General Ledger Interfaces
Use the screens in the General Ledger Interfaces application group to import journal entries or budget data into Costpoint.
Related Topics:
Manage Journal Entry Preprocessor Settings
Use this screen to configure import settings for the Import Journal Entries preprocessor.
Use this preprocessor to import journal entries from an ASCII file or from tables. You can view and edit the transactions on the Manage Journal Entries screen. You can also use the Print Journal Entry Edit Report to review them.
Corporate Planner To Costpoint Interface Overview
Use this application to upload General Ledger budget data from Corporate Planner into Deltek Costpoint. You can also use it to upload budgets from any comma-delimited file containing the required information. The interface uses two processing functions to transfer data:
To run interactively, you must select a file. The application will generate an Error report if it encounters any errors. You can then terminate or continue the process to transfer valid data into the final budget table. Click Import Budget Amounts to Costpoint on the Action menu to transfer valid data from the working table to the main Costpoint table.