Supporting Document Dialog Box in Interactive Billing

Use this dialog box to upload, associate, and view supporting documents with line items for interactive billing.

Location

To display the dialog box in Interactive Billing, complete the following steps:

1. From the Vision Navigation menu, click Billing > Interactive Billing.
2. Search for and open a project.
3. Select one of the following actions:
   • On the toolbar, click Invoice and select the View Supporting Documents option.
   • On the Expenses tab or Units tab, click the Document button for a transaction line item in the Document column.
   If these options are not available, contact your Vision Administrator to enable FILESTREAM in Weblink.

Contents

Supporting Document Grid - Toolbar

Field	Description
Supporting Document grid drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
View	Click this option to view the selected supporting document in the grid. A viewer displays, showing a preview of the document in PDF format. This option is available when you access the Supporting Documents dialog box by clicking the document icon for a transaction line item in the Document column on the Expenses tab or the Units tab.
View All	Click this option to view all supporting document in the grid. A viewer displays, showing a preview of a PDF document containing all supporting documents included in the Supporting Documents dialog box grid. This option is available when you access the Supporting Documents dialog box via the toolbar by clicking Invoice > View Supporting Documents.
View Selected	Click this option to view the selected supporting document in the grid. A viewer displays, showing a preview of the document in PDF format. This option is available when you access the Supporting Documents dialog box via the toolbar by clicking Invoice > View Supporting Documents.
Upload	Click this option to access the standard Windows browse/open file dialog box where you can select one or more supporting documents for upload. Vision converts all uploaded documents, regardless of their original format, to PDF format. Uploaded documents are displayed on the Supporting Documents grid. This option is available when you access the Supporting Documents dialog box by clicking the document icon for a transaction line item in the Document column on the Expenses tab or the Units tab.
Delete	Click this option to delete a selected supporting document from the grid. If the supporting document is only associated with the current transaction, it is deleted. If the document is associated with at least one other transaction, a confirmation message displays. Click Yes to continue to delete the supporting document from the current transaction and is still available in the other associated transactions. This option is available when you access the Supporting Documents dialog box by clicking the document icon for a transaction line item in the Document column on the Expenses tab or the Units tab.

Supporting Document Grid - Fields

Field	Description
Type	This field displays the transaction type that is associated with the supporting document. This field is available when you access the Supporting Documents dialog box via the toolbar by clicking Invoice > View Supporting Documents.
File Name	This field displays the name of the file that is attached to the selected expense line item.
Description	This field displays the description of the file.
Print with Invoice	If you select this check box for a billable expense, and the Expense Reports or Units option is selected in the Print Supporting Documents section on the Billing Backup tab of the Billing Terms form, the document will print with the invoice.

Field	Description
OK	Click this option to save your changes and close the Supporting Document dialog box.
Cancel	Click this option to cancel any action that has occurred on the dialog box.
Help	Click this option to open the Vision online help application.