We recently wrote about some of the changes coming to Deltek Vision 7.6. However, there are a few technology changes that may impact your upgrade. It’s important to stay up to date eon these changes so you can begin preparing for your upgrade to the latest release when it is available over the next couple of months.
Expense Reports Users
Vision 7.6 features new expense report approvals. Prior to upgrading, Deltek recommends that all outstanding expense reports are posted. Otherwise, your users will be forced to submit their expense reports again when you enable the new expense report approvals. As you plan for your upgrade, be sure to set a deadline for expense reports to make this transition easier for you and your firm.
XE.com Users
As part of the Vision 7.6 release, Deltek is enhancing how Vision interfaces with XE.com to pull up-to-date foreign exchange rates. With this enhancement, the old way of downloading rates will no longer work.
How to Migrate from Existing XE License
If you have a current XE.com license, you must complete a new license agreement with XE before you begin.
- Access and complete the XE Currency Data Migration Request Form
- Once the form is complete, XE will contact you to complete the new agreement and you will receive a new Account ID and API Key.
- After you complete the upgrade to Vision 7.6, you will then enter the new ID and API key on the XE license grid (Configuration>General>System Settings).
Note: If you have one or more previous licenses entered on the grid, you must delete them before adding the new API information.
How to Install a New XE License
If you are a new XE.com user, you will need to register with XE.com.
- Register with XE.com and reference Deltek Vision as the permitted application and Deltek as the vendor referral.
- com will provide you with an Account ID and associated API Key for your license.
- After you complete the upgrade to Vision 7.6, you must enter the ID and API key on the XE Licenses Grid (Configuration>General>System Settings) to enable the XE.com foreign exchange rate service.
Still Need Help?
Contact BCS ProSoft online to speak with your Deltek Vision Account Manager or give us a call Mon-Fri from 8am until 5pm central at (800) 882-6705 and we’d be happy to answer any of your questions. If you’re looking for technical support, The best way to receive support is to log a case online at Deltek Customer Care Connect and see KB Article # 77086 for details on Deltek Customer Care Contact Procedures.
