0
What’s New in
Vision 7.1

October 24, 2013
AGENDA
• Vision 7.1 new features
–
–
–
–
–
–

Invoice Approvals
Interface
Security
Advanced WBS Search / List View
Transac...
Invoice Approvals
• Speeds up the invoicing process by organizing
and automating the steps from Draft Bill to
Final Accept...
Approval Process
Draft
Invoice

Biller
submits
invoice

Final
Invoice

Alert is
sent to
approver
(Project
Manager)

PM rev...
Billing Configuration
Enable Invoice
Approval by company
Define Default
Approval Process

http://www.bcsprosoft.com
Invoice Approvals – Billing Terms
Enable/disable
by project

http://www.bcsprosoft.com
Alerts
Define the workflow for the Invoice Approval Process
• Alert Project Manager when invoice is ready to be approved.
...
Submit Invoices for Approval
• Invoices can be submitted through either Interactive Billing or Batch
Billing.
• Submit pro...
Comments
• Submit - alert Approver (PM) to deadline for invoice
approvals or specific issues on an invoice.
• Approve – al...
Approval Applications
• Invoice Approvals
• Review a summarized list of all invoices in the current approval process.
• Pr...
Invoice Approvals
Summary screen to view and update invoice status on invoices in the approval
process
• PM can preview su...
Interactive Approvals - General
Preview invoices

Review and enter
comments
Current invoice and
Billed to Date
information...
Update Fees
• Approvers can update percent completes as
part of the approval process.
• New billing terms record Security ...
Update Fee Security
Percent complete record
access allows user to only
update:
• percent complete
• fee to date
• Descript...
Interactive Approvals- Details Tab
PM can individually review submitted invoices
• PM can review labor and expenses associ...
Batch Billing

http://www.bcsprosoft.com
Interface – Deltek Kona Color Scheme

http://www.bcsprosoft.com
Interface – Icon picker for nav tree nodes

http://www.bcsprosoft.com
Interface – Flat Dashboard Styling

http://www.bcsprosoft.com
Interface – Hiding the report toolbar

http://www.bcsprosoft.com
Interface – Photo Setting for PIC and OIC

http://www.bcsprosoft.com
Interface – Kona Integration

http://www.bcsprosoft.com
Interface – Navigator Integration

http://www.bcsprosoft.com
Security – Users Info Center

http://www.bcsprosoft.com
Security – Forgot User ID

http://www.bcsprosoft.com
Security – Forgot Password

http://www.bcsprosoft.com
Security – Forgot Password

http://www.bcsprosoft.com
Advanced WBS Search

http://www.bcsprosoft.com
Advanced WBS Search – Detail View

http://www.bcsprosoft.com
Advanced WBS Search – List View

http://www.bcsprosoft.com
Expanded WBS Search – Cheat Sheet

http://www.bcsprosoft.com
Transaction Auto Numbering

http://www.bcsprosoft.com
Auto Numbering - Receipts

http://www.bcsprosoft.com
Auto Numbering - Payments

http://www.bcsprosoft.com
Auto Numbering – Payment Processing

• Payments for bank 001 are configured for auto numbering. The assign
numbers button ...
TRANCATIONAL DOCUMENT
MANAGEMENT
• Transaction Document Management is designed to allow you to attach
supporting documents...
Contact Information

Email: Clark.Haley@bcsprosoft.com
Phone: (800) 882-6705
LinkedIn:
www.linkedin.com/in/clarkhaley

htt...
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What's New in Deltek Vision 7.1

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This webcast was presented by BCS Prosoft on October 23, 2013. It highlights the new and changes to existing feature in the Deltek Vision 7.1 update. These items include changes to the invoice & approvals process, the system interface, system security, advanced WBS search / list views, transaction auto numbering, transactional document management.

For more information on Deltek Vision, training or consulting please visit http://www.bcsprosoft.com/deltek-vision. For more events hosted by BCS Prosoft please see http://www.bcsprosoft.com/events.

