Supporting Document Dialog Box in Project Review

Use the Supporting Document dialog box in Project Review to view documents that have been associated with expenses entered through AP vouchers, AP disbursements, and employee expense reports.

This dialog box opens only if Vision has been configured to allow you to upload supporting documents. See your system administrator if it has not been configured.
Parent Topic: Screens

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Accounting > Project Review.
  2. Click the Cost tab or the Billing tab.
  3. Click the blue, underlined amount in the Direct Consultant, Direct Expense, Reimbursable Consultant, or Reimbursable Expense fields.
  4. On the supporting details dialog box, click a blue, underlined amount for an expense in the grid.
  5. On the second-level supporting details dialog box, click the icon with the green check box in the Document field for an expense in the grid. On the Supporting Document dialog box that opens, you can view documents, but not upload them. On the second-level supporting details dialog box:
    • If no document is associated with an expense, the icon with the blue arrow displays in the Document field.
    • If an expense is not from an AP voucher, AP disbursement, or an employee expense report, no icon displays in the Document field. Only AP vouchers, AP disbursements, and employee expenses can have supporting documents.

Contents

The text at the top of the dialog box displays the identifying information for the expense, such as the date, description, voucher number, and amount.

Supporting Document Grid Toolbar

Field Description
Supporting Document Grid Drop-Down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

View In the Supporting Document grid, select a document that you want to view. Then click to open the file and view it.

Supporting Document Grid Fields

Field Description
File Name This field displays the file name for the supporting document.
Description This field displays a description of the supporting document.
Print With Invoice If this check box is selected for a billable expense and the AP Vouchers and Disbursements option is selected under Print Supporting Documents on the Billing Backup tab of the Billing Terms form, the document prints along with the invoice.

Buttons

Field Description
Cancel Click this button to close the dialog box.
Help Click this button to display a help topic for the dialog box.