Use toolbar options to post or schedule transaction files.
Contents
| Field | Description |
|---|
| Post
|
Click this option to post transaction files immediately.
|
| Schedule
|
You can schedule transaction files to post at a later date and time. Click this option to display the Schedule dialog box.
|
| Transaction List
|
Select one of the following options:
-
Print
— Print a file to your default printer using the Print Transaction List dialog box.
-
Preview — Preview a file on screen before you print it.
-
Print - Errors Only — Print a file to your default printer using the Print Transaction List dialog box. This file includes errors for the current transaction batch.
-
Preview - Errors Only — Preview a file on screen before you print it. This file includes errors for the current transaction batch.
-
Print - Unapproved Line Items — Print a file to your default printer from the Print Transaction List dialog box. This file includes unapproved line items for the current transaction batch.
-
Preview - Unapproved Line Items — Preview a file on screen before printing. This file includes unapproved line items for the current transaction batch.
If your firm uses the Deltek First Vision Essentials cloud version of Vision, the print options are not available. You can preview lists onscreen and then print them from the Preview window.
|
| Delete
|
Click this option to delete a transaction entry from Transaction Posting as well as Transaction Entry.
|
| Help
|
Click this option to display help specific to Transaction Posting.
|