Most Popular Vision Knowledge Base (KB) Articles To Help You

KB Article #:	105087
Summary:	Most Popular Vision Knowledge Base (KB) Articles To Help You
Description:	We wanted to provide all users this quick reference list of the most popular and useful knowledge base articles, available without any login required. What can be done if an absence request or expense report has been submitted, but the person who is the approver is out of the office or terminated? How to setup different Cost/Pay Rates Tables based on project tasks? What is the difference between Labor Category and Labor Code? Where is the automobile mileage reimbursement expense changed for new fiscal year? Where can Accruals based on Hours Worked be enabled? What needs to be done before running the Benefit Accrual Year utility? Is there a report on which I can see the current Benefit Accrual information? Can an Expense Category be deleted in Vision? Where is the Open New Benefit Year utility and when should it be run? Cannot see some Actual Hours in Project Plan Can an expense report be withdrawn or deleted after it has been approved? Timesheets accounts used for posting How to add a phase when adding a new Project? How to cancel a scheduled report? Billing extension is not correct in Interactive Billing after Labor Category change When should the Open New W-2 Quarter Utility be run? What accounts will be used for the Cash Basis transaction in the Credit Card Reconciliation screen? Is it okay to install the Cumulative Update that includes Year End Updates before processing closing procedures for year-end? What is the "Suppress Bill" Check Box in Transaction Entry? Can the Timesheet Due alert be setup with more than one Due Date? AR aged report show ### sign for final total amounts instead of billing currency amount How to fix Timesheets posted in the Wrong Period? Why is there a Balance in the Job Cost Variance Account? Report that will show what was billed for a project How to delete a Timesheet Special Category and what happens to the hours put against it Project Earnings Report Requires Type of Role = Administrator The W-2 Form or 1099-Misc Forms are not aligning correctly How to Write-off an Invoice How can the Benefit Accrual Schedule be changed for an Employee? In Vision 7.6 and higher how can a expense report approval workflow be setup to prevent an expense report from being submitted without information in the Detail field? What is included in the CRM module? Cost rate was incorrect on posted timesheets. How can this be fixed? Why isn't the Open New W-2 Quarter option showing under the Utilities menu? Payroll was posted to the wrong W-2 Quarter, how can this be corrected? Cannot see some Actual Hours in Project Plan AR Aging report by average days by project manager Credit Card charges were imported twice. Direct expense versus Reimbursable Expense Setting up and using the Retainer Feature In Vision How to use the Credit Card feature in Vision What are Units and how to setup Units? How is labor cross charge reprocessed? How does the Identification Code Designator (ICD) work with the Company ID number in an ACH file? Is there a way to change a Project's Charge Type? Credit Memo Amount Cannot Exceed the Invoice Balance How to find the posting log of a voided invoice? Is it possible to reprint a payroll check in Vision? How to enter an AP Voucher paid by company credit card in Vision What is Vision using for the Timesheet Due Date for Alert Paid employee expenses show on Unpaid Expense Report How to prevent a Benefit Accruals from accruing What reports show Baseline hours in the Plan? How can the Default Bank code for Expense Report Payment Processing be set? Which Cost/Pay Rate table will be used if both project and employee are assigned a Cost/Pay Rate table? What report can be printed that will tie out to the W-2s? Touch URLs for SaaS Clients When are benefit hours accrued updated? Is it possible to remove voided invoices from Accounts Receivable Statements and the outstanding invoices section of the invoice? Project Level to check when determining the paid status of the invoice Approvals are automatically adding a delegate Application Column in Audit Detail Report displays as 'Log Out' How to void a Bonus Check and reissue How to set a role to 'View Only' for Purchase Orders? When should the 1099 Initialization utility be run? Transaction Type Codes How to reduce an invoice amount using the Credit Memo feature? How to troubleshoot a File Reconciliation? Expense Report Approval Workflow Failure Timesheet Entry Adjustment versus Labor Adjustment Is there a Labor Write Off Report for Projects How to set up Consultant to bill Hourly Rates In 7.6 and higher, why can't System Administrators approve expense reports anymore? Setup for Expense Categories to always select the Reimbursable Account Is it possible to consolidate dormant projects at year-end? After opening the new fiscal year, there are no longer any year-to-date values for the overhead projects. Why? What format of W-2 and 1099 does Deltek Vision use? How is a project's charge type changed from Promotional to Regular? Apply a Discount and have it show on the invoice How does Vision determine whose timesheet a user can view, edit and approve? Report showing Invoice transaction details by billing status Where does the 1099-NEC form get the amount from and where does it put this amount on the 1099-NEC form? Can the December and January periods, when crossing a fiscal period, be open at the same time? Can there be different Benefit Accrual limits for individual employees? How can the projects on a timesheet be sorted? Unpaid Employee Expense Report Cannot post Accounts Payable Checks? Overpayments not showing on AR Aging report How to open the timesheets for the next period/year What is