Deltek Vantagepoint Help

Using the Help Search

Contents of the Update Billing Status Form

Use these fields and options to update billing statuses.

Contents

Field	Description
Saved Options	From the drop-down list, select a set of options to use for this Refresh Billing Extensions session. If no one in your firm has saved options, these folders will be empty. To save the current settings in the form, click + Save Current Options. To restore the default Refresh Billing Extensions options, click Restore Defaults.
Projects to Include	To restrict the number of projects for the Refresh Billing Extensions process, select specific projects to include in the process. Otherwise, the default is All Projects and `Vantagepoint` includes all projects in the database.
Range of Accounting Periods	Select this checkbox to select transactions based on a range of accounting periods. Select the beginning period in From and the ending period in To. `Vantagepoint` includes transactions posted in all accounting periods in the range of periods. You can also leave one or both of the fields blank: If From is blank, the process includes transactions posted in the To period or any earlier period. If To is blank, the process includes transactions posted in the From period or any later period.
Range of Transaction Dates	Select this checkbox to select transactions based on a range of transaction dates. Select the beginning date in From and the ending date in To. `Vantagepoint` includes transactions with transaction dates in the range of dates. You can also leave one of the fields blank: If From is blank, the process includes transactions dated on or before the To date. If To is blank, the process includes transactions dated on or after the From date.
New Billing Status to Assign	Select the billing status that you want to assign to the selected transactions: Bill, Hold, Write-off, or Delete. If the security access for your role does not include rights to assign one of these statuses, the selection list does not display that status.
Select Transactions to Update	Select one or more of the following checkboxes to indicate the types of transactions to include the following: Labor Transactions, Expense Transactions, or Unit Transactions. For example: If you select labor transactions, the process includes both Timesheet transactions and Labor Adjustment transactions. If you only want to include historical transactions, do not select any of these checkboxes, and select Include Historical Transactions.
Include Historical Transactions	Select this checkbox if you want to include historical labor and expense transactions entered via the History Loading utility. If this checkbox is selected, the update process always includes both historical labor and historical expense transactions, regardless of the options selected under Select Transactions to Update. If you only want to include historical transactions, do not select any of the checkboxes under Select Transactions to Update. When you enter historical labor and expense transactions using the History Loading utility, you can select Prior to current year (period 0) or <current year>00 (for example 201900) as the accounting period for those transactions. Because those periods are not valid options in the Range of Accounting Periods fields, if you want to update the billing status of those transactions, either do not select Range of Accounting Periods or leave the From field blank. (This does not apply to historical transactions entered with a valid accounting period. If Include Historical Transactions is selected, those transactions can be selected for processing based on an accounting period range in the same way that non-historical transactions are.)

Actions Bar

Field	Description
Run	Click this button to run the Update Billing Status process immediately. `Vantagepoint` displays a message when the process is completed.
Schedule	Click this button to schedule the Update Billing Status process to run at a later time, based on options that you specify on the Schedule dialog box. Use the Distribution tab of the dialog box to specify the date and time after which the process runs or use the Recurrence tab to specify intervals for recurring processes.

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Contents of the Update Billing Status Form

Use these fields and options to update billing statuses.

Contents

Field	Description
Saved Options	From the drop-down list, select a set of options to use for this Refresh Billing Extensions session. If no one in your firm has saved options, these folders will be empty. To save the current settings in the form, click + Save Current Options. To restore the default Refresh Billing Extensions options, click Restore Defaults.
Projects to Include	To restrict the number of projects for the Refresh Billing Extensions process, select specific projects to include in the process. Otherwise, the default is All Projects and `Vantagepoint` includes all projects in the database.
Range of Accounting Periods	Select this checkbox to select transactions based on a range of accounting periods. Select the beginning period in From and the ending period in To. `Vantagepoint` includes transactions posted in all accounting periods in the range of periods. You can also leave one or both of the fields blank: If From is blank, the process includes transactions posted in the To period or any earlier period. If To is blank, the process includes transactions posted in the From period or any later period.
Range of Transaction Dates	Select this checkbox to select transactions based on a range of transaction dates. Select the beginning date in From and the ending date in To. `Vantagepoint` includes transactions with transaction dates in the range of dates. You can also leave one of the fields blank: If From is blank, the process includes transactions dated on or before the To date. If To is blank, the process includes transactions dated on or after the From date.
New Billing Status to Assign	Select the billing status that you want to assign to the selected transactions: Bill, Hold, Write-off, or Delete. If the security access for your role does not include rights to assign one of these statuses, the selection list does not display that status.
Select Transactions to Update	Select one or more of the following checkboxes to indicate the types of transactions to include the following: Labor Transactions, Expense Transactions, or Unit Transactions. For example: If you select labor transactions, the process includes both Timesheet transactions and Labor Adjustment transactions. If you only want to include historical transactions, do not select any of these checkboxes, and select Include Historical Transactions.
Include Historical Transactions	Select this checkbox if you want to include historical labor and expense transactions entered via the History Loading utility. If this checkbox is selected, the update process always includes both historical labor and historical expense transactions, regardless of the options selected under Select Transactions to Update. If you only want to include historical transactions, do not select any of the checkboxes under Select Transactions to Update. When you enter historical labor and expense transactions using the History Loading utility, you can select Prior to current year (period 0) or <current year>00 (for example 201900) as the accounting period for those transactions. Because those periods are not valid options in the Range of Accounting Periods fields, if you want to update the billing status of those transactions, either do not select Range of Accounting Periods or leave the From field blank. (This does not apply to historical transactions entered with a valid accounting period. If Include Historical Transactions is selected, those transactions can be selected for processing based on an accounting period range in the same way that non-historical transactions are.)

Actions Bar

Field	Description
Run	Click this button to run the Update Billing Status process immediately. `Vantagepoint` displays a message when the process is completed.
Schedule	Click this button to schedule the Update Billing Status process to run at a later time, based on options that you specify on the Schedule dialog box. Use the Distribution tab of the dialog box to specify the date and time after which the process runs or use the Recurrence tab to specify intervals for recurring processes.