Search found 58 matches

by steph
Thu Oct 06, 2016 3:46 pm
Forum: General
Topic: Opportunities search field (top right) is missing completely. Solution?
Replies: 1
Views: 547

Re: Opportunities search field (top right) is missing completely. Solution?

It's a display issue. See if the user has changed the default font size from "small". You can only use small fonts and have all the windows and scroll bars show up properly.
by steph
Thu Mar 10, 2016 2:26 pm
Forum: Job Postings
Topic: Project Coordinator - New Jersey
Replies: 0
Views: 430

Project Coordinator - New Jersey

We are seeking a PM Assistant to work with project managers on project setup, budget management, billing and revenue recognition. I can post a full description if anyone is interested.
by steph
Thu Mar 19, 2015 11:39 am
Forum: General
Topic: Deltek Vision - Credit Management Control?
Replies: 1
Views: 650

Re: Deltek Vision - Credit Management Control?

There are no built in credit features like you describe that I am aware of. However, at my last firm we used custom fields on the Client Info Center for Credit Limit and Credit Status (good, credit hold, in collections, bankrupt, etc.) We then set up work flows based on those fields if for example a...
by steph
Wed Jun 18, 2014 2:19 pm
Forum: Custom Reporting & SQL Queries
Topic: Sharing a Custom Report
Replies: 2
Views: 674

Re: Sharing a Custom Report

After you save the global favorite, there is an option to save for all roles, or you can choose the specific roles you want to see it. I would go back into Organize Favorites for this report and check the role settings. You may also want to check your own security role to make sure you have the opti...
by steph
Wed Jun 18, 2014 2:17 pm
Forum: CRM & Proposals
Topic: Opportunities vs Projects Info Center
Replies: 1
Views: 654

Re: Opportunities vs Projects Info Center

Unless you have your Promo projects set up to track it, I think the real value in the Opportunity entry is the win/loss data. Assuming you are entering all proposals and pursuits into the Opportunity Info Center, you can't get this out of Promo projects without setting up the custom fields to track ...
by steph
Wed Jun 18, 2014 2:12 pm
Forum: Accounting
Topic: Billing Draft
Replies: 1
Views: 227

Re: Billing Draft

In Billing Terms, on the Miscellaneous tab, there is a checkbox to "print invoices without current activity". If that box is checked, it will print a draft even if it is zero. Uncheck the box and it will not print a zero draft.
by steph
Thu Apr 03, 2014 11:26 am
Forum: General
Topic: Transferring Charges
Replies: 1
Views: 426

Re: Transferring Charges

If you run a Labor Detail or Expense Detail report on the project, you can add columns to that report for Transfer Project, Transfer Phase, Transfer Task, etc. Add those columns in the Report Options and it should show you where items went or came from.
by steph
Thu Mar 06, 2014 4:56 pm
Forum: General
Topic: Billing
Replies: 1
Views: 558

Re: Billing

Whether or not it is automatically checked is determined by your Default Billing Terms under Configuration. If the box is checked in the default terms, then it will be checked on all new terms. The purpose of the check box is to tell Vision if you want a Draft invoice to be printed in a batch run, e...
by steph
Thu Aug 22, 2013 9:50 am
Forum: Job Postings
Topic: Project Accountant - Atlanta area
Replies: 0
Views: 282

Project Accountant - Atlanta area

We are currently seeking a strong Project Accountant/Billing Specialist with Vision experience in our Atlanta (north of the city) office. Please message me if you know someone that might be interested in learning more.

Thanks!
by steph
Tue Jun 18, 2013 8:59 am
Forum: General
Topic: Crediting a Client
Replies: 1
Views: 357

Re: Crediting a Client

Voiding the invoice reverses it completely so once the revised invoice is issued, it does bring you back to the correct billing amount. The AR Ledger Report will show the details of the original invoice and the void so you have an audit trail on it. We do issue negative or credit invoices when our c...

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