Automate Your Invoice Delivery Using Unionpoint & Outlook

Join Us for Lunch at Deltek ProjectCon 2023!

Tuesday, October 17th – During the Conference Lunch Break

  • Kissimmee Meeting Room
  • Gaylord Palms Resort and Convention Center

Join Our Lunch Event to Learn How Our Clients are Leveraging Unionpoint

Currently Deltek Vantagepoint supports automated invoice generation out of its Batch Invoicing functionality, which allows sending emails to any Client Contacts associated with a Project.

These emails are sent through Vantagepoint’s internal Email process and unfortunately can be susceptible to landing in your Client’s Junk email boxes.  In addition, there is no outgoing email tracing in your email client (i.e. – within your “Sent” email folder).

During this interactive session Michael Dobler, Rhodium’s VP of Services, will present the possibilities available when integrating Vantagepoint with your Microsoft Outlook account using Deltek Unionpoint.

Rhodium’s step-by-step approach serves as a foundation for implementing a more sophisticated workflow within your organization. This workflow seamlessly dispatches PDF copies of your invoices via your Outlook account each time you post an invoice in Vantagepoint.  Michael will also provide insights into the mechanics behind this process and discuss how it can be tailored to meet the specific needs of your firm.


  • Lunch & Networking

    12:20 - 12:45pm

  • Automate Your Invoice Delivery Using Unionpoint & Outlook

    12:45 - 1:30pm

  • Q&A with Open Discussion of Unionpoint's Functionality

    1:30 - 1:50pm

  • Return to Afternoon ProjectCon Sessions

    1:50 - 2:00pm


Michael Dobler

VP Services - Rhodium Digital