Deltek Vision 7.0; Yes! Smart data entry screens!
Hats off Deltek, you sure made me a happy client with this upgrade and that's a high bar. As a user for 25+ years, lately I have wondered why it took so long to dig in and make what are the coolest operational changes in a long time. Last time I checked the Vision transaction screens I found the all-time bummer of the repeat button having been removed :-)! And, in interactive billing, one could delete an issued invoice!
There is good stuff in 7.0. including a few show stoppers that caught my eye quickly.
All transaction entry screens got a face-lift. I never liked the standard order of the columns. For instance, the cash receipt screen just seemed illogical to me and obviously others felt the same. Deltek has re-engineered the screens in transaction entry to shuffle the order of columns and pin them in place as you scroll. If your cup of tea is to enter the amount of a cash receipt first, then select the project, then the invoice, you shuffle and pin and your columns in that screen so it meets your liking. This small change will allow for more effective and faster entry, thank you, thank you.
PIN the Grid View is now available on some other grid views so you do not scroll away a critical column(s) that need to remain in view. This makes most sense when you apply it! Excel users will love it.
Billing Credit Memos are here, welcome to the new millennium and another essential operational change in 7.0. The credit memo feature can initiate and create full or partial credit memos from interactive billing for posted invoices. No more rigging units or add-ons or creating negative invoices - nice!
Email EFT and direct deposit remittances. Yes, that's correct: email employee expense, vendors and payroll, finally. This should help communicate to employees when their payments have been processed, alleviating their need to ask or even look it up (although not real hard) and vendor calls should be fewer, yes!
New Contract management Tab. Under Project Info Center, it will remain to be seen if clients use this, but good effort at organizing contract and change order management and sales reporting.
Display Settings in User Options. Again, I'm not sure users will jump on this one, but now in Vision forms, menus, grids, and navigation can be set up to match your personal requirements. So each user can have their screens look unique in regards to color, font, text, etc. from the default. I think this could be a challenge for support staff!
Checkout Deltek Defect Fix list and Database changes. Loads of defects have been corrected since 6.2 sp4 and prior, yours may have been addressed. And of course new known issues exist such as Mobile Time OS compatibility.
Login and Checkout your customer care account url https://deltek.custhelp.com/ci/fattach/get/821174/1348072285/redirect/1/filename/DeltekVision70ReleaseNotes.pdf