through Interactive Billing. Selecting this option updates the BIED (Billing Expense Detail) and BILD (Billing Labor Detail) tables. The Refresh Billing Extensions process recalculates the billing extension amount in all types of transactions in these tables.

Although information for billing extensions in the BIED and BILD tables is not used in Vantagepoint, this information can be useful for custom reports.

Include historical transactions Select this option to update all Project Labor History (HL) and Project Expense History (HE) transactions.

Actions Bar

Field Description
Run Click this button to run the Refresh Billing Extensions process immediately. Vantagepoint displays a message when the process is completed.
Schedule Click this button to schedule the Refresh Billing Extensions process to run at a later time, based on options that you specify on the Schedule dialog box. Use the Distribution tab of the dialog box to specify the date and time after which the process runs or use the Recurrence tab to specify intervals for recurring processes.