the 1099 Initialization utility? What ramifications, if any, would there be if the first payroll in the new year was run before installing the year end update? Invoice on File shows but it is not on Accounts Receivables Report What does NF, NP, and PD on AP vouchers mean? Warning: System FICA settings not found for XXXX W-2 year. Any FICA withholdings using the system method will default to 0 Is it possible to print out W-3 forms in Vision? What are the options for printing W-2 forms in Vision? Applying interest on outstanding invoice Drilling Down on Income Statement How can an expense report be cleared off the Unpaid Employee Ledger report and not affect the General Ledger? Can accounting period or fiscal year dates be changed? Billing Rate is not showing correctly in Project Reports What are the Steps required to setup Electronic Funds Transfer for Vendors Vision Year-End Checklist How does Vision Accrue Benefit Hours? How can benefit codes be changed? Modify versus Transfer in Interactive billing. Is it possible to clear or write off Interest invoice? Is it possible to move labor from one project to another when the labor is already billed out? Is it possible to change the length of the phase numbers? Where does one find the Total Number of Licenses per Module? How to setup Holidays so that the cells on the timesheet will be a different color than a regular day How to enter values in the State/Province field What report can be run to show who is setup to approve overall timesheets and whose timesheets can be approved? How to add a newly created phase to an existing plan How to add Additional Fees or Amount to an Invoice? Are the 1099-MISC forms populated with any values? Does the Payroll application have to be purchased in order to use the Benefit Accruals in Deltek Vision? How to Void an Invoice from Invoices on file? Wrong Labor Category Posted in Timesheet Vision Employee Costing Methods Error when saving a timesheet: Special Timesheet Category not set up properly If the new 1099 year was not initialized at the correct time and there have been payments generated for the vendors in the new calendar year, can this be corrected? Is there a report in Vision that shows the date and time of timesheet submissions and approvals? What year or period should be open to run the 1099 Initialization utility? How to do an Advanced Data import using a text file Your <module> module is only licensed for <number> of users Unbilled Detail & Aging report does not match the Unbilled Summary report Project Plan not calculating Planned Hours How to invoice multiple projects on one invoice? Cannot drill down on Prior Year Info on General Ledger Income Statement How are 1099 forms printed? 1099 forms were not printed for some 1099 vendors Payroll email remittance is requiring a password Emailed Invoice Approvals Alert link error How to enter refund from Accounts Payable Vendor in Vision How to print AR Statement with invoices grouped by project? When should the December Cumulative Update with the new year's tax tables be installed? (On-premise Customers Only) How to find Interactive Billing Transfers using the Labor Detail Report What are the Billing Status Codes in Vision? Unable to add transactional documents in AP Disbursements, Cash Disbursement and Transaction Center > Transaction Entry Expense Reports? Benefit hours are not accruing when Accrual Schedule is being used Timesheets were posted before Vacation benefit accruals code was added to employee record. What is a Cash Disbursement versus an AP Disbursement? How to add a Category to an existing Labor Category Table Where are the attachment categories defined? Email invoices accepted in Interactive billing How to include the Invoice List when processing Batch Billing How to Process a Bonus Payroll How to reset Labor and Expenses when invoice file was deleted after invoice was accepted? How to delete a rejected or approved absence request How to load a custom Check Template into Vision Can Vision print to 1099-INT or 1099-DIV forms? Deleted an Invoice and cannot recreate a new Invoice. Error - "The given key was not present in the dictionary" opening Project Planning How to correct a Retainage Invoice that has been billed? Additional Taxable income in the Form of a Benefit - When adding to a regular payroll run Invoice accidentally accepted in the wrong month, prior accounting period How to create a two-tiered absence request workflow What are the options for Accruing PTO, Sick,Vacation time? Why is AUTONUMBER showing in the number field instead of the number itself? Additional Part Taxable Income in the Form of a Benefit - For use during a Regular Payroll Run Only Hours are able to be entered to a dormant project on a timesheet Regular Amount column on the Project Detail is blank Additional Non-Taxable income in the Form of a Benefit Utilization Ratio vs. Target Ratio Employee Expense (or Payroll) Direct Deposit Pre notification How to void a Check In Vision? How can an invoice be voided where a retainer is applied and a cash receipt paid the balance? Using the Bank Statement Reconciliation. AP Invoice Approvals Unpaid Expense Reports not available for Payment Processing What report can be run to see what Vendors are selected for the 1099 forms? What happens to the Income Statement accounts when the new fiscal year is opened? How can timesheet comments be made required on only certain projects? How to clear and re-install local Click Once (Smart Client) files for Vision 6.x and 7.x Will Benefit Hours automatically get updated when an Absence Request is approved? In Project Planning, why are Phase or Tasks in Red? Create System-Wide Calculated Fields Scheduling email to send an AR Report to Clients Does Vision support the combined federal/state filing feature for Electronic