Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Contents of the Expense Report Receipts Dialog Box

Use the fields and options to manage expense report receipts.

Contents

Field Description
+ Select files for upload Click this link to locate and select one or more receipt files that you want to upload. (You can only upload one file at a time when using Safari or Internet Explorer 9.) Vantagepoint supports the following file types: bmp, jpg, gif, png, tif, pdf, doc, docx, xls, and xlxs. The upload process creates a copy of each file in .PDF format and uploads the .PDF file into Vantagepoint.

Before you upload an Excel file, you must format the file so that each Excel page has a defined print area. This ensures that the PDF conversion process does not insert page breaks or change the formatting so that columns are broken.

Associated Documents Grid

When you access the Expense report Receipts dialog box by selecting Other Actions > Upload Receipts, this grid displays the supporting documents for the expense report.

You can upload one ore more receipt files by either dragging and dropping the file onto the grid, or by clicking the +Select files for upload option. (You can only upload one file at a time when using Safari or Internet Explorer 9.) Vantagepoint supports the following file types: bmp, jpg, gif, png, tif, pdf, doc, docx, xls, and xlxs. The upload process creates a copy of each file in PDF format and uploads the .PDF file into Vantagepoint

Before you upload an Excel file, you must format the file so that each Excel page has a defined print area. This ensures that the PDF conversion process does not insert page breaks or change the formatting so that columns are broken.

Associated Documents Grid

Field Description
Filename This column displays the name of the receipt file.
Description This column displays the name of the file as the default description. You can enter a different description of the file.
Attach to All Future Lines Select this checkbox for the receipt file if you want to automatically attach the receipt to any new expense item that is subsequently added to the expense report. You can only change this option while the expense report is editable.

Associated Documents Grid: Row Options

These icons are displayed at the end of a row in the grid when you hover over the row.

Field Description
This option is displayed in the row when you select a file in the grid. Click this option to view the file.
This option is displayed in the row when you select a file in the grid. Click this option to display a menu with the following options:
  • View PDF: View the attached receipt in PDF format.
  • Delete Receipt: Delete the file from the expense report and from the database.

Item Below the Grid

Field Description
+ Select files for upload Click this item to open a Microsoft Windows browse/open file dialog box and upload one or more receipt files for the expense report. Vantagepoint converts all uploaded documents, regardless of their original format, to PDF format. The uploaded documents are displayed in the Associated Documents grid.
Save Click this to save changes.