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  • Important: Before you begin working on setting up the Invoice Approvals process, you should update the security roles:
  • You’ll need to set this up in billing configuration and then, optionally set it up in Default Billing Terms, then you’ll need to go to each project/billing terms that you want to turn this on for and select this option.
  • A new Deltek Kona color scheme has been added to the Settings drop down within the Display Setting dialog.After selecting Deltek Kona, select Apply, then Save, and then log out and log back in to see the changes take affect.
  • Users can now select an icon from a predetermined list for any item within the navigation tree, including custom nodes.
  • Users can now set their dash parts to use flat dashboard styling. When using flat dashboard styling, the dashpart can be set to any color.
  • Users can now hide the toolbar for a web dashpartConfigure the web dashpart and then select the Hide Toolbar check boxSave the change and then refresh the dashboard by clicking the dashboard button on the main menu
  • Users can now select an image to be displayed for Projects and Opportunities in the same manner as they do for employees.
  • Users can now enter their Kona credentials into the Misc tab of User OptionsUsers can select a Kona Space for Projects and OpportunitiesThe Kona button has been placed into the Main Menu of VisionThe user can click the Kona button from any app in Vision – if the app is project or opportunity specific, and a Kona space has been identified, then Kona will open to the identified space.Kona will open directly within Vision if IE9 is installed
  • The Navigator button has been placed into the Main Menu of VisionSelecting the Navigator button will launch Navigator within Vision if IE9 is installed.If a user is on a project that is associated with a Navigator plan, then clicking the Navigator button will bring the user directly to that plan in Navigator.If the associated Navigator plan as an image associated with it, then the image will display in place of the Project Photo
  • The Users application has been changed to make it more like an info center.Ability to force users to reset their passwords.
  • Users can now reset their own passwords or be reminded of their User IDs.Email must be configured in System SettingsUsers must be associated to an employee record that has an email address.
  • Users can now reset their own passwords or be reminded of their User IDs.Email must be configured in System SettingsUsers must be associated to an employee record that has an email address.
  • Ability to limit access to users so they can only make certain changes:Enable/disable usersChange passwords for users
  • Available in the Project Info Center OnlyAdded Any Level to the Project Level drop downAdded the Display drop down located above the search results gridThe selected search results will be loaded into the Detail or List View
  • The selected WBS records will be loaded into the detail view and users can scroll from WBS to WBS without needing to use the WBS navigation icon.The VCR drop down will display the Phase and Task number.
  • The selected WBS records will be loaded into the list viewThe Refresh List button is used to refresh the list after changes have been made to records in the grid. For example, if the user changes the compensation for a task, then clicking refresh will show the updated “rolled up” compensation at the WBS1 level.The Refresh List button refreshes the records that are currently displayed in List View. It does not re-load the grid with records based upon the advanced search.
  • Added a new tab to Accounting System SettingsTransaction auto numbering auto assigns the reference number for all receipt and payment transactions per configured bank code.Transaction auto numbering also auto assigns the reference numbers for JE & AP Voucher** transactions per the configured company.Receipts:Cash ReceiptsEmployee RepaymentsPayments:AP DisbursementsCash DisbursementsAP Payment Processing *Employee Payment Processing *Payroll Payment Processing ** All reference numbers are automatically assigned at the time of posting except payment processing check numbers. Those are assigned when the user clicks “Process Checks”.** AP Vouchers can only be configured for auto number IF the “Require entry of voucher numbers” check box is NOT checked in System AP Configuration.
  • Unlike cash receipts, employee repayments requires the bank be entered into the grid.“The bank assigned for this transaction has auto numbering enabled. This transaction will not use the reference number 00ER0001 when posted”
  • Transcript of "What's New in Deltek Vision 7.1"

    1. 1. What’s New in Vision 7.1 October 24, 2013
    2. 2. AGENDA • Vision 7.1 new features – – – – – – Invoice Approvals Interface Security Advanced WBS Search / List View Transaction Auto Numbering Transactional Document Management http://www.bcsprosoft.com
    3. 3. 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 http://www.bcsprosoft.com
    4. 4. Approval Process Draft Invoice Biller submits invoice Final Invoice Alert is sent to approver (Project Manager) PM reviews: previews invoice online, reviews summary information, adjusts transaction detail, updates percent complete, enters comments and approves invoice http://www.bcsprosoft.com Alert is sent to Biller Invoice is final accepted and sent to client
    5. 5. Billing Configuration Enable Invoice Approval by company Define Default Approval Process http://www.bcsprosoft.com
    6. 6. Invoice Approvals – Billing Terms Enable/disable by project http://www.bcsprosoft.com
    7. 7. Alerts Define 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. http://www.bcsprosoft.com
    8. 8. 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. http://www.bcsprosoft.com
    9. 9. 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 http://www.bcsprosoft.com
    10. 10. 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 http://www.bcsprosoft.com
    11. 11. Invoice Approvals Summary 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 http://www.bcsprosoft.com
    12. 12. 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 http://www.bcsprosoft.com
    13. 13. Update Fees • Approvers can update percent completes as part of the approval process. • New billing terms record Security Setting http://www.bcsprosoft.com
    14. 14. Update Fee Security Percent complete record access allows user to only update: • percent complete • fee to date • Description http://www.bcsprosoft.com
    15. 15. Interactive Approvals- Details Tab PM 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 http://www.bcsprosoft.com
    16. 16. Batch Billing http://www.bcsprosoft.com
    17. 17. Interface – Deltek Kona Color Scheme http://www.bcsprosoft.com
    18. 18. Interface – Icon picker for nav tree nodes http://www.bcsprosoft.com
    19. 19. Interface – Flat Dashboard Styling http://www.bcsprosoft.com
    20. 20. Interface – Hiding the report toolbar http://www.bcsprosoft.com
    21. 21. Interface – Photo Setting for PIC and OIC http://www.bcsprosoft.com
    22. 22. Interface – Kona Integration http://www.bcsprosoft.com
    23. 23. Interface – Navigator Integration http://www.bcsprosoft.com
    24. 24. Security – Users Info Center http://www.bcsprosoft.com
    25. 25. Security – Forgot User ID http://www.bcsprosoft.com
    26. 26. Security – Forgot Password http://www.bcsprosoft.com
    27. 27. Security – Forgot Password http://www.bcsprosoft.com
    28. 28. Advanced WBS Search http://www.bcsprosoft.com
    29. 29. Advanced WBS Search – Detail View http://www.bcsprosoft.com
    30. 30. Advanced WBS Search – List View http://www.bcsprosoft.com
    31. 31. Expanded WBS Search – Cheat Sheet http://www.bcsprosoft.com
    32. 32. Transaction Auto Numbering http://www.bcsprosoft.com
    33. 33. Auto Numbering - Receipts http://www.bcsprosoft.com
    34. 34. Auto Numbering - Payments http://www.bcsprosoft.com
    35. 35. 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. http://www.bcsprosoft.com
    36. 36. TRANCATIONAL DOCUMENT MANAGEMENT • 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 http://www.bcsprosoft.com
    37. 37. Contact Information Email: Clark.Haley@bcsprosoft.com Phone: (800) 882-6705 LinkedIn: www.linkedin.com/in/clarkhaley http://www.bcsprosoft.com
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