Transaction Center Overview

Use the Transaction Center to enter and maintain data for transactions such as disbursements, expenses, invoices, and vouchers.

The availability of each transaction type depends on the access rights assigned to your user role in Vision Security.

The Transaction Center provides checks and balances that prevent you from entering invalid or inappropriate data, and that help ensure the integrity of the data in your system. After you enter transaction information, you can review and, if necessary, revise your transactions. When you are satisfied that the data is accurate, you can post the transactions to make the data available for processing and reports.

If your firm uses the Multicompany feature, you can process transactions within a single company or set up Vision to support transactions across companies.

If your firm uses the Multicurrency feature, you can enter and process transactions using any currency set up for your company. You establish exchange rates and dates in General Configuration.

Webservice APIs are available for transaction entries of different types. These APIs provide functionality similar to the Webservice APIs available in the Info Centers. See the document Deltek VisionXtend Web Services and APIs for Deltek Vision for more information. This document is available on the Deltek Customer Care Connect site.