Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

View, Print, or Download Draft Billing Invoices in Files Administration

If you use an approval process for billing invoices and you use markup on draft invoices, you can view, print, and download draft billing invoices in Files Administration.

Prerequisites: The following must be true for draft invoice PDF files to display in the Files Administration utility:

  • You have Use Invoice Approvals and Use Markup on Draft Invoices set to Yes on the Options form in Settings > Billing > Options.
  • A project has approvals enabled in its billing terms, specified in Hubs > Projects > Billing Terms.
  • A draft invoice has been submitted for approval for the project, or a draft invoice has been submitted, approved, and accepted.

To view or print draft billing invoices in Files Administration:

  1. In the Navigation pane, select Utilities > Files Administration.
  2. In the Search Criteria pane, set the Application option to Billing - Draft Invoices.
  3. Click Search.

    The Files grid updates to list all documents that match the specified criteria.

    One of the following draft invoice PDF files displays in the grid:

    • If the draft invoice is currently submitted, but not yet approved or final accepted: A PDF file of the draft invoice when it was submitted displays in the grid. The draft invoice PDF does not include any annotations or comments.
      • The filename of the submitted draft invoice in the File Name field uses the following naming convention: Draft Invoice - Project <project number>.pdf. Example: Draft Invoice - Project 152275.00.pdf
      • The ID of the user who submitted the invoice displays in the User field in the grid.
    • If the draft invoice is currently submitted, approved, and accepted: A PDF file of the draft invoice when it was final accepted displays in the grid. The draft invoice PDF includes all the annotations and comments entered on the invoice.
      • The filename of the final accepted draft invoice in the File Name field uses the following naming convention: Draft Invoice <invoice number> - Project <project number>.pdf. Example: Draft Invoice 7626345 - Project 152275.00.pdf.
      • The ID of the user who final accepted the invoice displays in the User field in the grid.
  4. In the Files grid, click the hyperlink in the File Name field to open a draft invoice PDF file and view, print, or download it.