Deltek Vision: Custom Reporting

Did your finance department ever approach you to create them that one specific report that’s missing? Did you ever wonder if you could write a report that would take advantage of Deltek Vision’s ® reporting capabilities and allow you to create selections, set up your own grouping, show and hide columns and create your own favourites? Or did you ever wanted to create invoices with a bit more bling than the plain standard ones?

Then the following chapters will help you doing just that. In the first article we will go through a step-by-step guide on how to create your own custom report.

Continue reading “Deltek Vision: Custom Reporting”

Validation Web Services

This blog will show you how to write a custom SOAP web service that can be hooked up to one of Vision’s validation workflows (timesheets, expenses, transaction postings) and all the do’s and dont’s around it.

Coming Soon

Deltek Vision API

Do you want to integrate Deltek Vision ® with other applications in your company? How about displaying a list of important projects on your website directly from your Vision database? Or pull employee and client information into an intranet site? Post expenses from a third party application directly into the Vision finance system?

All this and more is possible be using the freely available Vision XTEND API interfaces.  The blog post will show you how and provide you with some base libraries  to get started

Coming Soon

Customizing Invoices

Deltek Vision’s ® invoices work but they are far from pretty…
This blog will show you how you can modify both layout and content  for your company’s invoice so it matches your corporate identity.

On the way I will show you some tips and tricks on how the get more  out of the invoices (add custom information, multiple designs for different  clients, etc…)

Coming Soon

User Defined Fields, Grids and Info Centers

The most used and by far the easiest way of customizing Deltek Vision is the User Defined Controls feature. This allows you to add new fields and grids to any existing info center (like projects, employees, vendors, etc..) or even create your own new info centers from scratch.

Custom fields support all the data types you know from standard Vision like numbers, characters, dates, memo-fields, etc…
but you can also select any of the info centers (built-in and user defined) as data type which will allow you to link one record to another. Continue reading “User Defined Fields, Grids and Info Centers”