by Loren Saunders | Sep 28, 2017 | All Case Studies, Announcements, Deltek Vision, General, General Topics
As it is with any ERP system, going with what’s out of the box will normally get you to about a 75% to 80% implementation level. Deltek Vision is no exception, nor will Deltek Professional Services (DPS) be any different. I hear a lot of clients say “We...
by Kevin Coles | Sep 20, 2017 | Cloud, Deltek Vision
“If you are planning an upgrade to Vision 7.6 soon and have existing custom invoices, this is a good time to review them and decide whether your firm should move away from custom invoices or continue maintaining them.” Overview: Deltek Vision Custom...
by Loren Saunders | Aug 24, 2017 | Custom Reports, Uncategorized
Here’s an interesting take on a Deltek Vision custom invoice I just completed for a client headquartered in Houston, TX. They needed Labor, Units and Expenses grouped by the Team Supervisor instead of project element (project, phase, task), and only when there...
by Loren Saunders | Oct 29, 2014 | Custom Reports
Recently I had a client making a lot of requests about how to group expenses on their custom invoice. The requests looked something like this… “Can you sum up all Per Diem expenses using these accounts… 5010, 5050, 7050” “Can you sum up...
by Loren Saunders | Aug 2, 2012 | Code Batches, Custom Apps, General Topics, Implementation Topics, Special Projects
I have a client firm who’s client recently switched from Oildex to ADP Open Invoice. In order to submit invoices to ADP Open Invoice, you have to use 1 of the following methods: 1. log in to your client’s ADP interface and us the “one at a...
