Smarter Approvals, Cleaner Records: What's New in Vantagepoint

Summary

This article covers two updates in the latest Vantagepoint release: Dela flagging timesheet and absence-policy issues before approval, and the ability to attach supporting documents directly to cash receipt transactions.

Approvers stop scanning every line for exceptions, and financial records stay complete and audit-ready right where the work happens, saving time on reviews and audits alike.

Key Takeaways

  • Dela flags policy issues pre-approval: In Vantagepoint, Dela reviews timesheets and absence requests against company policy, so approvers act on exceptions instead of scanning every entry.
  • Cash receipts now carry supporting documents: Files like remittance advice or check images attach directly to the transaction, staying available across cash receipts, AR review, and invoice details.
  • Records stay complete for faster audits: Attaching backup at the point of entry keeps financial records audit-ready and reviews faster, without teams hunting through email or shared drives.

Every project-based firm carries the same quiet overhead: the time spent reviewing timesheets line by line, checking absence requests against policy, and hunting through email for the one document that explains a payment. None of it is strategic work. It's operational friction, and it compounds, slowing down the people you most need moving quickly.

The latest Vantagepoint release goes after that friction from two directions. It puts AI to work speeding up approvals, and it keeps your financial records complete and easy to find.

Approve Timesheets and Absences Faster, Without Cutting Corners

Approvals sit at an awkward intersection. Approvers need to move quickly, but signing off without a real check creates compliance risk. Most teams end up choosing one or the other.

The latest Vantagepoint release helps you do both. Dela, your AI orchestrator, now reviews timesheets and absence requests against your company's policies and flags potential issues before an approver opens the record. Instead of scanning every entry, approvers see exactly what needs attention.

  • Faster approval cycles with less manual review effort
  • Consistent policy enforcement across every submission
  • Reduced compliance exposure from issues that slip through

The result is a shift from checking everything to acting on the few things that matter.

AI flags policy issues before approval, so reviewers focus on exceptions instead of every line.
AI flags policy issues before approval, so reviewers focus on exceptions instead of every line.

Keep Financial Records Complete, Right Where the Work Happens

Supporting documentation has a way of scattering. A remittance advice lands in email, a check image sits in a shared drive, and by the time someone reviews accounts receivable, the backup is anywhere but where it's needed.

Now you can attach supporting documents directly to cash receipt transactions as you enter them. Those files stay with the transaction and are available where your team already works, across cash receipts, AR review, and project invoice details.

  • Attach backup at the point of entry, not after the fact
  • Find supporting documents during AR and project review without leaving the system
  • Keep more complete, audit-ready records across your finance workflows
Upload supporting documents directly to a cash receipt so the record stays complete from entry through review.
Upload supporting documents directly to a cash receipt so the record stays complete from entry through review.

Why This Release Matters to Your Firm

Taken together, these updates reflect a consistent goal: take the routine, low-value work off your team's plate so they can focus on delivery and clients.

  • Less administrative work. Dela handles the first pass on approvals so humans review exceptions, not everything.
  • Stronger financial control. Complete records make reviews faster and audits easier.
  • Confident, consistent decisions. Policy is applied the same way every time, without slowing anyone down.

Stay Ahead with Deltek Vantagepoint

Join an upcoming Vantagepoint Customer Town Hall to see these features in action.

Contributors

Author

Linda Dininger

Linda Dininger

Senior Product Marketing Manager

Linda Dininger is Senior Product Marketing Manager at Deltek, where she focuses on Deltek Vantagepoint and helps A&E firms drive their businesses forward. With nearly 30 years of experience creating marketing content for architecture, engineering, and construction firms, she brings both industry insight and a practical understanding of how technology can help teams work smarter and achieve better outcomes.

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