Deltek Vision

(72)
4.0 out of 5 stars

Built by professional services firms for professional services firms, Deltek Vision gives firms visibility, control and accessibility to win, manage and deliver projects profitably.

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Deltek Vision Features

Expense Reports
Ease of Creating Expense Reports

Creation of expense reports takes little time and is intuitive for new users

80%
(Based on 37 reviews)
Bank / Credit Card Integration

Can easily pull in receipts from all credit card statements

72%
(Based on 19 reviews)
Smart Categorization

Automatically assigns categories/accounts based on past entries and credit card statements

n/a
Digital Receipt Management

Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.

81%
(Based on 27 reviews)
Employee Reimbursement

Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

85%
(Based on 34 reviews)
Currency Conversions

Enables easy entry of expenses in other currencies and converts to expense report currency

89%
(Based on 10 reviews)
Credit Card Integration

Integrates with corporate or personal credit cards (import or bi-directional)

67%
(Based on 10 reviews)
General Ledger
Journal Entries

Increases user efficiency by auto-populating based on previously entered information. Schedule future entries. Allow Journal Entries to be uploaded from an external source.

87%
(Based on 35 reviews)
Tags / Dimensions

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

n/a
Audit Trail

Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record

83%
(Based on 32 reviews)
Travel Management
Ease of Booking

Can book Flights, Hotels, and Rental cars directly from software.

n/a
Itinerary Management

Creates travel itineraries based on booking

n/a
Trip Notifications

Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.

n/a
Advanced Integrations

Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.

Not enough data available

Accounts Receivable
Invoice Customization

The layout of the invoice template is fully customizable and you can add or remove fields.

80%
(Based on 35 reviews)
AR Automation

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

78%
(Based on 29 reviews)
Collections Automation

The system automates the dunning process to help drive collections

75%
(Based on 26 reviews)
Accounts Payable
AP Automation

Steam lines data entry by auto populating recurring or predefined vendor values

80%
(Based on 29 reviews)
Payment Processing

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

85%
(Based on 34 reviews)
Purchase Orders

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

76%
(Based on 19 reviews)
Client Invoicing
Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

78%
(Based on 31 reviews)
Electronic Payments

Accepts electronic payments from clients

76%
(Based on 20 reviews)
Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

84%
(Based on 33 reviews)
Inventory Management
Inventory Tracking / Ordering

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

81%
(Based on 7 reviews)
Inventory Pricing and Costing

Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

79%
(Based on 7 reviews)
Inventory Reporting

Customizable reporting allows insight into usage of inventory and services.

81%
(Based on 7 reviews)
Other Functionality
Multi-Entity / Consolidation

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

78%
(Based on 22 reviews)
Recognition Rules

Automate recognition of revenue and expenses by defining recognition templates.

76%
(Based on 16 reviews)
Reconciliations

Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

86%
(Based on 27 reviews)
Payroll

Payroll module or integration to an external payroll provider which automates the recording of payroll

85%
(Based on 19 reviews)
Time and Expense

Automated time and expense capture, tracking, approval, reimbursement and reporting

88%
(Based on 45 reviews)
Mobile
Receipt Capture

Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

74%
(Based on 20 reviews)
Mileage Tracking

Allows users to track mileage from mobile device using maps or GPS.

74%
(Based on 17 reviews)
Travel Itinerary and Flight Status Updates

Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes

n/a
Reporting & Analytics
Financial Statements

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

84%
(Based on 34 reviews)
Custom Reporting

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

77%
(Based on 33 reviews)
Budgeting / Forecasting

Create and revise an unlimited number of budget, plan and forecast scenarios.

70%
(Based on 28 reviews)
Dashboards

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

70%
(Based on 37 reviews)
Platform
Embedded AI / Machine Learning

Offers embedded AI/machine learning

Not enough data available

Complex Approval Workflow

Provides workflow for complex approval structures

69%
(Based on 14 reviews)
Platform
Customization

Allows administrators to customize to accomodate their unique process. Includes ability to create custom objetcs, fields, rules, calculations, and views.

78%
(Based on 38 reviews)
Workflow Capability

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

78%
(Based on 31 reviews)
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

79%
(Based on 39 reviews)
Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

75%
(Based on 16 reviews)
Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

81%
(Based on 38 reviews)
Output Document Generation

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

76%
(Based on 33 reviews)
Administration
PCI Regulation Compliant

Complies with PCI security standards

76%
(Based on 5 reviews)
Administration
Standard Integrations

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

72%
(Based on 20 reviews)
Workflow

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

79%
(Based on 21 reviews)
Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

81%
(Based on 21 reviews)
Policy Compliance Management

Enables administrators to create rules that enforce compliances of corporate time and expense policies

75%
(Based on 9 reviews)
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

84%
(Based on 22 reviews)
Integration
Data Import and Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

77%
(Based on 35 reviews)
Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

81%
(Based on 20 reviews)
Breadth of Partner Applications

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

81%
(Based on 17 reviews)
Platform
Reporting

Access pre-built and custom reports and dashboards.

81%
(Based on 21 reviews)
APIs / Integration

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

73%
(Based on 15 reviews)
Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

79%
(Based on 5 reviews)
Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

85%
(Based on 21 reviews)
Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

74%
(Based on 14 reviews)
Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

n/a