Deltek Vision is a leading project-based solution for professional services firms to manage their clients, projects and finances. More than 4,000 customers around the globe use Vision to win more business, manage more profitable projects and have greater insight into their financial health. This blog provides key product updates, tips and tricks and insight from Deltek’s product experts so you can Do More with Vision. We’ll also cover common challenges for professional services firms and how Deltek can help. Come join the conversation.
Did you know you can add fields from the Vision Projects Info Center to an invoice using the Invoice Template editor? Check out this blog post to learn how.
Whether you are a Vision workflow rookie or a veteran, here are the top reasons workflows are worth a second look.
In our ongoing commitment to the Deltek user community, please join us for our first quarterly Vision Town Hall. You’ll hear directly from Deltek leaders, including VP of Product Management, Bret Tushaus, about the investments being made to advance our Deltek solutions.
Did you know that the Deltek Support Center (formerly Customer Care Connect) is easier to use and better than ever? Did you know that any Deltek Vision user can access the Deltek Support Center? The Deltek Support Center enables customers to access everything they need in one convenient location. Learn more about the Deltek Support Center.
With Vision 7.6, professional services firms can streamline expense reporting even more. Credit card enhancements include enhancements to reconciliation and review as well as support for employee-paid corporate credit cards. Now, it is even easier to streamline reimbursements and expense reports.
Do you have part-time employees in a state that requires benefit accruals based on the number of hours worked? Do you want to prorate employee vacation time when total hours worked is less than expected hours in a week? If so, then you will want to take advantage of new functionality in Vision 7.6 to calculate benefit accruals based on hours worked.
Keep business moving when projects take you on the road without compromising you firm's processes or procedures with expense approvals for Deltek Touch Time & Expense.
As you may know, Vision Employee Expense Applications allow users to easily create expense reports and pull credit card expenses directly into the expense report, if the Vision Credit Card feature is enabled. Now with Vision 7.6, Approval Workflows have been expanded to cover Expense Report and Expense Line approvals.
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