Filing of 1099s? How can Retainage held be partially released without using Interactive Billing? How to add a logo to the AR Statement in Vision? How to setup the ADP Export? Is it possible to print multiple Timesheet Detail Report at the same time? Why is a new project not showing up in timesheet? When and how does a new fiscal year get opened? W-2 form aligns on top; bottom is out of alignment Cannot send email from hosted Deltek Vantagepoint internally but external emails work fine How to setup separate Billing Terms by phase for a project? Families First Coronavirus Response Act Different Record Access for Project Managers in Timesheet vs. Info Center Payroll tax tables are stored for prior AND current years. Where are benefit accrual codes setup for employees? Applying Retainers for Historical Transactions Undoing a Voided check in Vision How to remove expense items from Credit Card charges list in the Expense Report screen? How to Refund a client invoice overpayment How can the Invoice Date be changed? iAccess opening up wrong timesheet Invoice Not Available for Selection When Processing Cash Receipt What should be selected for Form W-4 Version in the Employee Info Center, Payroll tab if an employee submits a W-4 that is after 2020? Additional User or Employee License request How to print Due Date on an invoice? How is Interest handled in Vision? How to setup an Benefit Accrual Code Schedule in Vision Can Vision give the employee a warning if they submit a timesheet with less than the expected hours? When using a third party payroll system, what is the best way to enter payroll in Deltek? Report that shows AR Credit Memos and Write Offs How to remove labor from a promotional project? A report to show forecasted planned hours for one resource Requiring comments on timesheets How to setup and use Cash Basis Reporting in Vision In Planning, not all Plans are available Preparing Your System for Year-End Processing Unposting considerations for Vision Setup and using Deltek Vision Overhead Allocation Is it necessary to install the Year-End Cumulative Update? How to email vendor remittance? How to find Interactive Billing Transfers using the Project Detail Report Is it possible to have a different billing rate for the same person on a project/phase depending on the task? Why are last year's 1099 amounts printing on the current year 1099s? The amounts on some Vendors 1099s are incorrect. How can this be resolved? Requiring comments on timesheets Business reason of employee expenses printing on the Billing Backup Report Revenue Type "N" when it should have been Revenue type "B" What is the Account Column in Key Conversion Projects Organization? How should a role be setup so that it has access to all employee records in the Employee Review window in Vision? Where is the 1099 Initialization utility located? Instructions for using the Bank Statement Reconciliation Where can AR Comments be entered? How to open an approved expense report on Vision 7.6 so that it can be edited? How to Enable Service Estimates? What does the Open New W-2 Quarter do? What rights does employee need to Unsubmit timesheets? Error: The delete Function does not apply to timesheets. What is the difference between a Dormant and Inactive Status? Steps to setup Approval Delegation Why Does a JE to a Revenue Account Cause an Unbilled Services File Reconciliation? How to see the backup document with the invoice? How to add to the Project Type List? Unable to delete billing phase groups How to change the project manager on a project at all WBS levels? Need to issue a credit memo for an invoice that has not yet been paid by the client. Your administrator has blocked this application because it potentially poses a security risk to your computer How to enable Windows Integrated Authentication for Deltek Vision error: 401 unauthorized access running any reports Mailbox unavailable. The server response was: 5.7.1 Client does not have permissions to send as this sender The request failed with HTTP status 401: Unauthorized. SQL Reporting Services Report Server Database is growing out of control The permissions granted to user are insufficient for performing this operation Requesting a Vantagepoint Preview Environment no access to any iAccess workspaces How to add network report printers for Vision Exceeded storage allocation. The server response was: 5.3.4 Message size exceeds fixed maximum message size Weblink connection error using Fully Qualified Domain Name How to backup and restore databases Unable to connect to Vision: The remote server returned an error: (500) Internal Server Error. Batch Billing performance HTTP status 502: Bad gateway error when previewing or printing any report by any user, even at time of low traffic How to apply a Cumulative Update Timeout error for long-running reports: Client found response content type of 'text/html; charset=utf-8', but expected 'text/xml'. An error has occurred during report processing. Query execution failed for dataset 'ReportDataset'. For more information about the error, navigate to the report server on the local server machine, or enable remote errors. How to remove Vision from a client workstation Cannot enable FILESTREAM Error 503 Service Unavailable when launching Weblink or Vision
	Details Products Ajera Ajera CRM CRM & Proposals General Deltek CRM Vision Accounting Asset Management Billing Payroll Time & Expense Asset Management Connect for Microsoft Outlook CRM/Proposals Document Management Project Connect Resource Planning System Configuration/Problem Talent Mgmt Interface Touch CRM Touch Time and Expense TrafficLIVE Interface VPM/Analysis Cubes XTEND Environment SaaS;On-Premise Date Created 06/03/2021 12:09 AM Date Updated 02/23/2023 03:06 PM

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