AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |
Back to Blog
Deltek prosync3/20/2023 ![]() The other consideration is the size of the FILES database.So if you ever need to restore Vision to an earlier time you will also need to restore the FILES database from the same backup to maintain consistency between the two databases. Backup the FILES database at the same time as your Vision production database.There are a few things to remember if you implement TDM in Deltek Vision: TDM creates efficiency for accounting as well as staff by having the relevant project accounting documents easily accessible in a consistent location that is available to everyone that has access to the project. To go a step further when supporting documents have been attached to client invoices they can now be viewed by the appropriate project team members easily and also printed with the invoices as they go out to the client. A/P and Interactive Billing also allow the uploading of supporting documents to be attached to invoices, again saving the time and hassle of navigating the File/Folder network structure to find the associated documents.Streamline the process (especially for multi office firms) of allowing employees to scan and upload expense receipts directly to their Expense Reports in Vision instead of the typical procedure of scanning and emailing them to the main office or storing them in the Folder/File network.Reduce the work of keeping track of your supporting documents in the typical Folder/File structure on your network. ![]() Enable the FILESTREAM functionality for Vision.Create the Vision FILES database to store the uploaded documents.Enable FILESTREAM on the Vision SQL Server.The basics of getting TDM enabled in your Vision database are as follows and take about an hour to setup: You can also attach several supporting documents to a single transaction or a single supporting document to multiple transactions for more flexibility. With supporting documents uploaded to Vision it also gives the ability to easily review and print those supporting documents automatically when processing expenses or invoices. Transactional Document Management is a Deltek Vision feature that facilitates the uploading of supporting documents (Expense Receipts, Vendor and Sub-Consultant invoices, etc.) and the ability to attach those supporting documents to transactions within Vision. To clarify, FILESTREAM and TDM are two different things but work hand in hand to provide the desired functionality in Vision.įILESTREAM is a SQL technology introduced in SQL Server 2008 to facilitate the storing and management of unstructured or Binary Large OBject (BLOB) data (image files, word documents, pdf documents, etc.), and ensures transactional consistency between the unstructured data stored in the network file system and the structured data stored in the tables. As a Deltek Vision client, you may have heard the terms FILESTREAM and TDM thrown around and may be wondering what they are.
0 Comments
Read More
Leave a Reply. |