What's New in Deltek Vision 7.1

What’s New in Vision 7.1

October 24, 2013

http://www.bcsprosoft.com

• Vision 7.1 new features– Invoice Approvals– Interface– Security– Advanced WBS Search / List View– Transaction Auto Numbering– Transactional Document Management

AGENDA


Invoice Approvals

• Speeds up the invoicing process by organizing and automating the steps from Draft Bill to Final Acceptance of the invoice.

• Provides alerts to move along the invoice approval process

• Provides electronic comments and retains a history of the communication

• Allows delegation of the approval process when primary approver is absent


Approval Process

Biller submits invoice

PM reviews: previews invoice online, reviews summary information, adjusts transaction detail, updates percent complete, enters comments and approves invoice

Alert is sent to approver (Project Manager)

Alert is sent to Biller

Invoice is final accepted and sent to client

Draft Invoice

Final Invoice


Billing Configuration

Enable Invoice Approval by company

Define Default Approval Process


Invoice Approvals – Billing Terms

Enable/disable by project


AlertsDefine the workflow for the Invoice Approval Process

• Alert Project Manager when invoice is ready to be approved.• Alert Biller when invoice is ready to be final accepted.• Alert Biller if invoice is rejected with reason.


Submit Invoices for Approval

• Invoices can be submitted through either Interactive Billing or Batch Billing.

• Submit process will kick off alerts to PM to review and approve invoices.


Comments

• Submit - alert Approver (PM) to deadline for invoice approvals or specific issues on an invoice.

• Approve – alert Biller to any adjustments before finalizing invoice

• Reject – alert Biller to why invoice is not acceptable


Approval Applications• Invoice Approvals

• Review a summarized list of all invoices in the current approval process. • Preview invoice, review approval comments, update fees• Approve and Reject• Submit alert sends user here.

• Interactive Approvals• Review one invoice at a time. • Preview Invoice, review comments• Review labor, expense and unit transaction detail• Update transactions (transfer, hold, write off), update percent complete• Include new transactions on submitted invoice• Review Billed-to-Date invoice values, current invoice summary

information , and project financial information. • Approve and Reject


Invoice ApprovalsSummary screen to view and update invoice status on invoices in the approval process

• PM can preview submitted invoice• PM can enter comments • PM can approve or reject his/her invoices.• Biller can review status of all invoices in approval process


Interactive Approvals - General

Preview invoices

Review and enter comments

Current invoice and Billed to Date information

Project Fees

Project Financial Info

Include New transactions

Approve and Reject


Update Fees

• Approvers can update percent completes as part of the approval process.

• New billing terms record Security Setting


Update Fee Security

Percent complete record access allows user to only update:• percent complete• fee to date• Description


Interactive Approvals- Details TabPM can individually review submitted invoices

• PM can review labor and expenses associated with submitted invoice.• PM can review any NEW transactions• PM can make adjustments (transfer, hold, write off) with security

access


Batch Billing


Interface – Deltek Kona Color Scheme


Interface – Icon picker for nav tree nodes


Interface – Flat Dashboard Styling


Interface – Hiding the report toolbar


Interface – Photo Setting for PIC and OIC


Interface – Kona Integration


Interface – Navigator Integration


Security – Users Info Center


Security – Forgot User ID


Security – Forgot Password


Security – Forgot Password


Advanced WBS Search


Advanced WBS Search – Detail View


Advanced WBS Search – List View


Expanded WBS Search – Cheat Sheet


Transaction Auto Numbering


Auto Numbering - Receipts


Auto Numbering - Payments

• A/P Disbursements also create a voucher number. The voucher number will also be auto assigned if AP Vouchers have been configured for auto numbering.


Auto Numbering – Payment Processing

• Payments for bank 001 are configured for auto numbering. The assign numbers button is disabled. The check numbers (reference numbers) have been automatically assigned.

• The user still needs to assign numbers for bank 004 because it has not been configured for auto numbering of payments.


• Transaction Document Management is designed to allow you to attach supporting documents to A/P Voucher and Expense Report transactions in Vision.

• The supporting documents will be available for review in Interactive Billing. You can choose which supporting documents should be printed with the invoice when it is accepted.

• Supporting Documents are uploaded to Vision using Microsoft SQL Server FILESTREAM

TRANCATIONAL DOCUMENT MANAGEMENT


Clark Haley, CEO BCS/ProSoft, Inc.

Contact Information

Email: [email protected]

Phone: (800) 882-6705

LinkedIn: www.linkedin.com/in/clarkhaley

Business

What's New in Deltek Vision 7.1