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

AR Review Form

Use this form to view accounts receivable information for a client, including outstanding and paid billing invoices. You can find out which projects for a client have outstanding invoices and view invoice information, including invoice amounts, aging data, interest, and retainage.

The Accounts Receivable grid on this form lists the project balances, broken out by aging categories for the selected client.

Video: See related video below

Pre-Invoices

If you use the Pre-Invoices feature, pre-invoices do not display on the AR Review form.

Intercompany Invoices

You can preview and print intercompany invoices from the AR Review form if:

  • You use multiple companies.
  • Intercompany invoices exist for the client.
  • Those invoices are on file.

Different Billing Clients Over the Life of a Project

A project can have different billing clients over the life of a project. The invoices that you view on the AR Review form are invoices that were posted specifically for the billing client that you selected in the client field at the top of the AR Review form. If there have been different billing clients over the life of a project, you must select each billing client separately on the AR Review form to review the invoices posted for each billing client for the project. For more information about changing a project's billing client, see Changing a Project's Billing Client.

Project Review in the Projects Hub

To preview and print intercompany invoices for any projects that do not have clients, use the Project Review application in the Projects hub, rather than the AR Review form.

Video

Title Description

AR Review

Learn how to review accounts receivable data, by billing client, in the Firms hub. You can view invoice data at the summary or detail level, or add comments.