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

Actions Bar of the Invoices Form

Use the Actions Bar to create and work with invoices.

Commonly Used Actions

Click the buttons on the Actions bar to access commonly performed actions.

Field Description
Submit/Submit File This option appears if transaction center approvals are enabled and if the status of the transaction or transaction file is In Progress. Click this option to submit an individual transaction or a transaction file (transactions grouped into a file) for approval.
Approve This option appears if transaction center approvals and enabled and the status of the transaction or transaction file is Submitted. Click this option and choose to approve or reject the individual transaction or transaction file. You can also post the transaction or file if Vantagepoint does not require complete approvals before posting.
Post This options appears if transaction entry is set up to so that you enter transactions individually, rather than in files. If you enabled transaction center approvals, this option displays when the transaction status is Submitted or Approved. Click this option to post the transaction.
Save Click this option to save the changes you made to the transaction or transaction file.

Other Actions

Click this menu to perform the following actions:

Field Description
Control Totals Click this option to display the Control Totals dialog box, where you can view or modify control totals for the current transaction. This option is only available if Vantagepoint is set up to use files to group transactions.
Make Recurring/ Make File Recurring Use this option to make the file recurring. This is useful if you are creating and posting the transaction file on a regular basis.
Change Dates Use this option to change the transaction date and, if transaction date validation is implemented, the file end date for the current transaction file. This option is only available if the transaction file is recurring and is not yet posted.
Clear Amounts Use this option to clear (zero out) the amounts entered for a recurring transaction. This option is only available if the transaction file is recurring and is not yet posted.
Reverse Amounts Use this option to reverse all amounts (multiply by negative one) in a recurring transaction. This option is only available if the transaction file is recurring and is not yet posted.
Recreate File Recurring files that were already posted must be recreated in order to create the next file in the recurrence. This option is only available if the transaction file is recurring and is posted.
Delete Select the transaction file and click this option to delete it.