Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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For more information:Searching Online Help

Supporting Documents and Files

You can upload supporting documents, files, and images for use with records. For example, you could upload a file that contains copies of sales receipts for line items on an expense report. Or, you could upload a variety of images to include within a proposal that will be sent to a client.

Supported File Types

Supported file types that you can upload include images, PDFs, Microsoft Word documents, and Microsoft Excel spreadsheets. Password-protected documents are not supported.

Upload Documents and Files

You can upload supporting documents and files in the following areas:
  • AP vouchers, accounts payable disbursements, unit transactions, and units by projects transactions that are entered in Transaction Entry.
  • Credit Card Reconciliation in Cash Management in the desktop application.
  • Expense reports that are entered in My Stuff.
  • Interactive Billing
  • Purchasing
  • AP Invoice Approvals
  • Inventory Item Requests
  • Hubs
  • Proposals
  • Voucher Review in the Firms hub

View Documents and Files

The following are other areas where you can view the contents of uploaded supporting documents on the Supporting Document dialog box:

  • Voucher Review and Create Voucher from PO
  • Project Review
  • Item Review
  • Expense Line Item Approval
  • Credit Card Review

Upload Examples

There are various methods for uploading a supporting document. For example, to upload a supporting document for an AP Voucher, you use the Supporting Documents dialog box. After uploading the document, a paperclip icon displays in the Vouchers grid to indicate that a supporting document was uploaded for the line item.

Or, to upload receipts that are in support of an expense report, click the Attach Receipts button or use the Other Actions > Upload Receipts menu option to open the Expense Reports Receipts dialog box and then browse to and select the receipt file. After you save, the receipt is listed in the grid with an icon indicating an attached file.

Files Administration Utility

Use the Files Administration utility to search for and view any of the supporting documents and files that are uploaded. This utility also confirms that the uploaded files are synchronized between the Vantagepoint and FileStream databases. See Utilities > Files Administration in the desktop application.

Vantagepoint On-Premises

If you use the Vantagepoint on-premises product, you can upload supporting documents only if your administrator has configured the Transaction Document Management (TDM) feature and FileStream. The Deltek Vantagepoint Technical Installation Guide provides your administrator with detailed instructions.

If you use the Vantagepoint Cloud product, the Deltek Cloud Ops Team sets up and maintains TDM and FileStream for you.