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

Save a Set of Batch Billing Options

Save sets of Batch Billing options to prefill on the Invoice Creation tab to use in the future to minimize setup time when you run batches.

To save a set of Batch Billing options:

  1. In the Navigation pane, select Billing > Batch Billing.
  2. On the Billing Session Options dialog box, select session options, and click OK.
  3. On the Invoice Creation tab of the Batch Billing form, select options for the Batch Billing run.
  4. Click beside Saved Options in the upper right corner of the Invoice Creation tab.
  5. In the drop-down list, click + Save Current Options.
  6. In the Save Options dialog box, enter the following information for the saved options:
    • A name and description.
    • Who can access the saved options (yourself and employees who are members of a security role).
    • Whether or not to make the saved options the preferred options that always prefill when Batch Billing is opened by the employees whom you gave access.
  7. Click Save.

To select a saved set of Batch Billing options to prefill the fields on the Invoice Creation form, click beside Saved Options in the upper right corner of the Invoice Creation tab. Then select the saved option in the drop-down list.